13F portfolio feed
Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 23 Apr 2026, 09:15:00 UTC | 13F-HR | Three Magnolias Financial Advisors, LLC CIK 0002056795 | 2026 Q1 Open parsed portfolio | 103 | $157,147,163 | Open SEC source |
| 23 Apr 2026, 09:04:43 UTC | 13F-HR | Avant Financial Advisors LLC CIK 0002063243 | 2026 Q1 Open parsed portfolio | 65 | $142,244,741 | Open SEC source |
| 23 Apr 2026, 09:03:42 UTC | 13F-HR | Orca Investment Management, LLC CIK 0001511229 | 2026 Q1 Open parsed portfolio | 57 | $117,588,819 | Open SEC source |
| 23 Apr 2026, 09:03:19 UTC | 13F-HR | Guardian Wealth Management, LLC CIK 0002095373 | 2026 Q1 Open parsed portfolio | 30 | $329,624,726 | Open SEC source |
| 23 Apr 2026, 08:59:07 UTC | 13F-HR | Catalina Capital Group, LLC CIK 0002018090 | 2026 Q1 Open parsed portfolio | 173 | $163,135,204 | Open SEC source |
| 23 Apr 2026, 08:58:20 UTC | 13F-HR | Financial Guidance Group, Inc. CIK 0001929349 | 2026 Q1 Open parsed portfolio | 89 | $248,823,307 | Open SEC source |
| 23 Apr 2026, 08:57:36 UTC | 13F-HR | Etesian Wealth Advisors, Inc. CIK 0001997586 | 2026 Q1 Open parsed portfolio | 138 | $313,422,610 | Open SEC source |
| 23 Apr 2026, 08:56:26 UTC | 13F-HR | Ameliora Wealth Management Ltd. CIK 0001910168 | 2026 Q1 Open parsed portfolio | 232 | $313,669,735 | Open SEC source |
| 23 Apr 2026, 08:56:09 UTC | 13F-HR | BXM Wealth LLC CIK 0002052379 | 2026 Q1 Open parsed portfolio | 131 | $129,909,512 | Open SEC source |
| 23 Apr 2026, 08:56:05 UTC | 13F-HR | Greenhouse Wealth Management, LLC CIK 0001843566 | 2026 Q1 Open parsed portfolio | 57 | $161,703,485 | Open SEC source |
| 23 Apr 2026, 08:54:29 UTC | 13F-HR | Bigelow Investment Advisors, LLC CIK 0001729516 | 2026 Q1 Open parsed portfolio | 153 | $249,797,953 | Open SEC source |
| 23 Apr 2026, 08:51:26 UTC | 13F-HR | LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 | 2026 Q1 Open parsed portfolio | 61 | $133,111,152 | Open SEC source |
| 23 Apr 2026, 08:50:23 UTC | 13F-HR | Barry Investment Advisors, LLC CIK 0001631639 | 2026 Q1 Open parsed portfolio | 99 | $453,607,382 | Open SEC source |
| 23 Apr 2026, 08:48:46 UTC | 13F-HR | Oregon Pacific Wealth Management, LLC CIK 0002043757 | 2026 Q1 Open parsed portfolio | 105 | $95,849,214 | Open SEC source |
| 23 Apr 2026, 08:48:05 UTC | 13F-HR | Castellan Group CIK 0001832521 | 2026 Q1 Open parsed portfolio | 34 | $722,568,836 | Open SEC source |
| 23 Apr 2026, 08:46:57 UTC | 13F-HR | SageGuard Financial Group, LLC CIK 0001861378 | 2026 Q1 Open parsed portfolio | 196 | $646,253,841 | Open SEC source |
| 23 Apr 2026, 08:45:10 UTC | 13F-HR | Dupree Financial Group, LLC CIK 0001989251 | 2026 Q1 Open parsed portfolio | 71 | $248,459,501 | Open SEC source |
| 23 Apr 2026, 08:39:15 UTC | 13F-HR | Next Level Private LLC CIK 0001910366 | 2026 Q1 Open parsed portfolio | 175 | $442,710,099 | Open SEC source |
| 23 Apr 2026, 08:35:29 UTC | 13F-HR | Macco Financial Group, Inc. CIK 0002111816 | 2026 Q1 Open parsed portfolio | 21 | $132,060,609 | Open SEC source |
| 23 Apr 2026, 08:29:06 UTC | 13F-HR | Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 2026 Q1 Open parsed portfolio | 554 | $19,120,467,385 | Open SEC source |
| 23 Apr 2026, 08:27:58 UTC | 13F-HR | Investment Planning Advisors, Inc. CIK 0002024049 | 2026 Q1 Open parsed portfolio | 107 | $363,196,162 | Open SEC source |
| 23 Apr 2026, 07:03:26 UTC | 13F-HR | Broad Peak Investment Advisers Pte Ltd CIK 0001547349 | 2026 Q1 Open parsed portfolio | 23 | $492,726,735 | Open SEC source |
| 23 Apr 2026, 06:56:16 UTC | 13F-HR | PPSC Investment Service Corp CIK 0001964389 | 2026 Q1 Open parsed portfolio | 8 | $1,267,884,696 | Open SEC source |
| 23 Apr 2026, 06:40:15 UTC | 13F-HR | PayPay Securities Corp CIK 0001908623 | 2026 Q1 Open parsed portfolio | 295 | $2,652,479 | Open SEC source |
| 23 Apr 2026, 06:30:20 UTC | 13F-HR | Analyst IMS Investment Management Services Ltd. CIK 0001634208 | 2026 Q1 Open parsed portfolio | 144 | $3,299,001,000 | Open SEC source |
| 22 Apr 2026, 21:43:06 UTC | 13F-HR | Arbor Wealth Advisors LLC CIK 0002009890 | 2026 Q1 Open parsed portfolio | 56 | $142,548,606 | Open SEC source |
| 22 Apr 2026, 21:37:18 UTC | 13F-HR/A | ICG Advisors, LLC CIK 0002089727 | 2026 Q1 - Restatement Open parsed portfolio | 4 | $25,596,169 | Open SEC source |
| 22 Apr 2026, 21:16:28 UTC | 13F-HR | Accurate Wealth Management, LLC CIK 0001877728 | 2026 Q1 Open parsed portfolio | 533 | $830,948,423 | Open SEC source |
| 22 Apr 2026, 21:10:25 UTC | 13F-HR | Davidson Kahn Capital Management, LLC CIK 0002055535 | 2026 Q1 Open parsed portfolio | 62 | $187,583,924 | Open SEC source |
| 22 Apr 2026, 21:08:17 UTC | 13F-HR | McBroom & Associates, LLC CIK 0001908893 | 2026 Q1 Open parsed portfolio | 36 | $179,541,681 | Open SEC source |
| 22 Apr 2026, 21:06:47 UTC | 13F-HR | UG Investment Advisers Ltd. CIK 0001697814 | 2026 Q1 Open parsed portfolio | 15 | $148,162,409 | Open SEC source |
| 22 Apr 2026, 21:03:53 UTC | 13F-HR | WEBER CAPITAL MANAGEMENT LLC /ADV CIK 0001099905 | 2026 Q1 Open parsed portfolio | 14 | $100,108,662 | Open SEC source |
| 22 Apr 2026, 21:00:49 UTC | 13F-HR | McElhenny Sheffield Capital Management, LLC CIK 0001886813 | 2026 Q1 Open parsed portfolio | 95 | $403,381,834 | Open SEC source |
| 22 Apr 2026, 20:54:58 UTC | 13F-HR | Lakewood Asset Management LLC CIK 0001966581 | 2026 Q1 Open parsed portfolio | 107 | $156,430,825 | Open SEC source |
| 22 Apr 2026, 19:59:56 UTC | 13F-HR | VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 | 2026 Q1 Open parsed portfolio | 97 | $215,772,964 | Open SEC source |
| 22 Apr 2026, 19:59:05 UTC | 13F-HR | Aegis Wealth Management LLC CIK 0001628818 | 2026 Q1 Open parsed portfolio | 118 | $174,850,492 | Open SEC source |
| 22 Apr 2026, 19:58:21 UTC | 13F-HR | AJ Advisors, LLC CIK 0001951167 | 2026 Q1 Open parsed portfolio | 33 | $269,546,005 | Open SEC source |
| 22 Apr 2026, 19:57:31 UTC | 13F-HR | KG Capital Management CIK 0001771687 | 2026 Q1 Open parsed portfolio | 123 | $139,466,516 | Open SEC source |
| 22 Apr 2026, 19:55:14 UTC | 13F-HR | Sterling Wealth Advisors Inc CIK 0001943937 | 2026 Q1 Open parsed portfolio | 20 | $175,362,166 | Open SEC source |
| 22 Apr 2026, 19:52:52 UTC | 13F-HR | Clear Creek Financial Management, LLC CIK 0001784235 | 2026 Q1 Open parsed portfolio | 608 | $1,304,822,374 | Open SEC source |
| 22 Apr 2026, 19:52:20 UTC | 13F-HR | TICINO WEALTH CIK 0002105416 | 2026 Q1 Open parsed portfolio | 138 | $287,685,520 | Open SEC source |
| 22 Apr 2026, 19:51:52 UTC | 13F-HR | SFG Wealth Management, LLC. CIK 0001908914 | 2026 Q1 Open parsed portfolio | 100 | $242,897,601 | Open SEC source |
| 22 Apr 2026, 19:51:33 UTC | 13F-HR | RBA Wealth Management, LLC CIK 0001776296 | 2026 Q1 Open parsed portfolio | 92 | $277,652,309 | Open SEC source |
| 22 Apr 2026, 19:51:11 UTC | 13F-HR | Avise Financial Cooperative, Inc. CIK 0002013342 | 2026 Q1 Open parsed portfolio | 102 | $120,862,269 | Open SEC source |
| 22 Apr 2026, 19:50:54 UTC | 13F-HR | Silver Coast Investments LLC CIK 0002012033 | 2026 Q1 Open parsed portfolio | 119 | $313,355,439 | Open SEC source |
| 22 Apr 2026, 19:49:54 UTC | 13F-HR | DORVAL Corp CIK 0001999144 | 2026 Q1 Open parsed portfolio | 45 | $322,301,751 | Open SEC source |
| 22 Apr 2026, 19:49:27 UTC | 13F-HR | TBH Global Asset Management, LLC CIK 0001787125 | 2026 Q1 Open parsed portfolio | 245 | $496,526,667 | Open SEC source |
| 22 Apr 2026, 19:48:34 UTC | 13F-HR | BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 | 2026 Q1 Open parsed portfolio | 11 | $218,484,794 | Open SEC source |
| 22 Apr 2026, 19:48:25 UTC | 13F-HR | Sentry LLC CIK 0002004474 | 2026 Q1 Open parsed portfolio | 118 | $314,297,484 | Open SEC source |
| 22 Apr 2026, 19:48:07 UTC | 13F-HR | SimpliFi, Inc. CIK 0001716983 | 2026 Q1 Open parsed portfolio | 43 | $238,176,131 | Open SEC source |