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 |
|---|---|---|---|---|---|---|
| 15 Apr 2026, 14:23:31 UTC | 13F-HR | McAlvany Wealth Management LLC CIK 0002123857 | 2026 Q1 Open parsed portfolio | 42 | $145,848,381 | Open SEC source |
| 15 Apr 2026, 14:22:34 UTC | 13F-HR | Stanich Group LLC CIK 0002023324 | 2026 Q1 Open parsed portfolio | 47 | $131,191,910 | Open SEC source |
| 15 Apr 2026, 14:22:27 UTC | 13F-HR | ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 | 2026 Q1 Open parsed portfolio | 35 | $167,310,489 | Open SEC source |
| 15 Apr 2026, 14:21:14 UTC | 13F-HR | Birch Capital Management, LLC CIK 0001799859 | 2026 Q1 Open parsed portfolio | 78 | $190,842,646 | Open SEC source |
| 15 Apr 2026, 14:20:43 UTC | 13F-HR | Diligent Investors, LLC CIK 0001549042 | 2026 Q1 Open parsed portfolio | 346 | $403,704,647 | Open SEC source |
| 15 Apr 2026, 14:19:46 UTC | 13F-HR | ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 | 2026 Q1 Open parsed portfolio | 95 | $282,086,111 | Open SEC source |
| 15 Apr 2026, 14:19:07 UTC | 13F-HR | JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 | 2026 Q1 Open parsed portfolio | 821 | $4,029,206,473 | Open SEC source |
| 15 Apr 2026, 14:17:44 UTC | 13F-HR | AlphaStar Capital Management, LLC CIK 0001633857 | 2026 Q1 Open parsed portfolio | 235 | $1,356,291,061 | Open SEC source |
| 15 Apr 2026, 14:17:38 UTC | 13F-HR | Uncommon Cents Investing LLC CIK 0001729754 | 2026 Q1 Open parsed portfolio | 208 | $430,999,048 | Open SEC source |
| 15 Apr 2026, 14:16:20 UTC | 13F-HR | Massachusetts Wealth Management CIK 0001966011 | 2026 Q1 Open parsed portfolio | 98 | $230,746,680 | Open SEC source |
| 15 Apr 2026, 14:09:12 UTC | 13F-HR | Addenda Capital Inc. CIK 0001569411 | 2026 Q1 Open parsed portfolio | 129 | $3,551,043,146 | Open SEC source |
| 15 Apr 2026, 14:08:13 UTC | 13F-HR | Verum Partners LLC CIK 0001958984 | 2026 Q1 Open parsed portfolio | 175 | $526,383,776 | Open SEC source |
| 15 Apr 2026, 14:04:39 UTC | 13F-HR | Verity & Verity, LLC CIK 0001542108 | 2026 Q1 Open parsed portfolio | 138 | $1,342,453,973 | Open SEC source |
| 15 Apr 2026, 14:03:50 UTC | 13F-HR | RJA Asset Management LLC CIK 0001671817 | 2026 Q1 Open parsed portfolio | 4 | $271,799,456 | Open SEC source |
| 15 Apr 2026, 14:03:49 UTC | 13F-HR | HARTFORD INVESTMENT MANAGEMENT CO CIK 0000922439 | 2026 Q1 Open parsed portfolio | 495 | $3,156,202,134 | Open SEC source |
| 15 Apr 2026, 14:02:54 UTC | 13F-HR | PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 | 2026 Q1 Open parsed portfolio | 166 | $453,464,931 | Open SEC source |
| 15 Apr 2026, 14:02:04 UTC | 13F-HR | Redhawk Wealth Advisors, Inc. CIK 0001535811 | 2026 Q1 Open parsed portfolio | 387 | $905,785,461 | Open SEC source |
| 15 Apr 2026, 13:58:47 UTC | 13F-HR | Snider Financial Group CIK 0001820681 | 2026 Q1 Open parsed portfolio | 102 | $331,405,222 | Open SEC source |
| 15 Apr 2026, 13:54:59 UTC | 13F-HR | HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 | 2026 Q1 Open parsed portfolio | 94 | $399,857,647 | Open SEC source |
| 15 Apr 2026, 13:52:12 UTC | 13F-HR | NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 | 2026 Q1 Open parsed portfolio | 168 | $232,388,664 | Open SEC source |
| 15 Apr 2026, 13:49:00 UTC | 13F-HR | Badgley Phelps Wealth Managers, LLC CIK 0001895362 | 2026 Q1 Open parsed portfolio | 328 | $5,022,451,190 | Open SEC source |
| 15 Apr 2026, 13:46:22 UTC | 13F-HR | Apex Wealth Management, LLC CIK 0002056695 | 2026 Q1 Open parsed portfolio | 57 | $145,746,523 | Open SEC source |
| 15 Apr 2026, 13:46:15 UTC | 13F-HR | Slocum, Gordon & Co LLP CIK 0001993325 | 2026 Q1 Open parsed portfolio | 64 | $146,960,389 | Open SEC source |
| 15 Apr 2026, 13:42:05 UTC | 13F-HR | Braun-Bostich & Associates Inc. CIK 0001740842 | 2026 Q1 Open parsed portfolio | 126 | $159,625,021 | Open SEC source |
| 15 Apr 2026, 13:37:07 UTC | 13F-HR | ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 | 2026 Q1 Open parsed portfolio | 138 | $378,336,654 | Open SEC source |
| 15 Apr 2026, 13:36:47 UTC | 13F-HR | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 | 2026 Q1 Open parsed portfolio | 645 | $4,933,413,120 | Open SEC source |
| 15 Apr 2026, 13:36:15 UTC | 13F-HR | Renaissance Investment Group LLC CIK 0001509508 | 2026 Q1 Open parsed portfolio | 81 | $465,462,394 | Open SEC source |
| 15 Apr 2026, 13:27:46 UTC | 13F-HR | Peoples Bank/KS CIK 0001998269 | 2026 Q1 Open parsed portfolio | 99 | $99,379,725 | Open SEC source |
| 15 Apr 2026, 13:18:47 UTC | 13F-HR | NorthAvenue LLC CIK 0002123735 | 2026 Q1 Open parsed portfolio | 266 | $125,799,180 | Open SEC source |
| 15 Apr 2026, 13:10:28 UTC | 13F-HR | DAVENPORT & Co LLC CIK 0000887777 | 2026 Q1 Open parsed portfolio | 1,275 | $18,025,011,876 | Open SEC source |
| 15 Apr 2026, 13:01:57 UTC | 13F-HR | Polunin Capital Partners Ltd CIK 0001629869 | 2026 Q1 Open parsed portfolio | 16 | $385,376,000 | Open SEC source |
| 15 Apr 2026, 12:57:51 UTC | 13F-HR | Third View Private Wealth, LLC CIK 0002083406 | 2026 Q1 Open parsed portfolio | 267 | $730,323,282 | Open SEC source |
| 15 Apr 2026, 12:53:33 UTC | 13F-HR | Trust Point Inc. CIK 0001635633 | 2026 Q1 Open parsed portfolio | 521 | $1,150,699,615 | Open SEC source |
| 15 Apr 2026, 12:48:10 UTC | 13F-HR | Register Financial Advisors LLC CIK 0001962636 | 2026 Q1 Open parsed portfolio | 386 | $270,427,247 | Open SEC source |
| 15 Apr 2026, 12:39:35 UTC | 13F-HR | Paragon Capital Management Ltd CIK 0001569765 | 2026 Q1 Open parsed portfolio | 198 | $474,311,307 | Open SEC source |
| 15 Apr 2026, 12:36:26 UTC | 13F-HR | Wealth Intelligence, LLC CIK 0002112078 | 2026 Q1 Open parsed portfolio | 58 | $207,953,897 | Open SEC source |
| 15 Apr 2026, 12:36:02 UTC | 13F-HR | 21 West Wealth Management LLC CIK 0002067541 | 2026 Q1 Open parsed portfolio | 63 | $107,654,790 | Open SEC source |
| 15 Apr 2026, 12:29:29 UTC | 13F-HR | FIFTH THIRD SECURITIES, INC. CIK 0000073956 | 2026 Q1 Open parsed portfolio | 341 | $1,545,868,060 | Open SEC source |
| 15 Apr 2026, 12:22:45 UTC | 13F-HR | DIXON FNANCIAL SERVICES, INC. CIK 0001909993 | 2026 Q1 Open parsed portfolio | 44 | $222,733,474 | Open SEC source |
| 15 Apr 2026, 12:11:28 UTC | 13F-HR | HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 | 2026 Q1 Open parsed portfolio | 375 | $226,247,161 | Open SEC source |
| 15 Apr 2026, 12:10:00 UTC | 13F-HR | Employees Provident Fund Board CIK 0001600177 | 2013 Q1 Open parsed portfolio | 43 | $2,282,681,994 | Open SEC source |
| 15 Apr 2026, 12:05:39 UTC | 13F-HR | ALBERT D MASON INC CIK 0001169318 | 2026 Q1 Open parsed portfolio | 128 | $154,478,112 | Open SEC source |
| 15 Apr 2026, 12:04:23 UTC | 13F-HR | CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 | 2026 Q1 Open parsed portfolio | 140 | $328,861,393 | Open SEC source |
| 15 Apr 2026, 12:03:23 UTC | 13F-HR | Employees Provident Fund Board CIK 0001600177 | 2013 Q2 Open parsed portfolio | 48 | $2,492,346,087 | Open SEC source |
| 15 Apr 2026, 12:00:58 UTC | 13F-HR | Trellis Wealth Advisors LLC CIK 0001989031 | 2026 Q1 Open parsed portfolio | 47 | $262,769,130 | Open SEC source |
| 15 Apr 2026, 11:57:00 UTC | 13F-HR | Employees Provident Fund Board CIK 0001600177 | 2013 Q3 Open parsed portfolio | 48 | $2,770,478,517 | Open SEC source |
| 15 Apr 2026, 11:49:34 UTC | 13F-HR | Employees Provident Fund Board CIK 0001600177 | 2013 Q4 Open parsed portfolio | 54 | $3,306,145,444 | Open SEC source |
| 15 Apr 2026, 11:49:10 UTC | 13F-HR | MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 | 2026 Q1 Open parsed portfolio | 114 | $1,597,189,142 | Open SEC source |
| 15 Apr 2026, 11:48:04 UTC | 13F-HR | Family Legacy Financial Solutions, LLC CIK 0002076068 | 2026 Q1 Open parsed portfolio | 45 | $122,621,839 | Open SEC source |
| 15 Apr 2026, 11:46:25 UTC | 13F-HR | DecisionMap Wealth Management, LLC CIK 0002001526 | 2026 Q1 Open parsed portfolio | 129 | $154,540,375 | Open SEC source |