13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 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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Current page
156

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

4J Wealth Management LLC

CIK 0001840775

13F-HR Q2 2026
CIK
0001840775
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
111 holdings / $203,870,576
Filed
21 Jul 2026, 19:35:40 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Liberty Atlantic Advisors LLC

CIK 0002101909

13F-HR Q2 2026
CIK
0002101909
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
86 holdings / $138,978,573
Filed
21 Jul 2026, 19:29:59 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

STERLING INVESTMENT MANAGEMENT, LLC

CIK 0001509873

13F-HR Q2 2026
CIK
0001509873
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
66 holdings / $182,328,524
Filed
21 Jul 2026, 19:26:37 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Benchmark Financial, LLC

CIK 0002107260

13F-HR Q2 2026
CIK
0002107260
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
54 holdings / $122,700,049
Filed
21 Jul 2026, 19:23:42 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Fearless Solutions, LLC dba Best Invest

CIK 0002094159

13F-HR Q2 2026
CIK
0002094159
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
139 holdings / $189,389,428
Filed
21 Jul 2026, 19:17:59 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Aurora Private Wealth, Inc.

CIK 0001802132

13F-HR Q2 2026
CIK
0001802132
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
177 holdings / $157,299,000
Filed
21 Jul 2026, 19:12:16 UTC
Period
2026 Q2

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
21 Jul 2026, 19:35:40 UTC 13F-HR 4J Wealth Management LLC CIK 0001840775 2026 Q2 Open parsed portfolio 111 $203,870,576 Open SEC source
21 Jul 2026, 19:29:59 UTC 13F-HR Liberty Atlantic Advisors LLC CIK 0002101909 2026 Q2 Open parsed portfolio 86 $138,978,573 Open SEC source
21 Jul 2026, 19:26:37 UTC 13F-HR STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 2026 Q2 Open parsed portfolio 66 $182,328,524 Open SEC source
21 Jul 2026, 19:23:42 UTC 13F-HR Benchmark Financial, LLC CIK 0002107260 2026 Q2 Open parsed portfolio 54 $122,700,049 Open SEC source
21 Jul 2026, 19:17:59 UTC 13F-HR Fearless Solutions, LLC dba Best Invest CIK 0002094159 2026 Q2 Open parsed portfolio 139 $189,389,428 Open SEC source
21 Jul 2026, 19:12:16 UTC 13F-HR Aurora Private Wealth, Inc. CIK 0001802132 2026 Q2 Open parsed portfolio 177 $157,299,000 Open SEC source
21 Jul 2026, 19:12:10 UTC 13F-HR JM2 Capital Inc. CIK 0002103359 2026 Q2 Open parsed portfolio 121 $145,716,152 Open SEC source
21 Jul 2026, 19:08:49 UTC 13F-HR Capital Squared Financial LLC CIK 0002128691 2026 Q2 Open parsed portfolio 87 $152,958,406 Open SEC source
21 Jul 2026, 19:07:08 UTC 13F-HR MFA Wealth Services CIK 0001989379 2026 Q2 Open parsed portfolio 134 $167,437,000 Open SEC source
21 Jul 2026, 18:51:12 UTC 13F-HR Foundry Financial LLC CIK 0002085325 2026 Q2 Open parsed portfolio 85 $296,553,535 Open SEC source
21 Jul 2026, 18:32:16 UTC 13F-HR North Growth Management Ltd. CIK 0001745796 2026 Q2 Open parsed portfolio 48 $780,235,000 Open SEC source
21 Jul 2026, 18:15:10 UTC 13F-HR Catterton Management Company, L.L.C. CIK 0001560123 2026 Q2 Open parsed portfolio 3 $4,331,591,705 Open SEC source
21 Jul 2026, 18:05:59 UTC 13F-HR Sequent Asset Management, LLC CIK 0001509550 2026 Q2 Open parsed portfolio 89 $237,112,862 Open SEC source
21 Jul 2026, 17:54:29 UTC 13F-HR WINNACLE WEALTH LLC CIK 0002079687 2026 Q2 Open parsed portfolio 137 $147,074,158 Open SEC source
21 Jul 2026, 17:49:26 UTC 13F-HR Revisor Wealth Management LLC CIK 0001887409 2026 Q2 Open parsed portfolio 371 $416,169,670 Open SEC source
21 Jul 2026, 17:44:35 UTC 13F-HR CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 2026 Q2 Open parsed portfolio 193 $389,889,003 Open SEC source
21 Jul 2026, 17:43:33 UTC 13F-HR Foundation Wealth Management, LLC\PA CIK 0002011000 2026 Q2 Open parsed portfolio 105 $331,341,265 Open SEC source
21 Jul 2026, 17:39:02 UTC 13F-HR BetterWealth, LLC CIK 0001911702 2026 Q2 Open parsed portfolio 86 $565,263,911 Open SEC source
21 Jul 2026, 17:36:31 UTC 13F-HR Hidden Cove Wealth Management, LLC CIK 0001963736 2026 Q2 Open parsed portfolio 133 $181,572,778 Open SEC source
21 Jul 2026, 17:36:27 UTC 13F-HR My Personal CFO, LLC CIK 0001916366 2026 Q2 Open parsed portfolio 91 $256,179,409 Open SEC source
21 Jul 2026, 17:36:22 UTC 13F-HR Life Planning Partners, Inc CIK 0001910934 2026 Q2 Open parsed portfolio 71 $134,543,381 Open SEC source
21 Jul 2026, 17:35:31 UTC 13F-HR JCSD Capital, LLC CIK 0001444055 2026 Q2 Open parsed portfolio 16 $67,164,567 Open SEC source
21 Jul 2026, 17:33:36 UTC 13F-HR Sequent Asset Management, LLC CIK 0001509550 2026 Q1 Open parsed portfolio 90 $208,946,821 Open SEC source
21 Jul 2026, 17:33:11 UTC 13F-HR Braeburn Wealth Management LLC CIK 0002111759 2026 Q2 Open parsed portfolio 99 $232,978,436 Open SEC source
21 Jul 2026, 17:30:46 UTC 13F-HR Orange Investment Advisors, Inc. CIK 0000943442 2026 Q2 Open parsed portfolio 143 $823,023,647 Open SEC source
21 Jul 2026, 17:29:45 UTC 13F-HR Scarborough Advisors, LLC CIK 0001815355 2026 Q2 Open parsed portfolio 147 $870,881,766 Open SEC source
21 Jul 2026, 17:29:12 UTC 13F-HR Shotwell Rutter Baer Inc CIK 0002008310 2026 Q2 Open parsed portfolio 38 $182,143,395 Open SEC source
21 Jul 2026, 17:28:35 UTC 13F-HR Appalachian Capital Management Ltd CIK 0002111450 2026 Q2 Open parsed portfolio 43 $137,870,297 Open SEC source
21 Jul 2026, 17:26:13 UTC 13F-HR Midwest Financial Group LLC CIK 0001967193 2026 Q2 Open parsed portfolio 136 $285,053,423 Open SEC source
21 Jul 2026, 17:25:47 UTC 13F-HR/A P.A.W. CAPITAL CORP CIK 0000949853 2026 Q1 - New Holdings Open parsed portfolio 45 $88,210,208 Open SEC source
21 Jul 2026, 17:24:24 UTC 13F-HR Flagstone Financial Management CIK 0001968890 2026 Q2 Open parsed portfolio 77 $447,163,961 Open SEC source
21 Jul 2026, 17:22:01 UTC 13F-HR Financial Life Planners CIK 0002053368 2026 Q2 Open parsed portfolio 332 $155,624,703 Open SEC source
21 Jul 2026, 17:21:44 UTC 13F-HR Pearl Planning LLC CIK 0002100519 2026 Q2 Open parsed portfolio 58 $217,422,693 Open SEC source
21 Jul 2026, 17:20:05 UTC 13F-HR Northland Capital Management LLC CIK 0001693032 2026 Q2 Open parsed portfolio 30 $185,521,773 Open SEC source
21 Jul 2026, 17:19:10 UTC 13F-HR Columbia Asset Management CIK 0001585047 2026 Q2 Open parsed portfolio 168 $575,233,956 Open SEC source
21 Jul 2026, 17:17:52 UTC 13F-HR Crown Wealth Group, LLC CIK 0001845698 2026 Q2 Open parsed portfolio 150 $392,991,724 Open SEC source
21 Jul 2026, 17:17:48 UTC 13F-HR HighRoad Wealth Advisors, LLC CIK 0002079807 2026 Q2 Open parsed portfolio 38 $118,609,831 Open SEC source
21 Jul 2026, 17:17:31 UTC 13F-HR Hofer & Associates. Inc CIK 0001958491 2026 Q2 Open parsed portfolio 70 $206,860,094 Open SEC source
21 Jul 2026, 17:17:01 UTC 13F-HR WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 2026 Q2 Open parsed portfolio 113 $151,532,115 Open SEC source
21 Jul 2026, 17:16:43 UTC 13F-HR bLong Financial, LLC CIK 0001943004 2026 Q2 Open parsed portfolio 80 $153,530,181 Open SEC source
21 Jul 2026, 17:15:44 UTC 13F-HR NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 2026 Q2 Open parsed portfolio 156 $1,471,948,067 Open SEC source
21 Jul 2026, 17:14:11 UTC 13F-HR CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 2026 Q2 Open parsed portfolio 99 $1,347,500,560 Open SEC source
21 Jul 2026, 17:13:50 UTC 13F-HR/A P.A.W. CAPITAL CORP CIK 0000949853 2026 Q1 - Restatement Open parsed portfolio 64 $125,015,872 Open SEC source
21 Jul 2026, 17:12:15 UTC 13F-HR NOVEM GROUP CIK 0001926783 2026 Q2 Open parsed portfolio 437 $986,148,489 Open SEC source
21 Jul 2026, 17:10:24 UTC 13F-HR Bay Capital Advisors, LLC CIK 0002055414 2026 Q2 Open parsed portfolio 108 $186,548,003 Open SEC source
21 Jul 2026, 17:09:39 UTC 13F-HR 5T Wealth, LLC CIK 0002039313 2026 Q2 Open parsed portfolio 134 $268,533,445 Open SEC source
21 Jul 2026, 17:09:06 UTC 13F-HR Demars Financial Group, LLC CIK 0001723115 2026 Q2 Open parsed portfolio 113 $360,896,650 Open SEC source
21 Jul 2026, 17:08:34 UTC 13F-HR Retirement Management Systems Inc. CIK 0002110516 2026 Q2 Open parsed portfolio 55 $488,463,696 Open SEC source
21 Jul 2026, 17:08:08 UTC 13F-HR Wilkerson Advisory Group LLC CIK 0002079661 2026 Q2 Open parsed portfolio 618 $325,605,460 Open SEC source
21 Jul 2026, 17:07:42 UTC 13F-HR Center for Financial Planning, Inc. CIK 0001803557 2026 Q2 Open parsed portfolio 665 $1,069,888,689 Open SEC source
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