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 |
|---|---|---|---|---|---|---|
| 08 Apr 2026, 14:30:18 UTC | 13F-HR | Hardin Capital Partners, LLC CIK 0002033094 | 2026 Q1 Open parsed portfolio | 140 | $215,513,238 | Open SEC source |
| 08 Apr 2026, 14:26:50 UTC | 13F-HR | Seed Wealth Management, Inc. CIK 0001963728 | 2026 Q1 Open parsed portfolio | 98 | $145,388,424 | Open SEC source |
| 08 Apr 2026, 14:24:44 UTC | 13F-HR | Sunburst Financial Group, LLC CIK 0001800158 | 2026 Q1 Open parsed portfolio | 128 | $519,659,489 | Open SEC source |
| 08 Apr 2026, 14:23:46 UTC | 13F-HR | RED REEF ADVISORS LLC CIK 0002122970 | 2025 Q4 Open parsed portfolio | 170 | $98,202,714 | Open SEC source |
| 08 Apr 2026, 14:20:14 UTC | 13F-HR | Exchange Bank CIK 0002001155 | 2026 Q1 Open parsed portfolio | 117 | $144,296,032 | Open SEC source |
| 08 Apr 2026, 14:10:01 UTC | 13F-HR | High Point Wealth Management, LLC CIK 0002106882 | 2026 Q1 Open parsed portfolio | 250 | $103,610,492 | Open SEC source |
| 08 Apr 2026, 13:56:54 UTC | 13F-HR | Graves Light Lenhart Wealth, Inc. CIK 0001759803 | 2026 Q1 Open parsed portfolio | 197 | $961,060,542 | Open SEC source |
| 08 Apr 2026, 13:49:19 UTC | 13F-HR | Unify Financial Advisors CIK 0002126814 | 2025 Q4 Open parsed portfolio | 94 | $95,989,775 | Open SEC source |
| 08 Apr 2026, 13:47:47 UTC | 13F-HR | Asempa Wealth Advisors CIK 0002099967 | 2026 Q1 Open parsed portfolio | 115 | $114,812,102 | Open SEC source |
| 08 Apr 2026, 13:47:17 UTC | 13F-HR | KWB Wealth CIK 0001822236 | 2026 Q1 Open parsed portfolio | 166 | $1,010,897,537 | Open SEC source |
| 08 Apr 2026, 13:38:19 UTC | 13F-HR | RVW Wealth, LLC CIK 0001756543 | 2026 Q1 Open parsed portfolio | 176 | $1,283,760,368 | Open SEC source |
| 08 Apr 2026, 13:37:13 UTC | 13F-HR | RDA Financial Network CIK 0001774086 | 2026 Q1 Open parsed portfolio | 273 | $399,627,416 | Open SEC source |
| 08 Apr 2026, 13:36:16 UTC | 13F-HR | West Financial Advisors, LLC CIK 0001843684 | 2026 Q1 Open parsed portfolio | 191 | $589,119,321 | Open SEC source |
| 08 Apr 2026, 13:35:49 UTC | 13F-HR | Systrade AG CIK 0001818160 | 2026 Q1 Open parsed portfolio | 11 | $149,011,315 | Open SEC source |
| 08 Apr 2026, 13:32:24 UTC | 13F-HR | RoundAngle Advisors LLC CIK 0002049176 | 2026 Q1 Open parsed portfolio | 60 | $133,807,635 | Open SEC source |
| 08 Apr 2026, 13:30:40 UTC | 13F-HR | MMA ASSET MANAGEMENT LLC CIK 0001842667 | 2026 Q1 Open parsed portfolio | 179 | $284,083,736 | Open SEC source |
| 08 Apr 2026, 13:29:41 UTC | 13F-HR | General Partner, Inc. CIK 0001800508 | 2026 Q1 Open parsed portfolio | 165 | $164,190,570 | Open SEC source |
| 08 Apr 2026, 13:29:40 UTC | 13F-HR | INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 | 2026 Q1 Open parsed portfolio | 177 | $802,509,337 | Open SEC source |
| 08 Apr 2026, 13:27:29 UTC | 13F-HR | Gainplan LLC CIK 0001697857 | 2026 Q1 Open parsed portfolio | 58 | $133,234,903 | Open SEC source |
| 08 Apr 2026, 13:24:43 UTC | 13F-HR | WOODSTOCK CORP CIK 0001008877 | 2026 Q1 Open parsed portfolio | 156 | $1,123,493,009 | Open SEC source |
| 08 Apr 2026, 13:23:08 UTC | 13F-HR/A | Castlefield Investment Partners LLP CIK 0002109835 | 2025 Q4 - Restatement Open parsed portfolio | 36 | $129,688,918 | Open SEC source |
| 08 Apr 2026, 13:22:36 UTC | 13F-HR | Post Resch Tallon Group Inc. CIK 0002054476 | 2026 Q1 Open parsed portfolio | 118 | $123,705,488 | Open SEC source |
| 08 Apr 2026, 13:21:52 UTC | 13F-HR | Catterton Management Company, L.L.C. CIK 0001560123 | 2026 Q1 Open parsed portfolio | 3 | $3,609,731,339 | Open SEC source |
| 08 Apr 2026, 13:17:33 UTC | 13F-HR | Clarus Wealth Advisors CIK 0001730149 | 2026 Q1 Open parsed portfolio | 88 | $234,551,148 | Open SEC source |
| 08 Apr 2026, 13:15:55 UTC | 13F-HR | SAX WEALTH ADVISORS, LLC CIK 0001846150 | 2026 Q1 Open parsed portfolio | 482 | $2,062,865,571 | Open SEC source |
| 08 Apr 2026, 13:08:20 UTC | 13F-HR | Oliver Luxxe Assets LLC CIK 0001666239 | 2026 Q1 Open parsed portfolio | 200 | $667,861,146 | Open SEC source |
| 08 Apr 2026, 12:56:37 UTC | 13F-HR | Heritage Family Offices, LLP CIK 0002019316 | 2026 Q1 Open parsed portfolio | 196 | $225,492,156 | Open SEC source |
| 08 Apr 2026, 12:47:33 UTC | 13F-HR | Abacus FCF Advisors LLC CIK 0001604903 | 2026 Q1 Open parsed portfolio | 52 | $444,317,997 | Open SEC source |
| 08 Apr 2026, 12:46:49 UTC | 13F-HR | THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 | 2026 Q1 Open parsed portfolio | 497 | $773,479,716 | Open SEC source |
| 08 Apr 2026, 12:22:19 UTC | 13F-HR | DUDLEY & SHANLEY, INC. CIK 0000883511 | 2026 Q1 Open parsed portfolio | 37 | $611,236,912 | Open SEC source |
| 08 Apr 2026, 12:18:08 UTC | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 | 2026 Q1 Open parsed portfolio | 118 | $577,873,691 | Open SEC source |
| 08 Apr 2026, 12:03:49 UTC | 13F-HR | Cambridge Financial Group, LLC CIK 0002085256 | 2026 Q1 Open parsed portfolio | 168 | $295,448,467 | Open SEC source |
| 08 Apr 2026, 11:17:28 UTC | 13F-HR | Ervin Investment Management, LLC CIK 0001907802 | 2026 Q1 Open parsed portfolio | 47 | $170,761,976 | Open SEC source |
| 08 Apr 2026, 11:05:31 UTC | 13F-HR | Wealth Enhancement Trust Services, Inc. CIK 0002067696 | 2026 Q1 Open parsed portfolio | 779 | $826,482,769 | Open SEC source |
| 08 Apr 2026, 11:04:50 UTC | 13F-HR | JBR Co Financial Management Inc CIK 0002017878 | 2026 Q1 Open parsed portfolio | 120 | $238,860,183 | Open SEC source |
| 08 Apr 2026, 11:03:52 UTC | 13F-HR | Civilization Ventures Management, LLC CIK 0002112250 | 2025 Q4 Open parsed portfolio | 3 | $166,014,700 | Open SEC source |
| 08 Apr 2026, 11:03:46 UTC | 13F-HR | Gladwyn Financial Advisors, Inc. CIK 0002078684 | 2026 Q1 Open parsed portfolio | 86 | $143,728,420 | Open SEC source |
| 08 Apr 2026, 10:53:22 UTC | 13F-HR | NorthCrest Asset Manangement, LLC CIK 0001893159 | 2026 Q1 Open parsed portfolio | 766 | $3,210,551,533 | Open SEC source |
| 08 Apr 2026, 10:37:29 UTC | 13F-HR | Stonebridge Financial Group, LLC CIK 0002009367 | 2026 Q1 Open parsed portfolio | 262 | $1,216,126,817 | Open SEC source |
| 08 Apr 2026, 10:26:21 UTC | 13F-HR | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 2026 Q1 Open parsed portfolio | 3,556 | $45,170,089,363 | Open SEC source |
| 08 Apr 2026, 10:19:19 UTC | 13F-HR | Whitcomb & Hess, Inc. CIK 0001813577 | 2026 Q1 Open parsed portfolio | 64 | $428,761,970 | Open SEC source |
| 08 Apr 2026, 10:16:45 UTC | 13F-HR | Beacon Financial Strategies CORP CIK 0002084239 | 2026 Q1 Open parsed portfolio | 177 | $176,158,421 | Open SEC source |
| 08 Apr 2026, 09:55:15 UTC | 13F-HR | First Heartland Consultants, Inc. CIK 0001428793 | 2026 Q1 Open parsed portfolio | 523 | $1,305,044,611 | Open SEC source |
| 08 Apr 2026, 09:32:49 UTC | 13F-HR | Partnership Wealth Management, LLC CIK 0002010656 | 2026 Q1 Open parsed portfolio | 66 | $131,136,602 | Open SEC source |
| 08 Apr 2026, 09:30:22 UTC | 13F-HR | PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 | 2026 Q1 Open parsed portfolio | 190 | $344,989 | Open SEC source |
| 08 Apr 2026, 09:01:34 UTC | 13F-HR | Eastover Investment Advisors LLC CIK 0001472800 | 2026 Q1 Open parsed portfolio | 50 | $233,396,461 | Open SEC source |
| 08 Apr 2026, 08:58:12 UTC | 13F-HR | Significant Wealth Partners LLC CIK 0001964680 | 2026 Q1 Open parsed portfolio | 111 | $81,175,617 | Open SEC source |
| 08 Apr 2026, 08:57:07 UTC | 13F-HR | AAFMAA Wealth Management & Trust LLC CIK 0001846160 | 2026 Q1 Open parsed portfolio | 96 | $257,776,308 | Open SEC source |
| 08 Apr 2026, 08:43:22 UTC | 13F-HR | ORRSTOWN FINANCIAL SERVICES INC CIK 0000826154 | 2026 Q1 Open parsed portfolio | 117 | $597,476,809 | Open SEC source |
| 08 Apr 2026, 06:45:57 UTC | 13F-HR | Amanah Holdings Trust CIK 0002076121 | 2026 Q1 Open parsed portfolio | 20 | $898,539,067 | Open SEC source |