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, 19:55:14 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 |
| 22 Apr 2026, 19:47:48 UTC | 13F-HR | BENDER ROBERT & ASSOCIATES CIK 0000894300 | 2026 Q1 Open parsed portfolio | 45 | $416,893,878 | Open SEC source |
| 22 Apr 2026, 19:47:24 UTC | 13F-HR | Legacy Wealth Management, LLC CIK 0001488921 | 2026 Q1 Open parsed portfolio | 30 | $1,714,679,246 | Open SEC source |
| 22 Apr 2026, 19:45:48 UTC | 13F-HR | BluePrint Investing LLC CIK 0002108872 | 2026 Q1 Open parsed portfolio | 25 | $112,539,263 | Open SEC source |
| 22 Apr 2026, 19:45:22 UTC | 13F-HR | Family Capital Management, Inc. CIK 0001964344 | 2026 Q1 Open parsed portfolio | 104 | $224,889,190 | Open SEC source |
| 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 |