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, 11:30:40 UTC | 13F-HR | JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 | 2026 Q2 Open parsed portfolio | 179 | $384,392,412 | Open SEC source |
| 09 Jul 2026, 11:26:07 UTC | 13F-HR | Dominguez Wealth Management Solutions, Inc. CIK 0001881335 | 2026 Q2 Open parsed portfolio | 75 | $181,484,721 | Open SEC source |
| 09 Jul 2026, 11:22:47 UTC | 13F-HR | Magnus Financial Group LLC CIK 0001765216 | 2026 Q2 Open parsed portfolio | 387 | $1,412,189,985 | Open SEC source |
| 09 Jul 2026, 11:21:21 UTC | 13F-HR | Polaris Investment Advisors, LLC CIK 0002103332 | 2026 Q2 Open parsed portfolio | 78 | $156,122,066 | Open SEC source |
| 09 Jul 2026, 11:20:29 UTC | 13F-HR | STEGINSKY CAPITAL LLC CIK 0001120048 | 2026 Q2 Open parsed portfolio | 8 | $666,254,000 | Open SEC source |
| 09 Jul 2026, 11:19:44 UTC | 13F-HR | Omnia Family Wealth, LLC CIK 0001696136 | 2026 Q2 Open parsed portfolio | 103 | $373,159,710 | Open SEC source |
| 09 Jul 2026, 11:14:16 UTC | 13F-HR | Sharkey, Howes & Javer CIK 0001642246 | 2026 Q2 Open parsed portfolio | 162 | $827,876,476 | Open SEC source |
| 09 Jul 2026, 11:08:56 UTC | 13F-HR | FMA Wealth Management, LLC CIK 0002011155 | 2026 Q2 Open parsed portfolio | 42 | $155,896,588 | Open SEC source |
| 09 Jul 2026, 11:04:45 UTC | 13F-HR | JBR Co Financial Management Inc CIK 0002017878 | 2026 Q2 Open parsed portfolio | 133 | $274,091,026 | Open SEC source |
| 09 Jul 2026, 11:02:21 UTC | 13F-HR | Three Bearings Fiduciary Advisors, Inc. CIK 0002140230 | 2026 Q2 Open parsed portfolio | 312 | $111,598,235 | Open SEC source |
| 09 Jul 2026, 11:00:47 UTC | 13F-HR | Winter & Associates, Inc. CIK 0002109063 | 2026 Q2 Open parsed portfolio | 85 | $133,090,310 | Open SEC source |
| 09 Jul 2026, 10:58:15 UTC | 13F-HR | EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 | 2026 Q2 Open parsed portfolio | 156 | $808,287,223 | Open SEC source |
| 09 Jul 2026, 10:54:02 UTC | 13F-HR | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 | 2024 Q4 Open parsed portfolio | 40 | $129,813,577 | Open SEC source |
| 09 Jul 2026, 10:53:07 UTC | 13F-HR | Fragasso Financial Advisors Inc CIK 0001613331 | 2026 Q2 Open parsed portfolio | 360 | $1,871,424,579 | Open SEC source |
| 09 Jul 2026, 10:52:47 UTC | 13F-HR | ARS Investment Partners, LLC CIK 0000733020 | 2026 Q2 Open parsed portfolio | 181 | $2,288,959,492 | Open SEC source |
| 09 Jul 2026, 10:52:07 UTC | 13F-HR | Freestate Advisors LLC CIK 0001660328 | 2026 Q2 Open parsed portfolio | 42 | $133,868,198 | Open SEC source |
| 09 Jul 2026, 10:51:43 UTC | 13F-HR | Marotta Asset Management CIK 0001802091 | 2026 Q2 Open parsed portfolio | 103 | $600,931,009 | Open SEC source |
| 09 Jul 2026, 10:51:26 UTC | 13F-HR | NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 | 2026 Q2 Open parsed portfolio | 183 | $260,288,592 | Open SEC source |
| 09 Jul 2026, 10:50:51 UTC | 13F-HR | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 | 2024 Q3 Open parsed portfolio | 43 | $136,991,405 | Open SEC source |
| 09 Jul 2026, 10:44:12 UTC | 13F-HR | SYQUANT CAPITAL SAS CIK 0001766392 | 2026 Q2 Open parsed portfolio | 38 | $447,183,000 | Open SEC source |
| 09 Jul 2026, 10:41:37 UTC | 13F-HR | Avant Financial Advisors LLC CIK 0002063243 | 2026 Q2 Open parsed portfolio | 69 | $160,551,454 | Open SEC source |
| 09 Jul 2026, 10:36:11 UTC | 13F-HR | Parisi Gray Wealth Management CIK 0001716659 | 2026 Q2 Open parsed portfolio | 155 | $487,151,051 | Open SEC source |
| 09 Jul 2026, 10:35:26 UTC | 13F-HR | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 | 2024 Q2 Open parsed portfolio | 42 | $127,270,762 | Open SEC source |
| 09 Jul 2026, 10:33:15 UTC | 13F-HR | CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 | 2026 Q2 Open parsed portfolio | 181 | $826,542,588 | Open SEC source |
| 09 Jul 2026, 10:24:49 UTC | 13F-HR | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 | 2024 Q1 Open parsed portfolio | 42 | $126,126,407 | Open SEC source |
| 09 Jul 2026, 10:20:45 UTC | 13F-HR | Bath Savings Trust Co CIK 0001384943 | 2026 Q2 Open parsed portfolio | 177 | $965,142,228 | Open SEC source |
| 09 Jul 2026, 10:20:27 UTC | 13F-HR | WLTH Capital Management, LLC CIK 0002112635 | 2026 Q2 Open parsed portfolio | 29 | $156,016,022 | Open SEC source |
| 09 Jul 2026, 10:17:06 UTC | 13F-HR | WINCAP FINANCIAL LLC CIK 0002064588 | 2026 Q2 Open parsed portfolio | 91 | $185,172,637 | Open SEC source |
| 09 Jul 2026, 10:13:18 UTC | 13F-HR | Werlinich Asset Management, LLC CIK 0002000493 | 2026 Q2 Open parsed portfolio | 58 | $261,674,232 | Open SEC source |
| 09 Jul 2026, 10:12:51 UTC | 13F-HR | ALONGSIDE, LLC CIK 0002113496 | 2025 Q4 Open parsed portfolio | 83 | $301,159,301 | Open SEC source |
| 09 Jul 2026, 10:09:38 UTC | 13F-HR | SeaCrest Wealth Management, LLC CIK 0001728121 | 2026 Q2 Open parsed portfolio | 550 | $903,420,724 | Open SEC source |
| 09 Jul 2026, 10:07:23 UTC | 13F-HR | Selby Wealth Management, LLC CIK 0002110725 | 2026 Q2 Open parsed portfolio | 83 | $282,096,161 | Open SEC source |
| 09 Jul 2026, 10:06:18 UTC | 13F-HR | American State Bank (Iowa) CIK 0002122473 | 2026 Q2 Open parsed portfolio | 139 | $246,511,469 | Open SEC source |
| 09 Jul 2026, 10:05:31 UTC | 13F-HR | SAPIENT CAPITAL LLC CIK 0001998653 | 2026 Q2 Open parsed portfolio | 396 | $7,641,246,630 | Open SEC source |
| 09 Jul 2026, 10:00:08 UTC | 13F-HR | Sage Investment Advisers LLC CIK 0001925418 | 2026 Q2 Open parsed portfolio | 98 | $148,665,023 | Open SEC source |
| 09 Jul 2026, 09:58:13 UTC | 13F-HR | Banque de Luxembourg S.A. CIK 0002055344 | 2026 Q2 Open parsed portfolio | 78 | $211,989,604 | Open SEC source |
| 09 Jul 2026, 09:57:34 UTC | 13F-HR | PSP Research LLC CIK 0002106939 | 2026 Q2 Open parsed portfolio | 75 | $187,882,190 | Open SEC source |
| 09 Jul 2026, 09:57:15 UTC | 13F-HR | Independence Financial Advisors, LLC CIK 0002066080 | 2026 Q2 Open parsed portfolio | 55 | $385,510,888 | Open SEC source |
| 09 Jul 2026, 09:55:15 UTC | 13F-HR | MKT Advisors LLC CIK 0001906802 | 2026 Q2 Open parsed portfolio | 155 | $321,811,585 | Open SEC source |
| 09 Jul 2026, 09:52:59 UTC | 13F-HR | Mayflower Financial Advisors, LLC CIK 0001852930 | 2026 Q2 Open parsed portfolio | 498 | $1,156,198,416 | Open SEC source |
| 09 Jul 2026, 09:49:52 UTC | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 | 2026 Q2 Open parsed portfolio | 118 | $410,450,629 | Open SEC source |
| 09 Jul 2026, 09:46:30 UTC | 13F-HR | Laurie J. Trustee Hall CIK 0001388382 | 2026 Q2 Open parsed portfolio | 103 | $321,593,674 | Open SEC source |
| 09 Jul 2026, 09:45:55 UTC | 13F-HR | C2C Wealth Management, LLC CIK 0001868903 | 2026 Q2 Open parsed portfolio | 95 | $127,079,615 | Open SEC source |
| 09 Jul 2026, 09:45:45 UTC | 13F-HR | Edge Wealth Management LLC CIK 0001567163 | 2026 Q2 Open parsed portfolio | 87 | $593,948,356 | Open SEC source |
| 09 Jul 2026, 09:39:49 UTC | 13F-HR | Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 | 2026 Q2 Open parsed portfolio | 153 | $321,088,581 | Open SEC source |
| 09 Jul 2026, 09:38:49 UTC | 13F-HR | Procyon Advisors, LLC CIK 0001804329 | 2026 Q2 Open parsed portfolio | 586 | $2,299,042,293 | Open SEC source |
| 09 Jul 2026, 09:35:51 UTC | 13F-HR | New England Research & Management, Inc. CIK 0001596077 | 2026 Q2 Open parsed portfolio | 134 | $256,946,530 | Open SEC source |
| 09 Jul 2026, 09:35:20 UTC | 13F-HR | CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 | 2026 Q2 Open parsed portfolio | 106 | $408,173,518 | Open SEC source |
| 09 Jul 2026, 09:34:39 UTC | 13F-HR | Gilman Hill Asset Management, LLC CIK 0001551969 | 2026 Q2 Open parsed portfolio | 236 | $730,995,657 | Open SEC source |
| 09 Jul 2026, 09:33:56 UTC | 13F-HR | Lineweaver Wealth Advisors, LLC CIK 0001797873 | 2026 Q2 Open parsed portfolio | 181 | $841,177,393 | Open SEC source |