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.

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162

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

RFG Advisory, LLC

CIK 0001633387

13F-HR Q1 2026
CIK
0001633387
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,037 holdings / $5,442,499,764
Filed
17 Apr 2026, 18:11:02 UTC
Period
2026 Q1

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

13F portfolio

Fifth Third Wealth Advisors LLC

CIK 0001899030

13F-HR Q1 2026
CIK
0001899030
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
812 holdings / $2,957,706,547
Filed
17 Apr 2026, 17:33:02 UTC
Period
2026 Q1

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

13F portfolio

BROWN, LISLE/CUMMINGS, INC.

CIK 0000014745

13F-HR Q1 2026
CIK
0000014745
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,021 holdings / $400,427,347
Filed
17 Apr 2026, 17:31:21 UTC
Period
2026 Q1

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

13F portfolio

Aspire Growth Partners LLC

CIK 0002055568

13F-HR Q1 2026
CIK
0002055568
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
121 holdings / $145,743,710
Filed
17 Apr 2026, 17:29:29 UTC
Period
2026 Q1

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

13F portfolio

Stonebridge Financial Group, LLC / MO

CIK 0002109198

13F-HR Q1 2026
CIK
0002109198
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
165 holdings / $118,609,807
Filed
17 Apr 2026, 17:27:43 UTC
Period
2026 Q1

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

13F portfolio

HALBERT HARGROVE GLOBAL ADVISORS, LLC

CIK 0001484205

13F-HR Q1 2026
CIK
0001484205
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
358 holdings / $2,057,412,483
Filed
17 Apr 2026, 17:26:05 UTC
Period
2026 Q1

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
17 Apr 2026, 18:11:02 UTC 13F-HR RFG Advisory, LLC CIK 0001633387 2026 Q1 Open parsed portfolio 1,037 $5,442,499,764 Open SEC source
17 Apr 2026, 17:33:02 UTC 13F-HR Fifth Third Wealth Advisors LLC CIK 0001899030 2026 Q1 Open parsed portfolio 812 $2,957,706,547 Open SEC source
17 Apr 2026, 17:31:21 UTC 13F-HR BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 2026 Q1 Open parsed portfolio 1,021 $400,427,347 Open SEC source
17 Apr 2026, 17:29:29 UTC 13F-HR Aspire Growth Partners LLC CIK 0002055568 2026 Q1 Open parsed portfolio 121 $145,743,710 Open SEC source
17 Apr 2026, 17:27:43 UTC 13F-HR Stonebridge Financial Group, LLC / MO CIK 0002109198 2026 Q1 Open parsed portfolio 165 $118,609,807 Open SEC source
17 Apr 2026, 17:26:05 UTC 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 2026 Q1 Open parsed portfolio 358 $2,057,412,483 Open SEC source
17 Apr 2026, 17:24:58 UTC 13F-HR Sovereign Financial Group, Inc. CIK 0001846175 2026 Q1 Open parsed portfolio 362 $574,877,094 Open SEC source
17 Apr 2026, 17:21:38 UTC 13F-HR Robbins Farley CIK 0001847820 2026 Q1 Open parsed portfolio 143 $225,916,357 Open SEC source
17 Apr 2026, 16:56:08 UTC 13F-HR Signal Advisors Wealth, LLC CIK 0002010926 2026 Q1 Open parsed portfolio 570 $1,456,893,895 Open SEC source
17 Apr 2026, 16:47:23 UTC 13F-HR FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 2026 Q1 Open parsed portfolio 147 $365,531,015 Open SEC source
17 Apr 2026, 16:37:48 UTC 13F-HR Essex Bank CIK 0001752212 2026 Q1 Open parsed portfolio 305 $452,048,400 Open SEC source
17 Apr 2026, 16:34:47 UTC 13F-HR Worth Asset Management, LLC CIK 0001927285 2026 Q1 Open parsed portfolio 182 $268,226,086 Open SEC source
17 Apr 2026, 16:20:59 UTC 13F-HR Provident Wealth Management, LLC CIK 0001799797 2026 Q1 Open parsed portfolio 134 $330,593,673 Open SEC source
17 Apr 2026, 16:13:01 UTC 13F-HR COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 2026 Q1 Open parsed portfolio 86 $141,799,404 Open SEC source
17 Apr 2026, 16:12:41 UTC 13F-HR First City Capital Management, Inc. CIK 0001427350 2026 Q1 Open parsed portfolio 160 $188,670,819 Open SEC source
17 Apr 2026, 16:12:18 UTC 13F-HR Trinity Wealth Management, LLC CIK 0001685364 2026 Q1 Open parsed portfolio 70 $272,296,564 Open SEC source
17 Apr 2026, 16:11:32 UTC 13F-HR Wealth Management Partners, LLC CIK 0001843294 2026 Q1 Open parsed portfolio 147 $349,869,186 Open SEC source
17 Apr 2026, 16:10:20 UTC 13F-HR Certified Advisory Corp CIK 0001731732 2026 Q1 Open parsed portfolio 318 $1,115,012,357 Open SEC source
17 Apr 2026, 16:09:59 UTC 13F-HR Prentice Wealth Management LLC CIK 0001864229 2026 Q1 Open parsed portfolio 115 $443,141,181 Open SEC source
17 Apr 2026, 16:09:26 UTC 13F-HR BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 2026 Q1 Open parsed portfolio 87 $689,035,739 Open SEC source
17 Apr 2026, 16:08:19 UTC 13F-HR Total Clarity Wealth Management, Inc. CIK 0001804909 2026 Q1 Open parsed portfolio 311 $425,753,904 Open SEC source
17 Apr 2026, 16:07:35 UTC 13F-HR Forbes Financial Planning, Inc. CIK 0001911316 2026 Q1 Open parsed portfolio 38 $173,094,295 Open SEC source
17 Apr 2026, 16:06:44 UTC 13F-HR Sherborne Investors Management LP CIK 0001406672 2026 Q1 Open parsed portfolio 1 $240,900,975 Open SEC source
17 Apr 2026, 16:02:18 UTC 13F-HR Blankinship & Foster, LLC CIK 0001708872 2026 Q1 Open parsed portfolio 75 $452,300,969 Open SEC source
17 Apr 2026, 15:55:54 UTC 13F-HR INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 2026 Q1 Open parsed portfolio 130 $314,484,112 Open SEC source
17 Apr 2026, 15:35:30 UTC 13F-HR CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 2026 Q1 Open parsed portfolio 34 $369,609,960 Open SEC source
17 Apr 2026, 15:33:59 UTC 13F-HR WealthBridge Capital Management, LLC CIK 0001767313 2026 Q1 Open parsed portfolio 221 $434,150,171 Open SEC source
17 Apr 2026, 15:30:20 UTC 13F-HR NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 2026 Q1 Open parsed portfolio 195 $1,261,982,504 Open SEC source
17 Apr 2026, 15:29:16 UTC 13F-HR Summit Wealth Partners, LLC CIK 0002033312 2026 Q1 Open parsed portfolio 271 $631,679,886 Open SEC source
17 Apr 2026, 15:26:11 UTC 13F-HR SWP FINANCIAL LLC CIK 0002014200 2026 Q1 Open parsed portfolio 71 $196,091,024 Open SEC source
17 Apr 2026, 15:25:52 UTC 13F-HR Gibson Capital, LLC CIK 0001427372 2026 Q1 Open parsed portfolio 87 $537,247,756 Open SEC source
17 Apr 2026, 15:24:17 UTC 13F-HR WEBSTER BANK, N. A. CIK 0001105837 2026 Q1 Open parsed portfolio 682 $1,056,251,184 Open SEC source
17 Apr 2026, 15:21:46 UTC 13F-HR PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 2026 Q1 Open parsed portfolio 70 $118,049,398 Open SEC source
17 Apr 2026, 15:21:22 UTC 13F-HR Verde Capital Management CIK 0001802891 2026 Q1 Open parsed portfolio 69 $467,653,670 Open SEC source
17 Apr 2026, 15:17:23 UTC 13F-HR LMG Wealth Partners, LLC CIK 0001965772 2026 Q1 Open parsed portfolio 154 $548,740,951 Open SEC source
17 Apr 2026, 15:17:02 UTC 13F-HR Clear Trail Advisors, LLC CIK 0002097856 2026 Q1 Open parsed portfolio 149 $600,604,317 Open SEC source
17 Apr 2026, 15:13:22 UTC 13F-HR Harbour Wealth Management Group, Inc. CIK 0002085855 2026 Q1 Open parsed portfolio 89 $132,818,668 Open SEC source
17 Apr 2026, 15:11:59 UTC 13F-HR RAMSEY QUANTITATIVE SYSTEMS CIK 0001132897 2026 Q1 Open parsed portfolio 14 $96,286,425 Open SEC source
17 Apr 2026, 15:08:19 UTC 13F-HR Elk River Wealth Management LLC CIK 0001844107 2026 Q1 Open parsed portfolio 99 $596,828,726 Open SEC source
17 Apr 2026, 15:07:04 UTC 13F-HR Atlas Brown,Inc. CIK 0001388168 2026 Q1 Open parsed portfolio 226 $332,174,291 Open SEC source
17 Apr 2026, 15:05:06 UTC 13F-HR AGP FRANKLIN, LLC CIK 0002056566 2026 Q1 Open parsed portfolio 93 $200,210,043 Open SEC source
17 Apr 2026, 15:03:19 UTC 13F-HR First Citizens Asset Management, Inc. CIK 0001964116 2026 Q1 Open parsed portfolio 28 $282,060,377 Open SEC source
17 Apr 2026, 14:54:46 UTC 13F-HR Baker Ellis Asset Management LLC CIK 0001365559 2026 Q1 Open parsed portfolio 254 $842,464,659 Open SEC source
17 Apr 2026, 14:53:53 UTC 13F-HR SVB WEALTH LLC CIK 0001626116 2026 Q1 Open parsed portfolio 383 $1,518,027,585 Open SEC source
17 Apr 2026, 14:43:08 UTC 13F-HR Bell Investment Advisors, Inc CIK 0001890149 2026 Q1 Open parsed portfolio 1,860 $639,150,876 Open SEC source
17 Apr 2026, 14:38:30 UTC 13F-HR Cornell Pochily Investment Advisors, Inc. CIK 0001736260 2026 Q1 Open parsed portfolio 174 $340,448,843 Open SEC source
17 Apr 2026, 14:37:50 UTC 13F-HR Outlook Wealth Advisors, LLC CIK 0001767151 2026 Q1 Open parsed portfolio 310 $413,110,123 Open SEC source
17 Apr 2026, 14:34:04 UTC 13F-HR ANCHYRA PARTNERS LLC CIK 0002107106 2026 Q1 Open parsed portfolio 275 $329,524,450 Open SEC source
17 Apr 2026, 14:33:18 UTC 13F-HR Marathon Mission, Inc. CIK 0001987261 2026 Q1 Open parsed portfolio 55 $171,780,958 Open SEC source
17 Apr 2026, 14:30:30 UTC 13F-HR Athena Wealth Management, LLC CIK 0002128243 2026 Q1 Open parsed portfolio 106 $122,246,997 Open SEC source
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