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 |
|---|---|---|---|---|---|---|
| 09 Jul 2026, 16:46:27 UTC | 13F-HR | QVR LLC CIK 0001718858 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 09 Jul 2026, 16:37:04 UTC | 13F-HR | Wealthcare Capital Partners, LLC CIK 0002053307 | 2026 Q2 Open parsed portfolio | 179 | $242,012,460 | Open SEC source |
| 09 Jul 2026, 16:33:25 UTC | 13F-HR | Tenzing Financial LLC CIK 0002111360 | 2026 Q2 Open parsed portfolio | 84 | $145,622,753 | Open SEC source |
| 09 Jul 2026, 16:28:05 UTC | 13F-HR | WARNER FINANCIAL, INC CIK 0001927175 | 2026 Q2 Open parsed portfolio | 145 | $340,104,372 | Open SEC source |
| 09 Jul 2026, 16:24:22 UTC | 13F-HR | CYPRESS FUNDS LLC CIK 0001081198 | 2026 Q1 Open parsed portfolio | 14 | $397,626,202 | Open SEC source |
| 09 Jul 2026, 16:16:07 UTC | 13F-HR | FFG RETIREMENT ADVISORS LLC CIK 0001966438 | 2026 Q2 Open parsed portfolio | 43 | $188,907,329 | Open SEC source |
| 09 Jul 2026, 16:15:46 UTC | 13F-HR | Charis Legacy Partners, LLC CIK 0002056602 | 2026 Q2 Open parsed portfolio | 28 | $81,328,217 | Open SEC source |
| 09 Jul 2026, 16:13:11 UTC | 13F-HR | Kraft, Davis & Associates, LLC CIK 0001919438 | 2026 Q2 Open parsed portfolio | 155 | $478,787,266 | Open SEC source |
| 09 Jul 2026, 16:12:53 UTC | 13F-HR | Defender Capital, LLC. CIK 0001766929 | 2026 Q2 Open parsed portfolio | 37 | $307,967,841 | Open SEC source |
| 09 Jul 2026, 16:12:45 UTC | 13F-HR | Kopp Family Office, LLC CIK 0001683689 | 2026 Q2 Open parsed portfolio | 29 | $163,169,126 | Open SEC source |
| 09 Jul 2026, 16:12:26 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2025 Q4 - Restatement Open parsed portfolio | 446 | $1,493,075,662 | Open SEC source |
| 09 Jul 2026, 16:10:23 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2025 Q3 - Restatement Open parsed portfolio | 418 | $1,286,224,674 | Open SEC source |
| 09 Jul 2026, 16:08:10 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2025 Q2 - Restatement Open parsed portfolio | 371 | $1,121,307,721 | Open SEC source |
| 09 Jul 2026, 16:07:47 UTC | 13F-HR | Financial Management Professionals, Inc. CIK 0001568132 | 2026 Q2 Open parsed portfolio | 1,050 | $1,054,414,168 | Open SEC source |
| 09 Jul 2026, 16:07:21 UTC | 13F-HR | HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 | 2026 Q2 Open parsed portfolio | 144 | $461,327,978 | Open SEC source |
| 09 Jul 2026, 16:05:45 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2025 Q1 - Restatement Open parsed portfolio | 374 | $1,000,044,633 | Open SEC source |
| 09 Jul 2026, 16:05:22 UTC | 13F-HR | First Bank & Trust CIK 0001692632 | 2026 Q2 Open parsed portfolio | 270 | $680,018,831 | Open SEC source |
| 09 Jul 2026, 16:03:07 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2024 Q4 - Restatement Open parsed portfolio | 362 | $1,046,535,811 | Open SEC source |
| 09 Jul 2026, 16:01:40 UTC | 13F-HR | SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 | 2026 Q2 Open parsed portfolio | 134 | $296,460,629 | Open SEC source |
| 09 Jul 2026, 16:01:06 UTC | 13F-HR | Ashurst Perkins Coie Trust Co CIK 0001513038 | 2026 Q2 Open parsed portfolio | 260 | $603,279,390 | Open SEC source |
| 09 Jul 2026, 16:00:11 UTC | 13F-HR | Hoffman, Alan N Investment Management CIK 0001848530 | 2026 Q2 Open parsed portfolio | 14 | $169,281,885 | Open SEC source |
| 09 Jul 2026, 15:59:28 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2024 Q3 - Restatement Open parsed portfolio | 358 | $1,021,415,808 | Open SEC source |
| 09 Jul 2026, 15:56:14 UTC | 13F-HR/A | VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 2024 Q2 - Restatement Open parsed portfolio | 344 | $964,619,702 | Open SEC source |
| 09 Jul 2026, 15:54:07 UTC | 13F-HR | Alliance Private Wealth, LLC CIK 0002109849 | 2026 Q2 Open parsed portfolio | 82 | $287,845,957 | Open SEC source |
| 09 Jul 2026, 15:54:06 UTC | 13F-HR | FULTON BANK, N.A. CIK 0000883782 | 2026 Q2 Open parsed portfolio | 694 | $3,273,248,983 | Open SEC source |
| 09 Jul 2026, 15:46:48 UTC | 13F-HR | AdviceOne Advisory Services, LLC CIK 0001998980 | 2026 Q2 Open parsed portfolio | 45 | $177,017,912 | Open SEC source |
| 09 Jul 2026, 15:43:39 UTC | 13F-HR | Mendota Financial Group, LLC CIK 0001964538 | 2026 Q2 Open parsed portfolio | 33 | $161,362,659 | Open SEC source |
| 09 Jul 2026, 15:41:23 UTC | 13F-HR | Choice Wealth Advisors LLC CIK 0001842357 | 2026 Q2 Open parsed portfolio | 35 | $284,955,541 | Open SEC source |
| 09 Jul 2026, 15:37:09 UTC | 13F-HR | Wealthcare Advisory Partners LLC CIK 0001683059 | 2026 Q2 Open parsed portfolio | 1,084 | $5,274,277,645 | Open SEC source |
| 09 Jul 2026, 15:36:44 UTC | 13F-HR | Paladin Wealth, LLC CIK 0002040377 | 2026 Q2 Open parsed portfolio | 134 | $171,942,015 | Open SEC source |
| 09 Jul 2026, 15:29:26 UTC | 13F-HR | Fluent Financial, LLC CIK 0001722283 | 2026 Q2 Open parsed portfolio | 57 | $280,182,614 | Open SEC source |
| 09 Jul 2026, 15:29:07 UTC | 13F-HR | WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 | 2026 Q2 Open parsed portfolio | 105 | $1,053,846,971 | Open SEC source |
| 09 Jul 2026, 15:28:55 UTC | 13F-HR | Legacy Wealth Asset Management, LLC CIK 0001846151 | 2026 Q2 Open parsed portfolio | 380 | $455,634,887 | Open SEC source |
| 09 Jul 2026, 15:28:19 UTC | 13F-HR | Legacy Wealth Management, LLC CIK 0001488921 | 2026 Q2 Open parsed portfolio | 30 | $1,911,274,876 | Open SEC source |
| 09 Jul 2026, 15:25:44 UTC | 13F-HR | Pettinga Financial Advisors LLC CIK 0001694592 | 2026 Q2 Open parsed portfolio | 156 | $623,930,520 | Open SEC source |
| 09 Jul 2026, 15:24:41 UTC | 13F-HR | CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 | 2026 Q2 Open parsed portfolio | 39 | $415,887,479 | Open SEC source |
| 09 Jul 2026, 15:23:58 UTC | 13F-HR | Vertrix Wealth Management, LLC CIK 0002118328 | 2026 Q2 Open parsed portfolio | 103 | $296,970,125 | Open SEC source |
| 09 Jul 2026, 15:23:41 UTC | 13F-HR | Alliance Wealth Advisors, LLC CIK 0001849724 | 2026 Q2 Open parsed portfolio | 165 | $250,349,097 | Open SEC source |
| 09 Jul 2026, 15:21:51 UTC | 13F-HR | DUDLEY & SHANLEY, INC. CIK 0000883511 | 2026 Q2 Open parsed portfolio | 37 | $662,286,267 | Open SEC source |
| 09 Jul 2026, 15:21:38 UTC | 13F-HR | Melone Private Wealth, LLC CIK 0001905765 | 2026 Q2 Open parsed portfolio | 58 | $262,551,743 | Open SEC source |
| 09 Jul 2026, 15:17:55 UTC | 13F-HR | Allied Private Wealth LLC CIK 0002132253 | 2026 Q2 Open parsed portfolio | 900 | $155,941,404 | Open SEC source |
| 09 Jul 2026, 15:17:42 UTC | 13F-HR | Kastel Capital Advisors, LLC CIK 0002111663 | 2026 Q2 Open parsed portfolio | 57 | $157,824,436 | Open SEC source |
| 09 Jul 2026, 15:07:43 UTC | 13F-HR | IFC & Insurance Marketing, Inc. CIK 0002095709 | 2026 Q2 Open parsed portfolio | 78 | $113,574,087 | Open SEC source |
| 09 Jul 2026, 15:05:47 UTC | 13F-HR | COREPATH WEALTH PARTNERS LLC CIK 0001845838 | 2026 Q2 Open parsed portfolio | 46 | $160,327,126 | Open SEC source |
| 09 Jul 2026, 15:04:39 UTC | 13F-HR | HERBST GROUP, LLC CIK 0001909319 | 2026 Q2 Open parsed portfolio | 65 | $183,460,223 | Open SEC source |
| 09 Jul 2026, 15:04:14 UTC | 13F-HR | Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 | 2026 Q2 Open parsed portfolio | 55 | $442,248,929 | Open SEC source |
| 09 Jul 2026, 15:03:50 UTC | 13F-HR | TOWER TRUST & INVESTMENT Co CIK 0002067591 | 2026 Q2 Open parsed portfolio | 247 | $164,804,231 | Open SEC source |
| 09 Jul 2026, 15:02:55 UTC | 13F-HR | StoneCrest Wealth Management, Inc. CIK 0002008409 | 2026 Q2 Open parsed portfolio | 73 | $312,962,111 | Open SEC source |
| 09 Jul 2026, 14:57:40 UTC | 13F-HR | Constitution Capital LLC CIK 0001845531 | 2026 Q2 Open parsed portfolio | 62 | $194,797,661 | Open SEC source |
| 09 Jul 2026, 14:57:01 UTC | 13F-HR | Snow Phipps Group, LLC CIK 0001698661 | 2026 Q2 Open parsed portfolio | 2 | $325,868,813 | Open SEC source |