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 |
|---|---|---|---|---|---|---|
| 09 Apr 2026, 12:26:40 UTC | 13F-HR | DHJJ Financial Advisors, Ltd. CIK 0001844716 | 2026 Q1 Open parsed portfolio | 1,080 | $301,752,746 | Open SEC source |
| 09 Apr 2026, 12:25:38 UTC | 13F-HR | WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 | 2026 Q1 Open parsed portfolio | 14 | $181,325,223 | Open SEC source |
| 09 Apr 2026, 12:21:59 UTC | 13F-HR | Goelzer Investment Management, Inc. CIK 0001550057 | 2026 Q1 Open parsed portfolio | 297 | $2,067,639,500 | Open SEC source |
| 09 Apr 2026, 12:15:57 UTC | 13F-HR | TETRAD CORP CIK 0000883597 | 2026 Q1 Open parsed portfolio | 3 | $1,000,111,642 | Open SEC source |
| 09 Apr 2026, 12:15:06 UTC | 13F-HR | Overbrook Management Corp CIK 0001269786 | 2026 Q1 Open parsed portfolio | 51 | $529,453,816 | Open SEC source |
| 09 Apr 2026, 12:07:12 UTC | 13F-HR | Meritas Wealth Management, LLC CIK 0001990690 | 2026 Q1 Open parsed portfolio | 60 | $221,153,005 | Open SEC source |
| 09 Apr 2026, 12:03:16 UTC | 13F-HR | Rockingstone Advisors LLC CIK 0002027176 | 2026 Q1 Open parsed portfolio | 113 | $217,963,119 | Open SEC source |
| 09 Apr 2026, 12:01:06 UTC | 13F-HR | TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 | 2026 Q1 Open parsed portfolio | 118 | $219,782,000 | Open SEC source |
| 09 Apr 2026, 11:57:06 UTC | 13F-HR | PINKERTON WEALTH, LLC CIK 0001536446 | 2026 Q1 Open parsed portfolio | 138 | $1,087,698,215 | Open SEC source |
| 09 Apr 2026, 11:54:57 UTC | 13F-HR | Keystone Financial Planning, Inc. CIK 0001596906 | 2026 Q1 Open parsed portfolio | 40 | $374,372,846 | Open SEC source |
| 09 Apr 2026, 11:52:20 UTC | 13F-HR | Baron Financial Group, LLC CIK 0001832093 | 2026 Q1 Open parsed portfolio | 53 | $185,405,870 | Open SEC source |
| 09 Apr 2026, 11:51:10 UTC | 13F-HR | WestHill Financial Advisors, Inc. CIK 0001759641 | 2026 Q1 Open parsed portfolio | 76 | $522,951,237 | Open SEC source |
| 09 Apr 2026, 11:49:50 UTC | 13F-HR | Veracity Capital LLC CIK 0001811005 | 2026 Q1 Open parsed portfolio | 201 | $279,919,534 | Open SEC source |
| 09 Apr 2026, 11:48:45 UTC | 13F-HR | Secure Asset Management, LLC CIK 0001800692 | 2026 Q1 Open parsed portfolio | 317 | $631,190,764 | Open SEC source |
| 09 Apr 2026, 11:47:24 UTC | 13F-HR | LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 | 2026 Q1 Open parsed portfolio | 35 | $223,892,095 | Open SEC source |
| 09 Apr 2026, 11:46:42 UTC | 13F-HR | Shearwater Capital LLC CIK 0001905665 | 2026 Q1 Open parsed portfolio | 71 | $190,686,625 | Open SEC source |
| 09 Apr 2026, 11:46:16 UTC | 13F-HR | Yanni & Associates Investment Advisors, LLC CIK 0002109644 | 2026 Q1 Open parsed portfolio | 34 | $96,456,212 | Open SEC source |
| 09 Apr 2026, 11:45:11 UTC | 13F-HR | Teamwork Financial Advisors, LLC CIK 0001629931 | 2026 Q1 Open parsed portfolio | 179 | $900,033,695 | Open SEC source |
| 09 Apr 2026, 11:44:07 UTC | 13F-HR | MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 | 2026 Q1 Open parsed portfolio | 501 | $1,050,265,386 | Open SEC source |
| 09 Apr 2026, 11:44:03 UTC | 13F-HR | Taylor & Morgan Wealth Management, LLC CIK 0001844266 | 2026 Q1 Open parsed portfolio | 79 | $175,293,102 | Open SEC source |
| 09 Apr 2026, 11:39:34 UTC | 13F-HR | BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 | 2026 Q1 Open parsed portfolio | 116 | $389,275,545 | Open SEC source |
| 09 Apr 2026, 11:38:37 UTC | 13F-HR | SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 | 2026 Q1 Open parsed portfolio | 119 | $151,860,395 | Open SEC source |
| 09 Apr 2026, 11:36:02 UTC | 13F-HR | MFG WEALTH MANAGEMENT, INC. CIK 0002053046 | 2026 Q1 Open parsed portfolio | 61 | $120,591,747 | Open SEC source |
| 09 Apr 2026, 11:35:43 UTC | 13F-HR | Freestate Advisors LLC CIK 0001660328 | 2026 Q1 Open parsed portfolio | 42 | $125,063,232 | Open SEC source |
| 09 Apr 2026, 11:34:31 UTC | 13F-HR | VISTA INVESTMENT PARTNERS LLC CIK 0002023386 | 2026 Q1 Open parsed portfolio | 167 | $377,787,430 | Open SEC source |
| 09 Apr 2026, 11:32:28 UTC | 13F-HR | Everhart Financial Group, Inc. CIK 0001852858 | 2026 Q1 Open parsed portfolio | 464 | $1,174,435,389 | Open SEC source |
| 09 Apr 2026, 11:30:12 UTC | 13F-HR | Wealth Alliance Advisory Group, LLC CIK 0001735734 | 2026 Q1 Open parsed portfolio | 197 | $631,585,405 | Open SEC source |
| 09 Apr 2026, 11:28:15 UTC | 13F-HR | KELLY FINANCIAL GROUP LLC CIK 0001128066 | 2026 Q1 Open parsed portfolio | 100 | $393,469,701 | Open SEC source |
| 09 Apr 2026, 11:27:01 UTC | 13F-HR | FCG Investment Co CIK 0002011697 | 2026 Q1 Open parsed portfolio | 100 | $228,099,681 | Open SEC source |
| 09 Apr 2026, 11:26:01 UTC | 13F-HR | Victrix Investment Advisors CIK 0002055229 | 2026 Q1 Open parsed portfolio | 106 | $275,387,088 | Open SEC source |
| 09 Apr 2026, 11:24:23 UTC | 13F-HR | Adirondack Capital Advisors, LLC CIK 0002107623 | 2026 Q1 Open parsed portfolio | 44 | $155,680,984 | Open SEC source |
| 09 Apr 2026, 11:23:15 UTC | 13F-HR | Veery Capital, LLC CIK 0001844375 | 2026 Q1 Open parsed portfolio | 96 | $326,101,122 | Open SEC source |
| 09 Apr 2026, 11:22:01 UTC | 13F-HR | Turner Capital Investments, LLC CIK 0002106280 | 2026 Q1 Open parsed portfolio | 1 | $420,684 | Open SEC source |
| 09 Apr 2026, 11:20:40 UTC | 13F-HR | Leverty Financial Group, LLC CIK 0001908386 | 2026 Q1 Open parsed portfolio | 44 | $451,992,392 | Open SEC source |
| 09 Apr 2026, 11:19:24 UTC | 13F-HR | Peterson Wealth Advisors, LLC CIK 0001713558 | 2026 Q1 Open parsed portfolio | 108 | $751,874,158 | Open SEC source |
| 09 Apr 2026, 11:18:30 UTC | 13F-HR | Pacific Capital Partners Ltd CIK 0002064920 | 2026 Q1 Open parsed portfolio | 38 | $101,347,758 | Open SEC source |
| 09 Apr 2026, 11:17:53 UTC | 13F-HR | Aletheian Wealth Advisors LLC CIK 0001922281 | 2026 Q1 Open parsed portfolio | 97 | $205,159,665 | Open SEC source |
| 09 Apr 2026, 11:16:40 UTC | 13F-HR | Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 | 2026 Q1 Open parsed portfolio | 108 | $501,620,374 | Open SEC source |
| 09 Apr 2026, 11:15:31 UTC | 13F-HR | TrueWealth Advisors, LLC CIK 0001817714 | 2026 Q1 Open parsed portfolio | 233 | $397,553,173 | Open SEC source |
| 09 Apr 2026, 11:14:04 UTC | 13F-HR | DIVERSIFIED MANAGEMENT INC CIK 0000922372 | 2026 Q1 Open parsed portfolio | 262 | $583,239,009 | Open SEC source |
| 09 Apr 2026, 11:12:45 UTC | 13F-HR | TruWealth Advisors, LLC CIK 0001834985 | 2026 Q1 Open parsed portfolio | 182 | $2,081,290,422 | Open SEC source |
| 09 Apr 2026, 11:10:15 UTC | 13F-HR | Key Client Fiduciary Advisors, LLC CIK 0001912612 | 2026 Q1 Open parsed portfolio | 207 | $290,994,309 | Open SEC source |
| 09 Apr 2026, 11:09:52 UTC | 13F-HR | Point Windward Advisors Inc. CIK 0001356202 | 2026 Q1 Open parsed portfolio | 94 | $199,631,804 | Open SEC source |
| 09 Apr 2026, 11:06:25 UTC | 13F-HR | Cornerstone Wealth Advisors, Inc. CIK 0001862176 | 2026 Q1 Open parsed portfolio | 49 | $434,280,257 | Open SEC source |
| 09 Apr 2026, 11:03:19 UTC | 13F-HR | Asset Value Investors Ltd CIK 0001870300 | 2026 Q1 Open parsed portfolio | 2 | $99,601,739 | Open SEC source |
| 09 Apr 2026, 10:36:25 UTC | 13F-HR | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. CIK 0002054965 | 2026 Q1 Open parsed portfolio | 38 | $56,174,873 | Open SEC source |
| 09 Apr 2026, 10:22:08 UTC | 13F-HR | OFS Enterprise LLC CIK 0002107566 | 2026 Q1 Open parsed portfolio | 94 | $340,186,410 | Open SEC source |
| 09 Apr 2026, 10:17:41 UTC | 13F-HR | Acropolis Investment Management, LLC CIK 0001318601 | 2026 Q1 Open parsed portfolio | 384 | $2,262,668,802 | Open SEC source |
| 09 Apr 2026, 10:17:14 UTC | 13F-HR | Lantz Financial LLC CIK 0001766883 | 2026 Q1 Open parsed portfolio | 239 | $483,685,989 | Open SEC source |
| 09 Apr 2026, 10:14:11 UTC | 13F-HR | McNamara Financial Services, Inc. CIK 0001622431 | 2026 Q1 Open parsed portfolio | 99 | $528,418,534 | Open SEC source |