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 |
|---|---|---|---|---|---|---|
| 14 Apr 2026, 17:51:47 UTC | 13F-HR | CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 14 Apr 2026, 17:51:14 UTC | 13F-HR | Heirloom Wealth Management CIK 0001882903 | 2026 Q1 Open parsed portfolio | 87 | $555,104,106 | Open SEC source |
| 14 Apr 2026, 17:45:28 UTC | 13F-HR | HighRoad Wealth Advisors, LLC CIK 0002079807 | 2026 Q1 Open parsed portfolio | 37 | $102,384,313 | Open SEC source |
| 14 Apr 2026, 17:42:41 UTC | 13F-HR | Capitol Family Office, Inc. CIK 0001863768 | 2026 Q1 Open parsed portfolio | 48 | $84,688,660 | Open SEC source |
| 14 Apr 2026, 17:30:10 UTC | 13F-HR | SEVEN MILE ADVISORY CIK 0001987932 | 2026 Q1 Open parsed portfolio | 182 | $138,559,322 | Open SEC source |
| 14 Apr 2026, 17:27:12 UTC | 13F-HR | UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 | 2026 Q1 Open parsed portfolio | 35 | $204,658,901 | Open SEC source |
| 14 Apr 2026, 17:25:55 UTC | 13F-HR | Hudson Value Partners, LLC CIK 0001840501 | 2026 Q1 Open parsed portfolio | 100 | $334,919,078 | Open SEC source |
| 14 Apr 2026, 17:23:00 UTC | 13F-HR | Well Done, LLC CIK 0001667132 | 2026 Q1 Open parsed portfolio | 197 | $680,777,910 | Open SEC source |
| 14 Apr 2026, 17:17:37 UTC | 13F-HR | Wealthcare Advisory Partners LLC CIK 0001683059 | 2026 Q1 Open parsed portfolio | 1,073 | $5,142,698,247 | Open SEC source |
| 14 Apr 2026, 17:13:22 UTC | 13F-HR | SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 | 2026 Q1 Open parsed portfolio | 131 | $273,601,861 | Open SEC source |
| 14 Apr 2026, 17:06:04 UTC | 13F-HR | Portfolio Resources Advisor Group, Inc. CIK 0002038285 | 2026 Q1 Open parsed portfolio | 148 | $100,655,443 | Open SEC source |
| 14 Apr 2026, 16:49:37 UTC | 13F-HR | Austin Wealth Management, LLC CIK 0002003112 | 2026 Q1 Open parsed portfolio | 118 | $440,379,262 | Open SEC source |
| 14 Apr 2026, 16:46:35 UTC | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 | 2026 Q1 Open parsed portfolio | 783 | $2,405,500,281 | Open SEC source |
| 14 Apr 2026, 16:44:03 UTC | 13F-HR | West Branch Capital LLC CIK 0001738723 | 2026 Q1 Open parsed portfolio | 378 | $373,480,476 | Open SEC source |
| 14 Apr 2026, 16:40:11 UTC | 13F-HR | Covenant Asset Management, LLC CIK 0001697717 | 2026 Q1 Open parsed portfolio | 141 | $487,840,050 | Open SEC source |
| 14 Apr 2026, 16:38:29 UTC | 13F-HR | Centerline Wealth Advisors, LLC CIK 0001802059 | 2026 Q1 Open parsed portfolio | 73 | $278,004,742 | Open SEC source |
| 14 Apr 2026, 16:30:17 UTC | 13F-HR | Westend Capital Management, LLC CIK 0001331997 | 2026 Q1 Open parsed portfolio | 253 | $333,145,767 | Open SEC source |
| 14 Apr 2026, 16:24:09 UTC | 13F-HR | Murphy Pohlad Asset Management LLC CIK 0001569148 | 2026 Q1 Open parsed portfolio | 134 | $278,977,471 | Open SEC source |
| 14 Apr 2026, 16:23:41 UTC | 13F-HR | Spectrum Investment Advisors, Inc. CIK 0001856042 | 2026 Q1 Open parsed portfolio | 46 | $201,260,968 | Open SEC source |
| 14 Apr 2026, 16:17:03 UTC | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 | 2026 Q1 Open parsed portfolio | 166 | $499,602,170 | Open SEC source |
| 14 Apr 2026, 16:07:07 UTC | 13F-HR | New Capital Management LP CIK 0001696731 | 2026 Q1 Open parsed portfolio | 59 | $405,653,065 | Open SEC source |
| 14 Apr 2026, 16:05:41 UTC | 13F-HR | Kozak & Associates, Inc. CIK 0001764970 | 2026 Q1 Open parsed portfolio | 441 | $512,849,482 | Open SEC source |
| 14 Apr 2026, 16:00:00 UTC | 13F-HR | Wealth Group, Ltd. CIK 0002013988 | 2026 Q1 Open parsed portfolio | 88 | $107,198,000 | Open SEC source |
| 14 Apr 2026, 15:59:16 UTC | 13F-HR | M. Kraus & Co CIK 0001593688 | 2026 Q1 Open parsed portfolio | 80 | $342,584,554 | Open SEC source |
| 14 Apr 2026, 15:57:46 UTC | 13F-HR | Congress Park Capital LLC CIK 0001730945 | 2026 Q1 Open parsed portfolio | 131 | $325,714,227 | Open SEC source |
| 14 Apr 2026, 15:55:06 UTC | 13F-HR | Joule Financial, LLC CIK 0001929070 | 2026 Q1 Open parsed portfolio | 114 | $343,316,962 | Open SEC source |
| 14 Apr 2026, 15:52:36 UTC | 13F-HR | Davidson Capital Management Inc. CIK 0001808748 | 2026 Q1 Open parsed portfolio | 93 | $551,910,837 | Open SEC source |
| 14 Apr 2026, 15:44:56 UTC | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 | 2026 Q1 Open parsed portfolio | 222 | $1,376,468,991 | Open SEC source |
| 14 Apr 2026, 15:44:54 UTC | 13F-HR | HMV Wealth Advisors, LLC CIK 0002054904 | 2026 Q1 Open parsed portfolio | 81 | $212,869,666 | Open SEC source |
| 14 Apr 2026, 15:43:42 UTC | 13F-HR | BSW Wealth Partners CIK 0001512601 | 2026 Q1 Open parsed portfolio | 312 | $819,437,962 | Open SEC source |
| 14 Apr 2026, 15:32:33 UTC | 13F-HR | USA FINANCIAL FORMULAS CIK 0001633716 | 2026 Q1 Open parsed portfolio | 437 | $530,500,302 | Open SEC source |
| 14 Apr 2026, 15:29:13 UTC | 13F-HR | Twelve Points Wealth Management LLC CIK 0001877090 | 2026 Q1 Open parsed portfolio | 200 | $454,619,747 | Open SEC source |
| 14 Apr 2026, 15:28:11 UTC | 13F-HR | Prospera Financial Services Inc CIK 0001541625 | 2026 Q1 Open parsed portfolio | 1,417 | $6,209,793,279 | Open SEC source |
| 14 Apr 2026, 15:21:22 UTC | 13F-HR | Opal Wealth Advisors, LLC CIK 0001844201 | 2026 Q1 Open parsed portfolio | 606 | $442,392,185 | Open SEC source |
| 14 Apr 2026, 15:14:10 UTC | 13F-HR | Snow Phipps Group, LLC CIK 0001698661 | 2026 Q1 Open parsed portfolio | 2 | $317,601,438 | Open SEC source |
| 14 Apr 2026, 15:04:47 UTC | 13F-HR | HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 | 2026 Q1 Open parsed portfolio | 262 | $2,530,260,737 | Open SEC source |
| 14 Apr 2026, 15:00:19 UTC | 13F-HR | Meadowbrook Wealth Management, LLC CIK 0002090468 | 2026 Q1 Open parsed portfolio | 65 | $75,472,346 | Open SEC source |
| 14 Apr 2026, 15:00:05 UTC | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 | 2026 Q1 Open parsed portfolio | 40 | $208,418,460 | Open SEC source |
| 14 Apr 2026, 14:58:55 UTC | 13F-HR | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 | 2026 Q1 Open parsed portfolio | 1,318 | $242,104,695 | Open SEC source |
| 14 Apr 2026, 14:58:29 UTC | 13F-HR | CONGRESS ASSET MANAGEMENT CO CIK 0000897378 | 2026 Q1 Open parsed portfolio | 417 | $13,953,326,541 | Open SEC source |
| 14 Apr 2026, 14:54:58 UTC | 13F-HR | SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 | 2026 Q1 Open parsed portfolio | 27 | $269,639,908 | Open SEC source |
| 14 Apr 2026, 14:47:59 UTC | 13F-HR | SNS Financial Group, LLC CIK 0001557485 | 2026 Q1 Open parsed portfolio | 208 | $1,160,497,735 | Open SEC source |
| 14 Apr 2026, 14:47:13 UTC | 13F-HR | Sanchez Gaunt Capital Management, LLC CIK 0002113492 | 2026 Q1 Open parsed portfolio | 184 | $160,170,688 | Open SEC source |
| 14 Apr 2026, 14:43:29 UTC | 13F-HR | Flower City Capital CIK 0001808394 | 2026 Q1 Open parsed portfolio | 46 | $199,348,730 | Open SEC source |
| 14 Apr 2026, 14:41:22 UTC | 13F-HR | Hamlin Capital Management, LLC CIK 0001277403 | 2026 Q1 Open parsed portfolio | 30 | $4,142,150,107 | Open SEC source |
| 14 Apr 2026, 14:33:37 UTC | 13F-HR | Westwind Capital CIK 0001729269 | 2026 Q1 Open parsed portfolio | 77 | $394,645,000 | Open SEC source |
| 14 Apr 2026, 14:16:41 UTC | 13F-HR | VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 | 2026 Q1 Open parsed portfolio | 99 | $212,238,826 | Open SEC source |
| 14 Apr 2026, 14:05:29 UTC | 13F-HR | Moisand Fitzgerald Tamayo, LLC CIK 0001649107 | 2026 Q1 Open parsed portfolio | 512 | $930,482,198 | Open SEC source |
| 14 Apr 2026, 13:55:34 UTC | 13F-HR | JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 | 2026 Q1 Open parsed portfolio | 235 | $318,995,072 | Open SEC source |
| 14 Apr 2026, 13:47:30 UTC | 13F-HR | Madrona Financial Services, LLC CIK 0001578370 | 2026 Q1 Open parsed portfolio | 123 | $456,902,035 | Open SEC source |