13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 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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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

AtlasMark Financial, Inc

CIK 0002127120

13F-HR Q1 2022
CIK
0002127120
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
40 holdings / $78,129,095
Filed
22 Apr 2026, 11:37:25 UTC
Period
2022 Q1

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

View details Open source
13F portfolio

Wealth Advisory Solutions, LLC

CIK 0001834802

13F-HR Q1 2026
CIK
0001834802
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
142 holdings / $448,825,694
Filed
22 Apr 2026, 11:35:21 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

LANDMARK WEALTH MANAGEMENT, INC.

CIK 0001985016

13F-HR Q1 2026
CIK
0001985016
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
42 holdings / $265,139,875
Filed
22 Apr 2026, 11:34:44 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK 0001013701

13F-HR Q1 2026
CIK
0001013701
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
58 holdings / $343,099,991
Filed
22 Apr 2026, 11:34:10 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

RIDGECREST WEALTH PARTNERS, LLC

CIK 0001860719

13F-HR Q1 2026
CIK
0001860719
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
96 holdings / $181,169,113
Filed
22 Apr 2026, 11:30:54 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

QUATTRO FINANCIAL ADVISORS LLC

CIK 0001705929

13F-HR Q1 2026
CIK
0001705929
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
90 holdings / $330,153,629
Filed
22 Apr 2026, 11:30:31 UTC
Period
2026 Q1

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
22 Apr 2026, 11:37:25 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2022 Q1 Open parsed portfolio 40 $78,129,095 Open SEC source
22 Apr 2026, 11:35:21 UTC 13F-HR Wealth Advisory Solutions, LLC CIK 0001834802 2026 Q1 Open parsed portfolio 142 $448,825,694 Open SEC source
22 Apr 2026, 11:34:44 UTC 13F-HR LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 2026 Q1 Open parsed portfolio 42 $265,139,875 Open SEC source
22 Apr 2026, 11:34:10 UTC 13F-HR LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 2026 Q1 Open parsed portfolio 58 $343,099,991 Open SEC source
22 Apr 2026, 11:30:54 UTC 13F-HR RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 2026 Q1 Open parsed portfolio 96 $181,169,113 Open SEC source
22 Apr 2026, 11:30:31 UTC 13F-HR QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 2026 Q1 Open parsed portfolio 90 $330,153,629 Open SEC source
22 Apr 2026, 11:28:07 UTC 13F-HR WestEnd Advisors, LLC CIK 0001351731 2026 Q1 Open parsed portfolio 391 $4,141,532,734 Open SEC source
22 Apr 2026, 11:27:35 UTC 13F-HR Bravera Wealth CIK 0002126773 2025 Q4 Open parsed portfolio 483 $199,641,234 Open SEC source
22 Apr 2026, 11:27:03 UTC 13F-HR Phoenix Wealth Advisors CIK 0001842362 2026 Q1 Open parsed portfolio 126 $253,173,621 Open SEC source
22 Apr 2026, 11:24:17 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2021 Q4 Open parsed portfolio 41 $82,671,354 Open SEC source
22 Apr 2026, 11:23:24 UTC 13F-HR GERBER, LLC CIK 0002014164 2026 Q1 Open parsed portfolio 87 $176,837,658 Open SEC source
22 Apr 2026, 11:22:23 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2021 Q3 Open parsed portfolio 39 $74,813,355 Open SEC source
22 Apr 2026, 11:20:56 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2021 Q2 Open parsed portfolio 39 $76,333,712 Open SEC source
22 Apr 2026, 11:20:03 UTC 13F-HR PROMETHIUM ADVISORS,LLC CIK 0002034073 2026 Q1 Open parsed portfolio 112 $193,103,380 Open SEC source
22 Apr 2026, 11:19:22 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2021 Q1 Open parsed portfolio 39 $71,557,703 Open SEC source
22 Apr 2026, 11:18:37 UTC 13F-HR Lakeshore Capital Group, Inc. CIK 0002057465 2026 Q1 Open parsed portfolio 76 $122,500,480 Open SEC source
22 Apr 2026, 11:16:49 UTC 13F-HR Investment Advisory Group, LLC CIK 0001910273 2026 Q1 Open parsed portfolio 194 $393,397,185 Open SEC source
22 Apr 2026, 11:14:46 UTC 13F-HR Financially in Tune, LLC CIK 0002113970 2026 Q1 Open parsed portfolio 77 $116,304,851 Open SEC source
22 Apr 2026, 11:14:31 UTC 13F-HR Invera Wealth Advisors, LLC CIK 0001976780 2026 Q1 Open parsed portfolio 98 $155,806,608 Open SEC source
22 Apr 2026, 11:13:48 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2020 Q4 Open parsed portfolio 37 $66,108,851 Open SEC source
22 Apr 2026, 11:13:06 UTC 13F-HR Richard Bernstein Advisors LLC CIK 0001528214 2026 Q1 Open parsed portfolio 227 $3,447,615,881 Open SEC source
22 Apr 2026, 11:12:45 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2020 Q3 Open parsed portfolio 37 $57,696,373 Open SEC source
22 Apr 2026, 11:12:08 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2020 Q2 Open parsed portfolio 36 $50,670,516 Open SEC source
22 Apr 2026, 11:10:52 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2020 Q1 Open parsed portfolio 33 $40,078,266 Open SEC source
22 Apr 2026, 11:10:28 UTC 13F-HR Englebert Financial Advisers, LLC CIK 0002097035 2026 Q1 Open parsed portfolio 55 $87,924,981 Open SEC source
22 Apr 2026, 11:10:23 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2019 Q4 Open parsed portfolio 34 $43,602,364 Open SEC source
22 Apr 2026, 11:09:06 UTC 13F-HR AtlasMark Financial, Inc CIK 0002127120 2019 Q3 Open parsed portfolio 34 $40,115,200 Open SEC source
22 Apr 2026, 11:08:42 UTC 13F-HR TRUEFG, LLC CIK 0001766067 2026 Q1 Open parsed portfolio 71 $377,278,312 Open SEC source
22 Apr 2026, 11:06:43 UTC 13F-HR TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 2026 Q1 Open parsed portfolio 207 $1,234,102,156 Open SEC source
22 Apr 2026, 11:05:25 UTC 13F-HR MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 2026 Q1 Open parsed portfolio 80 $135,904,507 Open SEC source
22 Apr 2026, 11:00:53 UTC 13F-HR Peak Planning Group, LLC CIK 0002097384 2026 Q1 Open parsed portfolio 120 $360,810,569 Open SEC source
22 Apr 2026, 10:58:15 UTC 13F-HR BEACON FINANCIAL PLANNING, INC CIK 0001966066 2026 Q1 Open parsed portfolio 76 $258,188,578 Open SEC source
22 Apr 2026, 10:56:13 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q1 Open parsed portfolio 17 $125,763,770 Open SEC source
22 Apr 2026, 10:55:48 UTC 13F-HR HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 2026 Q1 Open parsed portfolio 144 $419,177,340 Open SEC source
22 Apr 2026, 10:54:02 UTC 13F-HR Berry Wealth Group, LP CIK 0002008410 2026 Q1 Open parsed portfolio 28 $26,761,505 Open SEC source
22 Apr 2026, 10:52:02 UTC 13F-HR M3 Advisory Group, LLC CIK 0002014826 2026 Q1 Open parsed portfolio 149 $162,240,050 Open SEC source
22 Apr 2026, 10:49:55 UTC 13F-HR Spire Wealth Management CIK 0001858740 2026 Q1 Open parsed portfolio 2,250 $2,930,930,681 Open SEC source
22 Apr 2026, 10:49:36 UTC 13F-HR Uniting Wealth Partners, LLC CIK 0002056414 2026 Q1 Open parsed portfolio 205 $469,712,393 Open SEC source
22 Apr 2026, 10:48:44 UTC 13F-HR Applied Capital LLC CIK 0001862965 2026 Q1 Open parsed portfolio 50 $267,880,165 Open SEC source
22 Apr 2026, 10:47:24 UTC 13F-HR Monument Group Wealth Advisors, LLC CIK 0001965665 2026 Q1 Open parsed portfolio 43 $180,200,850 Open SEC source
22 Apr 2026, 10:47:21 UTC 13F-HR SUTTON PLACE INVESTORS LLC CIK 0001930301 2026 Q1 Open parsed portfolio 136 $182,833,127 Open SEC source
22 Apr 2026, 10:46:44 UTC 13F-HR Arcataur Capital Management LLC CIK 0001987321 2026 Q1 Open parsed portfolio 103 $359,402,035 Open SEC source
22 Apr 2026, 10:44:08 UTC 13F-HR Evensky & Katz LLC CIK 0001357867 2026 Q1 Open parsed portfolio 72 $1,758,147,000 Open SEC source
22 Apr 2026, 10:43:48 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q2 Open parsed portfolio 17 $148,901,550 Open SEC source
22 Apr 2026, 10:41:42 UTC 13F-HR Stone House Investment Management, LLC CIK 0001696497 2026 Q1 Open parsed portfolio 1,067 $558,054,222 Open SEC source
22 Apr 2026, 10:38:56 UTC 13F-HR RMR Wealth Builders CIK 0001803848 2026 Q1 Open parsed portfolio 277 $1,269,917,201 Open SEC source
22 Apr 2026, 10:38:38 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q3 Open parsed portfolio 17 $186,313,976 Open SEC source
22 Apr 2026, 10:38:21 UTC 13F-HR MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 2026 Q1 Open parsed portfolio 176 $372,497,467 Open SEC source
22 Apr 2026, 10:33:45 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2008 Q4 Open parsed portfolio 20 $418,408,102 Open SEC source
22 Apr 2026, 10:30:13 UTC 13F-HR CORNERSTONE ENTERPRISES, LLC CIK 0001987314 2026 Q1 Open parsed portfolio 35 $201,073,377 Open SEC source
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