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
Rows shown
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Current page
173

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

CFG Wealth Management Services, Inc.

CIK 0002133547

13F-HR Q2 2026
CIK
0002133547
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
80 holdings / $105,792,535
Filed
15 Jul 2026, 12:03:29 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

Innova Wealth Partners

CIK 0001888831

13F-HR Q2 2026
CIK
0001888831
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
167 holdings / $241,534,944
Filed
15 Jul 2026, 12:03:22 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

TECTONIC ADVISORS LLC

CIK 0001859918

13F-HR Q2 2026
CIK
0001859918
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
289 holdings / $2,080,710,912
Filed
15 Jul 2026, 11:59:08 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

Frankly Finances, LLC

CIK 0002096338

13F-HR/A Q2 2026
CIK
0002096338
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
89 holdings / $126,514,643
Filed
15 Jul 2026, 11:58:30 UTC
Period
2026 Q2 - Restatement

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

View details Open source
13F portfolio

Prentice Wealth Management LLC

CIK 0001864229

13F-HR Q2 2026
CIK
0001864229
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
122 holdings / $484,305,275
Filed
15 Jul 2026, 11:49:17 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

CLARK FINANCIAL SERVICES GROUP INC /BD

CIK 0001001011

13F-HR Q2 2026
CIK
0001001011
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
96 holdings / $211,833,072
Filed
15 Jul 2026, 11:49:12 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
15 Jul 2026, 12:03:29 UTC 13F-HR CFG Wealth Management Services, Inc. CIK 0002133547 2026 Q2 Open parsed portfolio 80 $105,792,535 Open SEC source
15 Jul 2026, 12:03:22 UTC 13F-HR Innova Wealth Partners CIK 0001888831 2026 Q2 Open parsed portfolio 167 $241,534,944 Open SEC source
15 Jul 2026, 11:59:08 UTC 13F-HR TECTONIC ADVISORS LLC CIK 0001859918 2026 Q2 Open parsed portfolio 289 $2,080,710,912 Open SEC source
15 Jul 2026, 11:58:30 UTC 13F-HR/A Frankly Finances, LLC CIK 0002096338 2026 Q2 - Restatement Open parsed portfolio 89 $126,514,643 Open SEC source
15 Jul 2026, 11:49:17 UTC 13F-HR Prentice Wealth Management LLC CIK 0001864229 2026 Q2 Open parsed portfolio 122 $484,305,275 Open SEC source
15 Jul 2026, 11:49:12 UTC 13F-HR CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 2026 Q2 Open parsed portfolio 96 $211,833,072 Open SEC source
15 Jul 2026, 11:48:59 UTC 13F-HR Mainstream Capital Management LLC CIK 0002043084 2026 Q2 Open parsed portfolio 90 $166,061,725 Open SEC source
15 Jul 2026, 11:46:41 UTC 13F-HR REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 2026 Q2 Open parsed portfolio 31 $153,229,086 Open SEC source
15 Jul 2026, 11:42:24 UTC 13F-HR Cutter & CO Brokerage, Inc. CIK 0001406995 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
15 Jul 2026, 11:41:06 UTC 13F-HR Approach Retirement Advisors, LLC CIK 0002106948 2026 Q2 Open parsed portfolio 82 $137,712,493 Open SEC source
15 Jul 2026, 11:40:37 UTC 13F-HR Cassilly Financial Group LLC CIK 0002090777 2026 Q2 Open parsed portfolio 75 $137,792,277 Open SEC source
15 Jul 2026, 11:38:17 UTC 13F-HR PENN DAVIS MCFARLAND INC CIK 0001108893 2026 Q2 Open parsed portfolio 79 $1,122,642,843 Open SEC source
15 Jul 2026, 11:35:56 UTC 13F-HR PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 2026 Q2 Open parsed portfolio 240 $1,724,940,417 Open SEC source
15 Jul 2026, 11:35:38 UTC 13F-HR Essential Investment Partners LLC CIK 0002145170 2026 Q2 Open parsed portfolio 312 $124,529,357 Open SEC source
15 Jul 2026, 11:33:28 UTC 13F-HR Brookstone Capital Management CIK 0001599584 2026 Q2 Open parsed portfolio 1,305 $9,957,442,728 Open SEC source
15 Jul 2026, 11:29:09 UTC 13F-HR Essential Investment Partners LLC CIK 0002145170 2026 Q1 Open parsed portfolio 301 $107,970,514 Open SEC source
15 Jul 2026, 11:25:28 UTC 13F-HR Churchill Financial Advisors, LLC CIK 0002095935 2026 Q2 Open parsed portfolio 123 $519,041,505 Open SEC source
15 Jul 2026, 11:18:33 UTC 13F-HR MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 2026 Q2 Open parsed portfolio 259 $634,741,471 Open SEC source
15 Jul 2026, 11:05:36 UTC 13F-HR FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 2026 Q2 Open parsed portfolio 200 $310,172,313 Open SEC source
15 Jul 2026, 11:02:39 UTC 13F-HR GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ CIK 0000923116 2026 Q2 Open parsed portfolio 100 $62,789,000 Open SEC source
15 Jul 2026, 11:02:19 UTC 13F-HR Unique Wealth Strategies, LLC CIK 0002009809 2026 Q2 Open parsed portfolio 214 $273,842,841 Open SEC source
15 Jul 2026, 11:01:30 UTC 13F-HR Spire Wealth Management CIK 0001858740 2026 Q2 Open parsed portfolio 2,225 $3,310,650,643 Open SEC source
15 Jul 2026, 11:00:03 UTC 13F-HR BSW Wealth Partners CIK 0001512601 2026 Q2 Open parsed portfolio 331 $899,228,698 Open SEC source
15 Jul 2026, 10:58:11 UTC 13F-HR Essential Investment Partners LLC CIK 0002145170 2025 Q4 Open parsed portfolio 284 $106,259,771 Open SEC source
15 Jul 2026, 10:57:45 UTC 13F-HR Unique Wealth Strategies, LLC CIK 0002009809 2026 Q1 Open parsed portfolio 205 $244,298,381 Open SEC source
15 Jul 2026, 10:53:36 UTC 13F-HR Pinnacle Wealth Management Group, Inc. CIK 0001868491 2026 Q2 Open parsed portfolio 128 $214,353,199 Open SEC source
15 Jul 2026, 10:51:33 UTC 13F-HR ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 2026 Q2 Open parsed portfolio 168 $3,166,298,490 Open SEC source
15 Jul 2026, 10:49:48 UTC 13F-HR Commonwealth Financial Services, LLC CIK 0001536755 2026 Q2 Open parsed portfolio 317 $743,963,988 Open SEC source
15 Jul 2026, 10:49:13 UTC 13F-HR Polunin Capital Partners Ltd CIK 0001629869 2026 Q2 Open parsed portfolio 19 $407,418,000 Open SEC source
15 Jul 2026, 10:48:27 UTC 13F-HR Barnes Dennig Private Wealth Management LLC CIK 0002058270 2026 Q2 Open parsed portfolio 365 $125,028,242 Open SEC source
15 Jul 2026, 10:43:29 UTC 13F-HR LexAurum Advisors, LLC CIK 0001729677 2026 Q2 Open parsed portfolio 423 $865,792,231 Open SEC source
15 Jul 2026, 10:33:36 UTC 13F-HR LVW Advisors, LLC CIK 0001576053 2026 Q2 Open parsed portfolio 462 $1,157,386,169 Open SEC source
15 Jul 2026, 10:33:10 UTC 13F-HR Cabot-Wellington, LLC CIK 0001353198 2026 Q2 Open parsed portfolio 5 $379,525,357 Open SEC source
15 Jul 2026, 10:32:54 UTC 13F-HR Fjell Capital, LLC CIK 0002053350 2026 Q2 Open parsed portfolio 66 $146,603,270 Open SEC source
15 Jul 2026, 10:32:23 UTC 13F-HR First Citizens Asset Management, Inc. CIK 0001964116 2022 Q3 Open parsed portfolio 26 $158,289,793 Open SEC source
15 Jul 2026, 10:31:42 UTC 13F-HR Mainsail Financial Group, LLC CIK 0001961290 2026 Q2 Open parsed portfolio 72 $294,346,106 Open SEC source
15 Jul 2026, 10:31:04 UTC 13F-HR Altrafin AG CIK 0002110313 2026 Q2 Open parsed portfolio 44 $12,673,135 Open SEC source
15 Jul 2026, 10:22:49 UTC 13F-HR First Financial Group Corp CIK 0002054920 2026 Q2 Open parsed portfolio 81 $138,343,948 Open SEC source
15 Jul 2026, 10:20:21 UTC 13F-HR BURNS J W & CO INC/NY CIK 0001047339 2026 Q2 Open parsed portfolio 189 $959,471,870 Open SEC source
15 Jul 2026, 10:12:41 UTC 13F-HR RFG Advisory, LLC CIK 0001633387 2026 Q2 Open parsed portfolio 1,103 $6,393,253,122 Open SEC source
15 Jul 2026, 10:04:58 UTC 13F-HR Saxony Capital Management, LLC CIK 0001561330 2026 Q2 Open parsed portfolio 186 $218,228,248 Open SEC source
15 Jul 2026, 10:03:06 UTC 13F-HR Wealth Enhancement Trust Services, Inc. CIK 0002067696 2026 Q2 Open parsed portfolio 738 $766,512,970 Open SEC source
15 Jul 2026, 10:02:17 UTC 13F-HR First American Bank CIK 0001291422 2026 Q2 Open parsed portfolio 205 $1,789,426,503 Open SEC source
15 Jul 2026, 09:58:14 UTC 13F-HR Granite FO LLC CIK 0002034090 2026 Q2 Open parsed portfolio 171 $189,078,350 Open SEC source
15 Jul 2026, 09:52:12 UTC 13F-HR OLD NATIONAL BANCORP /IN/ CIK 0000707179 2026 Q2 Open parsed portfolio 625 $5,024,000,274 Open SEC source
15 Jul 2026, 09:51:14 UTC 13F-HR Level Financial Advisors CIK 0001871734 2026 Q2 Open parsed portfolio 95 $447,535,251 Open SEC source
15 Jul 2026, 09:49:32 UTC 13F-HR COUNTRY TRUST BANK CIK 0001209324 2026 Q2 Open parsed portfolio 628 $5,712,139,176 Open SEC source
15 Jul 2026, 09:47:35 UTC 13F-HR Keystone Financial Planning, Inc. CIK 0001596906 2026 Q2 Open parsed portfolio 39 $387,930,341 Open SEC source
15 Jul 2026, 09:37:49 UTC 13F-HR Register Financial Advisors LLC CIK 0001962636 2026 Q2 Open parsed portfolio 426 $326,078,480 Open SEC source
15 Jul 2026, 09:32:47 UTC 13F-HR A. D. Beadell Investment Counsel, Inc. CIK 0001569102 2026 Q2 Open parsed portfolio 104 $156,245,000 Open SEC source
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