13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 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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171

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Employees Provident Fund Board

CIK 0001600177

13F-HR Q4 2013
CIK
0001600177
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
54 holdings / $3,306,145,444
Filed
15 Apr 2026, 11:49:34 UTC
Period
2013 Q4

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

View details Open source
13F portfolio

MOGY JOEL R INVESTMENT COUNSEL INC

CIK 0001126735

13F-HR Q1 2026
CIK
0001126735
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
114 holdings / $1,597,189,142
Filed
15 Apr 2026, 11:49:10 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Family Legacy Financial Solutions, LLC

CIK 0002076068

13F-HR Q1 2026
CIK
0002076068
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
45 holdings / $122,621,839
Filed
15 Apr 2026, 11:48:04 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

DecisionMap Wealth Management, LLC

CIK 0002001526

13F-HR Q1 2026
CIK
0002001526
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
129 holdings / $154,540,375
Filed
15 Apr 2026, 11:46:25 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Alhambra Investment Management LLC

CIK 0001802696

13F-HR Q1 2026
CIK
0001802696
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
176 holdings / $216,552,811
Filed
15 Apr 2026, 11:44:38 UTC
Period
2026 Q1

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

View details Open source
13F portfolio

Sarver Vrooman Wealth Advisors

CIK 0002076215

13F-HR Q1 2026
CIK
0002076215
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
138 holdings / $162,353,292
Filed
15 Apr 2026, 11:41:09 UTC
Period
2026 Q1

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
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
15 Apr 2026, 11:44:38 UTC 13F-HR Alhambra Investment Management LLC CIK 0001802696 2026 Q1 Open parsed portfolio 176 $216,552,811 Open SEC source
15 Apr 2026, 11:41:09 UTC 13F-HR Sarver Vrooman Wealth Advisors CIK 0002076215 2026 Q1 Open parsed portfolio 138 $162,353,292 Open SEC source
15 Apr 2026, 11:40:34 UTC 13F-HR Sowa Financial Group, Inc. CIK 0001806226 2026 Q1 Open parsed portfolio 30 $201,811,000 Open SEC source
15 Apr 2026, 11:37:04 UTC 13F-HR TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 2026 Q1 Open parsed portfolio 858 $1,053,339,686 Open SEC source
15 Apr 2026, 11:36:42 UTC 13F-HR Sage Capital Management, LLC CIK 0002030667 2026 Q1 Open parsed portfolio 163 $212,840,965 Open SEC source
15 Apr 2026, 11:33:56 UTC 13F-HR HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 2026 Q1 Open parsed portfolio 53 $166,889,711 Open SEC source
15 Apr 2026, 11:32:47 UTC 13F-HR SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 2026 Q1 Open parsed portfolio 306 $506,600,694 Open SEC source
15 Apr 2026, 11:30:32 UTC 13F-HR VALLEY NATIONAL ADVISERS INC CIK 0000773411 2026 Q1 Open parsed portfolio 868 $772,817,000 Open SEC source
15 Apr 2026, 11:26:36 UTC 13F-HR FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 2026 Q1 Open parsed portfolio 162 $439,932,834 Open SEC source
15 Apr 2026, 11:25:53 UTC 13F-HR Optivise Advisory Services LLC CIK 0002042876 2026 Q1 Open parsed portfolio 183 $165,174,591 Open SEC source
15 Apr 2026, 11:23:25 UTC 13F-HR HATCH COVE CAPITAL, LLC CIK 0002049307 2026 Q1 Open parsed portfolio 19 $262,079,863 Open SEC source
15 Apr 2026, 11:19:40 UTC 13F-HR Corundum Trust Company, INC CIK 0001987720 2026 Q1 Open parsed portfolio 48 $43,794,214 Open SEC source
15 Apr 2026, 11:17:42 UTC 13F-HR ELEVATUS WELATH MANAGEMENT CIK 0001982776 2026 Q1 Open parsed portfolio 141 $190,805,155 Open SEC source
15 Apr 2026, 11:16:35 UTC 13F-HR TEMA ETFS LLC CIK 0002056807 2026 Q1 Open parsed portfolio 574 $1,489,311,120 Open SEC source
15 Apr 2026, 11:14:17 UTC 13F-HR BONNESS ENTERPRISES INC CIK 0001105471 2026 Q1 Open parsed portfolio 39 $273,179,637 Open SEC source
15 Apr 2026, 11:08:49 UTC 13F-HR Freres Gestion Wormser CIK 0002051288 2026 Q1 Open parsed portfolio 42 $138,169,592 Open SEC source
15 Apr 2026, 10:52:25 UTC 13F-HR PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 2026 Q1 Open parsed portfolio 488 $2,188,435,011 Open SEC source
15 Apr 2026, 10:45:51 UTC 13F-HR Douglas Lane & Associates, LLC CIK 0001672594 2026 Q1 Open parsed portfolio 239 $6,934,753,536 Open SEC source
15 Apr 2026, 10:45:46 UTC 13F-HR NORDEN GROUP LLC CIK 0001990699 2026 Q1 Open parsed portfolio 615 $1,040,861,044 Open SEC source
15 Apr 2026, 10:43:57 UTC 13F-HR Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 2026 Q1 Open parsed portfolio 133 $215,765,743 Open SEC source
15 Apr 2026, 10:30:21 UTC 13F-HR A&I FINANCIAL SERVICES, LLC CIK 0001728031 2026 Q1 Open parsed portfolio 75 $211,098,102 Open SEC source
15 Apr 2026, 10:27:25 UTC 13F-HR Belleair Asset Management, LLC CIK 0002108102 2026 Q1 Open parsed portfolio 77 $109,687,487 Open SEC source
15 Apr 2026, 10:19:48 UTC 13F-HR Cranbrook Wealth Management, LLC CIK 0001599084 2026 Q1 Open parsed portfolio 385 $491,591,618 Open SEC source
15 Apr 2026, 10:18:27 UTC 13F-HR LongView Wealth Management CIK 0001990190 2026 Q1 Open parsed portfolio 247 $398,059,583 Open SEC source
15 Apr 2026, 10:11:46 UTC 13F-HR JP Wealth Management, Inc. CIK 0001967622 2026 Q1 Open parsed portfolio 15 $147,467,866 Open SEC source
15 Apr 2026, 09:59:52 UTC 13F-HR PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 2026 Q1 Open parsed portfolio 80 $723,711,000 Open SEC source
15 Apr 2026, 09:54:20 UTC 13F-HR CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 2026 Q1 Open parsed portfolio 6 $2,251,310 Open SEC source
15 Apr 2026, 09:49:25 UTC 13F-HR IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 2026 Q1 Open parsed portfolio 186 $286,872,364 Open SEC source
15 Apr 2026, 09:45:59 UTC 13F-HR Finance Covea CIK 0001636948 2026 Q1 Open parsed portfolio 146 $2,857,074,930 Open SEC source
15 Apr 2026, 09:44:30 UTC 13F-HR MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 2026 Q1 Open parsed portfolio 235 $542,529,556 Open SEC source
15 Apr 2026, 09:39:01 UTC 13F-HR Eleva Capital SAS CIK 0002054496 2026 Q1 Open parsed portfolio 24 $343,357,330 Open SEC source
15 Apr 2026, 09:36:50 UTC 13F-HR RCW Management, LLC CIK 0002104402 2026 Q1 Open parsed portfolio 68 $97,569,353 Open SEC source
15 Apr 2026, 09:35:26 UTC 13F-HR Bright Futures Wealth Management, LLC. CIK 0001803980 2026 Q1 Open parsed portfolio 188 $146,060,231 Open SEC source
15 Apr 2026, 09:30:50 UTC 13F-HR ShankerValleau Wealth Advisors, Inc. CIK 0001903273 2026 Q1 Open parsed portfolio 39 $354,824,513 Open SEC source
15 Apr 2026, 09:29:47 UTC 13F-HR Stordahl Capital Management, Inc. CIK 0001729093 2026 Q1 Open parsed portfolio 63 $485,523,198 Open SEC source
15 Apr 2026, 09:29:44 UTC 13F-HR Activest Wealth Management CIK 0001883134 2026 Q1 Open parsed portfolio 1,224 $569,186,100 Open SEC source
15 Apr 2026, 09:28:17 UTC 13F-HR Zullo Investment Group, Inc. CIK 0001909760 2026 Q1 Open parsed portfolio 158 $263,514,470 Open SEC source
15 Apr 2026, 09:27:46 UTC 13F-HR SL ADVISORS, LLC CIK 0001680365 2026 Q1 Open parsed portfolio 32 $59,071,969 Open SEC source
15 Apr 2026, 09:27:39 UTC 13F-HR Iowa State Bank CIK 0001546967 2026 Q1 Open parsed portfolio 117 $543,439,352 Open SEC source
15 Apr 2026, 09:26:52 UTC 13F-HR Avanza Fonder AB CIK 0002035325 2026 Q1 Open parsed portfolio 484 $3,614,716,719 Open SEC source
15 Apr 2026, 09:26:42 UTC 13F-HR Tribridge Partners Financial LLC CIK 0002083677 2026 Q1 Open parsed portfolio 80 $241,661,119 Open SEC source
15 Apr 2026, 09:25:59 UTC 13F-HR Wolff Financial Management LLC CIK 0001767940 2026 Q1 Open parsed portfolio 103 $452,529,295 Open SEC source
15 Apr 2026, 09:25:56 UTC 13F-HR STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 2026 Q1 Open parsed portfolio 132 $208,204,786 Open SEC source
15 Apr 2026, 09:24:45 UTC 13F-HR Single Point Partners, LLC CIK 0001801184 2026 Q1 Open parsed portfolio 83 $437,946,005 Open SEC source
15 Apr 2026, 09:24:29 UTC 13F-HR/A SL ADVISORS, LLC CIK 0001680365 2025 Q4 - Restatement Open parsed portfolio 32 $48,838,226 Open SEC source
15 Apr 2026, 09:24:08 UTC 13F-HR Radnor Capital Management, LLC CIK 0001696867 2026 Q1 Open parsed portfolio 308 $675,764,309 Open SEC source
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