13F portfolio feed
Showing filings accepted since 01 Jul 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 Jul 2026, 14:46:29 UTC | 13F-HR | Stillwater Capital Advisors, LLC CIK 0001482970 | 2026 Q2 Open parsed portfolio | 71 | $980,571,628 | Open SEC source |
| 23 Jul 2026, 14:44:39 UTC | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 | 2026 Q2 Open parsed portfolio | 139 | $288,651,987 | Open SEC source |
| 23 Jul 2026, 14:41:41 UTC | 13F-HR | PEREGRINE INVESTMENT MANAGEMENT INC CIK 0002053303 | 2026 Q2 Open parsed portfolio | 26 | $234,712,428 | Open SEC source |
| 23 Jul 2026, 14:36:00 UTC | 13F-HR | Traub Capital Management LLC CIK 0002079207 | 2026 Q2 Open parsed portfolio | 132 | $112,094,624 | Open SEC source |
| 23 Jul 2026, 14:34:55 UTC | 13F-HR | Wheelhouse Advisory Group LLC CIK 0001998946 | 2026 Q2 Open parsed portfolio | 55 | $354,359,441 | Open SEC source |
| 23 Jul 2026, 14:29:34 UTC | 13F-HR | Arcataur Capital Management LLC CIK 0001987321 | 2026 Q2 Open parsed portfolio | 105 | $403,496,176 | Open SEC source |
| 23 Jul 2026, 14:24:12 UTC | 13F-HR | Rareview Capital LLC CIK 0002044533 | 2026 Q2 Open parsed portfolio | 51 | $178,849,516 | Open SEC source |
| 23 Jul 2026, 14:24:08 UTC | 13F-HR | Lunate Capital Ltd CIK 0002056786 | 2026 Q2 Open parsed portfolio | 10 | $196,005,350 | Open SEC source |
| 23 Jul 2026, 14:19:37 UTC | 13F-HR | GGM Financial LLC CIK 0002021722 | 2026 Q2 Open parsed portfolio | 265 | $263,715,097 | Open SEC source |
| 23 Jul 2026, 14:17:55 UTC | 13F-HR | R2 Capital Strategies, LLC CIK 0002146947 | 2026 Q2 Open parsed portfolio | 115 | $220,748,766 | Open SEC source |
| 23 Jul 2026, 14:17:46 UTC | 13F-HR | TME FINANCIAL, INC. CIK 0002056230 | 2026 Q2 Open parsed portfolio | 70 | $161,955,797 | Open SEC source |
| 23 Jul 2026, 14:14:35 UTC | 13F-HR | Copper Harbor Investment Advisors, LLC CIK 0001808027 | 2026 Q2 Open parsed portfolio | 95 | $472,412,119 | Open SEC source |
| 23 Jul 2026, 14:06:47 UTC | 13F-HR | RED REEF ADVISORS LLC CIK 0002122970 | 2026 Q2 Open parsed portfolio | 183 | $108,428,371 | Open SEC source |
| 23 Jul 2026, 14:00:48 UTC | 13F-HR | EQUITABLE TRUST CO CIK 0000033250 | 2026 Q2 Open parsed portfolio | 452 | $2,396,621,093 | Open SEC source |
| 23 Jul 2026, 14:00:31 UTC | 13F-HR | High Note Wealth, LLC CIK 0001807283 | 2026 Q2 Open parsed portfolio | 957 | $586,142,160 | Open SEC source |
| 23 Jul 2026, 13:56:15 UTC | 13F-HR | Wellment Financial CIK 0001940000 | 2026 Q2 Open parsed portfolio | 37 | $87,750,045 | Open SEC source |
| 23 Jul 2026, 13:49:43 UTC | 13F-HR | Slocum, Gordon & Co LLP CIK 0001993325 | 2026 Q2 Open parsed portfolio | 70 | $150,529,265 | Open SEC source |
| 23 Jul 2026, 13:45:26 UTC | 13F-HR | Alley Investment Management Company, LLC CIK 0001917618 | 2026 Q2 Open parsed portfolio | 89 | $855,958,508 | Open SEC source |
| 23 Jul 2026, 13:42:30 UTC | 13F-HR | Standpoint Asset Management, LLC CIK 0001780423 | 2026 Q2 Open parsed portfolio | 8 | $476,987,028 | Open SEC source |
| 23 Jul 2026, 13:35:21 UTC | 13F-HR | Mattern Wealth Management LLC CIK 0001802376 | 2026 Q2 Open parsed portfolio | 183 | $609,336,291 | Open SEC source |
| 23 Jul 2026, 13:29:58 UTC | 13F-HR | Alliance Wealth Advisors, LLC /UT CIK 0001893261 | 2026 Q2 Open parsed portfolio | 235 | $530,311,849 | Open SEC source |
| 23 Jul 2026, 13:28:48 UTC | 13F-HR | TSFG, LLC CIK 0001800513 | 2026 Q2 Open parsed portfolio | 839 | $793,866,000 | Open SEC source |
| 23 Jul 2026, 13:28:31 UTC | 13F-HR | PFG Private Wealth Management, LLC CIK 0001799957 | 2026 Q2 Open parsed portfolio | 75 | $230,796,331 | Open SEC source |
| 23 Jul 2026, 13:26:23 UTC | 13F-HR/A | SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 | 2026 Q2 - Restatement Open parsed portfolio | 19 | $181,522,738 | Open SEC source |
| 23 Jul 2026, 13:22:59 UTC | 13F-HR | NIGHTVIEW CAPITAL, LLC CIK 0001680843 | 2026 Q2 Open parsed portfolio | 14 | $133,548,981 | Open SEC source |
| 23 Jul 2026, 13:21:54 UTC | 13F-HR | AMALGAMATED BANK CIK 0000919192 | 2026 Q2 Open parsed portfolio | 1,632 | $14,465,638,000 | Open SEC source |
| 23 Jul 2026, 13:15:19 UTC | 13F-HR | Baker Ellis Asset Management LLC CIK 0001365559 | 2026 Q2 Open parsed portfolio | 265 | $964,102,740 | Open SEC source |
| 23 Jul 2026, 13:10:45 UTC | 13F-HR | UNION SAVINGS BANK CIK 0001985855 | 2026 Q2 Open parsed portfolio | 322 | $248,905,331 | Open SEC source |
| 23 Jul 2026, 13:04:37 UTC | 13F-HR | Two Point Capital Management, Inc. CIK 0001962382 | 2026 Q2 Open parsed portfolio | 30 | $248,247,669 | Open SEC source |
| 23 Jul 2026, 12:57:00 UTC | 13F-HR | United Wealth Management, LLC CIK 0002055362 | 2026 Q2 Open parsed portfolio | 24 | $444,406,496 | Open SEC source |
| 23 Jul 2026, 12:56:43 UTC | 13F-HR | Wealthquest Corp CIK 0001632968 | 2026 Q2 Open parsed portfolio | 177 | $1,585,172,053 | Open SEC source |
| 23 Jul 2026, 12:55:50 UTC | 13F-HR | Fractal Investments LLC CIK 0001843590 | 2026 Q2 Open parsed portfolio | 80 | $866,883,314 | Open SEC source |
| 23 Jul 2026, 12:53:39 UTC | 13F-HR | Three Cord True Wealth Management, LLC CIK 0002056001 | 2026 Q2 Open parsed portfolio | 43 | $210,187,347 | Open SEC source |
| 23 Jul 2026, 12:53:12 UTC | 13F-HR | Penbrook Management LLC CIK 0001381055 | 2026 Q2 Open parsed portfolio | 101 | $156,777,217 | Open SEC source |
| 23 Jul 2026, 12:43:25 UTC | 13F-HR | MN Wealth Advisors, LLC CIK 0001992972 | 2026 Q2 Open parsed portfolio | 133 | $234,832,450 | Open SEC source |
| 23 Jul 2026, 12:40:14 UTC | 13F-HR | Atlantic Edge Private Wealth Management, LLC CIK 0002011145 | 2026 Q2 Open parsed portfolio | 610 | $487,257,702 | Open SEC source |
| 23 Jul 2026, 12:39:38 UTC | 13F-HR | Mediolanum International Funds Ltd CIK 0002022028 | 2026 Q2 Open parsed portfolio | 452 | $11,655,663,699 | Open SEC source |
| 23 Jul 2026, 12:39:36 UTC | 13F-HR | Investment Planning Advisors, Inc. CIK 0002024049 | 2026 Q2 Open parsed portfolio | 117 | $431,816,550 | Open SEC source |
| 23 Jul 2026, 12:31:11 UTC | 13F-HR | ERn Financial, LLC CIK 0001768302 | 2026 Q2 Open parsed portfolio | 161 | $604,315,365 | Open SEC source |
| 23 Jul 2026, 12:30:13 UTC | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 2026 Q2 Open parsed portfolio | 789 | $2,093,222,567 | Open SEC source |
| 23 Jul 2026, 12:26:34 UTC | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 | 2026 Q2 Open parsed portfolio | 122 | $636,665,876 | Open SEC source |
| 23 Jul 2026, 12:26:32 UTC | 13F-HR | Karras Company, Inc. CIK 0002109847 | 2026 Q2 Open parsed portfolio | 61 | $110,330,464 | Open SEC source |
| 23 Jul 2026, 12:26:25 UTC | 13F-HR | Wells Financial Advisors INC CIK 0001844454 | 2026 Q2 Open parsed portfolio | 42 | $10,773,604 | Open SEC source |
| 23 Jul 2026, 12:21:13 UTC | 13F-HR | Taylor Frigon Capital Management LLC CIK 0001632665 | 2026 Q2 Open parsed portfolio | 93 | $213,647,350 | Open SEC source |
| 23 Jul 2026, 12:19:18 UTC | 13F-HR | 6th Street Advisors, LLC CIK 0002102803 | 2026 Q2 Open parsed portfolio | 61 | $174,032,930 | Open SEC source |
| 23 Jul 2026, 12:16:02 UTC | 13F-HR | Citrine Capital LLC CIK 0002053242 | 2026 Q2 Open parsed portfolio | 60 | $270,174,033 | Open SEC source |
| 23 Jul 2026, 12:14:01 UTC | 13F-HR | Clio Asset Management LLC CIK 0001986196 | 2026 Q2 Open parsed portfolio | 15 | $125,787,268 | Open SEC source |
| 23 Jul 2026, 12:12:51 UTC | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 | 2026 Q2 Open parsed portfolio | 144 | $310,202,187 | Open SEC source |
| 23 Jul 2026, 12:11:39 UTC | 13F-HR | Sun Group Wealth Partners CIK 0002111007 | 2026 Q2 Open parsed portfolio | 81 | $146,556,627 | Open SEC source |
| 23 Jul 2026, 12:10:31 UTC | 13F-HR | Capital Investment Advisory Services, LLC CIK 0001659203 | 2026 Q2 Open parsed portfolio | 1,301 | $1,620,406,732 | Open SEC source |