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.

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7,951-8,000 of 9,671
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Current page
160

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Sculati Wealth Management, LLC

CIK 0001803397

13F-HR Q2 2026
CIK
0001803397
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
123 holdings / $299,847,614
Filed
21 Jul 2026, 11:16:24 UTC
Period
2026 Q2

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

13F portfolio

Meritas Wealth Management, LLC

CIK 0001990690

13F-HR Q2 2026
CIK
0001990690
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
63 holdings / $256,064,732
Filed
21 Jul 2026, 11:12:18 UTC
Period
2026 Q2

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

13F portfolio

CATALYST PRIVATE WEALTH, LLC

CIK 0001831193

13F-HR Q2 2026
CIK
0001831193
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
82 holdings / $207,070,499
Filed
21 Jul 2026, 11:10:16 UTC
Period
2026 Q2

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

13F portfolio

Leslie Global Wealth, LLC

CIK 0001954832

13F-HR Q2 2026
CIK
0001954832
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
85 holdings / $249,717,543
Filed
21 Jul 2026, 11:09:51 UTC
Period
2026 Q2

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

13F portfolio

Legacy Advisory Services, LLC

CIK 0002068847

13F-HR Q2 2026
CIK
0002068847
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
54 holdings / $142,058,204
Filed
21 Jul 2026, 11:01:57 UTC
Period
2026 Q2

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

13F portfolio

SIMS INVESTMENT MANAGEMENT, LLC

CIK 0002053807

13F-HR Q2 2026
CIK
0002053807
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
184 holdings / $323,432,065
Filed
21 Jul 2026, 10:59:35 UTC
Period
2026 Q2

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

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, 11:16:24 UTC 13F-HR Sculati Wealth Management, LLC CIK 0001803397 2026 Q2 Open parsed portfolio 123 $299,847,614 Open SEC source
21 Jul 2026, 11:12:18 UTC 13F-HR Meritas Wealth Management, LLC CIK 0001990690 2026 Q2 Open parsed portfolio 63 $256,064,732 Open SEC source
21 Jul 2026, 11:10:16 UTC 13F-HR CATALYST PRIVATE WEALTH, LLC CIK 0001831193 2026 Q2 Open parsed portfolio 82 $207,070,499 Open SEC source
21 Jul 2026, 11:09:51 UTC 13F-HR Leslie Global Wealth, LLC CIK 0001954832 2026 Q2 Open parsed portfolio 85 $249,717,543 Open SEC source
21 Jul 2026, 11:01:57 UTC 13F-HR Legacy Advisory Services, LLC CIK 0002068847 2026 Q2 Open parsed portfolio 54 $142,058,204 Open SEC source
21 Jul 2026, 10:59:35 UTC 13F-HR SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 2026 Q2 Open parsed portfolio 184 $323,432,065 Open SEC source
21 Jul 2026, 10:55:27 UTC 13F-HR CIGNA INVESTMENTS INC /NEW CIK 0000049969 2026 Q2 Open parsed portfolio 480 $765,077,000 Open SEC source
21 Jul 2026, 10:48:30 UTC 13F-HR PARUS FINANCE (UK) Ltd CIK 0001611519 2026 Q2 Open parsed portfolio 37 $383,131,077 Open SEC source
21 Jul 2026, 10:48:04 UTC 13F-HR LANARK FINANCIAL, INC. CIK 0000791540 2026 Q2 Open parsed portfolio 2,420 $1,476,004,197 Open SEC source
21 Jul 2026, 10:41:28 UTC 13F-HR INVESTMENT HOUSE LLC CIK 0001566030 2026 Q2 Open parsed portfolio 221 $1,772,698,568 Open SEC source
21 Jul 2026, 10:34:00 UTC 13F-HR J.W. COLE ADVISORS, INC. CIK 0001404763 2026 Q2 Open parsed portfolio 1,593 $5,826,317,273 Open SEC source
21 Jul 2026, 10:33:50 UTC 13F-HR Rodgers & Associates, LTD CIK 0001846515 2026 Q2 Open parsed portfolio 108 $1,101,794,437 Open SEC source
21 Jul 2026, 10:33:26 UTC 13F-HR/A Human Investing LLC CIK 0001767513 2026 Q2 - Restatement Open parsed portfolio 105 $771,109,322 Open SEC source
21 Jul 2026, 10:29:31 UTC 13F-HR Themes Management Co LLC CIK 0002107564 2026 Q2 Open parsed portfolio 120 $150,887,308 Open SEC source
21 Jul 2026, 10:22:37 UTC 13F-HR Unify Financial Advisors CIK 0002126814 2026 Q2 Open parsed portfolio 90 $108,291,353 Open SEC source
21 Jul 2026, 10:22:37 UTC 13F-HR PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 2026 Q2 Open parsed portfolio 108 $102,013,310 Open SEC source
21 Jul 2026, 10:22:33 UTC 13F-HR First National Advisers, LLC CIK 0001941030 2026 Q2 Open parsed portfolio 251 $711,828,374 Open SEC source
21 Jul 2026, 10:21:54 UTC 13F-HR Pangea Capital Gestao de Recursos Ltda. CIK 0002119167 2025 Q3 Open parsed portfolio 8 $115,502,422 Open SEC source
21 Jul 2026, 10:21:48 UTC 13F-HR Robeco Institutional Asset Management B.V. CIK 0001418773 2026 Q2 Open parsed portfolio 837 $81,423,702,287 Open SEC source
21 Jul 2026, 10:21:14 UTC 13F-HR KIECKHEFER GROUP LLC CIK 0002051613 2026 Q2 Open parsed portfolio 65 $245,746,459 Open SEC source
21 Jul 2026, 10:17:07 UTC 13F-HR Fiscal Wisdom Wealth Management, LLC CIK 0002053757 2026 Q2 Open parsed portfolio 102 $117,909,990 Open SEC source
21 Jul 2026, 10:16:12 UTC 13F-HR Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Investors CIK 0002079571 2026 Q2 Open parsed portfolio 199 $300,468,194 Open SEC source
21 Jul 2026, 09:57:52 UTC 13F-HR YANKCOM Partnership CIK 0002036975 2026 Q2 Open parsed portfolio 308 $278,789,827 Open SEC source
21 Jul 2026, 09:57:41 UTC 13F-HR Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. CIK 0001894044 2026 Q2 Open parsed portfolio 40 $143,823,737 Open SEC source
21 Jul 2026, 09:55:16 UTC 13F-HR Morningstar Investment Management LLC CIK 0001673385 2026 Q2 Open parsed portfolio 317 $1,571,312,057 Open SEC source
21 Jul 2026, 09:52:47 UTC 13F-HR Integrity Investment Advisors, LLC CIK 0002066359 2026 Q2 Open parsed portfolio 72 $229,772,949 Open SEC source
21 Jul 2026, 09:51:09 UTC 13F-HR ST GERMAIN D J CO INC CIK 0000831571 2026 Q2 Open parsed portfolio 904 $2,779,075,882 Open SEC source
21 Jul 2026, 09:39:33 UTC 13F-HR F&V Capital Management, LLC CIK 0001569453 2026 Q2 Open parsed portfolio 63 $542,266,000 Open SEC source
21 Jul 2026, 09:36:33 UTC 13F-HR Old Port Advisors CIK 0001744348 2026 Q2 Open parsed portfolio 266 $506,500,399 Open SEC source
21 Jul 2026, 09:33:51 UTC 13F-HR Councilor Wealth, LLC CIK 0002052759 2026 Q2 Open parsed portfolio 88 $247,167,612 Open SEC source
21 Jul 2026, 09:32:19 UTC 13F-HR Seascape Capital Management CIK 0001418342 2026 Q2 Open parsed portfolio 96 $417,344,000 Open SEC source
21 Jul 2026, 09:32:00 UTC 13F-HR Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 2026 Q2 Open parsed portfolio 56 $279,429,521 Open SEC source
21 Jul 2026, 09:31:01 UTC 13F-HR SSA SWISS ADVISORS AG CIK 0002066265 2026 Q1 Open parsed portfolio 94 $215,563,953 Open SEC source
21 Jul 2026, 09:20:43 UTC 13F-HR HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 2026 Q2 Open parsed portfolio 156 $270,454,475 Open SEC source
21 Jul 2026, 09:20:41 UTC 13F-HR IFM Investors Pty Ltd CIK 0001698246 2026 Q2 Open parsed portfolio 641 $15,112,888,799 Open SEC source
21 Jul 2026, 09:19:43 UTC 13F-HR Wealth Management Associates, Inc. CIK 0002067339 2026 Q2 Open parsed portfolio 254 $362,384,324 Open SEC source
21 Jul 2026, 09:16:13 UTC 13F-HR/A Louisiana State Employees Retirement System CIK 0001537191 2026 Q2 - Restatement Open parsed portfolio 1,523 $6,741,238,490 Open SEC source
21 Jul 2026, 09:08:27 UTC 13F-HR Blue Trust, Inc. CIK 0001856022 2026 Q2 Open parsed portfolio 2,443 $9,540,666,384 Open SEC source
21 Jul 2026, 08:21:54 UTC 13F-HR Discipline Wealth Solutions, LLC CIK 0002010507 2026 Q2 Open parsed portfolio 197 $1,146,083,595 Open SEC source
21 Jul 2026, 07:28:25 UTC 13F-HR Katamaran Capital LLP CIK 0002025353 2026 Q2 Open parsed portfolio 35 $116,977,320 Open SEC source
20 Jul 2026, 21:29:39 UTC 13F-HR Rydar Equities, Inc. CIK 0002065487 2026 Q2 Open parsed portfolio 107 $174,327,190 Open SEC source
20 Jul 2026, 21:23:37 UTC 13F-HR Cottage Street Advisors LLC CIK 0001665302 2026 Q2 Open parsed portfolio 149 $258,571,440 Open SEC source
20 Jul 2026, 20:53:09 UTC 13F-HR MOTIVE WEALTH ADVISORS CIK 0001877093 2026 Q2 Open parsed portfolio 96 $243,159,882 Open SEC source
20 Jul 2026, 20:29:25 UTC 13F-HR Hingham Institution for Savings CIK 0002044671 2026 Q2 Open parsed portfolio 15 $134,303,551 Open SEC source
20 Jul 2026, 18:46:29 UTC 13F-HR Valued Wealth Advisors LLC CIK 0002007175 2026 Q2 Open parsed portfolio 909 $275,189,968 Open SEC source
20 Jul 2026, 18:22:40 UTC 13F-HR Triasima Portfolio Management inc. CIK 0001938757 2026 Q2 Open parsed portfolio 127 $740,345,793 Open SEC source
20 Jul 2026, 18:11:07 UTC 13F-HR Fulcrum Capital LLC CIK 0001724090 2026 Q2 Open parsed portfolio 103 $492,928,114 Open SEC source
20 Jul 2026, 18:06:09 UTC 13F-HR Triumph Capital Management CIK 0001730765 2026 Q2 Open parsed portfolio 1,860 $552,021,378 Open SEC source
20 Jul 2026, 18:01:38 UTC 13F-HR Oak Thistle LLC CIK 0001755987 2026 Q2 Open parsed portfolio 466 $1,034,846,047 Open SEC source
20 Jul 2026, 17:30:45 UTC 13F-HR Tumwater Wealth Management, LLC CIK 0002034579 2026 Q2 Open parsed portfolio 33 $276,515,416 Open SEC source
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