13F portfolio feed
Showing filings accepted since 01 Jul 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 Jul 2026, 16:32:07 UTC | 13F-HR | ETF Portfolio Partners, Inc. CIK 0001635342 | 2026 Q2 Open parsed portfolio | 70 | $420,376,468 | Open SEC source |
| 13 Jul 2026, 16:30:56 UTC | 13F-HR | United Asset Strategies, Inc. CIK 0001539948 | 2026 Q2 Open parsed portfolio | 259 | $1,414,889,371 | Open SEC source |
| 13 Jul 2026, 16:29:37 UTC | 13F-HR | Rockwood Wealth Management, LLC CIK 0001983670 | 2026 Q2 Open parsed portfolio | 131 | $1,581,755,193 | Open SEC source |
| 13 Jul 2026, 16:26:30 UTC | 13F-HR | Frankly Finances, LLC CIK 0002096338 | 2026 Q2 Open parsed portfolio | 90 | $34,224 | Open SEC source |
| 13 Jul 2026, 16:22:38 UTC | 13F-HR | CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 | 2026 Q2 Open parsed portfolio | 84 | $382,180,441 | Open SEC source |
| 13 Jul 2026, 16:22:35 UTC | 13F-HR | BRADY FAMILY WEALTH, LLC CIK 0001971456 | 2026 Q2 Open parsed portfolio | 113 | $346,494,517 | Open SEC source |
| 13 Jul 2026, 16:22:13 UTC | 13F-HR | CISCO SYSTEMS, INC. CIK 0000858877 | 2026 Q2 Open parsed portfolio | 6 | $405,215,728 | Open SEC source |
| 13 Jul 2026, 16:21:59 UTC | 13F-HR | Gradient Capital Advisors, LLC CIK 0001727917 | 2026 Q2 Open parsed portfolio | 179 | $431,784,080 | Open SEC source |
| 13 Jul 2026, 16:12:51 UTC | 13F-HR | REX Advisers, LLC CIK 0002016827 | 2026 Q2 Open parsed portfolio | 19 | $37,253,394 | Open SEC source |
| 13 Jul 2026, 16:09:59 UTC | 13F-HR | NORTH DALLAS BANK & TRUST CO CIK 0002035144 | 2026 Q2 Open parsed portfolio | 113 | $168,694,981 | Open SEC source |
| 13 Jul 2026, 16:04:03 UTC | 13F-HR | HHM Wealth Advisors, LLC CIK 0001750086 | 2026 Q2 Open parsed portfolio | 895 | $993,564,942 | Open SEC source |
| 13 Jul 2026, 16:03:24 UTC | 13F-HR | ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 | 2026 Q2 Open parsed portfolio | 87 | $1,911,775,999 | Open SEC source |
| 13 Jul 2026, 16:02:29 UTC | 13F-HR | Parkside Investments, LLC CIK 0001706248 | 2026 Q2 Open parsed portfolio | 91 | $897,373,943 | Open SEC source |
| 13 Jul 2026, 15:57:41 UTC | 13F-HR | HMV Wealth Advisors, LLC CIK 0002054904 | 2026 Q2 Open parsed portfolio | 89 | $256,868,205 | Open SEC source |
| 13 Jul 2026, 15:55:58 UTC | 13F-HR | LDIC Inc. CIK 0002140580 | 2026 Q2 Open parsed portfolio | 25 | $159,673,941 | Open SEC source |
| 13 Jul 2026, 15:49:16 UTC | 13F-HR | LYNCH & ASSOCIATES/IN CIK 0001108965 | 2026 Q2 Open parsed portfolio | 127 | $572,514,554 | Open SEC source |
| 13 Jul 2026, 15:46:27 UTC | 13F-HR | ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 | 2026 Q2 Open parsed portfolio | 89 | $228,532,214 | Open SEC source |
| 13 Jul 2026, 15:44:45 UTC | 13F-HR | R.H. Dinel Investment Counsel, Inc. CIK 0001598352 | 2026 Q2 Open parsed portfolio | 40 | $130,201,755 | Open SEC source |
| 13 Jul 2026, 15:34:47 UTC | 13F-HR | Kessler Investment Group, LLC CIK 0001525947 | 2026 Q2 Open parsed portfolio | 81 | $234,224,461 | Open SEC source |
| 13 Jul 2026, 15:30:53 UTC | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 | 2026 Q2 Open parsed portfolio | 408 | $1,000,399,523 | Open SEC source |
| 13 Jul 2026, 15:25:07 UTC | 13F-HR | Physician Wealth Solutions Inc. CIK 0002007116 | 2026 Q2 Open parsed portfolio | 45 | $263,753,310 | Open SEC source |
| 13 Jul 2026, 15:23:18 UTC | 13F-HR | Eastover Investment Advisors LLC CIK 0001472800 | 2026 Q2 Open parsed portfolio | 49 | $253,894,575 | Open SEC source |
| 13 Jul 2026, 15:22:07 UTC | 13F-HR | Sunflower Bank, N.A. CIK 0001818759 | 2026 Q2 Open parsed portfolio | 159 | $418,348,911 | Open SEC source |
| 13 Jul 2026, 15:14:44 UTC | 13F-HR | Eagle Wealth Advisors LLC CIK 0002107271 | 2026 Q2 Open parsed portfolio | 100 | $131,061,492 | Open SEC source |
| 13 Jul 2026, 15:11:34 UTC | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 | 2026 Q2 Open parsed portfolio | 122 | $166,222,822 | Open SEC source |
| 13 Jul 2026, 14:59:50 UTC | 13F-HR | PFW Advisors LLC CIK 0001989744 | 2026 Q2 Open parsed portfolio | 124 | $343,027,147 | Open SEC source |
| 13 Jul 2026, 14:59:47 UTC | 13F-HR | Lancaster Investment Management CIK 0001630064 | 2026 Q2 Open parsed portfolio | 9 | $165,406,000 | Open SEC source |
| 13 Jul 2026, 14:56:50 UTC | 13F-HR | Plus Group Wealth Advisors LLC CIK 0002109515 | 2026 Q2 Open parsed portfolio | 48 | $106,327,563 | Open SEC source |
| 13 Jul 2026, 14:38:41 UTC | 13F-HR | GENESIS PRIVATE WEALTH, LLC CIK 0001965529 | 2026 Q2 Open parsed portfolio | 192 | $355,756,663 | Open SEC source |
| 13 Jul 2026, 14:35:17 UTC | 13F-HR | DeDora Capital, Inc. CIK 0001717658 | 2026 Q2 Open parsed portfolio | 129 | $460,099,998 | Open SEC source |
| 13 Jul 2026, 14:32:52 UTC | 13F-HR | Eagle Capital Management, LLC CIK 0001600746 | 2026 Q2 Open parsed portfolio | 50 | $292,907,000 | Open SEC source |
| 13 Jul 2026, 14:30:45 UTC | 13F-HR | Drucker Wealth 3.0, LLC CIK 0002031642 | 2026 Q2 Open parsed portfolio | 289 | $632,326,856 | Open SEC source |
| 13 Jul 2026, 14:27:31 UTC | 13F-HR | HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 | 2026 Q2 Open parsed portfolio | 278 | $2,772,543,724 | Open SEC source |
| 13 Jul 2026, 14:23:58 UTC | 13F-HR | RIVERBRIDGE PARTNERS LLC CIK 0001112325 | 2026 Q2 Open parsed portfolio | 198 | $3,581,021,080 | Open SEC source |
| 13 Jul 2026, 14:18:28 UTC | 13F-HR | Holland Advisory Services, Inc. CIK 0001890183 | 2026 Q2 Open parsed portfolio | 49 | $90,539,676 | Open SEC source |
| 13 Jul 2026, 14:05:07 UTC | 13F-HR | Holcombe Financial, Inc. CIK 0002056177 | 2026 Q2 Open parsed portfolio | 51 | $177,136,361 | Open SEC source |
| 13 Jul 2026, 13:59:39 UTC | 13F-HR | PineStone Asset Management Inc. CIK 0001904893 | 2026 Q2 Open parsed portfolio | 44 | $16,190,525,118 | Open SEC source |
| 13 Jul 2026, 13:55:46 UTC | 13F-HR | Moisand Fitzgerald Tamayo, LLC CIK 0001649107 | 2026 Q2 Open parsed portfolio | 534 | $1,023,955,382 | Open SEC source |
| 13 Jul 2026, 13:53:36 UTC | 13F-HR | Guardian Wealth Management, Inc. CIK 0001910205 | 2026 Q2 Open parsed portfolio | 66 | $203,521,269 | Open SEC source |
| 13 Jul 2026, 13:51:48 UTC | 13F-HR | Optivise Advisory Services LLC CIK 0002042876 | 2026 Q2 Open parsed portfolio | 227 | $196,918,097 | Open SEC source |
| 13 Jul 2026, 13:49:50 UTC | 13F-HR | Martel Wealth Advisors LLC CIK 0002039437 | 2026 Q2 Open parsed portfolio | 61 | $635,688,240 | Open SEC source |
| 13 Jul 2026, 13:49:33 UTC | 13F-HR | Dorato Capital Management CIK 0002095216 | 2026 Q2 Open parsed portfolio | 254 | $147,459,198 | Open SEC source |
| 13 Jul 2026, 13:43:39 UTC | 13F-HR | Kings Path Partners LLC CIK 0002030974 | 2025 Q3 Open parsed portfolio | 318 | $271,365,940 | Open SEC source |
| 13 Jul 2026, 13:43:12 UTC | 13F-HR | THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 | 2026 Q2 Open parsed portfolio | 502 | $871,567,788 | Open SEC source |
| 13 Jul 2026, 13:41:20 UTC | 13F-HR | Nova Wealth Management, Inc. CIK 0002051980 | 2026 Q2 - New Holdings Open parsed portfolio | 569 | $181,159,392 | Open SEC source |
| 13 Jul 2026, 13:39:45 UTC | 13F-HR | Planned Solutions, Inc. CIK 0001831332 | 2026 Q2 Open parsed portfolio | 154 | $347,587,140 | Open SEC source |
| 13 Jul 2026, 13:37:00 UTC | 13F-HR | FIRST HAWAIIAN BANK CIK 0000764106 | 2026 Q2 Open parsed portfolio | 91 | $789,533,650 | Open SEC source |
| 13 Jul 2026, 13:31:12 UTC | 13F-HR | Orin Green Financial, LLC CIK 0001844227 | 2026 Q2 Open parsed portfolio | 83 | $271,050,814 | Open SEC source |
| 13 Jul 2026, 13:30:27 UTC | 13F-HR | Richard P Slaughter Associates Inc CIK 0001811783 | 2026 Q2 Open parsed portfolio | 101 | $504,059,057 | Open SEC source |
| 13 Jul 2026, 13:25:56 UTC | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 | 2026 Q2 Open parsed portfolio | 265 | $758,111,652 | Open SEC source |