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.

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8,451-8,500 of 9,670
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Current page
170

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

VISIONARY HORIZONS, LLC

CIK 0002003615

13F-HR Q2 2026
CIK
0002003615
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
145 holdings / $239,263,991
Filed
16 Jul 2026, 09:57:33 UTC
Period
2026 Q2

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

13F portfolio

LifeWealth Investments, LLC

CIK 0002033794

13F-HR Q2 2026
CIK
0002033794
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
136 holdings / $374,131,622
Filed
16 Jul 2026, 09:56:31 UTC
Period
2026 Q2

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

13F portfolio

TRUST CO OF TOLEDO NA /OH/

CIK 0001008937

13F-HR Q2 2026
CIK
0001008937
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
864 holdings / $1,201,207,266
Filed
16 Jul 2026, 09:54:16 UTC
Period
2026 Q2

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

13F portfolio

Ellsworth Advisors, LLC

CIK 0001843553

13F-HR Q2 2026
CIK
0001843553
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
182 holdings / $608,552,210
Filed
16 Jul 2026, 09:40:53 UTC
Period
2026 Q2

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

13F portfolio

BENEDICT FINANCIAL ADVISORS INC

CIK 0000711089

13F-HR Q2 2026
CIK
0000711089
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
142 holdings / $514,720,954
Filed
16 Jul 2026, 09:30:36 UTC
Period
2026 Q2

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

13F portfolio

NJ State Employees Deferred Compensation Plan

CIK 0001483259

13F-HR Q2 2026
CIK
0001483259
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
0 holdings / $0
Filed
16 Jul 2026, 09:29:11 UTC
Period
2026 Q2

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
16 Jul 2026, 09:57:33 UTC 13F-HR VISIONARY HORIZONS, LLC CIK 0002003615 2026 Q2 Open parsed portfolio 145 $239,263,991 Open SEC source
16 Jul 2026, 09:56:31 UTC 13F-HR LifeWealth Investments, LLC CIK 0002033794 2026 Q2 Open parsed portfolio 136 $374,131,622 Open SEC source
16 Jul 2026, 09:54:16 UTC 13F-HR TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 2026 Q2 Open parsed portfolio 864 $1,201,207,266 Open SEC source
16 Jul 2026, 09:40:53 UTC 13F-HR Ellsworth Advisors, LLC CIK 0001843553 2026 Q2 Open parsed portfolio 182 $608,552,210 Open SEC source
16 Jul 2026, 09:30:36 UTC 13F-HR BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 2026 Q2 Open parsed portfolio 142 $514,720,954 Open SEC source
16 Jul 2026, 09:29:11 UTC 13F-HR NJ State Employees Deferred Compensation Plan CIK 0001483259 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
16 Jul 2026, 09:26:49 UTC 13F-HR Rachor Investment Advisory Services, LLC CIK 0002008792 2026 Q2 Open parsed portfolio 203 $203,076,456 Open SEC source
16 Jul 2026, 09:00:17 UTC 13F-HR LINCOLN CAPITAL CORP CIK 0000872359 2026 Q2 Open parsed portfolio 99 $307,760,996 Open SEC source
16 Jul 2026, 08:59:48 UTC 13F-HR LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 2026 Q2 Open parsed portfolio 90 $65,429,800 Open SEC source
16 Jul 2026, 08:55:32 UTC 13F-HR ADIRONDACK TRUST CO CIK 0001054257 2026 Q2 Open parsed portfolio 558 $335,627,046 Open SEC source
16 Jul 2026, 08:53:40 UTC 13F-HR Ethos Capital Management, Inc. CIK 0002106214 2026 Q2 Open parsed portfolio 59 $140,456,646 Open SEC source
16 Jul 2026, 08:49:31 UTC 13F-HR True Wealth Design, LLC CIK 0001966033 2026 Q2 Open parsed portfolio 2,655 $420,455,088 Open SEC source
16 Jul 2026, 08:25:53 UTC 13F-HR Freres Gestion Wormser CIK 0002051288 2026 Q2 Open parsed portfolio 66 $177,023,538 Open SEC source
16 Jul 2026, 08:25:13 UTC 13F-HR Ninety One SA (PTY) Ltd CIK 0001491998 2026 Q2 Open parsed portfolio 110 $1,847,956,845 Open SEC source
16 Jul 2026, 08:23:10 UTC 13F-HR WESPAC Advisors SoCal, LLC CIK 0001668188 2026 Q2 Open parsed portfolio 118 $553,949,219 Open SEC source
16 Jul 2026, 08:22:50 UTC 13F-HR Ninety One UK Ltd CIK 0001418329 2026 Q2 Open parsed portfolio 271 $44,729,773,401 Open SEC source
16 Jul 2026, 08:20:15 UTC 13F-HR Ninety One North America, Inc. CIK 0001633343 2026 Q2 Open parsed portfolio 106 $2,134,612,243 Open SEC source
16 Jul 2026, 07:58:04 UTC 13F-HR Infond D.o.o. Sava CIK 0002055882 2026 Q2 Open parsed portfolio 242 $1,409,987,477 Open SEC source
16 Jul 2026, 07:17:39 UTC 13F-HR Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 2026 Q2 Open parsed portfolio 10 $296,513,159 Open SEC source
16 Jul 2026, 07:05:37 UTC 13F-HR PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 2026 Q2 Open parsed portfolio 124 $4,422,202,755 Open SEC source
16 Jul 2026, 06:13:35 UTC 13F-HR JIA INVESTMENT ALLIANCE PTE. LTD. CIK 0001966595 2026 Q2 Open parsed portfolio 23 $1,073,549,791 Open SEC source
16 Jul 2026, 06:08:55 UTC 13F-HR AJU IB Investment Co., Ltd. CIK 0001710065 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
16 Jul 2026, 06:00:32 UTC 13F-HR FACTORIAL MANAGEMENT Ltd CIK 0001697137 2026 Q2 Open parsed portfolio 3 $3,618,054 Open SEC source
15 Jul 2026, 21:27:24 UTC 13F-HR Vermillion Wealth Management, Inc. CIK 0001737012 2026 Q2 Open parsed portfolio 1,520 $426,547,923 Open SEC source
15 Jul 2026, 19:39:47 UTC 13F-HR White & Co Financial Planning Inc CIK 0002039300 2026 Q2 Open parsed portfolio 20 $161,423,505 Open SEC source
15 Jul 2026, 19:28:38 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2016 Q3 Open parsed portfolio 110 $387,793,914 Open SEC source
15 Jul 2026, 19:15:16 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2016 Q4 Open parsed portfolio 112 $417,552,881 Open SEC source
15 Jul 2026, 18:35:57 UTC 13F-HR Bell Bank CIK 0001002672 2026 Q2 Open parsed portfolio 195 $2,621,766,834 Open SEC source
15 Jul 2026, 18:33:32 UTC 13F-HR Montecito Bank & Trust CIK 0001422508 2026 Q2 Open parsed portfolio 271 $668,405,659 Open SEC source
15 Jul 2026, 18:05:19 UTC 13F-HR ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 2026 Q2 Open parsed portfolio 109 $4,378,351,565 Open SEC source
15 Jul 2026, 17:37:02 UTC 13F-HR LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 2026 Q2 Open parsed portfolio 102 $475,897,265 Open SEC source
15 Jul 2026, 17:36:47 UTC 13F-HR Sherry Group, Inc. CIK 0002107738 2026 Q2 Open parsed portfolio 52 $102,412,603 Open SEC source
15 Jul 2026, 17:33:24 UTC 13F-HR VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 2026 Q2 Open parsed portfolio 127 $289,675,166 Open SEC source
15 Jul 2026, 17:32:32 UTC 13F-HR Capital Investment Management, Inc. CIK 0002124549 2026 Q2 Open parsed portfolio 132 $326,412,629 Open SEC source
15 Jul 2026, 17:31:57 UTC 13F-HR ICG Advisors, LLC CIK 0002089727 2026 Q2 Open parsed portfolio 5 $30,074,295 Open SEC source
15 Jul 2026, 17:31:57 UTC 13F-HR ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 2026 Q2 Open parsed portfolio 109 $174,273,399 Open SEC source
15 Jul 2026, 17:30:18 UTC 13F-HR DB Fitzpatrick & Co, Inc CIK 0001885767 2026 Q2 Open parsed portfolio 108 $130,144,749 Open SEC source
15 Jul 2026, 17:28:52 UTC 13F-HR Capital Investment Counsel, LLC CIK 0002033609 2026 Q2 Open parsed portfolio 152 $807,577,908 Open SEC source
15 Jul 2026, 17:27:37 UTC 13F-HR Asset Allocation & Management Company, LLC CIK 0001498383 2026 Q2 Open parsed portfolio 67 $306,926,000 Open SEC source
15 Jul 2026, 17:27:15 UTC 13F-HR WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 2026 Q2 Open parsed portfolio 153 $164,235,901 Open SEC source
15 Jul 2026, 17:26:12 UTC 13F-HR Embree Financial Group CIK 0002020860 2026 Q2 Open parsed portfolio 283 $998,334,949 Open SEC source
15 Jul 2026, 17:25:06 UTC 13F-HR Cerro Pacific Wealth Advisors LLC CIK 0001842669 2026 Q2 Open parsed portfolio 165 $442,181,271 Open SEC source
15 Jul 2026, 17:24:16 UTC 13F-HR Lauer Wealth, LLC CIK 0001860063 2026 Q2 Open parsed portfolio 58 $146,609,918 Open SEC source
15 Jul 2026, 17:23:54 UTC 13F-HR GREENBERG FINANCIAL GROUP CIK 0000946626 2025 Q2 Open parsed portfolio 117 $244,654,259 Open SEC source
15 Jul 2026, 17:19:12 UTC 13F-HR Harold Davidson & Associates Inc. CIK 0001430022 2026 Q2 Open parsed portfolio 59 $230,580,742 Open SEC source
15 Jul 2026, 17:17:52 UTC 13F-HR RAINIER FAMILY WEALTH INC CIK 0002073596 2026 Q2 Open parsed portfolio 102 $175,748,525 Open SEC source
15 Jul 2026, 17:17:44 UTC 13F-HR Keudell/Morrison Wealth Management CIK 0001785498 2026 Q2 Open parsed portfolio 254 $529,054,295 Open SEC source
15 Jul 2026, 17:15:50 UTC 13F-HR Gemmer Asset Management LLC CIK 0001607825 2026 Q2 Open parsed portfolio 187 $1,488,022,899 Open SEC source
15 Jul 2026, 17:14:29 UTC 13F-HR Wealth Care LLC CIK 0002120450 2026 Q2 Open parsed portfolio 73 $123,469,849 Open SEC source
15 Jul 2026, 17:12:47 UTC 13F-HR FSM Wealth Advisors, LLC CIK 0001942548 2026 Q2 Open parsed portfolio 344 $931,957,957 Open SEC source
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