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 |
|---|---|---|---|---|---|---|
| 20 Apr 2026, 16:37:06 UTC | 13F-HR | Cardinal Strategic Wealth Guidance CIK 0001801989 | 2026 Q1 Open parsed portfolio | 63 | $379,201,193 | Open SEC source |
| 20 Apr 2026, 16:35:16 UTC | 13F-HR | Financial Enhancement Group LLC CIK 0001641438 | 2026 Q1 Open parsed portfolio | 132 | $805,068,558 | Open SEC source |
| 20 Apr 2026, 16:34:35 UTC | 13F-HR | White Pine Investment CO CIK 0001318259 | 2026 Q1 Open parsed portfolio | 67 | $430,394,000 | Open SEC source |
| 20 Apr 2026, 16:34:08 UTC | 13F-HR | 25 LLC CIK 0001968777 | 2026 Q1 Open parsed portfolio | 69 | $324,445,230 | Open SEC source |
| 20 Apr 2026, 16:32:30 UTC | 13F-HR | Kopp Family Office, LLC CIK 0001683689 | 2026 Q1 Open parsed portfolio | 21 | $145,331,750 | Open SEC source |
| 20 Apr 2026, 16:25:52 UTC | 13F-HR | SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 2026 Q1 Open parsed portfolio | 781 | $1,367,723,281 | Open SEC source |
| 20 Apr 2026, 16:22:50 UTC | 13F-HR | Fiduciary Alliance LLC CIK 0001954805 | 2026 Q1 Open parsed portfolio | 547 | $1,657,062,560 | Open SEC source |
| 20 Apr 2026, 16:22:44 UTC | 13F-HR | Christensen, King & Associates Investment Services, Inc. CIK 0002032544 | 2026 Q1 Open parsed portfolio | 105 | $233,079,867 | Open SEC source |
| 20 Apr 2026, 16:21:54 UTC | 13F-HR | Longview Financial Advisors, Inc. CIK 0001786915 | 2026 Q1 Open parsed portfolio | 162 | $163,647,486 | Open SEC source |
| 20 Apr 2026, 16:20:28 UTC | 13F-HR | KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 2026 Q1 Open parsed portfolio | 1,757 | $8,107,112,197 | Open SEC source |
| 20 Apr 2026, 16:07:58 UTC | 13F-HR | Cardano Risk Management B.V. CIK 0001619124 | 2026 Q1 Open parsed portfolio | 44 | $10,226,108,000 | Open SEC source |
| 20 Apr 2026, 16:07:25 UTC | 13F-HR | Norway Savings Bank CIK 0001692227 | 2026 Q1 Open parsed portfolio | 103 | $210,937,238 | Open SEC source |
| 20 Apr 2026, 16:01:04 UTC | 13F-HR | Roberts Foundation CIK 0001595747 | 2026 Q1 Open parsed portfolio | 1 | $34,351,299 | Open SEC source |
| 20 Apr 2026, 15:59:26 UTC | 13F-HR | FSC Wealth Advisors, LLC CIK 0001925685 | 2026 Q1 Open parsed portfolio | 13 | $5,237,773 | Open SEC source |
| 20 Apr 2026, 15:59:03 UTC | 13F-HR | Triangle Securities Wealth Management CIK 0001541353 | 2026 Q1 Open parsed portfolio | 206 | $440,614,632 | Open SEC source |
| 20 Apr 2026, 15:50:32 UTC | 13F-HR | HOGE FINANCIAL SERVICES, LLC CIK 0001989834 | 2026 Q1 Open parsed portfolio | 72 | $186,827,248 | Open SEC source |
| 20 Apr 2026, 15:50:27 UTC | 13F-HR | DAGCO, INC. CIK 0001767343 | 2026 Q1 Open parsed portfolio | 353 | $461,324,887 | Open SEC source |
| 20 Apr 2026, 15:49:48 UTC | 13F-HR/A | Greenstone Partners, L.P. CIK 0001494311 | 2025 Q3 - Restatement Open parsed portfolio | 0 | $0 | Open SEC source |
| 20 Apr 2026, 15:44:26 UTC | 13F-HR | Peirce Capital Management, LLC CIK 0002008166 | 2026 Q1 Open parsed portfolio | 43 | $255,650,957 | Open SEC source |
| 20 Apr 2026, 15:42:19 UTC | 13F-HR | Fairvoy Private Wealth, LLC CIK 0002046607 | 2026 Q1 Open parsed portfolio | 201 | $418,958,017 | Open SEC source |
| 20 Apr 2026, 15:33:47 UTC | 13F-HR | Tower View Wealth Management LLC CIK 0001729045 | 2026 Q1 Open parsed portfolio | 204 | $194,797,030 | Open SEC source |
| 20 Apr 2026, 15:32:59 UTC | 13F-HR | First American Bank CIK 0001291422 | 2026 Q1 Open parsed portfolio | 188 | $1,593,767,958 | Open SEC source |
| 20 Apr 2026, 15:32:27 UTC | 13F-HR | Hoxton Planning & Management, LLC CIK 0001954782 | 2026 Q1 Open parsed portfolio | 216 | $333,212,209 | Open SEC source |
| 20 Apr 2026, 15:31:04 UTC | 13F-HR | KFG WEALTH MANAGEMENT, LLC CIK 0001919344 | 2026 Q1 Open parsed portfolio | 215 | $773,421,452 | Open SEC source |
| 20 Apr 2026, 15:30:11 UTC | 13F-HR | OAK FAMILY ADVISORS, LLC CIK 0001846161 | 2026 Q1 Open parsed portfolio | 95 | $324,484,819 | Open SEC source |
| 20 Apr 2026, 15:26:32 UTC | 13F-HR | Blue Trust, Inc. CIK 0001856022 | 2026 Q1 Open parsed portfolio | 2,498 | $8,737,321,729 | Open SEC source |
| 20 Apr 2026, 15:26:00 UTC | 13F-HR | TrueMark Investments, LLC CIK 0001974457 | 2026 Q1 Open parsed portfolio | 167 | $513,724,785 | Open SEC source |
| 20 Apr 2026, 15:24:06 UTC | 13F-HR | Kastel Capital Advisors, LLC CIK 0002111663 | 2026 Q1 Open parsed portfolio | 55 | $162,914,154 | Open SEC source |
| 20 Apr 2026, 15:20:46 UTC | 13F-HR | Davis Investment Partners, LLC CIK 0001963865 | 2026 Q1 Open parsed portfolio | 167 | $283,091,329 | Open SEC source |
| 20 Apr 2026, 15:18:39 UTC | 13F-HR | LILLY ENDOWMENT INC CIK 0000316011 | 2026 Q1 Open parsed portfolio | 1 | $84,524,083,455 | Open SEC source |
| 20 Apr 2026, 15:18:29 UTC | 13F-HR | First PREMIER Bank CIK 0001653926 | 2026 Q1 Open parsed portfolio | 372 | $433,209,000 | Open SEC source |
| 20 Apr 2026, 15:15:37 UTC | 13F-HR | C2C Wealth Management, LLC CIK 0001868903 | 2026 Q1 Open parsed portfolio | 92 | $118,227,219 | Open SEC source |
| 20 Apr 2026, 15:13:00 UTC | 13F-HR | Eagle Capital Management, LLC CIK 0001600746 | 2026 Q1 Open parsed portfolio | 49 | $253,681,000 | Open SEC source |
| 20 Apr 2026, 15:12:49 UTC | 13F-HR | Joel Adams & Associates, Inc. CIK 0002020459 | 2026 Q1 Open parsed portfolio | 64 | $134,658,857 | Open SEC source |
| 20 Apr 2026, 15:09:43 UTC | 13F-HR | TRUST CO OF OKLAHOMA CIK 0001083323 | 2026 Q1 Open parsed portfolio | 139 | $343,264,788 | Open SEC source |
| 20 Apr 2026, 15:05:57 UTC | 13F-HR | Boyd Wealth Management, LLC CIK 0001846114 | 2026 Q1 Open parsed portfolio | 48 | $236,498,955 | Open SEC source |
| 20 Apr 2026, 14:59:48 UTC | 13F-HR | BTC Capital Management, Inc. CIK 0001611848 | 2026 Q1 Open parsed portfolio | 207 | $1,477,385,383 | Open SEC source |
| 20 Apr 2026, 14:59:38 UTC | 13F-HR | Hilton Head Capital Partners, LLC CIK 0002109913 | 2026 Q1 Open parsed portfolio | 989 | $177,322,791 | Open SEC source |
| 20 Apr 2026, 14:43:48 UTC | 13F-HR | Live Oak Private Wealth LLC CIK 0001799877 | 2026 Q1 Open parsed portfolio | 207 | $717,307,445 | Open SEC source |
| 20 Apr 2026, 14:31:55 UTC | 13F-HR | Lord & Richards Wealth Management, LLC CIK 0002045252 | 2026 Q1 Open parsed portfolio | 50 | $113,987,922 | Open SEC source |
| 20 Apr 2026, 14:30:18 UTC | 13F-HR | BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 | 2026 Q1 Open parsed portfolio | 116 | $147,176,407 | Open SEC source |
| 20 Apr 2026, 14:19:52 UTC | 13F-HR | Heritage Wealth Management, Inc. CIK 0001944755 | 2026 Q1 Open parsed portfolio | 157 | $201,985,158 | Open SEC source |
| 20 Apr 2026, 14:16:08 UTC | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 | 2026 Q1 Open parsed portfolio | 92 | $248,919,296 | Open SEC source |
| 20 Apr 2026, 14:10:10 UTC | 13F-HR | DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 | 2026 Q1 Open parsed portfolio | 58 | $950,811,765 | Open SEC source |
| 20 Apr 2026, 14:09:45 UTC | 13F-HR | GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 | 2026 Q1 Open parsed portfolio | 127 | $710,335,019 | Open SEC source |
| 20 Apr 2026, 14:01:37 UTC | 13F-HR | Strategent Financial, LLC CIK 0002052737 | 2026 Q1 Open parsed portfolio | 41 | $147,248,918 | Open SEC source |
| 20 Apr 2026, 13:55:35 UTC | 13F-HR | Friedenthal Financial CIK 0001598611 | 2026 Q1 Open parsed portfolio | 243 | $199,066,147 | Open SEC source |
| 20 Apr 2026, 13:20:48 UTC | 13F-HR | MTCO Ltd. CIK 0002095669 | 2026 Q1 Open parsed portfolio | 2 | $269,298,647 | Open SEC source |
| 20 Apr 2026, 13:13:05 UTC | 13F-HR | MinichMacGregor Wealth Management, LLC CIK 0001744318 | 2026 Q1 Open parsed portfolio | 136 | $566,709,723 | Open SEC source |
| 20 Apr 2026, 13:04:35 UTC | 13F-HR | Vanderbilt University CIK 0001825985 | 2026 Q1 Open parsed portfolio | 71 | $526,474,045 | Open SEC source |