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
Rows shown
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Current page
162

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Sound Income Strategies, LLC

CIK 0001730960

13F-HR Q2 2026
CIK
0001730960
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
483 holdings / $2,228,083,521
Filed
20 Jul 2026, 15:30:53 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

PETREDIS INVESTMENT ADVISORS LLC

CIK 0001964544

13F-HR Q2 2026
CIK
0001964544
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
114 holdings / $1,483,755,462
Filed
20 Jul 2026, 15:30:19 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

ENTRUST FINANCIAL LLC

CIK 0002109860

13F-HR Q2 2026
CIK
0002109860
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
445 holdings / $154,194,250
Filed
20 Jul 2026, 15:28:41 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

First Pacific Financial

CIK 0001810089

13F-HR Q2 2026
CIK
0001810089
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
510 holdings / $839,271,380
Filed
20 Jul 2026, 15:18:49 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

Louisiana State Employees Retirement System

CIK 0001537191

13F-HR Q2 2026
CIK
0001537191
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,517 holdings / $5,358,147,900
Filed
20 Jul 2026, 15:11:30 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

HAMILTON CAPITAL PARTNERS, LLC

CIK 0002037578

13F-HR Q2 2026
CIK
0002037578
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
32 holdings / $344,264,325
Filed
20 Jul 2026, 15:09:05 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
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 Jul 2026, 15:30:53 UTC 13F-HR Sound Income Strategies, LLC CIK 0001730960 2026 Q2 Open parsed portfolio 483 $2,228,083,521 Open SEC source
20 Jul 2026, 15:30:19 UTC 13F-HR PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 2026 Q2 Open parsed portfolio 114 $1,483,755,462 Open SEC source
20 Jul 2026, 15:28:41 UTC 13F-HR ENTRUST FINANCIAL LLC CIK 0002109860 2026 Q2 Open parsed portfolio 445 $154,194,250 Open SEC source
20 Jul 2026, 15:18:49 UTC 13F-HR First Pacific Financial CIK 0001810089 2026 Q2 Open parsed portfolio 510 $839,271,380 Open SEC source
20 Jul 2026, 15:11:30 UTC 13F-HR Louisiana State Employees Retirement System CIK 0001537191 2026 Q2 Open parsed portfolio 1,517 $5,358,147,900 Open SEC source
20 Jul 2026, 15:09:05 UTC 13F-HR HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 2026 Q2 Open parsed portfolio 32 $344,264,325 Open SEC source
20 Jul 2026, 14:52:01 UTC 13F-HR IFP Advisors, Inc CIK 0001641866 2026 Q2 Open parsed portfolio 5,141 $5,533,130,446 Open SEC source
20 Jul 2026, 14:50:36 UTC 13F-HR Brindle & Bay Financial Advisors, LLC CIK 0002081139 2026 Q2 Open parsed portfolio 86 $199,949,044 Open SEC source
20 Jul 2026, 14:29:17 UTC 13F-HR FIRST UNITED BANK & TRUST CIK 0001214183 2026 Q2 Open parsed portfolio 420 $347,627,698 Open SEC source
20 Jul 2026, 14:23:07 UTC 13F-HR Covenant Asset Management, LLC CIK 0001697717 2026 Q2 Open parsed portfolio 145 $562,096,744 Open SEC source
20 Jul 2026, 14:22:31 UTC 13F-HR Sky Investment Group LLC CIK 0001333792 2026 Q2 Open parsed portfolio 146 $636,942,579 Open SEC source
20 Jul 2026, 14:20:13 UTC 13F-HR Opal Wealth Advisors, LLC CIK 0001844201 2026 Q2 Open parsed portfolio 224 $462,998,349 Open SEC source
20 Jul 2026, 14:14:19 UTC 13F-HR Abacus Planning Group, Inc. CIK 0001602730 2026 Q2 Open parsed portfolio 258 $808,865,626 Open SEC source
20 Jul 2026, 14:11:52 UTC 13F-HR STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 2026 Q2 Open parsed portfolio 16 $290,536,634 Open SEC source
20 Jul 2026, 14:09:29 UTC 13F-HR Myriad Asset Management US LP CIK 0001857187 2026 Q2 Open parsed portfolio 52 $72,404,000 Open SEC source
20 Jul 2026, 14:01:34 UTC 13F-HR Legend Financial Advisors, Inc. CIK 0001781948 2026 Q2 Open parsed portfolio 40 $176,007,982 Open SEC source
20 Jul 2026, 14:00:31 UTC 13F-HR TrustBank CIK 0002107256 2026 Q2 Open parsed portfolio 175 $294,616,851 Open SEC source
20 Jul 2026, 13:59:48 UTC 13F-HR QUANTUM FINANCIAL PARTNERS LLC CIK 0002103577 2026 Q2 Open parsed portfolio 153 $195,529,136 Open SEC source
20 Jul 2026, 13:58:05 UTC 13F-HR GUIDANCE CAPITAL, INC CIK 0001958743 2026 Q2 Open parsed portfolio 233 $466,664,308 Open SEC source
20 Jul 2026, 13:56:51 UTC 13F-HR Envestnet Portfolio Solutions, Inc. CIK 0001998033 2026 Q2 Open parsed portfolio 1,369 $20,865,814,212 Open SEC source
20 Jul 2026, 13:55:30 UTC 13F-HR HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 2026 Q2 Open parsed portfolio 352 $217,408,025 Open SEC source
20 Jul 2026, 13:53:51 UTC 13F-HR Physician Wealth Advisors, Inc. CIK 0001795173 2026 Q2 Open parsed portfolio 2,333 $837,381,267 Open SEC source
20 Jul 2026, 13:53:06 UTC 13F-HR B.O.S.S. Retirement Advisors, LLC CIK 0001964810 2026 Q2 Open parsed portfolio 157 $370,351,345 Open SEC source
20 Jul 2026, 13:51:24 UTC 13F-HR ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 2026 Q2 Open parsed portfolio 97 $767,603,243 Open SEC source
20 Jul 2026, 13:43:23 UTC 13F-HR Gibraltar Capital Management, Inc. CIK 0001625986 2026 Q2 Open parsed portfolio 124 $646,445,667 Open SEC source
20 Jul 2026, 13:41:25 UTC 13F-HR High Point Wealth Management, LLC CIK 0002106882 2026 Q2 Open parsed portfolio 250 $122,244,689 Open SEC source
20 Jul 2026, 13:38:25 UTC 13F-HR Bear Mountain Capital, Inc. CIK 0002009419 2026 Q2 Open parsed portfolio 213 $345,218,894 Open SEC source
20 Jul 2026, 13:27:28 UTC 13F-HR FIRST HORIZON CORP CIK 0000036966 2026 Q2 Open parsed portfolio 1,527 $2,598,297,542 Open SEC source
20 Jul 2026, 13:26:06 UTC 13F-HR Barton Investment Management CIK 0001387818 2026 Q2 Open parsed portfolio 60 $738,188,362 Open SEC source
20 Jul 2026, 13:20:48 UTC 13F-HR State of Alaska, Department of Revenue CIK 0001370102 2026 Q2 Open parsed portfolio 2,173 $10,070,582,000 Open SEC source
20 Jul 2026, 13:19:54 UTC 13F-HR WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 2026 Q2 Open parsed portfolio 188 $1,404,996,426 Open SEC source
20 Jul 2026, 13:19:35 UTC 13F-HR HS Investments IV Ltd CIK 0002065165 2026 Q2 Open parsed portfolio 2 $112,139,962 Open SEC source
20 Jul 2026, 13:18:37 UTC 13F-HR HS Investments III Ltd CIK 0002103418 2026 Q2 Open parsed portfolio 1 $22,290,620 Open SEC source
20 Jul 2026, 13:17:22 UTC 13F-HR Sivik Global Healthcare LLC CIK 0001596452 2026 Q2 Open parsed portfolio 34 $128,218,000 Open SEC source
20 Jul 2026, 13:06:58 UTC 13F-HR Clayton Financial Group LLC CIK 0002011212 2026 Q2 Open parsed portfolio 65 $180,867,822 Open SEC source
20 Jul 2026, 13:04:43 UTC 13F-HR DBA TRADING, LLC CIK 0002067608 2026 Q2 Open parsed portfolio 39 $198,021,918 Open SEC source
20 Jul 2026, 13:04:21 UTC 13F-HR Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 2026 Q2 Open parsed portfolio 74 $250,634,832 Open SEC source
20 Jul 2026, 12:57:20 UTC 13F-HR EQUITEC PROPRIETARY MARKETS, LLC CIK 0001143261 2026 Q2 Open parsed portfolio 53 $404,487,004 Open SEC source
20 Jul 2026, 12:50:08 UTC 13F-HR Goldstein Advisors, LLC CIK 0001963807 2026 Q2 Open parsed portfolio 261 $1,094,466,192 Open SEC source
20 Jul 2026, 12:48:50 UTC 13F-HR SIERRA SUMMIT ADVISORS LLC CIK 0002012614 2026 Q2 Open parsed portfolio 185 $895,434,368 Open SEC source
20 Jul 2026, 12:45:45 UTC 13F-HR PING CAPITAL MANAGEMENT, INC. CIK 0001804352 2026 Q2 Open parsed portfolio 69 $308,074,001 Open SEC source
20 Jul 2026, 12:44:11 UTC 13F-HR BFSG, LLC CIK 0001706836 2026 Q2 Open parsed portfolio 765 $1,126,240,691 Open SEC source
20 Jul 2026, 12:26:01 UTC 13F-HR FORBES J M & CO LLP CIK 0001067532 2026 Q2 Open parsed portfolio 159 $1,272,118,857 Open SEC source
20 Jul 2026, 12:15:24 UTC 13F-HR Independent Wealth Network Inc. CIK 0001891240 2026 Q2 Open parsed portfolio 338 $393,212,013 Open SEC source
20 Jul 2026, 12:15:24 UTC 13F-HR MISSION WEALTH MANAGEMENT, LP CIK 0001645382 2026 Q2 Open parsed portfolio 1,016 $8,010,221,387 Open SEC source
20 Jul 2026, 12:14:39 UTC 13F-HR TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 2026 Q2 Open parsed portfolio 410 $1,484,368,827 Open SEC source
20 Jul 2026, 12:09:13 UTC 13F-HR WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 2026 Q2 Open parsed portfolio 142 $396,200,937 Open SEC source
20 Jul 2026, 12:08:59 UTC 13F-HR Myriad Asset Management Advisors LLC CIK 0002069031 2026 Q2 Open parsed portfolio 49 $423,776,000 Open SEC source
20 Jul 2026, 12:04:55 UTC 13F-HR Hughes Financial Services, LLC CIK 0002054465 2026 Q2 Open parsed portfolio 1,839 $754,509,179 Open SEC source
20 Jul 2026, 12:03:54 UTC 13F-HR Graphene Investments SAS CIK 0001965776 2026 Q2 Open parsed portfolio 42 $171,755,798 Open SEC source
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