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, 10:14:11 UTC | 13F-HR | McNamara Financial Services, Inc. CIK 0001622431 | 2026 Q1 Open parsed portfolio | 99 | $528,418,534 | Open SEC source |
| 09 Apr 2026, 10:13:58 UTC | 13F-HR | Wedmont Private Capital CIK 0001904274 | 2026 Q1 Open parsed portfolio | 838 | $3,097,733,068 | Open SEC source |
| 09 Apr 2026, 10:02:27 UTC | 13F-HR | Arlington Partners LLC CIK 0001389848 | 2026 Q1 Open parsed portfolio | 62 | $50,103,244 | Open SEC source |
| 09 Apr 2026, 09:41:51 UTC | 13F-HR | Chemistry Wealth Management LLC CIK 0001910183 | 2026 Q1 Open parsed portfolio | 204 | $568,546,951 | Open SEC source |
| 09 Apr 2026, 09:35:00 UTC | 13F-HR | HERBST GROUP, LLC CIK 0001909319 | 2026 Q1 Open parsed portfolio | 59 | $161,914,280 | Open SEC source |
| 09 Apr 2026, 09:31:58 UTC | 13F-HR | ASL Financial, LLC CIK 0002105933 | 2026 Q1 Open parsed portfolio | 91 | $125,155,127 | Open SEC source |
| 09 Apr 2026, 09:30:52 UTC | 13F-HR | WINCAP FINANCIAL LLC CIK 0002064588 | 2026 Q1 Open parsed portfolio | 87 | $150,273,580 | Open SEC source |
| 09 Apr 2026, 09:25:49 UTC | 13F-HR | Generali Investments, Management Co LLC CIK 0002043136 | 2026 Q1 Open parsed portfolio | 162 | $429,904,597 | Open SEC source |
| 09 Apr 2026, 08:50:15 UTC | 13F-HR | TOMPKINS FINANCIAL CORP CIK 0001005817 | 2026 Q1 Open parsed portfolio | 565 | $1,255,684,789 | Open SEC source |
| 09 Apr 2026, 08:49:31 UTC | 13F-HR | OP Asset Management Ltd CIK 0002097005 | 2026 Q1 Open parsed portfolio | 719 | $9,406,470,350 | Open SEC source |
| 09 Apr 2026, 08:33:13 UTC | 13F-HR | Sculati Wealth Management, LLC CIK 0001803397 | 2026 Q1 Open parsed portfolio | 116 | $270,909,350 | Open SEC source |
| 09 Apr 2026, 08:30:18 UTC | 13F-HR | IFG Advisors, LLC CIK 0001783412 | 2026 Q1 Open parsed portfolio | 149 | $610,595,383 | Open SEC source |
| 09 Apr 2026, 07:54:53 UTC | 13F-HR | Red Spruce Capital, LLC CIK 0001795356 | 2026 Q1 Open parsed portfolio | 94 | $243,556,629 | Open SEC source |
| 08 Apr 2026, 21:41:19 UTC | 13F-HR | Lakehouse Capital Pty Ltd CIK 0001844830 | 2026 Q1 Open parsed portfolio | 13 | $148,249,000 | Open SEC source |
| 08 Apr 2026, 18:46:17 UTC | 13F-HR | Wealth Advisors Northwest LLC CIK 0002053892 | 2026 Q1 Open parsed portfolio | 57 | $238,432,555 | Open SEC source |
| 08 Apr 2026, 17:52:40 UTC | 13F-HR | LPWM LLC CIK 0001801101 | 2026 Q1 Open parsed portfolio | 94 | $396,337,243 | Open SEC source |
| 08 Apr 2026, 17:50:58 UTC | 13F-HR | Choice Wealth Advisors LLC CIK 0001842357 | 2026 Q1 Open parsed portfolio | 35 | $254,788,914 | Open SEC source |
| 08 Apr 2026, 17:48:56 UTC | 13F-HR | WealthCare Investment Partners, LLC CIK 0001908462 | 2026 Q1 Open parsed portfolio | 191 | $360,414,464 | Open SEC source |
| 08 Apr 2026, 17:45:33 UTC | 13F-HR | Olistico Wealth, LLC CIK 0001962695 | 2026 Q1 Open parsed portfolio | 340 | $202,893,693 | Open SEC source |
| 08 Apr 2026, 17:45:13 UTC | 13F-HR | Safir Wealth Advisors, LLC CIK 0001830103 | 2026 Q1 Open parsed portfolio | 19 | $138,261,475 | Open SEC source |
| 08 Apr 2026, 17:42:33 UTC | 13F-HR | LifeGuide Financial Advisors, LLC CIK 0001908585 | 2026 Q1 Open parsed portfolio | 46 | $312,728,791 | Open SEC source |
| 08 Apr 2026, 17:40:54 UTC | 13F-HR | EHRLICH FINANCIAL GROUP CIK 0002010632 | 2026 Q1 Open parsed portfolio | 112 | $174,015,055 | Open SEC source |
| 08 Apr 2026, 17:39:04 UTC | 13F-HR | Selby Wealth Management, LLC CIK 0002110725 | 2026 Q1 Open parsed portfolio | 81 | $253,872,916 | Open SEC source |
| 08 Apr 2026, 17:37:23 UTC | 13F-HR | EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 | 2026 Q1 Open parsed portfolio | 158 | $688,175,880 | Open SEC source |
| 08 Apr 2026, 17:35:23 UTC | 13F-HR | Constitution Capital LLC CIK 0001845531 | 2026 Q1 Open parsed portfolio | 61 | $200,084,601 | Open SEC source |
| 08 Apr 2026, 17:33:41 UTC | 13F-HR | PTM WEALTH MANAGEMENT, LLC CIK 0002061027 | 2026 Q1 Open parsed portfolio | 56 | $188,701,108 | Open SEC source |
| 08 Apr 2026, 17:29:04 UTC | 13F-HR | WARNER FINANCIAL, INC CIK 0001927175 | 2026 Q1 Open parsed portfolio | 135 | $291,588,000 | Open SEC source |
| 08 Apr 2026, 17:27:35 UTC | 13F-HR | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 | 2026 Q1 Open parsed portfolio | 90 | $121,978,081 | Open SEC source |
| 08 Apr 2026, 17:26:26 UTC | 13F-HR | Werlinich Asset Management, LLC CIK 0002000493 | 2026 Q1 Open parsed portfolio | 56 | $205,956,749 | Open SEC source |
| 08 Apr 2026, 17:24:23 UTC | 13F-HR | AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 | 2026 Q1 Open parsed portfolio | 114 | $1,374,594,627 | Open SEC source |
| 08 Apr 2026, 17:22:13 UTC | 13F-HR | Erickson Financial Group, LLC CIK 0001797734 | 2026 Q1 Open parsed portfolio | 25 | $159,580,682 | Open SEC source |
| 08 Apr 2026, 17:22:04 UTC | 13F-HR | CCG WEALTH MANAGEMENT, LLC CIK 0001771169 | 2026 Q1 Open parsed portfolio | 136 | $368,893,798 | Open SEC source |
| 08 Apr 2026, 17:20:40 UTC | 13F-HR | LYNCH & ASSOCIATES/IN CIK 0001108965 | 2026 Q1 Open parsed portfolio | 124 | $532,576,503 | Open SEC source |
| 08 Apr 2026, 17:20:29 UTC | 13F-HR | BRADY FAMILY WEALTH, LLC CIK 0001971456 | 2026 Q1 Open parsed portfolio | 110 | $320,644,641 | Open SEC source |
| 08 Apr 2026, 17:20:12 UTC | 13F-HR | Composition Wealth, LLC CIK 0001585859 | 2026 Q1 Open parsed portfolio | 884 | $7,269,200,987 | Open SEC source |
| 08 Apr 2026, 17:16:21 UTC | 13F-HR | DOVER ADVISORS, LLC CIK 0001964541 | 2026 Q1 Open parsed portfolio | 159 | $241,730,479 | Open SEC source |
| 08 Apr 2026, 17:16:07 UTC | 13F-HR | Melone Private Wealth, LLC CIK 0001905765 | 2026 Q1 Open parsed portfolio | 60 | $244,830,371 | Open SEC source |
| 08 Apr 2026, 17:13:59 UTC | 13F-HR | Lakeridge Wealth Management LLC CIK 0002012028 | 2026 Q1 Open parsed portfolio | 169 | $232,593,938 | Open SEC source |
| 08 Apr 2026, 17:11:45 UTC | 13F-HR | NESTEGG ADVISORS, INC. CIK 0002062716 | 2026 Q1 Open parsed portfolio | 51 | $113,861,008 | Open SEC source |
| 08 Apr 2026, 17:07:54 UTC | 13F-HR | Infinity Wealth Counsel, LLC CIK 0002066524 | 2026 Q1 Open parsed portfolio | 63 | $108,867,184 | Open SEC source |
| 08 Apr 2026, 17:07:23 UTC | 13F-HR | BIRCHBROOK, INC. CIK 0002071468 | 2026 Q1 Open parsed portfolio | 290 | $203,940,421 | Open SEC source |
| 08 Apr 2026, 17:05:08 UTC | 13F-HR | Northstar Advisory Group, LLC CIK 0001816000 | 2026 Q1 Open parsed portfolio | 112 | $262,088,209 | Open SEC source |
| 08 Apr 2026, 17:01:03 UTC | 13F-HR | Wealth Science Advisors LLC CIK 0002083087 | 2026 Q1 Open parsed portfolio | 203 | $177,729,403 | Open SEC source |
| 08 Apr 2026, 16:59:02 UTC | 13F-HR | Panoramic Capital Partners, LLC CIK 0002052992 | 2026 Q1 Open parsed portfolio | 63 | $162,319,401 | Open SEC source |
| 08 Apr 2026, 16:57:11 UTC | 13F-HR | TOWER TRUST & INVESTMENT Co CIK 0002067591 | 2026 Q1 Open parsed portfolio | 208 | $152,362,157 | Open SEC source |
| 08 Apr 2026, 16:55:48 UTC | 13F-HR | Holos Integrated Wealth LLC CIK 0002080096 | 2026 Q1 Open parsed portfolio | 411 | $197,626,258 | Open SEC source |
| 08 Apr 2026, 16:55:27 UTC | 13F-HR | Parisi Gray Wealth Management CIK 0001716659 | 2026 Q1 Open parsed portfolio | 137 | $419,750,940 | Open SEC source |
| 08 Apr 2026, 16:52:15 UTC | 13F-HR | Presidio Capital Management, LLC CIK 0001931750 | 2026 Q1 Open parsed portfolio | 79 | $344,348,197 | Open SEC source |
| 08 Apr 2026, 16:48:46 UTC | 13F-HR | Arlington Trust Co LLC CIK 0001997685 | 2026 Q1 Open parsed portfolio | 844 | $1,134,649,474 | Open SEC source |
| 08 Apr 2026, 16:45:29 UTC | 13F-HR | PURSUE WEALTH PARTNERS LLC CIK 0001911091 | 2026 Q1 Open parsed portfolio | 101 | $167,359,000 | Open SEC source |