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
168

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Kaufman Rossin Wealth, LLC

CIK 0002049750

13F-HR Q2 2026
CIK
0002049750
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
112 holdings / $211,069,361
Filed
16 Jul 2026, 14:45:33 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

VERITY Wealth Advisors

CIK 0001763138

13F-HR Q2 2026
CIK
0001763138
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
81 holdings / $165,572,956
Filed
16 Jul 2026, 14:45:30 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

Capital Advisors, Ltd. LLC

CIK 0001597878

13F-HR Q2 2026
CIK
0001597878
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,331 holdings / $991,131,000
Filed
16 Jul 2026, 14:45:29 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

RICHARDS, MERRILL & PETERSON, INC.

CIK 0000090108

13F-HR Q2 2026
CIK
0000090108
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
285 holdings / $315,065,936
Filed
16 Jul 2026, 14:43:05 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

First Nebraska Trust Co

CIK 0002134841

13F-HR Q2 2016
CIK
0002134841
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
110 holdings / $383,366,719
Filed
16 Jul 2026, 14:36:28 UTC
Period
2016 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

Forthright Family Wealth Advisory LLC

CIK 0002008648

13F-HR Q2 2026
CIK
0002008648
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
57 holdings / $176,729,059
Filed
16 Jul 2026, 14:31:16 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, 14:45:33 UTC 13F-HR Kaufman Rossin Wealth, LLC CIK 0002049750 2026 Q2 Open parsed portfolio 112 $211,069,361 Open SEC source
16 Jul 2026, 14:45:30 UTC 13F-HR VERITY Wealth Advisors CIK 0001763138 2026 Q2 Open parsed portfolio 81 $165,572,956 Open SEC source
16 Jul 2026, 14:45:29 UTC 13F-HR Capital Advisors, Ltd. LLC CIK 0001597878 2026 Q2 Open parsed portfolio 1,331 $991,131,000 Open SEC source
16 Jul 2026, 14:43:05 UTC 13F-HR RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 2026 Q2 Open parsed portfolio 285 $315,065,936 Open SEC source
16 Jul 2026, 14:36:28 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2016 Q2 Open parsed portfolio 110 $383,366,719 Open SEC source
16 Jul 2026, 14:31:16 UTC 13F-HR Forthright Family Wealth Advisory LLC CIK 0002008648 2026 Q2 Open parsed portfolio 57 $176,729,059 Open SEC source
16 Jul 2026, 14:28:40 UTC 13F-HR Brown Miller Wealth Management, LLC CIK 0001840084 2026 Q2 Open parsed portfolio 204 $397,202,318 Open SEC source
16 Jul 2026, 14:25:19 UTC 13F-HR INSTRUMENTAL WEALTH, LLC CIK 0001976010 2026 Q2 Open parsed portfolio 89 $197,513,441 Open SEC source
16 Jul 2026, 14:22:14 UTC 13F-HR Finward Bancorp CIK 0000919864 2026 Q2 Open parsed portfolio 107 $131,854,305 Open SEC source
16 Jul 2026, 14:20:35 UTC 13F-HR Thoma Capital Management LLC CIK 0002060298 2026 Q2 Open parsed portfolio 53 $187,523,863 Open SEC source
16 Jul 2026, 14:17:12 UTC 13F-HR Simplify Asset Management Inc. CIK 0001846368 2026 Q2 Open parsed portfolio 136 $7,083,467,122 Open SEC source
16 Jul 2026, 14:16:30 UTC 13F-HR Marathon Strategic Advisors, LLC CIK 0002021711 2026 Q2 Open parsed portfolio 50 $177,139,939 Open SEC source
16 Jul 2026, 14:15:00 UTC 13F-HR Morangie Management LLC CIK 0002056670 2026 Q2 Open parsed portfolio 34 $120,416,577 Open SEC source
16 Jul 2026, 14:09:44 UTC 13F-HR Howard Capital Management Group, LLC CIK 0001860501 2026 Q2 Open parsed portfolio 150 $1,635,676,788 Open SEC source
16 Jul 2026, 14:07:32 UTC 13F-HR NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 2026 Q2 Open parsed portfolio 200 $2,713,347,122 Open SEC source
16 Jul 2026, 14:01:58 UTC 13F-HR Seelaus Asset Management LLC CIK 0001705655 2026 Q2 Open parsed portfolio 204 $142,391,257 Open SEC source
16 Jul 2026, 14:01:05 UTC 13F-HR Marion Wealth Management CIK 0001911097 2026 Q2 Open parsed portfolio 156 $490,170,048 Open SEC source
16 Jul 2026, 13:58:09 UTC 13F-HR RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 2026 Q2 Open parsed portfolio 44 $113,654,299 Open SEC source
16 Jul 2026, 13:50:59 UTC 13F-HR SANDER CAPITAL ADVISORS INC CIK 0001173889 2026 Q2 Open parsed portfolio 13 $189,045,000 Open SEC source
16 Jul 2026, 13:48:46 UTC 13F-HR ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 2026 Q2 Open parsed portfolio 103 $305,030,179 Open SEC source
16 Jul 2026, 13:47:01 UTC 13F-HR BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 2026 Q2 Open parsed portfolio 160 $237,246,980 Open SEC source
16 Jul 2026, 13:45:57 UTC 13F-HR Wolff Financial Management LLC CIK 0001767940 2026 Q2 Open parsed portfolio 106 $501,475,077 Open SEC source
16 Jul 2026, 13:45:34 UTC 13F-HR Yardley Wealth Management LLC CIK 0002044323 2026 Q2 Open parsed portfolio 37 $220,120,165 Open SEC source
16 Jul 2026, 13:45:06 UTC 13F-HR WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 2026 Q2 Open parsed portfolio 62 $180,111,332 Open SEC source
16 Jul 2026, 13:44:35 UTC 13F-HR San Luis Wealth Advisors LLC CIK 0001844709 2026 Q2 Open parsed portfolio 183 $664,421,110 Open SEC source
16 Jul 2026, 13:44:05 UTC 13F-HR Radnor Capital Management, LLC CIK 0001696867 2026 Q2 Open parsed portfolio 312 $712,032,807 Open SEC source
16 Jul 2026, 13:43:55 UTC 13F-HR HENNESSY ADVISORS INC CIK 0001145255 2026 Q2 Open parsed portfolio 325 $3,128,618,298 Open SEC source
16 Jul 2026, 13:43:31 UTC 13F-HR Single Point Partners, LLC CIK 0001801184 2026 Q2 Open parsed portfolio 102 $497,767,045 Open SEC source
16 Jul 2026, 13:43:02 UTC 13F-HR Johnson & White Wealth Management, LLC CIK 0001954136 2026 Q2 Open parsed portfolio 117 $267,336,373 Open SEC source
16 Jul 2026, 13:42:28 UTC 13F-HR CFS Investment Advisory Services, LLC CIK 0001845688 2026 Q2 Open parsed portfolio 357 $1,499,589,184 Open SEC source
16 Jul 2026, 13:42:00 UTC 13F-HR BCS Wealth Management CIK 0001798172 2026 Q2 Open parsed portfolio 270 $555,097,231 Open SEC source
16 Jul 2026, 13:41:26 UTC 13F-HR Berman McAleer LLC CIK 0002094332 2026 Q2 Open parsed portfolio 175 $863,661,855 Open SEC source
16 Jul 2026, 13:41:09 UTC 13F-HR Activest Wealth Management CIK 0001883134 2026 Q2 Open parsed portfolio 1,339 $517,629,014 Open SEC source
16 Jul 2026, 13:40:38 UTC 13F-HR Segment Wealth Management, LLC CIK 0001575581 2026 Q2 Open parsed portfolio 311 $1,927,770,557 Open SEC source
16 Jul 2026, 13:39:55 UTC 13F-HR Stanich Group LLC CIK 0002023324 2026 Q2 Open parsed portfolio 52 $158,822,825 Open SEC source
16 Jul 2026, 13:37:29 UTC 13F-HR Navigation Wealth Management, Inc. CIK 0001839930 2026 Q2 Open parsed portfolio 33 $72,590,922 Open SEC source
16 Jul 2026, 13:31:54 UTC 13F-HR STRATEGIC PLANNING GROUP, LLC CIK 0001875525 2026 Q2 Open parsed portfolio 75 $917,971,056 Open SEC source
16 Jul 2026, 13:28:46 UTC 13F-HR Aspect Partners, LLC CIK 0001985284 2026 Q2 Open parsed portfolio 678 $268,049,861 Open SEC source
16 Jul 2026, 13:27:11 UTC 13F-HR Newport Asia LLC CIK 0001607597 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
16 Jul 2026, 13:20:34 UTC 13F-HR Crews Bank & Trust CIK 0002052279 2026 Q2 Open parsed portfolio 662 $765,994,226 Open SEC source
16 Jul 2026, 13:20:03 UTC 13F-HR KEATING INVESTMENT COUNSELORS INC CIK 0001020580 2026 Q2 Open parsed portfolio 59 $364,142,551 Open SEC source
16 Jul 2026, 13:17:33 UTC 13F-HR Aegis Wealth Management, Inc. CIK 0002096565 2026 Q2 Open parsed portfolio 119 $154,901,483 Open SEC source
16 Jul 2026, 13:13:01 UTC 13F-HR SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 2026 Q2 Open parsed portfolio 134 $194,880,498 Open SEC source
16 Jul 2026, 13:12:27 UTC 13F-HR/A DB Fitzpatrick & Co, Inc CIK 0001885767 2026 Q2 - Restatement Open parsed portfolio 100 $123,734,916 Open SEC source
16 Jul 2026, 13:12:02 UTC 13F-HR Violich Capital Management, Inc. CIK 0001326766 2026 Q2 Open parsed portfolio 122 $919,348,890 Open SEC source
16 Jul 2026, 13:07:20 UTC 13F-HR GC Wealth Management RIA, LLC CIK 0002011169 2026 Q2 Open parsed portfolio 483 $1,734,305,868 Open SEC source
16 Jul 2026, 13:03:25 UTC 13F-HR DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 2026 Q2 Open parsed portfolio 107 $215,880,000 Open SEC source
16 Jul 2026, 13:02:20 UTC 13F-HR MinichMacGregor Wealth Management, LLC CIK 0001744318 2026 Q2 Open parsed portfolio 150 $659,188,245 Open SEC source
16 Jul 2026, 13:01:21 UTC 13F-HR Alhambra Investment Management LLC CIK 0001802696 2026 Q2 Open parsed portfolio 182 $229,115,863 Open SEC source
16 Jul 2026, 13:00:26 UTC 13F-HR ZAZOVE ASSOCIATES LLC CIK 0001009012 2026 Q2 Open parsed portfolio 139 $1,222,801,536 Open SEC source
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