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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Current page
167

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Gallacher Capital Management LLC

CIK 0001960749

13F-HR Q2 2026
CIK
0001960749
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
258 holdings / $178,278,236
Filed
16 Jul 2026, 19:31:33 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

AK GLOBAL ASSET MANAGEMENT, LLC

CIK 0002105908

13F-HR Q2 2026
CIK
0002105908
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
28 holdings / $111,824,111
Filed
16 Jul 2026, 18:25:45 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

Boyd Wealth Management, LLC

CIK 0001846114

13F-HR Q2 2026
CIK
0001846114
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
47 holdings / $264,182,981
Filed
16 Jul 2026, 18:06:41 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

Greenfield FTC, Inc.

CIK 0001842727

13F-HR Q2 2026
CIK
0001842727
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
4 holdings / $734,544,929
Filed
16 Jul 2026, 17:39:02 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

Stonebridge Wealth Management, LLC

CIK 0002082460

13F-HR Q2 2026
CIK
0002082460
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
37 holdings / $111,696,738
Filed
16 Jul 2026, 17:32:05 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

CHICAGO TRUST Co NA

CIK 0001601539

13F-HR Q2 2026
CIK
0001601539
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
377 holdings / $683,757,457
Filed
16 Jul 2026, 17:19:55 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
16 Jul 2026, 19:31:33 UTC 13F-HR Gallacher Capital Management LLC CIK 0001960749 2026 Q2 Open parsed portfolio 258 $178,278,236 Open SEC source
16 Jul 2026, 18:25:45 UTC 13F-HR AK GLOBAL ASSET MANAGEMENT, LLC CIK 0002105908 2026 Q2 Open parsed portfolio 28 $111,824,111 Open SEC source
16 Jul 2026, 18:06:41 UTC 13F-HR Boyd Wealth Management, LLC CIK 0001846114 2026 Q2 Open parsed portfolio 47 $264,182,981 Open SEC source
16 Jul 2026, 17:39:02 UTC 13F-HR Greenfield FTC, Inc. CIK 0001842727 2026 Q2 Open parsed portfolio 4 $734,544,929 Open SEC source
16 Jul 2026, 17:32:05 UTC 13F-HR Stonebridge Wealth Management, LLC CIK 0002082460 2026 Q2 Open parsed portfolio 37 $111,696,738 Open SEC source
16 Jul 2026, 17:19:55 UTC 13F-HR CHICAGO TRUST Co NA CIK 0001601539 2026 Q2 Open parsed portfolio 377 $683,757,457 Open SEC source
16 Jul 2026, 17:16:37 UTC 13F-HR Johnson Bixby & Associates, LLC CIK 0001844238 2026 Q2 Open parsed portfolio 131 $895,818,543 Open SEC source
16 Jul 2026, 17:15:49 UTC 13F-HR PFG Advisors CIK 0001694435 2026 Q2 Open parsed portfolio 791 $1,983,997,546 Open SEC source
16 Jul 2026, 17:15:14 UTC 13F-HR HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 2026 Q2 Open parsed portfolio 229 $1,289,068,983 Open SEC source
16 Jul 2026, 17:14:35 UTC 13F-HR Mid-American Wealth Advisory Group, Inc. CIK 0001911264 2026 Q2 Open parsed portfolio 66 $276,591,212 Open SEC source
16 Jul 2026, 17:14:01 UTC 13F-HR CogentBlue Wealth Advisors, LLC CIK 0002054047 2026 Q2 Open parsed portfolio 103 $174,534,682 Open SEC source
16 Jul 2026, 17:13:43 UTC 13F-HR Cambridge Advisors Inc. CIK 0001633695 2026 Q2 Open parsed portfolio 183 $581,682,783 Open SEC source
16 Jul 2026, 17:13:03 UTC 13F-HR Certified Advisory Corp CIK 0001731732 2026 Q2 Open parsed portfolio 327 $1,240,088,752 Open SEC source
16 Jul 2026, 17:12:30 UTC 13F-HR Cooke Wealth Management, LLC CIK 0002093659 2026 Q2 Open parsed portfolio 39 $122,107,283 Open SEC source
16 Jul 2026, 17:11:31 UTC 13F-HR Sharper & Granite LLC CIK 0001959415 2026 Q2 Open parsed portfolio 109 $322,739,020 Open SEC source
16 Jul 2026, 17:10:43 UTC 13F-HR Bond & Devick Financial Network, Inc. CIK 0001843495 2026 Q2 Open parsed portfolio 207 $406,147,254 Open SEC source
16 Jul 2026, 16:50:01 UTC 13F-HR Frist Capital, LLC CIK 0002059425 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
16 Jul 2026, 16:48:43 UTC 13F-HR Stone Wealth Partners CIK 0001813454 2026 Q2 Open parsed portfolio 63 $136,759,772 Open SEC source
16 Jul 2026, 16:35:31 UTC 13F-HR BEACON FINANCIAL GROUP CIK 0001591379 2026 Q2 Open parsed portfolio 377 $1,100,327,701 Open SEC source
16 Jul 2026, 16:33:15 UTC 13F-HR ALLSTREET CAPITAL ADVISORS LLC CIK 0002130022 2026 Q1 Open parsed portfolio 63 $135,185,574 Open SEC source
16 Jul 2026, 16:28:13 UTC 13F-HR Apeiron RIA LLC CIK 0001801846 2026 Q2 Open parsed portfolio 162 $387,600,827 Open SEC source
16 Jul 2026, 16:27:14 UTC 13F-HR BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 2026 Q2 Open parsed portfolio 245 $1,317,885,683 Open SEC source
16 Jul 2026, 16:26:56 UTC 13F-HR True Wind Capital Management, L.P. CIK 0001824827 2026 Q2 Open parsed portfolio 2 $225,836,100 Open SEC source
16 Jul 2026, 16:26:10 UTC 13F-HR WAYSTONE ADVISORS LLC CIK 0002055997 2026 Q2 Open parsed portfolio 110 $134,078,178 Open SEC source
16 Jul 2026, 16:25:03 UTC 13F-HR Integrated Financial Solutions, Inc. CIK 0002086529 2026 Q2 Open parsed portfolio 36 $185,130,862 Open SEC source
16 Jul 2026, 16:24:54 UTC 13F-HR Ledyard National Bank CIK 0001310658 2026 Q2 Open parsed portfolio 255 $1,246,938,769 Open SEC source
16 Jul 2026, 16:24:07 UTC 13F-HR Global Trust Wealth Management LLC CIK 0002065265 2026 Q2 Open parsed portfolio 75 $145,174,024 Open SEC source
16 Jul 2026, 16:22:41 UTC 13F-HR PMG Family Office LLC CIK 0002102299 2026 Q2 Open parsed portfolio 114 $108,501,093 Open SEC source
16 Jul 2026, 16:21:26 UTC 13F-HR Cornerstone Management, Inc. CIK 0001587867 2026 Q2 Open parsed portfolio 67 $695,064,724 Open SEC source
16 Jul 2026, 16:17:19 UTC 13F-HR Targeted Financial Services LLC CIK 0001758288 2026 Q2 Open parsed portfolio 63 $135,505,905 Open SEC source
16 Jul 2026, 16:17:13 UTC 13F-HR/A Acropolis Investment Management, LLC CIK 0001318601 2026 Q2 - Restatement Open parsed portfolio 384 $2,535,024,566 Open SEC source
16 Jul 2026, 16:16:08 UTC 13F-HR Patriot Financial Group Insurance Agency, LLC CIK 0001694883 2026 Q2 Open parsed portfolio 488 $973,751,536 Open SEC source
16 Jul 2026, 16:14:31 UTC 13F-HR RIVERSEDGE ADVISORS, LLC CIK 0001787663 2026 Q2 Open parsed portfolio 315 $752,909,851 Open SEC source
16 Jul 2026, 16:13:12 UTC 13F-HR McHugh Group, LLC CIK 0002052657 2026 Q2 Open parsed portfolio 86 $195,657,321 Open SEC source
16 Jul 2026, 16:08:58 UTC 13F-HR DAILY JOURNAL CORP CIK 0000783412 2026 Q2 Open parsed portfolio 4 $256,664,220 Open SEC source
16 Jul 2026, 16:04:42 UTC 13F-HR Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 2026 Q2 Open parsed portfolio 65 $242,332,339 Open SEC source
16 Jul 2026, 16:02:28 UTC 13F-HR James Reed Financial Services, Inc. CIK 0001911052 2026 Q2 Open parsed portfolio 19 $131,010,630 Open SEC source
16 Jul 2026, 15:53:59 UTC 13F-HR ALKEME WEALTH, LLC CIK 0001752045 2026 Q2 Open parsed portfolio 101 $261,423,243 Open SEC source
16 Jul 2026, 15:50:26 UTC 13F-HR Ramiah Investment Group CIK 0001566307 2026 Q2 Open parsed portfolio 79 $130,996,021 Open SEC source
16 Jul 2026, 15:46:04 UTC 13F-HR Clarity Asset Management, Inc. CIK 0001756759 2026 Q2 Open parsed portfolio 66 $203,934,251 Open SEC source
16 Jul 2026, 15:44:34 UTC 13F-HR PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 2026 Q2 Open parsed portfolio 117 $373,856,273 Open SEC source
16 Jul 2026, 15:36:41 UTC 13F-HR Chad R. Baker CIK 0001666470 2026 Q2 Open parsed portfolio 51 $619,687,082 Open SEC source
16 Jul 2026, 15:29:43 UTC 13F-HR Crossmark Global Holdings, Inc. CIK 0001539204 2026 Q2 Open parsed portfolio 1,261 $7,708,857,240 Open SEC source
16 Jul 2026, 15:26:11 UTC 13F-HR AVALON CAPITAL MANAGEMENT CIK 0001510809 2026 Q2 Open parsed portfolio 126 $422,392,549 Open SEC source
16 Jul 2026, 15:23:37 UTC 13F-HR Mraz, Amerine & Associates, Inc. CIK 0001542324 2026 Q2 Open parsed portfolio 199 $697,119,949 Open SEC source
16 Jul 2026, 15:23:27 UTC 13F-HR REBALANCE, LLC CIK 0001811052 2026 Q2 Open parsed portfolio 103 $1,908,172,402 Open SEC source
16 Jul 2026, 15:16:57 UTC 13F-HR Rempart Asset Management Inc. CIK 0001844571 2026 Q2 Open parsed portfolio 36 $487,882,055 Open SEC source
16 Jul 2026, 15:16:36 UTC 13F-HR Coastwise Capital Group, LLC CIK 0001934500 2026 Q2 Open parsed portfolio 143 $172,019,131 Open SEC source
16 Jul 2026, 15:15:05 UTC 13F-HR TRUEFG, LLC CIK 0001766067 2026 Q2 Open parsed portfolio 75 $428,224,299 Open SEC source
16 Jul 2026, 15:01:24 UTC 13F-HR STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 2026 Q2 Open parsed portfolio 26 $1,769,326,547 Open SEC source
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