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 |
|---|---|---|---|---|---|---|
| 21 Jul 2026, 17:07:27 UTC | 13F-HR | WestHill Financial Advisors, Inc. CIK 0001759641 | 2026 Q2 Open parsed portfolio | 82 | $587,307,996 | Open SEC source |
| 21 Jul 2026, 17:06:21 UTC | 13F-HR | LS Investment Advisors, LLC CIK 0001455845 | 2026 Q2 Open parsed portfolio | 127 | $737,845,735 | Open SEC source |
| 21 Jul 2026, 17:04:36 UTC | 13F-HR | CV Advisors LLC CIK 0001872254 | 2026 Q2 Open parsed portfolio | 133 | $528,084,843 | Open SEC source |
| 21 Jul 2026, 17:00:00 UTC | 13F-HR | MONEYWISE, INC. CIK 0001703080 | 2026 Q2 Open parsed portfolio | 86 | $268,057,094 | Open SEC source |
| 21 Jul 2026, 16:55:59 UTC | 13F-HR | Gunderson Capital Management LLC CIK 0001792397 | 2026 Q2 Open parsed portfolio | 52 | $370,305,362 | Open SEC source |
| 21 Jul 2026, 16:54:24 UTC | 13F-HR | SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 | 2026 Q2 Open parsed portfolio | 422 | $281,301,017 | Open SEC source |
| 21 Jul 2026, 16:52:52 UTC | 13F-HR | AMI ASSET MANAGEMENT CORP CIK 0001369702 | 2026 Q2 Open parsed portfolio | 99 | $1,736,767,939 | Open SEC source |
| 21 Jul 2026, 16:47:47 UTC | 13F-HR | EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 | 2026 Q2 Open parsed portfolio | 936 | $170,080,284 | Open SEC source |
| 21 Jul 2026, 16:44:37 UTC | 13F-HR | Biltmore Wealth Management, LLC CIK 0001598102 | 2026 Q2 Open parsed portfolio | 58 | $320,385,902 | Open SEC source |
| 21 Jul 2026, 16:43:36 UTC | 13F-HR | Cordoba Advisory Partners LLC CIK 0002067133 | 2026 Q2 Open parsed portfolio | 144 | $471,848,971 | Open SEC source |
| 21 Jul 2026, 16:40:56 UTC | 13F-HR | GREENLEAF TRUST CIK 0001162170 | 2026 Q2 Open parsed portfolio | 867 | $10,388,491,337 | Open SEC source |
| 21 Jul 2026, 16:35:33 UTC | 13F-HR | CRUX WEALTH ADVISORS CIK 0002054270 | 2026 Q2 Open parsed portfolio | 192 | $288,538,286 | Open SEC source |
| 21 Jul 2026, 16:34:43 UTC | 13F-HR | DAVIDSON INVESTMENT ADVISORS CIK 0001140771 | 2026 Q2 Open parsed portfolio | 123 | $2,446,542,556 | Open SEC source |
| 21 Jul 2026, 16:33:12 UTC | 13F-HR | UNIQUE WEALTH, LLC CIK 0001957124 | 2026 Q2 Open parsed portfolio | 201 | $858,096,316 | Open SEC source |
| 21 Jul 2026, 16:30:06 UTC | 13F-HR | LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 | 2026 Q2 Open parsed portfolio | 383 | $686,516,596 | Open SEC source |
| 21 Jul 2026, 16:27:02 UTC | 13F-HR | ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 | 2026 Q2 Open parsed portfolio | 112 | $1,034,778,090 | Open SEC source |
| 21 Jul 2026, 16:26:11 UTC | 13F-HR | Jefferson Bridge Capital, LLC CIK 0002102009 | 2026 Q2 Open parsed portfolio | 53 | $115,411,614 | Open SEC source |
| 21 Jul 2026, 16:24:33 UTC | 13F-HR | PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 | 2026 Q2 Open parsed portfolio | 296 | $404,049,000 | Open SEC source |
| 21 Jul 2026, 16:23:07 UTC | 13F-HR | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 | 2026 Q2 Open parsed portfolio | 160 | $1,496,785,352 | Open SEC source |
| 21 Jul 2026, 16:22:38 UTC | 13F-HR | FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 | 2026 Q2 Open parsed portfolio | 81 | $130,882,669 | Open SEC source |
| 21 Jul 2026, 16:22:06 UTC | 13F-HR | WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 | 2026 Q2 Open parsed portfolio | 143 | $293,749,315 | Open SEC source |
| 21 Jul 2026, 16:15:26 UTC | 13F-HR | Portus Wealth Advisors, LLC CIK 0002097516 | 2026 Q2 Open parsed portfolio | 50 | $121,487,383 | Open SEC source |
| 21 Jul 2026, 16:09:23 UTC | 13F-HR | RCW Management, LLC CIK 0002104402 | 2026 Q2 Open parsed portfolio | 68 | $111,538,347 | Open SEC source |
| 21 Jul 2026, 16:00:39 UTC | 13F-HR | Madson Wealth Advisors Inc CIK 0002129795 | 2026 Q2 Open parsed portfolio | 97 | $147,114,506 | Open SEC source |
| 21 Jul 2026, 15:59:05 UTC | 13F-HR | Raleigh Capital Management Inc. CIK 0001911726 | 2026 Q2 Open parsed portfolio | 526 | $313,315,770 | Open SEC source |
| 21 Jul 2026, 15:58:32 UTC | 13F-HR | Financial Architects, LLC CIK 0002008540 | 2026 Q2 Open parsed portfolio | 24 | $208,536,449 | Open SEC source |
| 21 Jul 2026, 15:57:11 UTC | 13F-HR | CLARIS ADVISORS, LLC / MO / CIK 0001905092 | 2026 Q2 Open parsed portfolio | 74 | $382,986,071 | Open SEC source |
| 21 Jul 2026, 15:54:18 UTC | 13F-HR | LANDAAS & CO /WI /ADV CIK 0000913990 | 2026 Q2 Open parsed portfolio | 149 | $549,651,404 | Open SEC source |
| 21 Jul 2026, 15:49:07 UTC | 13F-HR | OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 | 2026 Q2 Open parsed portfolio | 275 | $530,495,308 | Open SEC source |
| 21 Jul 2026, 15:48:03 UTC | 13F-HR | Ifrah Financial Services, Inc. CIK 0001382646 | 2026 Q2 Open parsed portfolio | 214 | $409,459,599 | Open SEC source |
| 21 Jul 2026, 15:45:57 UTC | 13F-HR | Red Mountain Financial, LLC CIK 0001997650 | 2026 Q2 Open parsed portfolio | 82 | $119,194,786 | Open SEC source |
| 21 Jul 2026, 15:41:28 UTC | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 | 2026 Q2 Open parsed portfolio | 109 | $202,916,833 | Open SEC source |
| 21 Jul 2026, 15:37:52 UTC | 13F-HR | October Effect Ltd CIK 0002078353 | 2026 Q2 Open parsed portfolio | 64 | $106,349,825 | Open SEC source |
| 21 Jul 2026, 15:33:06 UTC | 13F-HR | Keystone Financial Group, Inc. CIK 0002053642 | 2026 Q2 Open parsed portfolio | 121 | $190,532,425 | Open SEC source |
| 21 Jul 2026, 15:31:34 UTC | 13F-HR | River Street Advisors LLC CIK 0001964897 | 2026 Q2 Open parsed portfolio | 177 | $339,504,549 | Open SEC source |
| 21 Jul 2026, 15:31:06 UTC | 13F-HR | FORTE ASSET MANAGEMENT LLC CIK 0001927129 | 2026 Q2 Open parsed portfolio | 77 | $244,647,481 | Open SEC source |
| 21 Jul 2026, 15:25:39 UTC | 13F-HR | Transmarket Holdings LP CIK 0002134828 | 2026 Q2 Open parsed portfolio | 33 | $136,331,512 | Open SEC source |
| 21 Jul 2026, 15:21:10 UTC | 13F-HR | JABODON PT CO CIK 0001594167 | 2026 Q2 Open parsed portfolio | 8 | $1,019,184,000 | Open SEC source |
| 21 Jul 2026, 15:19:39 UTC | 13F-HR | Legacy Financial Strategies, LLC CIK 0001723925 | 2026 Q2 Open parsed portfolio | 152 | $645,657,564 | Open SEC source |
| 21 Jul 2026, 15:19:23 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2014 Q3 Open parsed portfolio | 102 | $349,703,197 | Open SEC source |
| 21 Jul 2026, 15:14:50 UTC | 13F-HR | GRANITE ISLANDS PRIVATE WEALTH, LLC CIK 0002111372 | 2026 Q2 Open parsed portfolio | 78 | $135,191,380 | Open SEC source |
| 21 Jul 2026, 15:13:54 UTC | 13F-HR | Worthington Financial Partners, LLC CIK 0002111427 | 2026 Q2 Open parsed portfolio | 99 | $120,791,476 | Open SEC source |
| 21 Jul 2026, 15:13:24 UTC | 13F-HR | FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 | 2026 Q2 Open parsed portfolio | 56 | $859,744,674 | Open SEC source |
| 21 Jul 2026, 15:13:02 UTC | 13F-HR | CWC Advisors, LLC. CIK 0001520683 | 2026 Q2 Open parsed portfolio | 152 | $225,248,210 | Open SEC source |
| 21 Jul 2026, 15:12:57 UTC | 13F-HR | Harrison Street Private Wealth LLC CIK 0001542826 | 2026 Q2 Open parsed portfolio | 21 | $70,984,876 | Open SEC source |
| 21 Jul 2026, 15:12:49 UTC | 13F-HR | ASL Financial, LLC CIK 0002105933 | 2026 Q2 Open parsed portfolio | 99 | $141,972,741 | Open SEC source |
| 21 Jul 2026, 15:06:15 UTC | 13F-HR | Lewis Asset Management, LLC CIK 0002004520 | 2026 Q2 Open parsed portfolio | 219 | $285,461,141 | Open SEC source |
| 21 Jul 2026, 15:05:15 UTC | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 | 2026 Q2 Open parsed portfolio | 109 | $328,466,250 | Open SEC source |
| 21 Jul 2026, 15:03:33 UTC | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 | 2026 Q2 Open parsed portfolio | 207 | $601,381,055 | Open SEC source |
| 21 Jul 2026, 15:03:22 UTC | 13F-HR | Premier Path Wealth Partners, LLC CIK 0001999925 | 2026 Q2 Open parsed portfolio | 400 | $869,570,354 | Open SEC source |