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 |
|---|---|---|---|---|---|---|
| 22 Jul 2026, 14:32:54 UTC | 13F-HR | INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 | 2026 Q2 Open parsed portfolio | 50 | $119,795,278 | Open SEC source |
| 22 Jul 2026, 14:32:28 UTC | 13F-HR | Networth Advisors, LLC CIK 0002099019 | 2026 Q2 Open parsed portfolio | 381 | $172,108,104 | Open SEC source |
| 22 Jul 2026, 14:32:23 UTC | 13F-HR | Legacy Wealth Partners, LLC CIK 0002066638 | 2026 Q2 Open parsed portfolio | 189 | $441,924,257 | Open SEC source |
| 22 Jul 2026, 14:31:11 UTC | 13F-HR | PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 | 2026 Q2 Open parsed portfolio | 96 | $651,415,446 | Open SEC source |
| 22 Jul 2026, 14:26:02 UTC | 13F-HR | Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 | 2026 Q2 Open parsed portfolio | 49 | $145,828,908 | Open SEC source |
| 22 Jul 2026, 14:18:15 UTC | 13F-HR | Legacies Wealth LLC CIK 0001755933 | 2026 Q2 Open parsed portfolio | 109 | $182,556,218 | Open SEC source |
| 22 Jul 2026, 14:17:31 UTC | 13F-HR | Harbor Group, Inc. CIK 0001840486 | 2026 Q2 Open parsed portfolio | 115 | $851,316,971 | Open SEC source |
| 22 Jul 2026, 14:16:56 UTC | 13F-HR | Sage Investment Counsel LLC CIK 0002055178 | 2026 Q2 Open parsed portfolio | 126 | $99,856,452 | Open SEC source |
| 22 Jul 2026, 14:14:46 UTC | 13F-HR | Telos Capital Management, Inc. CIK 0001567889 | 2026 Q2 Open parsed portfolio | 201 | $1,134,766,297 | Open SEC source |
| 22 Jul 2026, 14:13:16 UTC | 13F-HR | Riverbend Wealth Management, LLC CIK 0002055570 | 2026 Q2 Open parsed portfolio | 173 | $196,664,046 | Open SEC source |
| 22 Jul 2026, 14:13:02 UTC | 13F-HR | SpringVest Wealth Management LLC CIK 0002058986 | 2026 Q2 Open parsed portfolio | 74 | $158,988,587 | Open SEC source |
| 22 Jul 2026, 14:11:24 UTC | 13F-HR | Catawba River Capital CIK 0001843303 | 2026 Q2 Open parsed portfolio | 24 | $223,491,154 | Open SEC source |
| 22 Jul 2026, 14:11:24 UTC | 13F-HR | Bayshore Capital Advisors, LLC CIK 0001598176 | 2026 Q2 Open parsed portfolio | 42 | $214,197,596 | Open SEC source |
| 22 Jul 2026, 14:10:51 UTC | 13F-HR | LMCG INVESTMENTS, LLC CIK 0001470944 | 2026 Q2 Open parsed portfolio | 225 | $1,867,106,388 | Open SEC source |
| 22 Jul 2026, 14:10:03 UTC | 13F-HR | Western Financial Corp/CA CIK 0001954480 | 2026 Q2 Open parsed portfolio | 132 | $341,483,531 | Open SEC source |
| 22 Jul 2026, 14:08:39 UTC | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 | 2026 Q2 Open parsed portfolio | 16 | $244,067,607 | Open SEC source |
| 22 Jul 2026, 14:07:56 UTC | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 | 2026 Q2 Open parsed portfolio | 57 | $200,817,938 | Open SEC source |
| 22 Jul 2026, 14:07:01 UTC | 13F-HR | SFG Wealth Management, LLC. CIK 0001908914 | 2026 Q2 Open parsed portfolio | 113 | $278,057,228 | Open SEC source |
| 22 Jul 2026, 14:06:18 UTC | 13F-HR | Arlington Financial Advisors, LLC CIK 0001716539 | 2026 Q2 Open parsed portfolio | 107 | $787,469,197 | Open SEC source |
| 22 Jul 2026, 14:05:37 UTC | 13F-HR | Beach Point Capital Management LP CIK 0001453885 | 2026 Q2 Open parsed portfolio | 10 | $256,412,567 | Open SEC source |
| 22 Jul 2026, 14:05:01 UTC | 13F-HR | Bishop & Co Investment Management, LLC CIK 0001603276 | 2026 Q2 Open parsed portfolio | 26 | $324,798,280 | Open SEC source |
| 22 Jul 2026, 14:04:54 UTC | 13F-HR | RiverTree Advisors, LLC CIK 0001872501 | 2026 Q2 Open parsed portfolio | 72 | $169,337,424 | Open SEC source |
| 22 Jul 2026, 14:04:15 UTC | 13F-HR | Canopy Partners, LLC CIK 0001960860 | 2026 Q2 Open parsed portfolio | 256 | $332,430,028 | Open SEC source |
| 22 Jul 2026, 14:03:57 UTC | 13F-HR | Cornerstone Wealth Management, LLC CIK 0001674117 | 2026 Q2 Open parsed portfolio | 744 | $2,326,909,649 | Open SEC source |
| 22 Jul 2026, 14:03:33 UTC | 13F-HR | McElhenny Sheffield Capital Management, LLC CIK 0001886813 | 2026 Q2 Open parsed portfolio | 108 | $403,780,444 | Open SEC source |
| 22 Jul 2026, 14:02:53 UTC | 13F-HR | Columbus Macro, LLC CIK 0001727269 | 2026 Q2 Open parsed portfolio | 207 | $1,028,300,114 | Open SEC source |
| 22 Jul 2026, 14:02:05 UTC | 13F-HR | WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 | 2026 Q2 Open parsed portfolio | 31 | $324,163,444 | Open SEC source |
| 22 Jul 2026, 14:01:56 UTC | 13F-HR | Spectrum Financial Alliance Ltd LLC CIK 0001566531 | 2026 Q2 Open parsed portfolio | 31 | $679,475,640 | Open SEC source |
| 22 Jul 2026, 14:01:17 UTC | 13F-HR | Lesa Sroufe & Co CIK 0001492162 | 2026 Q2 Open parsed portfolio | 67 | $139,905,000 | Open SEC source |
| 22 Jul 2026, 13:55:33 UTC | 13F-HR | COERENTE CAPITAL MANAGEMENT CIK 0001860790 | 2026 Q2 Open parsed portfolio | 43 | $543,259,922 | Open SEC source |
| 22 Jul 2026, 13:52:30 UTC | 13F-HR | IMPACTfolio, LLC CIK 0001896447 | 2026 Q2 Open parsed portfolio | 37 | $265,515,710 | Open SEC source |
| 22 Jul 2026, 13:46:40 UTC | 13F-HR | Wallington Asset Management, LLC CIK 0001426754 | 2026 Q2 Open parsed portfolio | 61 | $813,927,323 | Open SEC source |
| 22 Jul 2026, 13:46:29 UTC | 13F-HR | PENNEY FINANCIAL, LLC CIK 0002049857 | 2026 Q2 Open parsed portfolio | 53 | $286,051,174 | Open SEC source |
| 22 Jul 2026, 13:45:16 UTC | 13F-HR | Cresta Advisors, Ltd. CIK 0001947670 | 2026 Q2 Open parsed portfolio | 54 | $278,589,646 | Open SEC source |
| 22 Jul 2026, 13:41:50 UTC | 13F-HR | Shum Financial Group, Inc. CIK 0002044675 | 2026 Q2 Open parsed portfolio | 106 | $165,922,342 | Open SEC source |
| 22 Jul 2026, 13:39:14 UTC | 13F-HR | FLOYD FINANCIAL GROUP LLC CIK 0002007613 | 2026 Q2 Open parsed portfolio | 65 | $153,148,521 | Open SEC source |
| 22 Jul 2026, 13:39:10 UTC | 13F-HR | Evensky & Katz LLC CIK 0001357867 | 2026 Q2 Open parsed portfolio | 72 | $1,936,263,000 | Open SEC source |
| 22 Jul 2026, 13:38:33 UTC | 13F-HR | Farnam Financial LLC CIK 0002080267 | 2026 Q2 Open parsed portfolio | 53 | $137,140,869 | Open SEC source |
| 22 Jul 2026, 13:32:51 UTC | 13F-HR | Rochester Wealth Strategies, LLC CIK 0001958456 | 2026 Q2 Open parsed portfolio | 27 | $180,681,384 | Open SEC source |
| 22 Jul 2026, 13:26:19 UTC | 13F-HR | apricus wealth, LLC CIK 0001913842 | 2026 Q2 Open parsed portfolio | 129 | $209,500,807 | Open SEC source |
| 22 Jul 2026, 13:25:16 UTC | 13F-HR | Horst & Graben Wealth Management LLC CIK 0001818207 | 2026 Q2 Open parsed portfolio | 205 | $760,246,200 | Open SEC source |
| 22 Jul 2026, 13:19:07 UTC | 13F-HR | KFG WEALTH MANAGEMENT, LLC CIK 0001919344 | 2026 Q2 Open parsed portfolio | 224 | $885,618,097 | Open SEC source |
| 22 Jul 2026, 13:08:28 UTC | 13F-HR | ABLE Financial Group, LLC CIK 0001977500 | 2026 Q2 Open parsed portfolio | 222 | $595,866,129 | Open SEC source |
| 22 Jul 2026, 13:02:03 UTC | 13F-HR | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 2026 Q2 Open parsed portfolio | 2,354 | $1,606,190,761 | Open SEC source |
| 22 Jul 2026, 12:59:52 UTC | 13F-HR | FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 2026 Q2 Open parsed portfolio | 752 | $2,613,460,619 | Open SEC source |
| 22 Jul 2026, 12:58:31 UTC | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 | 2026 Q2 Open parsed portfolio | 102 | $669,548,697 | Open SEC source |
| 22 Jul 2026, 12:48:18 UTC | 13F-HR | WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 | 2026 Q2 Open parsed portfolio | 56 | $203,142,401 | Open SEC source |
| 22 Jul 2026, 12:41:03 UTC | 13F-HR | Oak Wealth Advisors LLC CIK 0002056728 | 2026 Q2 Open parsed portfolio | 68 | $208,490,708 | Open SEC source |
| 22 Jul 2026, 12:31:55 UTC | 13F-HR | Indiana Trust & Investment Management Co CIK 0001356407 | 2026 Q2 Open parsed portfolio | 472 | $365,878,134 | Open SEC source |
| 22 Jul 2026, 12:31:27 UTC | 13F-HR | Sullivan Wood Capital Management LLC CIK 0002077718 | 2026 Q2 Open parsed portfolio | 23 | $73,027,742 | Open SEC source |