13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
146

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

Leelyn Smith, LLC

CIK 0001777817

13F-HR Q2 2026
CIK
0001777817
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
157 holdings / $822,349,058
Filed
23 Jul 2026, 20:17:53 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Malaga Cove Capital, LLC

CIK 0001603001

13F-HR Q2 2026
CIK
0001603001
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
185 holdings / $314,081,976
Filed
23 Jul 2026, 20:14:28 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

SIGNATUREFD, LLC

CIK 0001456048

13F-HR Q2 2026
CIK
0001456048
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
3,471 holdings / $7,484,273,604
Filed
23 Jul 2026, 20:12:17 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Intelligent Financial Strategies

CIK 0001911000

13F-HR Q2 2026
CIK
0001911000
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
60 holdings / $207,836,862
Filed
23 Jul 2026, 20:03:54 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Arizona PSPRS Trust

CIK 0001565332

13F-HR Q2 2026
CIK
0001565332
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
0 holdings / $0
Filed
23 Jul 2026, 19:59:33 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

RAINEY & RANDALL WEALTH ADVISORS INC.

CIK 0001728355

13F-HR Q2 2026
CIK
0001728355
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
77 holdings / $699,759,501
Filed
23 Jul 2026, 19:40:56 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
23 Jul 2026, 20:17:53 UTC 13F-HR Leelyn Smith, LLC CIK 0001777817 2026 Q2 Open parsed portfolio 157 $822,349,058 Open SEC source
23 Jul 2026, 20:14:28 UTC 13F-HR Malaga Cove Capital, LLC CIK 0001603001 2026 Q2 Open parsed portfolio 185 $314,081,976 Open SEC source
23 Jul 2026, 20:12:17 UTC 13F-HR SIGNATUREFD, LLC CIK 0001456048 2026 Q2 Open parsed portfolio 3,471 $7,484,273,604 Open SEC source
23 Jul 2026, 20:03:54 UTC 13F-HR Intelligent Financial Strategies CIK 0001911000 2026 Q2 Open parsed portfolio 60 $207,836,862 Open SEC source
23 Jul 2026, 19:59:33 UTC 13F-HR Arizona PSPRS Trust CIK 0001565332 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
23 Jul 2026, 19:40:56 UTC 13F-HR RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 2026 Q2 Open parsed portfolio 77 $699,759,501 Open SEC source
23 Jul 2026, 19:08:32 UTC 13F-HR Rare Wolf Capital LLC CIK 0002105393 2026 Q2 Open parsed portfolio 120 $155,669,748 Open SEC source
23 Jul 2026, 18:49:22 UTC 13F-HR Crewe Advisors LLC CIK 0001730033 2026 Q2 Open parsed portfolio 1,135 $1,380,328,636 Open SEC source
23 Jul 2026, 18:48:02 UTC 13F-HR VISTA CAPITAL PARTNERS, INC. CIK 0001486946 2026 Q2 Open parsed portfolio 170 $1,139,985,551 Open SEC source
23 Jul 2026, 18:36:15 UTC 13F-HR Tradewinds Capital Management, LLC CIK 0001616026 2026 Q2 Open parsed portfolio 713 $562,553,782 Open SEC source
23 Jul 2026, 18:35:19 UTC 13F-HR Genoa Capital Gestora de Recursos Ltda. CIK 0002064813 2026 Q2 Open parsed portfolio 8 $199,721,136 Open SEC source
23 Jul 2026, 18:35:02 UTC 13F-HR Insight Inv LLC CIK 0001909322 2026 Q2 Open parsed portfolio 109 $212,133,054 Open SEC source
23 Jul 2026, 18:06:31 UTC 13F-HR PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 2026 Q2 Open parsed portfolio 123 $394,753,284 Open SEC source
23 Jul 2026, 18:00:54 UTC 13F-HR Hartford Financial Management Inc. CIK 0001352526 2026 Q2 Open parsed portfolio 349 $448,177,197 Open SEC source
23 Jul 2026, 17:58:49 UTC 13F-HR Lodestone Wealth Management LLC CIK 0001950158 2026 Q2 Open parsed portfolio 778 $283,250,318 Open SEC source
23 Jul 2026, 17:38:34 UTC 13F-HR ORBA Wealth Advisors, L.L.C. CIK 0002010248 2026 Q2 Open parsed portfolio 85 $116,966,911 Open SEC source
23 Jul 2026, 17:29:08 UTC 13F-HR Bensler, LLC CIK 0001965941 2026 Q2 Open parsed portfolio 198 $1,130,740,873 Open SEC source
23 Jul 2026, 17:24:42 UTC 13F-HR JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 2026 Q2 Open parsed portfolio 839 $13,683,662,886 Open SEC source
23 Jul 2026, 17:22:48 UTC 13F-HR Courage Miller Partners, LLC CIK 0001482106 2026 Q2 Open parsed portfolio 87 $379,014,654 Open SEC source
23 Jul 2026, 17:22:25 UTC 13F-HR GKV Capital Management Co., Inc. CIK 0002052321 2026 Q2 Open parsed portfolio 83 $309,922,056 Open SEC source
23 Jul 2026, 17:17:07 UTC 13F-HR Wealth Architects, LLC CIK 0001611518 2026 Q2 Open parsed portfolio 248 $1,266,296,706 Open SEC source
23 Jul 2026, 17:14:16 UTC 13F-HR ANCHYRA PARTNERS LLC CIK 0002107106 2026 Q2 Open parsed portfolio 350 $416,389,973 Open SEC source
23 Jul 2026, 17:12:54 UTC 13F-HR BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 2026 Q2 Open parsed portfolio 52 $279,804,602 Open SEC source
23 Jul 2026, 17:11:48 UTC 13F-HR Prism Planning Partners LLC CIK 0002110534 2026 Q2 Open parsed portfolio 35 $94,482,080 Open SEC source
23 Jul 2026, 17:07:22 UTC 13F-HR J. M. Brown & Associates Inc. CIK 0002134631 2026 Q2 Open parsed portfolio 167 $174,748,984 Open SEC source
23 Jul 2026, 17:03:42 UTC 13F-HR Fingerlakes Wealth Management, Inc. CIK 0001910248 2026 Q2 Open parsed portfolio 101 $185,822,722 Open SEC source
23 Jul 2026, 17:02:59 UTC 13F-HR New Harbor Financial Group, LLC CIK 0001548577 2026 Q2 Open parsed portfolio 61 $628,239,074 Open SEC source
23 Jul 2026, 17:01:53 UTC 13F-HR NDWM LLC CIK 0001818386 2026 Q2 Open parsed portfolio 38 $170,206,349 Open SEC source
23 Jul 2026, 17:01:19 UTC 13F-HR Abundance Wealth Counselors CIK 0001767080 2026 Q2 Open parsed portfolio 314 $1,540,099,817 Open SEC source
23 Jul 2026, 17:00:22 UTC 13F-HR William Marsh Rice University CIK 0001674705 2026 Q2 Open parsed portfolio 2 $219,203,962 Open SEC source
23 Jul 2026, 17:00:12 UTC 13F-HR Forum Financial Management, LP CIK 0001911832 2026 Q2 Open parsed portfolio 352 $7,786,592,069 Open SEC source
23 Jul 2026, 16:59:58 UTC 13F-HR MILLER WEALTH ADVISORS, LLC CIK 0001908158 2026 Q2 Open parsed portfolio 119 $136,416,443 Open SEC source
23 Jul 2026, 16:58:10 UTC 13F-HR Dynamic Wealth Strategies, LLC CIK 0001812853 2026 Q2 Open parsed portfolio 291 $187,754,065 Open SEC source
23 Jul 2026, 16:54:41 UTC 13F-HR Ted Buchan & Co CIK 0002033413 2026 Q2 Open parsed portfolio 95 $305,673,092 Open SEC source
23 Jul 2026, 16:53:13 UTC 13F-HR Hibernia Wealth Partners, LLC CIK 0001950637 2026 Q2 Open parsed portfolio 82 $184,645,382 Open SEC source
23 Jul 2026, 16:51:17 UTC 13F-HR Urban Wealth Management, LLC CIK 0001845521 2026 Q2 Open parsed portfolio 107 $114,722,861 Open SEC source
23 Jul 2026, 16:50:28 UTC 13F-HR Atala Financial Inc CIK 0002053756 2026 Q2 Open parsed portfolio 121 $163,961,312 Open SEC source
23 Jul 2026, 16:50:11 UTC 13F-HR Kesler, Norman & Wride, LLC CIK 0001840455 2026 Q2 Open parsed portfolio 271 $631,420,352 Open SEC source
23 Jul 2026, 16:46:31 UTC 13F-HR IFS Group,LLC CIK 0002087139 2026 Q2 Open parsed portfolio 87 $72,835,752 Open SEC source
23 Jul 2026, 16:45:25 UTC 13F-HR JNBA Financial Advisors CIK 0001569118 2026 Q2 Open parsed portfolio 829 $1,321,033,429 Open SEC source
23 Jul 2026, 16:45:07 UTC 13F-HR Evergreen Private Wealth LLC CIK 0002010098 2026 Q2 Open parsed portfolio 89 $270,424,047 Open SEC source
23 Jul 2026, 16:43:25 UTC 13F-HR Etesian Wealth Advisors, Inc. CIK 0001997586 2026 Q2 Open parsed portfolio 141 $338,299,226 Open SEC source
23 Jul 2026, 16:41:34 UTC 13F-HR WMS Group LLC CIK 0002113632 2026 Q2 Open parsed portfolio 57 $77,536,311 Open SEC source
23 Jul 2026, 16:40:36 UTC 13F-HR Bravera Wealth CIK 0002126773 2026 Q2 Open parsed portfolio 352 $260,769,291 Open SEC source
23 Jul 2026, 16:40:28 UTC 13F-HR Carmel Capital Management L.L.C. CIK 0001878547 2026 Q2 Open parsed portfolio 28 $456,372,109 Open SEC source
23 Jul 2026, 16:40:08 UTC 13F-HR Innovative Wealth Building LLC CIK 0002062596 2026 Q2 Open parsed portfolio 84 $172,132,081 Open SEC source
23 Jul 2026, 16:39:25 UTC 13F-HR BankChampaign, National Association CIK 0002135773 2026 Q2 Open parsed portfolio 200 $130,242,047 Open SEC source
23 Jul 2026, 16:38:09 UTC 13F-HR BLVD Private Wealth, LLC CIK 0002079537 2026 Q2 Open parsed portfolio 71 $134,558,612 Open SEC source
23 Jul 2026, 16:38:05 UTC 13F-HR Cape Investment Advisory, Inc. CIK 0001944437 2026 Q2 Open parsed portfolio 1,449 $374,074,751 Open SEC source
23 Jul 2026, 16:36:13 UTC 13F-HR PFG Investments, LLC CIK 0001973224 2026 Q2 Open parsed portfolio 1,295 $2,581,752,099 Open SEC source
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