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, 10:06:45 UTC | 13F-HR | Foster Victor Wealth Advisors, LLC CIK 0001769063 | 2026 Q2 Open parsed portfolio | 252 | $1,902,803,087 | Open SEC source |
| 22 Jul 2026, 10:06:02 UTC | 13F-HR | Bryant Woods Investment Advisors, LLC CIK 0001910641 | 2026 Q2 Open parsed portfolio | 85 | $359,584,226 | Open SEC source |
| 22 Jul 2026, 10:05:17 UTC | 13F-HR | Stokes Capital Advisors, LLC CIK 0001734460 | 2026 Q2 Open parsed portfolio | 118 | $466,935,963 | Open SEC source |
| 22 Jul 2026, 10:04:16 UTC | 13F-HR | Maltin Wealth Management, Inc. CIK 0001764260 | 2026 Q2 Open parsed portfolio | 146 | $299,044,563 | Open SEC source |
| 22 Jul 2026, 10:03:37 UTC | 13F-HR | PEAVINE CAPITAL, LLC CIK 0001594540 | 2026 Q2 Open parsed portfolio | 9 | $471,581,116 | Open SEC source |
| 22 Jul 2026, 10:02:56 UTC | 13F-HR | RCS Financial Planning, LLC CIK 0001963347 | 2026 Q2 Open parsed portfolio | 102 | $211,200,454 | Open SEC source |
| 22 Jul 2026, 10:02:21 UTC | 13F-HR | Tempus Wealth Planning, LLC CIK 0001806428 | 2026 Q2 Open parsed portfolio | 281 | $510,963,345 | Open SEC source |
| 22 Jul 2026, 10:01:29 UTC | 13F-HR | Pinnacle Wealth Management, LLC CIK 0001911464 | 2026 Q2 Open parsed portfolio | 31 | $161,452,156 | Open SEC source |
| 22 Jul 2026, 10:00:58 UTC | 13F-HR | Curat Global, LLC CIK 0002063003 | 2026 Q2 Open parsed portfolio | 251 | $98,135,817 | Open SEC source |
| 22 Jul 2026, 10:00:42 UTC | 13F-HR | BANTA ASSET MANAGEMENT LP CIK 0001426960 | 2026 Q2 Open parsed portfolio | 20 | $111,986,602 | Open SEC source |
| 22 Jul 2026, 09:53:02 UTC | 13F-HR | CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 | 2026 Q2 Open parsed portfolio | 300 | $1,035,512,970 | Open SEC source |
| 22 Jul 2026, 09:48:48 UTC | 13F-HR | Conservest Capital Advisors, Inc. CIK 0001705716 | 2026 Q2 Open parsed portfolio | 132 | $1,257,160,842 | Open SEC source |
| 22 Jul 2026, 09:47:55 UTC | 13F-HR | IFG Advisors, LLC CIK 0001783412 | 2026 Q2 Open parsed portfolio | 165 | $725,405,235 | Open SEC source |
| 22 Jul 2026, 09:44:17 UTC | 13F-HR | GENWORTH FINANCIAL INC CIK 0001276520 | 2026 Q2 Open parsed portfolio | 2 | $486,124,194 | Open SEC source |
| 22 Jul 2026, 09:43:51 UTC | 13F-HR | Wealth Dimensions Group, Ltd. CIK 0001846462 | 2026 Q2 Open parsed portfolio | 178 | $558,304,609 | Open SEC source |
| 22 Jul 2026, 09:38:07 UTC | 13F-HR | Angeles Investment Advisors, LLC CIK 0001535695 | 2026 Q2 Open parsed portfolio | 31 | $1,664,941,483 | Open SEC source |
| 22 Jul 2026, 09:38:07 UTC | 13F-HR | HARVEY INVESTMENT CO LLC CIK 0001162781 | 2026 Q2 Open parsed portfolio | 99 | $917,832,000 | Open SEC source |
| 22 Jul 2026, 09:37:32 UTC | 13F-HR | COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 | 2026 Q2 Open parsed portfolio | 164 | $413,630,182 | Open SEC source |
| 22 Jul 2026, 09:31:21 UTC | 13F-HR | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 | 2026 Q2 Open parsed portfolio | 195 | $287,652,974 | Open SEC source |
| 22 Jul 2026, 09:27:22 UTC | 13F-HR | ATLas Financial Planning LLC CIK 0002110886 | 2026 Q2 Open parsed portfolio | 69 | $123,343,861 | Open SEC source |
| 22 Jul 2026, 09:25:34 UTC | 13F-HR | WestEnd Advisors, LLC CIK 0001351731 | 2026 Q2 Open parsed portfolio | 408 | $4,485,253,426 | Open SEC source |
| 22 Jul 2026, 09:16:09 UTC | 13F-HR | Mann Financial Group, Inc. CIK 0002093991 | 2026 Q2 Open parsed portfolio | 34 | $119,501,835 | Open SEC source |
| 22 Jul 2026, 09:13:30 UTC | 13F-HR | Sylvest Advisors, LLC CIK 0002044121 | 2026 Q2 Open parsed portfolio | 78 | $221,831,643 | Open SEC source |
| 22 Jul 2026, 09:00:02 UTC | 13F-HR | El Puerto de Liverpool, S.A.B. de C.V. CIK 0001946901 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 22 Jul 2026, 08:59:56 UTC | 13F-HR | Climber Capital SA CIK 0002011229 | 2026 Q2 Open parsed portfolio | 64 | $159,427,761 | Open SEC source |
| 22 Jul 2026, 08:58:19 UTC | 13F-HR/A | NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 | 2026 Q1 - New Holdings Open parsed portfolio | 1 | $394,199 | Open SEC source |
| 22 Jul 2026, 08:48:07 UTC | 13F-HR | Austin Wealth Management, LLC CIK 0002003112 | 2026 Q2 Open parsed portfolio | 126 | $473,401,726 | Open SEC source |
| 22 Jul 2026, 08:41:40 UTC | 13F-HR | Generali Investments Towarzystwo Funduszy Inwestycyjnych CIK 0002043130 | 2026 Q2 Open parsed portfolio | 151 | $248,662,457 | Open SEC source |
| 22 Jul 2026, 08:40:59 UTC | 13F-HR | Savior LLC CIK 0001790723 | 2026 Q2 Open parsed portfolio | 18 | $34,862,269 | Open SEC source |
| 22 Jul 2026, 08:39:55 UTC | 13F-HR | Powszechne Towarzystwo Emerytalne Generali CIK 0002042955 | 2026 Q2 Open parsed portfolio | 25 | $631,067,550 | Open SEC source |
| 22 Jul 2026, 08:39:05 UTC | 13F-HR | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 | 2026 Q2 Open parsed portfolio | 65 | $127,269,842 | Open SEC source |
| 22 Jul 2026, 08:37:41 UTC | 13F-HR | ALBERT D MASON INC CIK 0001169318 | 2026 Q2 Open parsed portfolio | 137 | $175,975,867 | Open SEC source |
| 22 Jul 2026, 08:24:54 UTC | 13F-HR | Fortune Financial Advisors, LLC CIK 0001961828 | 2026 Q2 Open parsed portfolio | 163 | $233,739,564 | Open SEC source |
| 22 Jul 2026, 07:58:29 UTC | 13F-HR/A | Wealth Enhancement Trust Services, Inc. CIK 0002067696 | 2026 Q2 - Restatement Open parsed portfolio | 1,528 | $900,110,888 | Open SEC source |
| 22 Jul 2026, 07:35:49 UTC | 13F-HR | ADAMS NATURAL RESOURCES FUND, INC. CIK 0000216851 | 2026 Q2 Open parsed portfolio | 51 | $762,932,855 | Open SEC source |
| 22 Jul 2026, 07:34:15 UTC | 13F-HR | Metropolis Capital Ltd CIK 0001765388 | 2026 Q2 Open parsed portfolio | 16 | $3,448,472,551 | Open SEC source |
| 22 Jul 2026, 07:32:02 UTC | 13F-HR | ADAMS DIVERSIFIED EQUITY FUND, INC. CIK 0000002230 | 2026 Q2 Open parsed portfolio | 103 | $3,273,313,630 | Open SEC source |
| 22 Jul 2026, 06:08:13 UTC | 13F-HR | E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 | 2026 Q2 Open parsed portfolio | 549 | $301,528,327 | Open SEC source |
| 22 Jul 2026, 06:05:17 UTC | 13F-HR | Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 | 2026 Q2 Open parsed portfolio | 767 | $14,489,715,878 | Open SEC source |
| 21 Jul 2026, 21:56:40 UTC | 13F-HR | Lakehouse Capital Pty Ltd CIK 0001844830 | 2026 Q2 Open parsed portfolio | 12 | $90,465,000 | Open SEC source |
| 21 Jul 2026, 21:55:16 UTC | 13F-HR | Q Fund Management (Hong Kong) Ltd CIK 0002078832 | 2026 Q2 Open parsed portfolio | 26 | $109,548,369 | Open SEC source |
| 21 Jul 2026, 21:25:19 UTC | 13F-HR | DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 | 2026 Q2 Open parsed portfolio | 459 | $561,018,923 | Open SEC source |
| 21 Jul 2026, 21:17:31 UTC | 13F-HR | Franchise GP Ltd CIK 0002083646 | 2026 Q2 Open parsed portfolio | 39 | $215,232,420 | Open SEC source |
| 21 Jul 2026, 21:14:53 UTC | 13F-HR | Xena Financial Planning, LLC CIK 0002101744 | 2026 Q2 Open parsed portfolio | 38 | $104,236,798 | Open SEC source |
| 21 Jul 2026, 21:04:58 UTC | 13F-HR | ROMANO BROTHERS AND COMPANY CIK 0000200648 | 2026 Q2 Open parsed portfolio | 331 | $994,393,401 | Open SEC source |
| 21 Jul 2026, 20:52:25 UTC | 13F-HR | Balance Wealth Partners LLC CIK 0002065247 | 2026 Q2 Open parsed portfolio | 165 | $375,996,932 | Open SEC source |
| 21 Jul 2026, 20:46:35 UTC | 13F-HR | STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 | 2026 Q2 Open parsed portfolio | 32 | $76,525,937 | Open SEC source |
| 21 Jul 2026, 20:10:30 UTC | 13F-HR | American Institute for Advanced Investment Management, LLP CIK 0001805824 | 2026 Q2 Open parsed portfolio | 159 | $171,487,018 | Open SEC source |
| 21 Jul 2026, 19:44:54 UTC | 13F-HR | CAPSTONE CAPITAL LLC CIK 0001993327 | 2026 Q2 Open parsed portfolio | 26 | $175,080,684 | Open SEC source |
| 21 Jul 2026, 19:40:32 UTC | 13F-HR | SBI Okasan Asset Management Co.Ltd. CIK 0001535128 | 2026 Q2 Open parsed portfolio | 320 | $3,041,538,887 | Open SEC source |