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 |
|---|---|---|---|---|---|---|
| 21 Apr 2026, 15:53:48 UTC | 13F-HR | Highland Financial Advisors, LLC CIK 0001939237 | 2026 Q1 Open parsed portfolio | 67 | $378,697,853 | Open SEC source |
| 21 Apr 2026, 15:50:41 UTC | 13F-HR | Capital Investment Counsel, Inc CIK 0001418421 | 2026 Q1 Open parsed portfolio | 249 | $816,118,617 | Open SEC source |
| 21 Apr 2026, 15:48:29 UTC | 13F-HR | Kooman & Associates CIK 0001961850 | 2026 Q1 Open parsed portfolio | 50 | $335,409,522 | Open SEC source |
| 21 Apr 2026, 15:48:23 UTC | 13F-HR | SpringVest Wealth Management LLC CIK 0002058986 | 2026 Q1 Open parsed portfolio | 67 | $146,413,313 | Open SEC source |
| 21 Apr 2026, 15:45:00 UTC | 13F-HR | P.A.W. CAPITAL CORP CIK 0000949853 | 2026 Q1 Open parsed portfolio | 19 | $36,737,700 | Open SEC source |
| 21 Apr 2026, 15:44:40 UTC | 13F-HR | Vise Technologies, Inc. CIK 0001812090 | 2026 Q1 Open parsed portfolio | 1,447 | $5,062,145,557 | Open SEC source |
| 21 Apr 2026, 15:44:01 UTC | 13F-HR | Pinnacle Wealth Management, LLC CIK 0001911464 | 2026 Q1 Open parsed portfolio | 25 | $148,462,744 | Open SEC source |
| 21 Apr 2026, 15:43:13 UTC | 13F-HR | Beaumont Asset Management, L.L.C. CIK 0001798756 | 2026 Q1 Open parsed portfolio | 76 | $222,158,697 | Open SEC source |
| 21 Apr 2026, 15:42:10 UTC | 13F-HR | FLP Wealth Management, LLC CIK 0002052024 | 2026 Q1 Open parsed portfolio | 56 | $8,206,915 | Open SEC source |
| 21 Apr 2026, 15:40:23 UTC | 13F-HR | Creative Capital Management Investments LLC CIK 0001957363 | 2026 Q1 Open parsed portfolio | 324 | $348,476,603 | Open SEC source |
| 21 Apr 2026, 15:40:20 UTC | 13F-HR | Welch Financial Planning, LLC CIK 0002085141 | 2026 Q1 Open parsed portfolio | 67 | $139,070,781 | Open SEC source |
| 21 Apr 2026, 15:39:16 UTC | 13F-HR | CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 | 2026 Q1 Open parsed portfolio | 261 | $716,379,759 | Open SEC source |
| 21 Apr 2026, 15:37:20 UTC | 13F-HR | Systelligence, LLC CIK 0001882691 | 2026 Q1 Open parsed portfolio | 56 | $514,375,282 | Open SEC source |
| 21 Apr 2026, 15:31:33 UTC | 13F-HR | Ramiah Investment Group CIK 0001566307 | 2026 Q1 Open parsed portfolio | 67 | $114,445,541 | Open SEC source |
| 21 Apr 2026, 15:30:00 UTC | 13F-HR | Xcel Wealth Management, LLC CIK 0001791002 | 2026 Q1 Open parsed portfolio | 132 | $359,616,634 | Open SEC source |
| 21 Apr 2026, 15:25:54 UTC | 13F-HR | Topsail Wealth Management, LLC CIK 0002056627 | 2026 Q1 Open parsed portfolio | 294 | $677,899,678 | Open SEC source |
| 21 Apr 2026, 15:21:43 UTC | 13F-HR | Penbrook Management LLC CIK 0001381055 | 2026 Q1 Open parsed portfolio | 93 | $132,057,635 | Open SEC source |
| 21 Apr 2026, 15:20:14 UTC | 13F-HR | New Perspectives, Inc CIK 0001909565 | 2026 Q1 Open parsed portfolio | 44 | $288,753,395 | Open SEC source |
| 21 Apr 2026, 15:16:38 UTC | 13F-HR | NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 | 2026 Q1 Open parsed portfolio | 189 | $2,417,193,718 | Open SEC source |
| 21 Apr 2026, 15:16:11 UTC | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 | 2026 Q1 Open parsed portfolio | 35 | $272,134,558 | Open SEC source |
| 21 Apr 2026, 15:09:57 UTC | 13F-HR | PENN DAVIS MCFARLAND INC CIK 0001108893 | 2026 Q1 Open parsed portfolio | 75 | $1,022,299,636 | Open SEC source |
| 21 Apr 2026, 15:03:26 UTC | 13F-HR | J2 Capital Management Inc CIK 0001586882 | 2026 Q1 Open parsed portfolio | 116 | $145,846,757 | Open SEC source |
| 21 Apr 2026, 14:58:01 UTC | 13F-HR | Main Line Retirement Advisors, LLC CIK 0001809416 | 2026 Q1 Open parsed portfolio | 48 | $200,280,998 | Open SEC source |
| 21 Apr 2026, 14:55:09 UTC | 13F-HR | Financial Architects, LLC CIK 0002008540 | 2026 Q1 Open parsed portfolio | 25 | $189,594,549 | Open SEC source |
| 21 Apr 2026, 14:49:23 UTC | 13F-HR | UNIQUE WEALTH, LLC CIK 0001957124 | 2026 Q1 Open parsed portfolio | 182 | $723,232,151 | Open SEC source |
| 21 Apr 2026, 14:43:35 UTC | 13F-HR | ADG Wealth Management Group, LLC CIK 0002053824 | 2026 Q1 Open parsed portfolio | 50 | $144,720,849 | Open SEC source |
| 21 Apr 2026, 14:36:28 UTC | 13F-HR | Newport Asia LLC CIK 0001607597 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 21 Apr 2026, 14:32:55 UTC | 13F-HR | Waterway Wealth Management, LLC CIK 0001992193 | 2026 Q1 Open parsed portfolio | 90 | $452,279,211 | Open SEC source |
| 21 Apr 2026, 14:32:06 UTC | 13F-HR | ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 | 2026 Q1 Open parsed portfolio | 35 | $228,057,000 | Open SEC source |
| 21 Apr 2026, 14:27:00 UTC | 13F-HR | Nabity-Jensen Investment Management Inc CIK 0002044851 | 2026 Q1 Open parsed portfolio | 70 | $144,177,754 | Open SEC source |
| 21 Apr 2026, 14:25:27 UTC | 13F-HR/A | CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 | 2025 Q3 - Restatement Open parsed portfolio | 164 | $563,118,150 | Open SEC source |
| 21 Apr 2026, 14:23:29 UTC | 13F-HR/A | CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 | 2025 Q2 - Restatement Open parsed portfolio | 151 | $521,529,450 | Open SEC source |
| 21 Apr 2026, 14:21:18 UTC | 13F-HR/A | CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 | 2025 Q1 - Restatement Open parsed portfolio | 120 | $387,497,322 | Open SEC source |
| 21 Apr 2026, 14:21:07 UTC | 13F-HR | BLUE JEAN FINANCIAL LLC CIK 0002047089 | 2026 Q1 Open parsed portfolio | 68 | $121,311,791 | Open SEC source |
| 21 Apr 2026, 14:19:19 UTC | 13F-HR | GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 | 2026 Q1 Open parsed portfolio | 433 | $3,612,688,195 | Open SEC source |
| 21 Apr 2026, 14:18:39 UTC | 13F-HR | Verity Asset Management, Inc. CIK 0001597298 | 2026 Q1 Open parsed portfolio | 213 | $238,378,374 | Open SEC source |
| 21 Apr 2026, 14:14:54 UTC | 13F-HR | Sandro Wealth Management LLC CIK 0002107860 | 2026 Q1 Open parsed portfolio | 99 | $124,912,999 | Open SEC source |
| 21 Apr 2026, 14:14:27 UTC | 13F-HR | CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 | 2026 Q1 Open parsed portfolio | 117 | $97,547,987 | Open SEC source |
| 21 Apr 2026, 14:12:39 UTC | 13F-HR | One Wealth Advisors, LLC CIK 0001725297 | 2026 Q1 Open parsed portfolio | 304 | $803,049,573 | Open SEC source |
| 21 Apr 2026, 14:12:32 UTC | 13F-HR | Sunpointe, LLC CIK 0002012181 | 2026 Q1 Open parsed portfolio | 266 | $305,273,354 | Open SEC source |
| 21 Apr 2026, 14:11:46 UTC | 13F-HR | Wolfstich Capital, LLC CIK 0002047009 | 2026 Q1 Open parsed portfolio | 45 | $108,063,828 | Open SEC source |
| 21 Apr 2026, 14:11:07 UTC | 13F-HR | TCV Trust & Wealth Management, Inc. CIK 0001135439 | 2026 Q1 Open parsed portfolio | 215 | $1,193,193,844 | Open SEC source |
| 21 Apr 2026, 14:10:41 UTC | 13F-HR | Quad-Cities Investment Group, LLC CIK 0001741426 | 2026 Q1 Open parsed portfolio | 200 | $250,861,098 | Open SEC source |
| 21 Apr 2026, 14:10:24 UTC | 13F-HR | Vigil Wealth Management, LLC CIK 0002107625 | 2026 Q1 Open parsed portfolio | 75 | $123,729,004 | Open SEC source |
| 21 Apr 2026, 14:09:56 UTC | 13F-HR | Tenon Financial LLC CIK 0002020781 | 2026 Q1 Open parsed portfolio | 54 | $254,555,844 | Open SEC source |
| 21 Apr 2026, 14:09:30 UTC | 13F-HR | Cannon Global Investment Management, LLC CIK 0001844427 | 2026 Q1 Open parsed portfolio | 79 | $41,330,158 | Open SEC source |
| 21 Apr 2026, 14:09:06 UTC | 13F-HR | Corecam AG CIK 0002110914 | 2026 Q1 Open parsed portfolio | 50 | $111,330,272 | Open SEC source |
| 21 Apr 2026, 14:08:37 UTC | 13F-HR | Compass Advisory Group LLC CIK 0001720292 | 2026 Q1 Open parsed portfolio | 86 | $373,720,029 | Open SEC source |
| 21 Apr 2026, 14:08:29 UTC | 13F-HR | STUART INVESTMENT ADVISORS, INC. CIK 0001910180 | 2026 Q1 Open parsed portfolio | 27 | $228,908,419 | Open SEC source |
| 21 Apr 2026, 14:08:00 UTC | 13F-HR | Maltin Wealth Management, Inc. CIK 0001764260 | 2026 Q1 Open parsed portfolio | 136 | $261,648,417 | Open SEC source |