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, 12:10:15 UTC | 13F-HR | Financial & Tax Architects, LLC CIK 0001758543 | 2026 Q2 Open parsed portfolio | 110 | $474,274,967 | Open SEC source |
| 23 Jul 2026, 12:05:24 UTC | 13F-HR | Mosley Wealth Management CIK 0002011849 | 2026 Q2 Open parsed portfolio | 781 | $314,256,856 | Open SEC source |
| 23 Jul 2026, 12:04:37 UTC | 13F-HR | Family Investment Center, Inc. CIK 0001897700 | 2026 Q2 Open parsed portfolio | 120 | $602,197,244 | Open SEC source |
| 23 Jul 2026, 12:03:21 UTC | 13F-HR | Financial Partners Group, Inc CIK 0001731169 | 2026 Q2 Open parsed portfolio | 250 | $985,062,913 | Open SEC source |
| 23 Jul 2026, 12:01:52 UTC | 13F-HR | WMG Financial Advisors, LLC CIK 0001906711 | 2026 Q2 Open parsed portfolio | 105 | $265,378,608 | Open SEC source |
| 23 Jul 2026, 12:01:45 UTC | 13F-HR | Granite Group Advisors, LLC CIK 0002018114 | 2026 Q2 Open parsed portfolio | 84 | $168,671,790 | Open SEC source |
| 23 Jul 2026, 12:00:21 UTC | 13F-HR | Brookwood Investment Group LLC CIK 0002066812 | 2026 Q2 Open parsed portfolio | 513 | $861,755,646 | Open SEC source |
| 23 Jul 2026, 11:59:36 UTC | 13F-HR | Stone Summit Wealth LLC CIK 0001908192 | 2026 Q2 Open parsed portfolio | 144 | $394,028,811 | Open SEC source |
| 23 Jul 2026, 11:58:34 UTC | 13F-HR | Alexis Investment Partners, LLC CIK 0002054271 | 2026 Q2 Open parsed portfolio | 38 | $170,986,883 | Open SEC source |
| 23 Jul 2026, 11:58:07 UTC | 13F-HR | Capstone Wealth Management, LLC CIK 0002019411 | 2026 Q2 Open parsed portfolio | 188 | $215,508,772 | Open SEC source |
| 23 Jul 2026, 11:57:35 UTC | 13F-HR | Castellan Group CIK 0001832521 | 2026 Q2 Open parsed portfolio | 39 | $910,041,815 | Open SEC source |
| 23 Jul 2026, 11:55:01 UTC | 13F-HR | RESTON WEALTH MANAGEMENT LLC CIK 0001767617 | 2026 Q2 Open parsed portfolio | 65 | $370,994,639 | Open SEC source |
| 23 Jul 2026, 11:52:29 UTC | 13F-HR | Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 | 2026 Q2 Open parsed portfolio | 82 | $144,243,486 | Open SEC source |
| 23 Jul 2026, 11:43:26 UTC | 13F-HR | Jones Kertz & Associates, Inc. CIK 0002104438 | 2026 Q2 Open parsed portfolio | 66 | $216,916,865 | Open SEC source |
| 23 Jul 2026, 11:42:18 UTC | 13F-HR | Symmetry Partners, LLC CIK 0001697493 | 2026 Q2 Open parsed portfolio | 295 | $1,961,323,935 | Open SEC source |
| 23 Jul 2026, 11:42:15 UTC | 13F-HR | RIA Advisory Group LLC CIK 0001958384 | 2026 Q2 Open parsed portfolio | 153 | $450,212,693 | Open SEC source |
| 23 Jul 2026, 11:40:23 UTC | 13F-HR | SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 | 2026 Q2 Open parsed portfolio | 29 | $178,135,643 | Open SEC source |
| 23 Jul 2026, 11:37:18 UTC | 13F-HR | FORONJY FINANCIAL LLC CIK 0002040600 | 2026 Q2 Open parsed portfolio | 108 | $272,156,610 | Open SEC source |
| 23 Jul 2026, 11:35:53 UTC | 13F-HR | Tranquility Partners, LLC CIK 0001783773 | 2026 Q2 Open parsed portfolio | 232 | $290,958,849 | Open SEC source |
| 23 Jul 2026, 11:35:20 UTC | 13F-HR | Sawyer & Company, Inc CIK 0001722436 | 2026 Q2 Open parsed portfolio | 202 | $297,876,705 | Open SEC source |
| 23 Jul 2026, 11:31:48 UTC | 13F-HR | L. Roy Papp & Associates, LLP CIK 0000809339 | 2026 Q2 Open parsed portfolio | 193 | $951,377,536 | Open SEC source |
| 23 Jul 2026, 11:30:47 UTC | 13F-HR | Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 | 2026 Q2 Open parsed portfolio | 129 | $192,994,413 | Open SEC source |
| 23 Jul 2026, 11:30:37 UTC | 13F-HR | Counterweight Ventures, LLC CIK 0002012467 | 2026 Q2 Open parsed portfolio | 81 | $200,603,689 | Open SEC source |
| 23 Jul 2026, 11:30:12 UTC | 13F-HR | York State Teachers Retirement System New CIK 0000314969 | 2026 Q2 Open parsed portfolio | 1,631 | $54,167,785,000 | Open SEC source |
| 23 Jul 2026, 11:29:34 UTC | 13F-HR | Wealth Alliance Advisory Group, LLC CIK 0001735734 | 2026 Q2 Open parsed portfolio | 203 | $691,391,274 | Open SEC source |
| 23 Jul 2026, 11:28:11 UTC | 13F-HR | CHRISTINE MESSMER PC CIK 0002097609 | 2026 Q2 Open parsed portfolio | 86 | $177,484,039 | Open SEC source |
| 23 Jul 2026, 11:25:54 UTC | 13F-HR | Rathbones Group PLC CIK 0001351991 | 2026 Q2 Open parsed portfolio | 665 | $27,143,602,412 | Open SEC source |
| 23 Jul 2026, 11:23:25 UTC | 13F-HR | TruNorth Capital Management, LLC CIK 0001639695 | 2026 Q2 Open parsed portfolio | 123 | $622,609,587 | Open SEC source |
| 23 Jul 2026, 11:22:12 UTC | 13F-HR | Fideuram Asset Management (Ireland) dac CIK 0002109923 | 2026 Q2 Open parsed portfolio | 738 | $5,075,461,485 | Open SEC source |
| 23 Jul 2026, 11:21:31 UTC | 13F-HR | Dupree Financial Group, LLC CIK 0001989251 | 2026 Q2 Open parsed portfolio | 81 | $266,870,710 | Open SEC source |
| 23 Jul 2026, 11:17:19 UTC | 13F-HR | AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 | 2026 Q2 Open parsed portfolio | 342 | $2,755,264,080 | Open SEC source |
| 23 Jul 2026, 11:15:43 UTC | 13F-HR | Berkshire Money Management, Inc. CIK 0001535172 | 2026 Q2 Open parsed portfolio | 56 | $1,094,443,345 | Open SEC source |
| 23 Jul 2026, 11:15:19 UTC | 13F-HR | Global View Capital Management LLC CIK 0001994495 | 2026 Q2 Open parsed portfolio | 146 | $484,420,421 | Open SEC source |
| 23 Jul 2026, 11:11:53 UTC | 13F-HR | ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 | 2026 Q2 Open parsed portfolio | 195 | $548,585,657 | Open SEC source |
| 23 Jul 2026, 11:10:03 UTC | 13F-HR | Navigate Wealth Management, LLC CIK 0002127791 | 2026 Q2 Open parsed portfolio | 79 | $161,400,949 | Open SEC source |
| 23 Jul 2026, 11:09:17 UTC | 13F-HR | TRUE Private Wealth Advisors CIK 0001667074 | 2026 Q2 Open parsed portfolio | 283 | $1,158,857,474 | Open SEC source |
| 23 Jul 2026, 11:07:58 UTC | 13F-HR | Brady Martz Wealth Solutions, LLC CIK 0002049470 | 2026 Q2 Open parsed portfolio | 228 | $662,010,801 | Open SEC source |
| 23 Jul 2026, 11:06:21 UTC | 13F-HR | Financial Planning Hawaii, Inc. CIK 0002105146 | 2026 Q2 Open parsed portfolio | 134 | $186,437,325 | Open SEC source |
| 23 Jul 2026, 11:04:32 UTC | 13F-HR | AJ Advisors, LLC CIK 0001951167 | 2026 Q2 Open parsed portfolio | 37 | $321,828,921 | Open SEC source |
| 23 Jul 2026, 11:03:57 UTC | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 2026 Q2 Open parsed portfolio | 441 | $8,191,853,855 | Open SEC source |
| 23 Jul 2026, 11:03:53 UTC | 13F-HR | BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 | 2026 Q2 Open parsed portfolio | 105 | $792,872,425 | Open SEC source |
| 23 Jul 2026, 11:03:16 UTC | 13F-HR | Carroll Advisory Group, LLC CIK 0002108684 | 2026 Q2 Open parsed portfolio | 73 | $304,460,874 | Open SEC source |
| 23 Jul 2026, 11:02:33 UTC | 13F-HR | McAlvany Wealth Management LLC CIK 0002123857 | 2026 Q2 Open parsed portfolio | 48 | $133,676,485 | Open SEC source |
| 23 Jul 2026, 11:01:46 UTC | 13F-HR | Sterling Wealth Advisors Inc CIK 0001943937 | 2026 Q2 Open parsed portfolio | 20 | $183,990,848 | Open SEC source |
| 23 Jul 2026, 11:00:38 UTC | 13F-HR | Capital Advisors Wealth Management, LLC CIK 0001824700 | 2026 Q2 Open parsed portfolio | 228 | $850,881,328 | Open SEC source |
| 23 Jul 2026, 10:59:52 UTC | 13F-HR | BancFirst Trust & Investment Management CIK 0001914099 | 2026 Q2 Open parsed portfolio | 65 | $237,005,472 | Open SEC source |
| 23 Jul 2026, 10:59:38 UTC | 13F-HR | Torrey-Payne Wealth Management, LLC CIK 0002112151 | 2026 Q2 Open parsed portfolio | 39 | $121,594,823 | Open SEC source |
| 23 Jul 2026, 10:58:48 UTC | 13F-HR | Investment Research & Advisory Group, Inc. CIK 0001802136 | 2026 Q2 Open parsed portfolio | 314 | $321,008,494 | Open SEC source |
| 23 Jul 2026, 10:57:29 UTC | 13F-HR | Citadel Investment Advisory, Inc. CIK 0001811907 | 2026 Q2 Open parsed portfolio | 76 | $220,258,000 | Open SEC source |
| 23 Jul 2026, 10:56:40 UTC | 13F-HR | Tributary Capital Management, LLC CIK 0001441888 | 2026 Q2 Open parsed portfolio | 135 | $1,216,098,384 | Open SEC source |