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 |
|---|---|---|---|---|---|---|
| 10 Jul 2026, 15:05:06 UTC | 13F-HR | Blom & Howell Financial Planning, Inc. CIK 0002136102 | 2025 Q4 Open parsed portfolio | 62 | $100,637,722 | Open SEC source |
| 10 Jul 2026, 14:58:11 UTC | 13F-HR | Nolet Wealth Management, LLC CIK 0002056656 | 2026 Q2 Open parsed portfolio | 112 | $181,123,077 | Open SEC source |
| 10 Jul 2026, 14:48:50 UTC | 13F-HR | William Mack & Associates, Inc. CIK 0002096700 | 2026 Q2 Open parsed portfolio | 107 | $283,719,091 | Open SEC source |
| 10 Jul 2026, 14:44:22 UTC | 13F-HR | Fruth Investment Management CIK 0001416856 | 2026 Q2 Open parsed portfolio | 225 | $420,264,000 | Open SEC source |
| 10 Jul 2026, 14:43:04 UTC | 13F-HR | FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 2026 Q2 Open parsed portfolio | 373 | $882,387,414 | Open SEC source |
| 10 Jul 2026, 14:34:08 UTC | 13F-HR | Farrell Financial LLC CIK 0002031235 | 2026 Q2 Open parsed portfolio | 83 | $184,900,387 | Open SEC source |
| 10 Jul 2026, 14:31:15 UTC | 13F-HR | LAM GROUP, INC. CIK 0001961944 | 2026 Q2 Open parsed portfolio | 138 | $201,357,907 | Open SEC source |
| 10 Jul 2026, 14:31:09 UTC | 13F-HR | Stonekeep Investments, LLC CIK 0002032486 | 2026 Q2 Open parsed portfolio | 80 | $171,813,000 | Open SEC source |
| 10 Jul 2026, 14:16:10 UTC | 13F-HR | Canvas Wealth Advisors, LLC CIK 0001858782 | 2026 Q2 Open parsed portfolio | 251 | $716,874,044 | Open SEC source |
| 10 Jul 2026, 14:08:34 UTC | 13F-HR | Rise Advisors, LLC CIK 0001831316 | 2026 Q2 Open parsed portfolio | 103 | $355,345,692 | Open SEC source |
| 10 Jul 2026, 14:07:46 UTC | 13F-HR | Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 | 2026 Q2 Open parsed portfolio | 119 | $334,458,674 | Open SEC source |
| 10 Jul 2026, 13:58:57 UTC | 13F-HR | Sunesis Advisors, LLC CIK 0001748269 | 2026 Q2 Open parsed portfolio | 61 | $241,862,352 | Open SEC source |
| 10 Jul 2026, 13:57:20 UTC | 13F-HR | GenWealth Group, Inc. CIK 0001713678 | 2026 Q2 Open parsed portfolio | 89 | $641,841,877 | Open SEC source |
| 10 Jul 2026, 13:43:13 UTC | 13F-HR | DAGCO, INC. CIK 0001767343 | 2026 Q2 Open parsed portfolio | 117 | $541,059,672 | Open SEC source |
| 10 Jul 2026, 13:41:50 UTC | 13F-HR | West Branch Capital LLC CIK 0001738723 | 2026 Q2 Open parsed portfolio | 355 | $430,263,028 | Open SEC source |
| 10 Jul 2026, 13:24:09 UTC | 13F-HR | Peirce Capital Management, LLC CIK 0002008166 | 2026 Q2 Open parsed portfolio | 45 | $272,736,503 | Open SEC source |
| 10 Jul 2026, 13:18:42 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2018 Q1 Open parsed portfolio | 141 | $502,595,361 | Open SEC source |
| 10 Jul 2026, 13:03:22 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2018 Q2 Open parsed portfolio | 139 | $466,761,477 | Open SEC source |
| 10 Jul 2026, 13:03:01 UTC | 13F-HR | Nvest Wealth Strategies, Inc. CIK 0002106942 | 2026 Q2 Open parsed portfolio | 351 | $159,052,157 | Open SEC source |
| 10 Jul 2026, 12:58:55 UTC | 13F-HR | DiNuzzo Private Wealth, Inc. CIK 0001994563 | 2026 Q2 Open parsed portfolio | 1,349 | $1,010,871,031 | Open SEC source |
| 10 Jul 2026, 12:56:39 UTC | 13F-HR | KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 | 2026 Q2 Open parsed portfolio | 46 | $215,879,054 | Open SEC source |
| 10 Jul 2026, 12:43:02 UTC | 13F-HR | FAMILY WEALTH PARTNERS, LLC CIK 0002016217 | 2026 Q2 Open parsed portfolio | 109 | $325,831,542 | Open SEC source |
| 10 Jul 2026, 12:41:32 UTC | 13F-HR | Cardinal Capital Management, Inc. CIK 0001518235 | 2026 Q2 Open parsed portfolio | 70 | $4,133,626,448 | Open SEC source |
| 10 Jul 2026, 12:41:26 UTC | 13F-HR | MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 | 2026 Q2 Open parsed portfolio | 75 | $144,922,000 | Open SEC source |
| 10 Jul 2026, 12:39:11 UTC | 13F-HR | TEMA ETFS LLC CIK 0002056807 | 2026 Q2 Open parsed portfolio | 583 | $3,094,962,903 | Open SEC source |
| 10 Jul 2026, 12:32:26 UTC | 13F-HR | Haven Capital Group, Inc. CIK 0002055804 | 2026 Q2 Open parsed portfolio | 37 | $118,582,008 | Open SEC source |
| 10 Jul 2026, 12:25:34 UTC | 13F-HR | BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 | 2026 Q2 Open parsed portfolio | 99 | $404,262,434 | Open SEC source |
| 10 Jul 2026, 12:24:20 UTC | 13F-HR | Japan Post Holdings Co., Ltd. CIK 0001783464 | 2026 Q2 Open parsed portfolio | 1 | $5,967,847,953 | Open SEC source |
| 10 Jul 2026, 12:21:53 UTC | 13F-HR | Financial Planning Fort Collins, LLC CIK 0002111920 | 2026 Q2 Open parsed portfolio | 32 | $126,691,204 | Open SEC source |
| 10 Jul 2026, 12:09:23 UTC | 13F-HR | JFS WEALTH ADVISORS, LLC CIK 0001568068 | 2026 Q2 Open parsed portfolio | 2,252 | $2,005,946,719 | Open SEC source |
| 10 Jul 2026, 11:52:28 UTC | 13F-HR | Envision Financial LLC CIK 0002051355 | 2026 Q2 Open parsed portfolio | 48 | $217,094,160 | Open SEC source |
| 10 Jul 2026, 11:45:37 UTC | 13F-HR | Investors Research Corp CIK 0001730630 | 2026 Q2 Open parsed portfolio | 804 | $558,777,343 | Open SEC source |
| 10 Jul 2026, 11:43:10 UTC | 13F-HR | Annex Advisory Services, LLC CIK 0001542287 | 2026 Q2 Open parsed portfolio | 356 | $5,858,177,669 | Open SEC source |
| 10 Jul 2026, 11:42:29 UTC | 13F-HR | Pathfinder Wealth Consulting, Inc. CIK 0002108842 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 10 Jul 2026, 11:36:24 UTC | 13F-HR | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. CIK 0002054965 | 2026 Q2 Open parsed portfolio | 39 | $46,622,437 | Open SEC source |
| 10 Jul 2026, 11:35:02 UTC | 13F-HR | Insight Wealth Strategies, LLC CIK 0001749914 | 2026 Q2 Open parsed portfolio | 182 | $1,024,064,143 | Open SEC source |
| 10 Jul 2026, 11:32:09 UTC | 13F-HR | Accel Wealth Management CIK 0001838226 | 2026 Q2 Open parsed portfolio | 305 | $444,377,868 | Open SEC source |
| 10 Jul 2026, 11:29:02 UTC | 13F-HR | Bank & Trust Co CIK 0002026082 | 2026 Q2 Open parsed portfolio | 303 | $158,432,900 | Open SEC source |
| 10 Jul 2026, 11:17:30 UTC | 13F-HR | Buska Wealth Management, LLC CIK 0001910503 | 2026 Q2 Open parsed portfolio | 81 | $277,304,659 | Open SEC source |
| 10 Jul 2026, 11:15:43 UTC | 13F-HR | Hyperion Asset Management Ltd CIK 0001619844 | 2026 Q2 Open parsed portfolio | 20 | $3,773,883,260 | Open SEC source |
| 10 Jul 2026, 11:10:13 UTC | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 | 2026 Q2 Open parsed portfolio | 484 | $6,062,494,389 | Open SEC source |
| 10 Jul 2026, 11:03:49 UTC | 13F-HR | Abound Wealth Management CIK 0001950323 | 2026 Q2 Open parsed portfolio | 1,349 | $503,859,000 | Open SEC source |
| 10 Jul 2026, 11:03:05 UTC | 13F-HR | Northside Capital Management, LLC CIK 0001631052 | 2026 Q2 Open parsed portfolio | 187 | $1,221,595,085 | Open SEC source |
| 10 Jul 2026, 10:47:28 UTC | 13F-HR | Trinity Street Asset Management LLP CIK 0001592579 | 2026 Q2 Open parsed portfolio | 23 | $1,941,846,350 | Open SEC source |
| 10 Jul 2026, 10:37:30 UTC | 13F-HR | Regent Peak Wealth Advisors LLC CIK 0001803329 | 2026 Q2 Open parsed portfolio | 221 | $536,275,880 | Open SEC source |
| 10 Jul 2026, 10:33:12 UTC | 13F-HR | GoalFusion Wealth Management, LLC CIK 0001895678 | 2026 Q2 Open parsed portfolio | 32 | $247,664,089 | Open SEC source |
| 10 Jul 2026, 10:14:05 UTC | 13F-HR | Lee, Kelleher & Klein Wealth Management CIK 0002063827 | 2026 Q2 Open parsed portfolio | 49 | $191,223,450 | Open SEC source |
| 10 Jul 2026, 09:59:04 UTC | 13F-HR | Oldfield Partners LLP CIK 0001492815 | 2026 Q2 Open parsed portfolio | 18 | $414,830,820 | Open SEC source |
| 10 Jul 2026, 09:48:22 UTC | 13F-HR | FIRST COMMUNITY TRUST NA CIK 0001130344 | 2026 Q2 Open parsed portfolio | 333 | $221,418,426 | Open SEC source |
| 10 Jul 2026, 09:47:18 UTC | 13F-HR | SL ADVISORS, LLC CIK 0001680365 | 2026 Q2 Open parsed portfolio | 32 | $57,161,100 | Open SEC source |