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 |
|---|---|---|---|---|---|---|
| 22 Apr 2026, 19:45:04 UTC | 13F-HR | Capital Management Associates, Inc CIK 0002008851 | 2026 Q1 Open parsed portfolio | 151 | $442,296,714 | Open SEC source |
| 22 Apr 2026, 19:44:40 UTC | 13F-HR | Tiller Private Wealth, Inc. CIK 0001663649 | 2026 Q1 Open parsed portfolio | 66 | $281,422,716 | Open SEC source |
| 22 Apr 2026, 19:43:57 UTC | 13F-HR | Western Financial Corp/CA CIK 0001954480 | 2026 Q1 Open parsed portfolio | 127 | $255,475,195 | Open SEC source |
| 22 Apr 2026, 19:43:35 UTC | 13F-HR | SC&H Financial Advisors, Inc. CIK 0001907898 | 2026 Q1 Open parsed portfolio | 155 | $663,226,997 | Open SEC source |
| 22 Apr 2026, 19:42:55 UTC | 13F-HR | Mid-American Wealth Advisory Group, Inc. CIK 0001911264 | 2026 Q1 Open parsed portfolio | 55 | $236,707,933 | Open SEC source |
| 22 Apr 2026, 19:40:31 UTC | 13F-HR | Essential Planning, LLC. CIK 0001949824 | 2026 Q1 Open parsed portfolio | 85 | $314,506,859 | Open SEC source |
| 22 Apr 2026, 19:36:51 UTC | 13F-HR | PEAVINE CAPITAL, LLC CIK 0001594540 | 2026 Q1 Open parsed portfolio | 9 | $446,093,843 | Open SEC source |
| 22 Apr 2026, 19:36:07 UTC | 13F-HR | FIGURE 8 INVESTMENT STRATEGIES LLC CIK 0001909570 | 2026 Q1 Open parsed portfolio | 56 | $102,403,071 | Open SEC source |
| 22 Apr 2026, 19:35:41 UTC | 13F-HR | Joel Isaacson & Co., LLC CIK 0001599330 | 2026 Q1 Open parsed portfolio | 452 | $3,016,072,559 | Open SEC source |
| 22 Apr 2026, 19:35:19 UTC | 13F-HR | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 | 2026 Q1 Open parsed portfolio | 178 | $1,356,028,864 | Open SEC source |
| 22 Apr 2026, 19:35:00 UTC | 13F-HR | Carroll Advisory Group, LLC CIK 0002108684 | 2026 Q1 Open parsed portfolio | 67 | $257,551,924 | Open SEC source |
| 22 Apr 2026, 19:34:39 UTC | 13F-HR | Abundance Wealth Counselors CIK 0001767080 | 2026 Q1 Open parsed portfolio | 243 | $697,011,585 | Open SEC source |
| 22 Apr 2026, 19:33:58 UTC | 13F-HR | QUARRY HILL ADVISORS, LLC CIK 0001965346 | 2026 Q1 Open parsed portfolio | 51 | $243,053,980 | Open SEC source |
| 22 Apr 2026, 18:41:13 UTC | 13F-HR | Finley Financial, LLC CIK 0002047823 | 2026 Q1 Open parsed portfolio | 107 | $213,593,138 | Open SEC source |
| 22 Apr 2026, 18:14:53 UTC | 13F-HR | HFG Wealth Management, LLC CIK 0002027836 | 2026 Q1 Open parsed portfolio | 50 | $181,720,048 | Open SEC source |
| 22 Apr 2026, 18:13:42 UTC | 13F-HR | Omnitrust Wealth Management, Inc CIK 0002108483 | 2026 Q1 Open parsed portfolio | 64 | $77,216,962 | Open SEC source |
| 22 Apr 2026, 18:13:33 UTC | 13F-HR | Integrated Wealth Management CIK 0002113155 | 2026 Q1 Open parsed portfolio | 95 | $87,199,699 | Open SEC source |
| 22 Apr 2026, 18:11:25 UTC | 13F-HR | TruNorth Capital Management, LLC CIK 0001639695 | 2026 Q1 Open parsed portfolio | 114 | $521,601,109 | Open SEC source |
| 22 Apr 2026, 18:10:26 UTC | 13F-HR | Capital Investment Management, Inc. CIK 0002124549 | 2026 Q1 Open parsed portfolio | 125 | $291,166,029 | Open SEC source |
| 22 Apr 2026, 18:09:02 UTC | 13F-HR | Stone Summit Wealth LLC CIK 0001908192 | 2026 Q1 Open parsed portfolio | 142 | $359,335,545 | Open SEC source |
| 22 Apr 2026, 18:06:27 UTC | 13F-HR | Straight Path Wealth Management CIK 0001902506 | 2026 Q1 Open parsed portfolio | 129 | $374,350,211 | Open SEC source |
| 22 Apr 2026, 18:05:20 UTC | 13F-HR | Keenan, LLC CIK 0002111703 | 2026 Q1 Open parsed portfolio | 42 | $118,535,779 | Open SEC source |
| 22 Apr 2026, 18:03:56 UTC | 13F-HR | Samalin Investment Counsel, LLC CIK 0001544366 | 2026 Q1 Open parsed portfolio | 319 | $282,023,097 | Open SEC source |
| 22 Apr 2026, 18:01:12 UTC | 13F-HR | MN Wealth Advisors, LLC CIK 0001992972 | 2026 Q1 Open parsed portfolio | 122 | $205,446,328 | Open SEC source |
| 22 Apr 2026, 17:54:39 UTC | 13F-HR | Oak Harvest Investment Services CIK 0001839430 | 2026 Q1 Open parsed portfolio | 176 | $957,994,120 | Open SEC source |
| 22 Apr 2026, 17:54:08 UTC | 13F-HR | KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 | 2026 Q1 Open parsed portfolio | 43 | $191,948,292 | Open SEC source |
| 22 Apr 2026, 17:48:12 UTC | 13F-HR | JNBA Financial Advisors CIK 0001569118 | 2026 Q1 Open parsed portfolio | 819 | $1,200,870,107 | Open SEC source |
| 22 Apr 2026, 17:35:43 UTC | 13F-HR | Gemmer Asset Management LLC CIK 0001607825 | 2026 Q1 Open parsed portfolio | 172 | $1,255,123,770 | Open SEC source |
| 22 Apr 2026, 17:34:38 UTC | 13F-HR | QV Investors Inc. CIK 0001570253 | 2026 Q1 Open parsed portfolio | 65 | $1,235,663,000 | Open SEC source |
| 22 Apr 2026, 17:30:56 UTC | 13F-HR | Patriot Financial Group Insurance Agency, LLC CIK 0001694883 | 2026 Q1 Open parsed portfolio | 693 | $1,772,364,368 | Open SEC source |
| 22 Apr 2026, 17:19:49 UTC | 13F-HR | Madison Park Capital Advisors, LLC CIK 0001993022 | 2026 Q1 Open parsed portfolio | 62 | $127,228,631 | Open SEC source |
| 22 Apr 2026, 17:18:54 UTC | 13F-HR | LAM GROUP, INC. CIK 0001961944 | 2026 Q1 Open parsed portfolio | 135 | $181,953,821 | Open SEC source |
| 22 Apr 2026, 17:11:42 UTC | 13F-HR | CHEMUNG CANAL TRUST CO CIK 0000790354 | 2026 Q1 Open parsed portfolio | 112 | $494,108,094 | Open SEC source |
| 22 Apr 2026, 17:09:17 UTC | 13F-HR | Vinland Capital Management Gestora de Recursos LTDA. CIK 0001944332 | 2026 Q1 Open parsed portfolio | 6 | $5,687,167 | Open SEC source |
| 22 Apr 2026, 17:08:33 UTC | 13F-HR | MeadowBrook Investment Advisors LLC CIK 0001308290 | 2026 Q1 Open parsed portfolio | 186 | $112,856,144 | Open SEC source |
| 22 Apr 2026, 17:07:56 UTC | 13F-HR | Financial Futures Ltd Liability Co. CIK 0001911616 | 2026 Q1 Open parsed portfolio | 72 | $227,636,324 | Open SEC source |
| 22 Apr 2026, 17:03:23 UTC | 13F-HR | Gunderson Capital Management LLC CIK 0001792397 | 2026 Q1 Open parsed portfolio | 46 | $239,174,610 | Open SEC source |
| 22 Apr 2026, 17:02:13 UTC | 13F-HR | StoryOne LLC CIK 0002079652 | 2026 Q1 Open parsed portfolio | 1 | $837,607 | Open SEC source |
| 22 Apr 2026, 16:45:50 UTC | 13F-HR | Red Tree Management, LLC CIK 0002055980 | 2026 Q1 Open parsed portfolio | 3 | $111,825,533 | Open SEC source |
| 22 Apr 2026, 16:44:42 UTC | 13F-HR | TVL Management Corp CIK 0001290448 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 22 Apr 2026, 16:43:17 UTC | 13F-HR | RPM Capital Partners, LLC CIK 0001555433 | 2026 Q1 Open parsed portfolio | 1 | $3,343,704 | Open SEC source |
| 22 Apr 2026, 16:39:49 UTC | 13F-HR | Seneca Financial Advisors LLC CIK 0002082922 | 2026 Q1 Open parsed portfolio | 64 | $341,266,529 | Open SEC source |
| 22 Apr 2026, 16:33:13 UTC | 13F-HR | MATRIX ASSET ADVISORS INC/NY CIK 0001016287 | 2026 Q1 Open parsed portfolio | 105 | $1,090,209,468 | Open SEC source |
| 22 Apr 2026, 16:32:47 UTC | 13F-HR | Millburn Ridgefield LLC /DE/ CIK 0001294571 | 2026 Q1 Open parsed portfolio | 39 | $4,648,260,782 | Open SEC source |
| 22 Apr 2026, 16:31:05 UTC | 13F-HR | PATTON FUND MANAGEMENT, INC. CIK 0001689232 | 2026 Q1 Open parsed portfolio | 488 | $588,747,002 | Open SEC source |
| 22 Apr 2026, 16:27:55 UTC | 13F-HR | DDFG, Inc CIK 0001967640 | 2026 Q1 Open parsed portfolio | 86 | $463,998,835 | Open SEC source |
| 22 Apr 2026, 16:26:59 UTC | 13F-HR | Independence Asset Advisors, LLC CIK 0002010929 | 2026 Q1 Open parsed portfolio | 24 | $276,598,067 | Open SEC source |
| 22 Apr 2026, 16:26:21 UTC | 13F-HR | Red Door Wealth Management, LLC CIK 0001783599 | 2026 Q1 Open parsed portfolio | 306 | $961,464,284 | Open SEC source |
| 22 Apr 2026, 16:26:21 UTC | 13F-HR | ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 | 2026 Q1 Open parsed portfolio | 122 | $852,099,358 | Open SEC source |
| 22 Apr 2026, 16:24:47 UTC | 13F-HR | Hurlow Wealth Management Group, Inc. CIK 0001747749 | 2026 Q1 Open parsed portfolio | 120 | $420,086,205 | Open SEC source |