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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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

AXXCESS WEALTH MANAGEMENT, LLC

CIK 0001911056

13F-HR Q2 2026
CIK
0001911056
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,051 holdings / $6,283,234,836
Filed
28 Jul 2026, 14:34:05 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

Vericrest Private Wealth

CIK 0001912300

13F-HR Q2 2026
CIK
0001912300
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
45 holdings / $110,888,233
Filed
28 Jul 2026, 14:33:06 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

Paragon Private Wealth Management, LLC

CIK 0001922684

13F-HR Q2 2026
CIK
0001922684
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
226 holdings / $383,007,410
Filed
28 Jul 2026, 14:32:59 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

Elm Partners Management LLC

CIK 0001743941

13F-HR Q2 2026
CIK
0001743941
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
161 holdings / $2,786,505,664
Filed
28 Jul 2026, 14:31:26 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

DAHRING | CUSMANO LLC

CIK 0002053669

13F-HR Q2 2026
CIK
0002053669
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
62 holdings / $189,633,777
Filed
28 Jul 2026, 14:27:23 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

FINANCIAL LIFE ADVISORS

CIK 0001730813

13F-HR Q2 2026
CIK
0001730813
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
60 holdings / $351,742,811
Filed
28 Jul 2026, 14:25:23 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
28 Jul 2026, 14:34:05 UTC 13F-HR AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 2026 Q2 Open parsed portfolio 1,051 $6,283,234,836 Open SEC source
28 Jul 2026, 14:33:06 UTC 13F-HR Vericrest Private Wealth CIK 0001912300 2026 Q2 Open parsed portfolio 45 $110,888,233 Open SEC source
28 Jul 2026, 14:32:59 UTC 13F-HR Paragon Private Wealth Management, LLC CIK 0001922684 2026 Q2 Open parsed portfolio 226 $383,007,410 Open SEC source
28 Jul 2026, 14:31:26 UTC 13F-HR Elm Partners Management LLC CIK 0001743941 2026 Q2 Open parsed portfolio 161 $2,786,505,664 Open SEC source
28 Jul 2026, 14:27:23 UTC 13F-HR DAHRING | CUSMANO LLC CIK 0002053669 2026 Q2 Open parsed portfolio 62 $189,633,777 Open SEC source
28 Jul 2026, 14:25:23 UTC 13F-HR FINANCIAL LIFE ADVISORS CIK 0001730813 2026 Q2 Open parsed portfolio 60 $351,742,811 Open SEC source
28 Jul 2026, 14:21:36 UTC 13F-HR SPROTT INC. CIK 0001512920 2026 Q2 Open parsed portfolio 256 $3,022,839,297 Open SEC source
28 Jul 2026, 14:20:06 UTC 13F-HR McGinn Penninger Investment Management, Inc. CIK 0001845031 2026 Q2 Open parsed portfolio 38 $164,113,000 Open SEC source
28 Jul 2026, 14:18:32 UTC 13F-HR TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 2026 Q2 Open parsed portfolio 170 $982,719,490 Open SEC source
28 Jul 2026, 14:17:04 UTC 13F-HR Costello Asset Management, INC CIK 0001760145 2026 Q2 Open parsed portfolio 710 $333,238,474 Open SEC source
28 Jul 2026, 14:16:20 UTC 13F-HR LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 2026 Q2 Open parsed portfolio 58 $360,637,173 Open SEC source
28 Jul 2026, 14:10:51 UTC 13F-HR Elemental Capital Partners LLC CIK 0001860672 2026 Q2 Open parsed portfolio 12 $476,292,201 Open SEC source
28 Jul 2026, 14:04:05 UTC 13F-HR Midwest Capital Advisors, LLC CIK 0002026480 2026 Q2 Open parsed portfolio 210 $246,189,241 Open SEC source
28 Jul 2026, 14:02:34 UTC 13F-HR WEDBUSH SECURITIES INC CIK 0001142495 2026 Q2 Open parsed portfolio 1,309 $3,875,327,000 Open SEC source
28 Jul 2026, 14:00:50 UTC 13F-HR Atlas Wealth LLC CIK 0001964106 2026 Q2 Open parsed portfolio 177 $701,436,456 Open SEC source
28 Jul 2026, 14:00:41 UTC 13F-HR RAHLFS CAPITAL, LLC CIK 0002056410 2026 Q2 Open parsed portfolio 86 $136,184,421 Open SEC source
28 Jul 2026, 13:56:27 UTC 13F-HR FWG Investments, LLC. CIK 0001944877 2026 Q2 Open parsed portfolio 116 $189,014,663 Open SEC source
28 Jul 2026, 13:52:39 UTC 13F-HR Liquid Strategies, LLC CIK 0001774727 2026 Q2 Open parsed portfolio 7 $732,276,661 Open SEC source
28 Jul 2026, 13:50:49 UTC 13F-HR CMG Global Holdings, LLC CIK 0001839445 2026 Q2 Open parsed portfolio 100 $235,807,948 Open SEC source
28 Jul 2026, 13:50:10 UTC 13F-HR D'Orazio & Associates, Inc. CIK 0001646821 2026 Q2 Open parsed portfolio 322 $864,058,539 Open SEC source
28 Jul 2026, 13:48:50 UTC 13F-HR VESTOR CAPITAL, LLC CIK 0001132699 2026 Q2 Open parsed portfolio 276 $419,978,557 Open SEC source
28 Jul 2026, 13:48:29 UTC 13F-HR SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 2026 Q2 Open parsed portfolio 218 $2,051,875,047 Open SEC source
28 Jul 2026, 13:47:55 UTC 13F-HR Howard Capital Management Inc. CIK 0001733173 2026 Q2 Open parsed portfolio 423 $8,382,288,733 Open SEC source
28 Jul 2026, 13:46:13 UTC 13F-HR 25 LLC CIK 0001968777 2026 Q2 Open parsed portfolio 80 $365,201,525 Open SEC source
28 Jul 2026, 13:44:57 UTC 13F-HR Sepio Capital, LP CIK 0001751412 2026 Q2 Open parsed portfolio 346 $1,988,053,322 Open SEC source
28 Jul 2026, 13:42:16 UTC 13F-HR RHODES INVESTMENT ADVISORS INC /ADV CIK 0001005186 2026 Q2 Open parsed portfolio 127 $135,970,494 Open SEC source
28 Jul 2026, 13:41:56 UTC 13F-HR Advisor Resource Council CIK 0001820879 2026 Q2 Open parsed portfolio 260 $299,764,648 Open SEC source
28 Jul 2026, 13:41:12 UTC 13F-HR Financial Planning Navigators CORP CIK 0002102043 2026 Q2 Open parsed portfolio 70 $267,188,153 Open SEC source
28 Jul 2026, 13:40:30 UTC 13F-HR MACKAY SHIELDS LLC CIK 0000061227 2026 Q2 Open parsed portfolio 108 $2,985,036,018 Open SEC source
28 Jul 2026, 13:39:09 UTC 13F-HR RPOA Advisors, Inc. CIK 0001963326 2026 Q2 Open parsed portfolio 7 $3,511,076,634 Open SEC source
28 Jul 2026, 13:38:22 UTC 13F-HR Brown Financial Advisory CIK 0001843853 2026 Q2 Open parsed portfolio 49 $239,416,197 Open SEC source
28 Jul 2026, 13:37:46 UTC 13F-HR Community Bank of Raymore CIK 0001599923 2026 Q2 Open parsed portfolio 76 $169,725,950 Open SEC source
28 Jul 2026, 13:36:06 UTC 13F-HR GuidedMoney, LLC CIK 0002112951 2026 Q2 Open parsed portfolio 34 $216,038,972 Open SEC source
28 Jul 2026, 13:34:04 UTC 13F-HR North Berkeley Wealth Management, LLC CIK 0002062383 2026 Q2 Open parsed portfolio 77 $247,360,467 Open SEC source
28 Jul 2026, 13:30:48 UTC 13F-HR Lorne Steinberg Wealth Management Inc. CIK 0001851362 2026 Q2 Open parsed portfolio 72 $486,633,547 Open SEC source
28 Jul 2026, 13:30:02 UTC 13F-HR Atlas Venture Advisors, Inc. CIK 0001767432 2026 Q2 Open parsed portfolio 3 $143,441,742 Open SEC source
28 Jul 2026, 13:27:36 UTC 13F-HR PROVIDENT TRUST CO CIK 0001140436 2026 Q2 Open parsed portfolio 22 $4,770,967,274 Open SEC source
28 Jul 2026, 13:27:31 UTC 13F-HR BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 2026 Q2 Open parsed portfolio 116 $171,429,376 Open SEC source
28 Jul 2026, 13:27:12 UTC 13F-HR Level Wealth Management LLC CIK 0002036775 2026 Q2 Open parsed portfolio 70 $249,670,122 Open SEC source
28 Jul 2026, 13:23:13 UTC 13F-HR BankPlus Trust Department CIK 0002047270 2026 Q2 Open parsed portfolio 470 $427,521,333 Open SEC source
28 Jul 2026, 13:23:01 UTC 13F-HR Davidson Capital Management Inc. CIK 0001808748 2026 Q2 Open parsed portfolio 96 $624,227,291 Open SEC source
28 Jul 2026, 13:22:37 UTC 13F-HR Institute for Wealth Management, LLC. CIK 0001533954 2026 Q2 Open parsed portfolio 1,755 $1,132,381,533 Open SEC source
28 Jul 2026, 13:19:54 UTC 13F-HR Grange Capital, LLC CIK 0002048387 2026 Q2 Open parsed portfolio 54 $108,476,680 Open SEC source
28 Jul 2026, 13:09:12 UTC 13F-HR/A MIZUHO SECURITIES USA LLC CIK 0000812291 2026 Q2 - New Holdings Open parsed portfolio 689 $6,165,063,252 Open SEC source
28 Jul 2026, 13:06:02 UTC 13F-HR STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 2026 Q2 Open parsed portfolio 221 $1,070,181,892 Open SEC source
28 Jul 2026, 13:05:52 UTC 13F-HR Inlight Wealth Management, LLC CIK 0001731795 2026 Q2 Open parsed portfolio 62 $313,602,594 Open SEC source
28 Jul 2026, 13:02:37 UTC 13F-HR Burford Brothers, Inc. CIK 0002001434 2026 Q2 Open parsed portfolio 182 $272,488,237 Open SEC source
28 Jul 2026, 12:59:55 UTC 13F-HR Gilbert & Cook, Inc. CIK 0001675762 2026 Q2 Open parsed portfolio 229 $868,950,602 Open SEC source
28 Jul 2026, 12:58:20 UTC 13F-HR Heritage Wealth Management, Inc. CIK 0001944755 2026 Q2 Open parsed portfolio 272 $400,838,467 Open SEC source
28 Jul 2026, 12:57:31 UTC 13F-HR Purewater Capital LLC CIK 0002135327 2026 Q2 Open parsed portfolio 56 $138,484,985 Open SEC source
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