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 |
|---|---|---|---|---|---|---|
| 13 Apr 2026, 12:08:23 UTC | 13F-HR | MKD WEALTH COACHES, LLC CIK 0001536549 | 2026 Q1 Open parsed portfolio | 28 | $101,621,342 | Open SEC source |
| 13 Apr 2026, 12:06:29 UTC | 13F-HR | Nvest Wealth Strategies, Inc. CIK 0002106942 | 2026 Q1 Open parsed portfolio | 393 | $142,048,804 | Open SEC source |
| 13 Apr 2026, 12:03:18 UTC | 13F-HR | Lauer Wealth, LLC CIK 0001860063 | 2026 Q1 Open parsed portfolio | 57 | $124,856,940 | Open SEC source |
| 13 Apr 2026, 12:01:01 UTC | 13F-HR | BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 | 2026 Q1 Open parsed portfolio | 32 | $148,399,772 | Open SEC source |
| 13 Apr 2026, 12:00:59 UTC | 13F-HR | Defender Capital, LLC. CIK 0001766929 | 2026 Q1 Open parsed portfolio | 34 | $281,920,331 | Open SEC source |
| 13 Apr 2026, 11:59:20 UTC | 13F-HR | Robinhood Asset Management, LLC CIK 0002067588 | 2026 Q1 Open parsed portfolio | 81 | $1,379,140,657 | Open SEC source |
| 13 Apr 2026, 11:58:28 UTC | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 2026 Q1 Open parsed portfolio | 345 | $754,146,116 | Open SEC source |
| 13 Apr 2026, 11:56:40 UTC | 13F-HR | Ayrshire Capital Management LLC CIK 0001801563 | 2026 Q1 Open parsed portfolio | 50 | $193,297,714 | Open SEC source |
| 13 Apr 2026, 11:54:44 UTC | 13F-HR | Enclave Advisors LLC CIK 0001836110 | 2026 Q1 Open parsed portfolio | 126 | $701,542,247 | Open SEC source |
| 13 Apr 2026, 11:53:05 UTC | 13F-HR | Mader & Shannon Wealth Management, Inc. CIK 0001535862 | 2026 Q1 Open parsed portfolio | 20 | $216,074,501 | Open SEC source |
| 13 Apr 2026, 11:50:55 UTC | 13F-HR | Shira Ridge Wealth Management CIK 0001961210 | 2026 Q1 Open parsed portfolio | 79 | $252,725,137 | Open SEC source |
| 13 Apr 2026, 11:48:24 UTC | 13F-HR | Kelly Financial Services LLC CIK 0002023336 | 2026 Q1 Open parsed portfolio | 128 | $413,885,776 | Open SEC source |
| 13 Apr 2026, 11:45:55 UTC | 13F-HR | Professional Financial Advisors, LLC CIK 0001798221 | 2026 Q1 Open parsed portfolio | 137 | $491,131,930 | Open SEC source |
| 13 Apr 2026, 11:44:14 UTC | 13F-HR | KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 | 2026 Q1 Open parsed portfolio | 261 | $1,352,004,022 | Open SEC source |
| 13 Apr 2026, 11:43:32 UTC | 13F-HR | Leibman Financial Services, Inc. CIK 0002006661 | 2026 Q1 Open parsed portfolio | 49 | $136,193,325 | Open SEC source |
| 13 Apr 2026, 11:41:53 UTC | 13F-HR | Sherman Wealth Management LLC CIK 0002096110 | 2026 Q1 Open parsed portfolio | 80 | $116,410,156 | Open SEC source |
| 13 Apr 2026, 11:38:56 UTC | 13F-HR | Farrell Financial LLC CIK 0002031235 | 2026 Q1 Open parsed portfolio | 76 | $167,373,890 | Open SEC source |
| 13 Apr 2026, 11:38:33 UTC | 13F-HR | Waycross Investment Management Co CIK 0001922448 | 2026 Q1 Open parsed portfolio | 44 | $104,718,406 | Open SEC source |
| 13 Apr 2026, 11:36:43 UTC | 13F-HR | MITCHELL SINKLER & STARR/PA CIK 0001048921 | 2026 Q1 Open parsed portfolio | 143 | $216,622,773 | Open SEC source |
| 13 Apr 2026, 11:31:57 UTC | 13F-HR | Artemis Investment Management LLP CIK 0001535385 | 2026 Q1 Open parsed portfolio | 203 | $9,427,629,534 | Open SEC source |
| 13 Apr 2026, 11:31:22 UTC | 13F-HR | ST GERMAIN D J CO INC CIK 0000831571 | 2026 Q1 Open parsed portfolio | 896 | $2,526,640,687 | Open SEC source |
| 13 Apr 2026, 11:27:01 UTC | 13F-HR | Stolper Co CIK 0001808195 | 2026 Q1 Open parsed portfolio | 96 | $193,448,000 | Open SEC source |
| 13 Apr 2026, 11:24:28 UTC | 13F-HR | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 | 2026 Q1 Open parsed portfolio | 560 | $9,974,636,570 | Open SEC source |
| 13 Apr 2026, 11:19:13 UTC | 13F-HR | Uptown Financial Advisors LLC CIK 0002066147 | 2026 Q1 Open parsed portfolio | 70 | $123,630,948 | Open SEC source |
| 13 Apr 2026, 11:17:15 UTC | 13F-HR | TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 | 2026 Q1 Open parsed portfolio | 89 | $857,797,091 | Open SEC source |
| 13 Apr 2026, 11:10:30 UTC | 13F-HR | Bank of New Hampshire CIK 0001870761 | 2026 Q1 Open parsed portfolio | 542 | $437,234,239 | Open SEC source |
| 13 Apr 2026, 11:05:18 UTC | 13F-HR | Global X Japan Co., Ltd. CIK 0002027450 | 2026 Q1 Open parsed portfolio | 378 | $1,945,520,178 | Open SEC source |
| 13 Apr 2026, 10:48:38 UTC | 13F-HR | True Wealth Design, LLC CIK 0001966033 | 2026 Q1 Open parsed portfolio | 2,698 | $360,434,991 | Open SEC source |
| 13 Apr 2026, 10:46:47 UTC | 13F-HR | Bay Rivers Group CIK 0001798924 | 2026 Q1 Open parsed portfolio | 109 | $240,047,849 | Open SEC source |
| 13 Apr 2026, 10:41:49 UTC | 13F-HR | Lee Financial Co CIK 0001391166 | 2026 Q1 Open parsed portfolio | 145 | $708,782,044 | Open SEC source |
| 13 Apr 2026, 10:41:16 UTC | 13F-HR | Cogent Private Wealth, Inc. CIK 0002078392 | 2026 Q1 Open parsed portfolio | 98 | $138,507,982 | Open SEC source |
| 13 Apr 2026, 10:36:20 UTC | 13F-HR | Plan Group Financial, LLC CIK 0001940033 | 2026 Q1 Open parsed portfolio | 228 | $426,115,035 | Open SEC source |
| 13 Apr 2026, 10:28:59 UTC | 13F-HR | Richard P Slaughter Associates Inc CIK 0001811783 | 2026 Q1 Open parsed portfolio | 97 | $462,250,523 | Open SEC source |
| 13 Apr 2026, 10:19:23 UTC | 13F-HR | CATALYST PRIVATE WEALTH, LLC CIK 0001831193 | 2026 Q1 Open parsed portfolio | 76 | $184,618,240 | Open SEC source |
| 13 Apr 2026, 10:16:19 UTC | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 | 2026 Q1 Open parsed portfolio | 106 | $574,225,336 | Open SEC source |
| 13 Apr 2026, 10:12:06 UTC | 13F-HR | Woodside Wealth Management LLC CIK 0002064883 | 2026 Q1 Open parsed portfolio | 44 | $128,009,382 | Open SEC source |
| 13 Apr 2026, 10:07:10 UTC | 13F-HR | GoalVest Advisory LLC CIK 0001839307 | 2026 Q1 Open parsed portfolio | 445 | $511,981,440 | Open SEC source |
| 13 Apr 2026, 10:04:16 UTC | 13F-HR | Benson Investment Management Company, Inc. CIK 0001694896 | 2026 Q1 Open parsed portfolio | 7 | $11,264,636 | Open SEC source |
| 13 Apr 2026, 09:58:12 UTC | 13F-HR | Winthrop Advisory Group LLC CIK 0001739043 | 2026 Q1 Open parsed portfolio | 194 | $1,223,513,326 | Open SEC source |
| 13 Apr 2026, 09:55:57 UTC | 13F-HR | CGN Advisors LLC CIK 0001841506 | 2026 Q1 Open parsed portfolio | 317 | $1,266,231,167 | Open SEC source |
| 13 Apr 2026, 09:54:52 UTC | 13F-HR | SJBENEN ADVISORY, LLC CIK 0001813225 | 2026 Q1 Open parsed portfolio | 23 | $119,717,430 | Open SEC source |
| 13 Apr 2026, 09:52:40 UTC | 13F-HR | Fractal Investments LLC CIK 0001843590 | 2026 Q1 Open parsed portfolio | 81 | $845,018,859 | Open SEC source |
| 13 Apr 2026, 09:48:39 UTC | 13F-HR | Successful Portfolios LLC CIK 0001721780 | 2026 Q1 Open parsed portfolio | 188 | $181,419,001 | Open SEC source |
| 13 Apr 2026, 09:47:44 UTC | 13F-HR | Sarasin & Partners LLP CIK 0001510481 | 2026 Q1 Open parsed portfolio | 88 | $8,197,154,050 | Open SEC source |
| 13 Apr 2026, 09:46:20 UTC | 13F-HR | AdviceOne Advisory Services, LLC CIK 0001998980 | 2026 Q1 Open parsed portfolio | 41 | $165,241,269 | Open SEC source |
| 13 Apr 2026, 09:46:04 UTC | 13F-HR | RESTON WEALTH MANAGEMENT LLC CIK 0001767617 | 2026 Q1 Open parsed portfolio | 62 | $326,435,948 | Open SEC source |
| 13 Apr 2026, 09:44:49 UTC | 13F-HR | Breachway Investments LLC CIK 0002106661 | 2026 Q1 Open parsed portfolio | 96 | $104,183,072 | Open SEC source |
| 13 Apr 2026, 09:43:54 UTC | 13F-HR | ONE Advisory Partners, LLC CIK 0001819695 | 2026 Q1 Open parsed portfolio | 72 | $324,444,088 | Open SEC source |
| 13 Apr 2026, 09:43:19 UTC | 13F-HR | Affinity Capital Advisors, LLC CIK 0001810023 | 2026 Q1 Open parsed portfolio | 181 | $713,154,343 | Open SEC source |
| 13 Apr 2026, 09:41:30 UTC | 13F-HR | Chesley Taft & Associates LLC CIK 0001164632 | 2026 Q1 Open parsed portfolio | 370 | $2,392,133,977 | Open SEC source |