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 |
|---|---|---|---|---|---|---|
| 16 Apr 2026, 20:09:58 UTC | 13F-HR | Matthew Goff Investment Advisor, LLC CIK 0000935359 | 2026 Q1 Open parsed portfolio | 107 | $577,574,052 | Open SEC source |
| 16 Apr 2026, 19:52:20 UTC | 13F-HR | Five Pine Wealth Management CIK 0002041807 | 2026 Q1 Open parsed portfolio | 47 | $160,850,575 | Open SEC source |
| 16 Apr 2026, 19:41:14 UTC | 13F-HR | RAINIER FAMILY WEALTH INC CIK 0002073596 | 2026 Q1 Open parsed portfolio | 93 | $149,083,234 | Open SEC source |
| 16 Apr 2026, 19:30:48 UTC | 13F-HR | Stonebridge Wealth Management, LLC CIK 0002082460 | 2026 Q1 Open parsed portfolio | 36 | $104,335,788 | Open SEC source |
| 16 Apr 2026, 19:25:33 UTC | 13F-HR | BIRCH FINANCIAL GROUP, LLC CIK 0002083592 | 2026 Q1 Open parsed portfolio | 136 | $171,192,450 | Open SEC source |
| 16 Apr 2026, 18:49:08 UTC | 13F-HR | FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 | 2026 Q1 Open parsed portfolio | 191 | $652,960,430 | Open SEC source |
| 16 Apr 2026, 18:34:21 UTC | 13F-HR | Kure Advisory, LLC CIK 0001986795 | 2026 Q1 Open parsed portfolio | 56 | $183,630,300 | Open SEC source |
| 16 Apr 2026, 18:33:07 UTC | 13F-HR | Arizona PSPRS Trust CIK 0001565332 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 16 Apr 2026, 18:11:25 UTC | 13F-HR | Sterneck Capital Management, LLC CIK 0001438574 | 2026 Q1 Open parsed portfolio | 116 | $222,702,168 | Open SEC source |
| 16 Apr 2026, 17:32:06 UTC | 13F-HR | Telos Capital Management, Inc. CIK 0001567889 | 2026 Q1 Open parsed portfolio | 191 | $1,043,917,809 | Open SEC source |
| 16 Apr 2026, 17:24:20 UTC | 13F-HR | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 | 2026 Q1 Open parsed portfolio | 222 | $9,958,179,466 | Open SEC source |
| 16 Apr 2026, 17:23:18 UTC | 13F-HR | Fisher Funds Management LTD CIK 0001435028 | 2026 Q1 Open parsed portfolio | 169 | $3,412,157,447 | Open SEC source |
| 16 Apr 2026, 17:12:33 UTC | 13F-HR | CWC Advisors, LLC. CIK 0001520683 | 2026 Q1 Open parsed portfolio | 149 | $210,122,955 | Open SEC source |
| 16 Apr 2026, 17:06:04 UTC | 13F-HR | EVEXIA WEALTH LLC CIK 0001975710 | 2026 Q1 Open parsed portfolio | 84 | $363,742,877 | Open SEC source |
| 16 Apr 2026, 17:03:34 UTC | 13F-HR | Balboa Wealth Partners CIK 0001929008 | 2026 Q1 Open parsed portfolio | 455 | $596,178,907 | Open SEC source |
| 16 Apr 2026, 17:00:32 UTC | 13F-HR | True Vision MN LLC CIK 0002013460 | 2026 Q1 Open parsed portfolio | 98 | $193,902,643 | Open SEC source |
| 16 Apr 2026, 17:00:14 UTC | 13F-HR | CPR Investments Inc. CIK 0001775053 | 2026 Q1 Open parsed portfolio | 51 | $149,908,185 | Open SEC source |
| 16 Apr 2026, 16:56:47 UTC | 13F-HR | Cambridge Advisors Inc. CIK 0001633695 | 2026 Q1 Open parsed portfolio | 178 | $515,322,785 | Open SEC source |
| 16 Apr 2026, 16:53:58 UTC | 13F-HR | Sunbeam Capital Management, LLC CIK 0002057278 | 2026 Q1 Open parsed portfolio | 112 | $174,717,246 | Open SEC source |
| 16 Apr 2026, 16:50:32 UTC | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 | 2026 Q1 Open parsed portfolio | 106 | $356,319,399 | Open SEC source |
| 16 Apr 2026, 16:48:04 UTC | 13F-HR | Spectrum Planning & Advisory Services Inc. CIK 0001725394 | 2026 Q1 Open parsed portfolio | 114 | $202,065,087 | Open SEC source |
| 16 Apr 2026, 16:44:06 UTC | 13F-HR | EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 | 2026 Q1 Open parsed portfolio | 994 | $1,870,971,024 | Open SEC source |
| 16 Apr 2026, 16:43:28 UTC | 13F-HR | Allegheny Financial Group CIK 0001844148 | 2026 Q1 Open parsed portfolio | 290 | $741,827,472 | Open SEC source |
| 16 Apr 2026, 16:37:57 UTC | 13F-HR | STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 | 2026 Q1 Open parsed portfolio | 51 | $124,348,636 | Open SEC source |
| 16 Apr 2026, 16:35:14 UTC | 13F-HR | Meadowbrook Advisors Group, LLC CIK 0002119283 | 2026 Q1 Open parsed portfolio | 136 | $168,259,436 | Open SEC source |
| 16 Apr 2026, 16:35:09 UTC | 13F-HR | Center For Asset Management LLC CIK 0001844878 | 2026 Q1 Open parsed portfolio | 144 | $201,334,178 | Open SEC source |
| 16 Apr 2026, 16:30:02 UTC | 13F-HR | jvl associates llc CIK 0001915765 | 2026 Q1 Open parsed portfolio | 63 | $298,269,583 | Open SEC source |
| 16 Apr 2026, 16:16:17 UTC | 13F-HR | Global Wealth Management, LLC CIK 0002039738 | 2026 Q1 Open parsed portfolio | 44 | $183,436,927 | Open SEC source |
| 16 Apr 2026, 16:12:41 UTC | 13F-HR | FIRST MERCHANTS CORP CIK 0000712534 | 2026 Q1 Open parsed portfolio | 357 | $2,628,836,819 | Open SEC source |
| 16 Apr 2026, 16:12:20 UTC | 13F-HR | LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 | 2026 Q1 Open parsed portfolio | 80 | $278,899,287 | Open SEC source |
| 16 Apr 2026, 16:12:08 UTC | 13F-HR | SG Americas Securities, LLC CIK 0001313360 | 2026 Q1 Open parsed portfolio | 2,745 | $90,612,923,000 | Open SEC source |
| 16 Apr 2026, 16:11:32 UTC | 13F-HR | Tactive Advisors, LLC CIK 0002002409 | 2026 Q1 Open parsed portfolio | 268 | $354,665,547 | Open SEC source |
| 16 Apr 2026, 16:09:35 UTC | 13F-HR | Capstone Wealth Management Group LLC CIK 0002059649 | 2026 Q1 Open parsed portfolio | 123 | $162,514,320 | Open SEC source |
| 16 Apr 2026, 16:07:30 UTC | 13F-HR | WAYSTONE ADVISORS LLC CIK 0002055997 | 2026 Q1 Open parsed portfolio | 101 | $111,889,751 | Open SEC source |
| 16 Apr 2026, 16:06:16 UTC | 13F-HR | Ironwood Financial, llc CIK 0001630360 | 2026 Q1 Open parsed portfolio | 168 | $572,714,292 | Open SEC source |
| 16 Apr 2026, 16:06:00 UTC | 13F-HR | Warren Street Wealth Advisors, LLC CIK 0001703496 | 2026 Q1 Open parsed portfolio | 127 | $390,915,116 | Open SEC source |
| 16 Apr 2026, 16:04:56 UTC | 13F-HR | Smith Salley Wealth Management CIK 0001482012 | 2026 Q1 Open parsed portfolio | 267 | $1,988,726,073 | Open SEC source |
| 16 Apr 2026, 16:04:35 UTC | 13F-HR | Upper Left Wealth Management, LLC CIK 0001911228 | 2026 Q1 Open parsed portfolio | 68 | $169,361,550 | Open SEC source |
| 16 Apr 2026, 16:03:52 UTC | 13F-HR | PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 | 2026 Q1 Open parsed portfolio | 107 | $1,221,894,390 | Open SEC source |
| 16 Apr 2026, 16:03:03 UTC | 13F-HR | SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 | 2026 Q1 Open parsed portfolio | 85 | $213,588,346 | Open SEC source |
| 16 Apr 2026, 16:02:47 UTC | 13F-HR | Azarias Capital Management, L.P. CIK 0001625279 | 2026 Q1 Open parsed portfolio | 24 | $223,142,241 | Open SEC source |
| 16 Apr 2026, 16:01:38 UTC | 13F-HR | Mastercard Foundation Asset Management Corp CIK 0002006397 | 2026 Q1 Open parsed portfolio | 3 | $33,657,386,914 | Open SEC source |
| 16 Apr 2026, 16:01:34 UTC | 13F-HR | MontVue Capital Management, Inc. CIK 0002008758 | 2026 Q1 Open parsed portfolio | 67 | $146,747,968 | Open SEC source |
| 16 Apr 2026, 16:00:17 UTC | 13F-HR | Cornerstone Management, Inc. CIK 0001587867 | 2026 Q1 Open parsed portfolio | 65 | $627,560,597 | Open SEC source |
| 16 Apr 2026, 15:58:45 UTC | 13F-HR | CPC Advisors, LLC CIK 0001805250 | 2026 Q1 Open parsed portfolio | 144 | $616,748,677 | Open SEC source |
| 16 Apr 2026, 15:56:57 UTC | 13F-HR | Johnson Bixby & Associates, LLC CIK 0001844238 | 2026 Q1 Open parsed portfolio | 127 | $806,490,100 | Open SEC source |
| 16 Apr 2026, 15:56:53 UTC | 13F-HR | Sterling Investment Counsel, LLC CIK 0001925853 | 2026 Q1 Open parsed portfolio | 196 | $356,850,614 | Open SEC source |
| 16 Apr 2026, 15:55:18 UTC | 13F-HR | BCO Wealth Management LLC CIK 0002054749 | 2026 Q1 Open parsed portfolio | 42 | $166,469,538 | Open SEC source |
| 16 Apr 2026, 15:52:06 UTC | 13F-HR | Brookstone Capital Management CIK 0001599584 | 2026 Q1 Open parsed portfolio | 1,203 | $8,747,570,457 | Open SEC source |
| 16 Apr 2026, 15:52:05 UTC | 13F-HR | Maestria Partners LLC CIK 0002000390 | 2026 Q1 Open parsed portfolio | 13 | $274,057,698 | Open SEC source |