13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Insider activity 13D/G stakes 10-Q/K updates Investors
Rows shown
7,851-7,900 of 9,485
Per page
50
Current page
158

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

AA Financial Advisors, LLC

CIK 0002016899

13F-HR Q1 2026
CIK
0002016899
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
221 holdings / $709,887,826
Filed
20 Apr 2026, 20:51:15 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

BCU Wealth Advisors, LLC

CIK 0002003570

13F-HR Q1 2026
CIK
0002003570
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
60 holdings / $268,239,693
Filed
20 Apr 2026, 20:50:11 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Falcon Wealth Planning

CIK 0001839850

13F-HR Q1 2026
CIK
0001839850
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
236 holdings / $1,467,878,472
Filed
20 Apr 2026, 20:48:31 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Decker Retirement Planning Inc.

CIK 0001975700

13F-HR Q1 2026
CIK
0001975700
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
283 holdings / $220,723,704
Filed
20 Apr 2026, 20:41:30 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Independent Wealth Network Inc.

CIK 0001891240

13F-HR Q1 2026
CIK
0001891240
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
296 holdings / $336,599,516
Filed
20 Apr 2026, 19:14:25 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Grey Ledge Advisors, LLC

CIK 0001660694

13F-HR Q1 2026
CIK
0001660694
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
238 holdings / $442,992,213
Filed
20 Apr 2026, 18:48:54 UTC
Period
2026 Q1

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
20 Apr 2026, 20:51:15 UTC 13F-HR AA Financial Advisors, LLC CIK 0002016899 2026 Q1 Open parsed portfolio 221 $709,887,826 Open SEC source
20 Apr 2026, 20:50:11 UTC 13F-HR BCU Wealth Advisors, LLC CIK 0002003570 2026 Q1 Open parsed portfolio 60 $268,239,693 Open SEC source
20 Apr 2026, 20:48:31 UTC 13F-HR Falcon Wealth Planning CIK 0001839850 2026 Q1 Open parsed portfolio 236 $1,467,878,472 Open SEC source
20 Apr 2026, 20:41:30 UTC 13F-HR Decker Retirement Planning Inc. CIK 0001975700 2026 Q1 Open parsed portfolio 283 $220,723,704 Open SEC source
20 Apr 2026, 19:14:25 UTC 13F-HR Independent Wealth Network Inc. CIK 0001891240 2026 Q1 Open parsed portfolio 296 $336,599,516 Open SEC source
20 Apr 2026, 18:48:54 UTC 13F-HR Grey Ledge Advisors, LLC CIK 0001660694 2026 Q1 Open parsed portfolio 238 $442,992,213 Open SEC source
20 Apr 2026, 18:43:11 UTC 13F-HR Morton Brown Family Wealth, LLC CIK 0001909851 2026 Q1 Open parsed portfolio 292 $378,411,780 Open SEC source
20 Apr 2026, 18:37:38 UTC 13F-HR Verus Financial Partners, Inc. CIK 0001481714 2026 Q1 Open parsed portfolio 121 $1,114,955,862 Open SEC source
20 Apr 2026, 18:29:29 UTC 13F-HR LifeWealth Investments, LLC CIK 0002033794 2026 Q1 Open parsed portfolio 141 $335,042,535 Open SEC source
20 Apr 2026, 18:25:27 UTC 13F-HR Pegasus Asset Management, Inc. CIK 0001729049 2026 Q1 Open parsed portfolio 67 $312,758,568 Open SEC source
20 Apr 2026, 18:19:19 UTC 13F-HR Up Capital Management, Inc. CIK 0002117787 2026 Q1 Open parsed portfolio 18 $89,148,360 Open SEC source
20 Apr 2026, 18:13:01 UTC 13F-HR CHATHAM CAPITAL GROUP, INC. CIK 0001108969 2026 Q1 Open parsed portfolio 198 $689,326,196 Open SEC source
20 Apr 2026, 18:12:37 UTC 13F-HR Obermeyer Wealth Partners CIK 0001349654 2026 Q1 Open parsed portfolio 298 $2,171,526,061 Open SEC source
20 Apr 2026, 18:12:16 UTC 13F-HR WealthSpring Partners, LLC CIK 0001961292 2026 Q1 Open parsed portfolio 72 $108,987,956 Open SEC source
20 Apr 2026, 18:12:15 UTC 13F-HR ABLE Financial Group, LLC CIK 0001977500 2026 Q1 Open parsed portfolio 206 $511,127,381 Open SEC source
20 Apr 2026, 18:11:47 UTC 13F-HR Randall & Associates Wealth Management CIK 0002011901 2026 Q1 Open parsed portfolio 56 $148,368,433 Open SEC source
20 Apr 2026, 18:11:18 UTC 13F-HR Donor Advised Charitable Giving, Inc. CIK 0001535839 2026 Q1 Open parsed portfolio 32 $3,922,073,872 Open SEC source
20 Apr 2026, 18:10:54 UTC 13F-HR Crane Advisory, LLC CIK 0001951283 2026 Q1 Open parsed portfolio 52 $668,063,634 Open SEC source
20 Apr 2026, 18:10:33 UTC 13F-HR L.K. Benson & Company, P.C. CIK 0002055235 2026 Q1 Open parsed portfolio 113 $302,497,188 Open SEC source
20 Apr 2026, 17:59:26 UTC 13F-HR JFS WEALTH ADVISORS, LLC CIK 0001568068 2026 Q1 Open parsed portfolio 1,887 $1,787,282,879 Open SEC source
20 Apr 2026, 17:55:52 UTC 13F-HR Columbia Asset Management CIK 0001585047 2026 Q1 Open parsed portfolio 170 $525,088,903 Open SEC source
20 Apr 2026, 17:54:39 UTC 13F-HR Fort Henry Capital, LLC CIK 0001843536 2026 Q1 Open parsed portfolio 17 $165,352,387 Open SEC source
20 Apr 2026, 17:53:41 UTC 13F-HR Tanglewood Wealth Management, Inc. CIK 0001454308 2026 Q1 Open parsed portfolio 38 $1,207,340,732 Open SEC source
20 Apr 2026, 17:49:48 UTC 13F-HR Concurrent Investment Advisors, LLC CIK 0002001015 2026 Q1 Open parsed portfolio 1,851 $9,158,134,772 Open SEC source
20 Apr 2026, 17:48:05 UTC 13F-HR LS Investment Advisors, LLC CIK 0001455845 2026 Q1 Open parsed portfolio 126 $668,251,289 Open SEC source
20 Apr 2026, 17:35:34 UTC 13F-HR Edge Wealth Management LLC CIK 0001567163 2026 Q1 Open parsed portfolio 85 $584,870,903 Open SEC source
20 Apr 2026, 17:35:28 UTC 13F-HR Compass Wealth Management LLC CIK 0001965653 2026 Q1 Open parsed portfolio 75 $404,554,571 Open SEC source
20 Apr 2026, 17:35:08 UTC 13F-HR MFA WEALTH ADVISORS, LLC CIK 0001688184 2026 Q1 Open parsed portfolio 88 $508,197,895 Open SEC source
20 Apr 2026, 17:33:20 UTC 13F-HR Pathfinder Wealth Consulting, Inc. CIK 0002108842 2026 Q1 Open parsed portfolio 163 $154,300,029 Open SEC source
20 Apr 2026, 17:32:25 UTC 13F-HR Williams & Novak, LLC CIK 0001998419 2026 Q1 Open parsed portfolio 142 $133,385,100 Open SEC source
20 Apr 2026, 17:31:22 UTC 13F-HR Verisail Partners, LLC CIK 0002016904 2026 Q1 Open parsed portfolio 25 $246,484,429 Open SEC source
20 Apr 2026, 17:30:19 UTC 13F-HR Park Edge Advisors, LLC CIK 0001965659 2026 Q1 Open parsed portfolio 141 $433,871,877 Open SEC source
20 Apr 2026, 17:29:44 UTC 13F-HR Cardinal Point Capital Management ULC CIK 0001950841 2026 Q1 Open parsed portfolio 286 $1,631,142,748 Open SEC source
20 Apr 2026, 17:29:07 UTC 13F-HR RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 2026 Q1 Open parsed portfolio 1,190 $5,764,445,452 Open SEC source
20 Apr 2026, 17:27:41 UTC 13F-HR Watchman Group, Inc. CIK 0001748726 2026 Q1 Open parsed portfolio 73 $413,235,558 Open SEC source
20 Apr 2026, 17:27:29 UTC 13F-HR Breakwater Capital Group CIK 0001964309 2026 Q1 Open parsed portfolio 373 $746,804,171 Open SEC source
20 Apr 2026, 17:26:13 UTC 13F-HR Tanager Wealth Management LLP CIK 0001892929 2026 Q1 Open parsed portfolio 145 $1,033,322,280 Open SEC source
20 Apr 2026, 17:24:32 UTC 13F-HR Global Financial Private Client, LLC CIK 0002023568 2026 Q1 Open parsed portfolio 236 $305,598,165 Open SEC source
20 Apr 2026, 17:23:28 UTC 13F-HR Corundum Group, Inc. CIK 0001486083 2026 Q1 Open parsed portfolio 107 $299,200,166 Open SEC source
20 Apr 2026, 17:22:57 UTC 13F-HR Independence Wealth Advisors, LLC CIK 0002001765 2026 Q1 Open parsed portfolio 90 $187,614,894 Open SEC source
20 Apr 2026, 17:17:30 UTC 13F-HR Echo45 Advisors LLC CIK 0001908617 2026 Q1 Open parsed portfolio 76 $177,797,764 Open SEC source
20 Apr 2026, 17:15:59 UTC 13F-HR Benefit Street Partners LLC CIK 0001543160 2026 Q1 Open parsed portfolio 19 $86,389,502 Open SEC source
20 Apr 2026, 17:02:09 UTC 13F-HR KFA Private Wealth Group, LLC CIK 0001800556 2026 Q1 Open parsed portfolio 160 $416,633,815 Open SEC source
20 Apr 2026, 16:59:51 UTC 13F-HR Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 2026 Q1 Open parsed portfolio 63 $218,918,015 Open SEC source
20 Apr 2026, 16:57:34 UTC 13F-HR Kearns & Associates LLC CIK 0001908695 2026 Q1 Open parsed portfolio 40 $185,875,008 Open SEC source
20 Apr 2026, 16:56:29 UTC 13F-HR William B. Walkup & Associates, Inc. CIK 0002034054 2026 Q1 Open parsed portfolio 163 $161,063,728 Open SEC source
20 Apr 2026, 16:55:26 UTC 13F-HR ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 2026 Q1 Open parsed portfolio 89 $237,163,773 Open SEC source
20 Apr 2026, 16:53:31 UTC 13F-HR Chatterton & Associates Inc. CIK 0002102688 2026 Q1 Open parsed portfolio 97 $142,704,142 Open SEC source
20 Apr 2026, 16:50:03 UTC 13F-HR Leeward Financial Partners, LLC CIK 0001735201 2026 Q1 Open parsed portfolio 97 $336,204,958 Open SEC source
20 Apr 2026, 16:44:08 UTC 13F-HR Arta Finance Wealth Management LLC CIK 0002099257 2026 Q1 Open parsed portfolio 95 $202,422,082 Open SEC source
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