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, 09:33:45 UTC | 13F-HR/A | MTCO Ltd. CIK 0002095669 | 2026 Q2 - Restatement Open parsed portfolio | 4 | $271,303,685 | Open SEC source |
| 09 Jul 2026, 09:33:18 UTC | 13F-HR | Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 | 2026 Q2 Open parsed portfolio | 160 | $373,257,327 | Open SEC source |
| 09 Jul 2026, 09:32:21 UTC | 13F-HR | Vilga Financial Planning LLC CIK 0002083456 | 2026 Q2 Open parsed portfolio | 93 | $132,021,871 | Open SEC source |
| 09 Jul 2026, 09:31:33 UTC | 13F-HR | Towerpoint Wealth, LLC CIK 0001731445 | 2026 Q2 Open parsed portfolio | 113 | $287,862,967 | Open SEC source |
| 09 Jul 2026, 09:30:48 UTC | 13F-HR | EVERPAR ADVISORS LLC CIK 0002010410 | 2026 Q2 Open parsed portfolio | 302 | $351,517,466 | Open SEC source |
| 09 Jul 2026, 09:28:33 UTC | 13F-HR | EHRLICH FINANCIAL GROUP CIK 0002010632 | 2026 Q2 Open parsed portfolio | 119 | $194,428,101 | Open SEC source |
| 09 Jul 2026, 09:24:52 UTC | 13F-HR | Chemistry Wealth Management LLC CIK 0001910183 | 2026 Q2 Open parsed portfolio | 209 | $621,943,574 | Open SEC source |
| 09 Jul 2026, 09:20:13 UTC | 13F-HR | AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 | 2026 Q2 Open parsed portfolio | 118 | $1,568,262,926 | Open SEC source |
| 09 Jul 2026, 09:15:12 UTC | 13F-HR | ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 | 2026 Q2 Open parsed portfolio | 173 | $530,173,576 | Open SEC source |
| 09 Jul 2026, 09:09:32 UTC | 13F-HR | Maj Invest Holding A/S CIK 0001730525 | 2026 Q2 Open parsed portfolio | 38 | $2,199,343,000 | Open SEC source |
| 09 Jul 2026, 08:50:41 UTC | 13F-HR | GLP Holdings LLLP CIK 0002103074 | 2026 Q2 Open parsed portfolio | 4 | $111,316,381 | Open SEC source |
| 09 Jul 2026, 08:25:46 UTC | 13F-HR | Banka Slovenska Narodna CIK 0002126778 | 2026 Q2 Open parsed portfolio | 3 | $3,490,673,819 | Open SEC source |
| 09 Jul 2026, 08:22:12 UTC | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720 | 2026 Q2 Open parsed portfolio | 20 | $9,011,871,154 | Open SEC source |
| 09 Jul 2026, 08:20:19 UTC | 13F-HR | Cardano Risk Management B.V. CIK 0001619124 | 2026 Q2 Open parsed portfolio | 52 | $12,987,954,000 | Open SEC source |
| 09 Jul 2026, 07:58:15 UTC | 13F-HR | SAX WEALTH ADVISORS, LLC CIK 0001846150 | 2026 Q2 Open parsed portfolio | 537 | $2,420,271,107 | Open SEC source |
| 09 Jul 2026, 07:50:04 UTC | 13F-HR | Oliver Luxxe Assets LLC CIK 0001666239 | 2026 Q2 Open parsed portfolio | 194 | $678,794,698 | Open SEC source |
| 08 Jul 2026, 20:00:45 UTC | 13F-HR | Topor & Co. Korea CIK 0002113285 | 2026 Q2 Open parsed portfolio | 19 | $126,854,335 | Open SEC source |
| 08 Jul 2026, 18:52:48 UTC | 13F-HR | Deane Retirement Strategies, Inc. CIK 0001659346 | 2026 Q2 Open parsed portfolio | 52 | $236,204,453 | Open SEC source |
| 08 Jul 2026, 18:46:07 UTC | 13F-HR | Great Waters Wealth Management CIK 0001964535 | 2026 Q2 Open parsed portfolio | 128 | $1,079,201,932 | Open SEC source |
| 08 Jul 2026, 18:41:45 UTC | 13F-HR/A | Wealth High Governance Asset Management Ltda. CIK 0002111728 | 2026 Q1 - Restatement Open parsed portfolio | 51 | $640,987,578 | Open SEC source |
| 08 Jul 2026, 18:37:23 UTC | 13F-HR | Wealth Science Advisors LLC CIK 0002083087 | 2026 Q2 Open parsed portfolio | 97 | $224,980,768 | Open SEC source |
| 08 Jul 2026, 18:31:12 UTC | 13F-HR | BIRCHBROOK, INC. CIK 0002071468 | 2026 Q2 Open parsed portfolio | 304 | $213,054,632 | Open SEC source |
| 08 Jul 2026, 18:29:40 UTC | 13F-HR/A | Wealth High Governance Asset Management Ltda. CIK 0002111728 | 2025 Q4 - Restatement Open parsed portfolio | 53 | $559,290,531 | Open SEC source |
| 08 Jul 2026, 18:12:38 UTC | 13F-HR | Exchange Bank CIK 0002001155 | 2026 Q2 Open parsed portfolio | 130 | $160,631,512 | Open SEC source |
| 08 Jul 2026, 18:08:22 UTC | 13F-HR | Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 | 2026 Q2 Open parsed portfolio | 113 | $598,764,374 | Open SEC source |
| 08 Jul 2026, 18:07:08 UTC | 13F-HR | HF Advisory Group, LLC CIK 0001963169 | 2026 Q2 Open parsed portfolio | 168 | $323,489,762 | Open SEC source |
| 08 Jul 2026, 18:05:53 UTC | 13F-HR | Arista Wealth Management, LLC CIK 0001964758 | 2026 Q2 Open parsed portfolio | 266 | $926,658,954 | Open SEC source |
| 08 Jul 2026, 18:02:42 UTC | 13F-HR | GoalVest Advisory LLC CIK 0001839307 | 2026 Q2 Open parsed portfolio | 500 | $539,118,468 | Open SEC source |
| 08 Jul 2026, 17:57:59 UTC | 13F-HR | Aletheian Wealth Advisors LLC CIK 0001922281 | 2026 Q2 Open parsed portfolio | 109 | $234,161,850 | Open SEC source |
| 08 Jul 2026, 17:53:00 UTC | 13F-HR | Yanni & Associates Investment Advisors, LLC CIK 0002109644 | 2026 Q2 Open parsed portfolio | 34 | $108,372,906 | Open SEC source |
| 08 Jul 2026, 17:52:03 UTC | 13F-HR | Client First Investment Management LLC CIK 0002018284 | 2026 Q2 Open parsed portfolio | 28 | $237,294,960 | Open SEC source |
| 08 Jul 2026, 17:49:15 UTC | 13F-HR | Tactive Advisors, LLC CIK 0002002409 | 2026 Q2 Open parsed portfolio | 282 | $405,918,114 | Open SEC source |
| 08 Jul 2026, 17:45:43 UTC | 13F-HR | Roan Capital Partners CIK 0002124783 | 2026 Q2 Open parsed portfolio | 78 | $120,583,499 | Open SEC source |
| 08 Jul 2026, 17:43:28 UTC | 13F-HR | Everhart Financial Group, Inc. CIK 0001852858 | 2026 Q2 Open parsed portfolio | 481 | $1,563,119,095 | Open SEC source |
| 08 Jul 2026, 17:38:28 UTC | 13F-HR | JACOBS & CO/CA CIK 0001055544 | 2026 Q2 Open parsed portfolio | 134 | $1,166,370,000 | Open SEC source |
| 08 Jul 2026, 17:30:34 UTC | 13F-HR | REINHART PARTNERS, LLC. CIK 0001080298 | 2026 Q2 Open parsed portfolio | 72 | $4,379,854,648 | Open SEC source |
| 08 Jul 2026, 17:28:53 UTC | 13F-HR | AAFMAA Wealth Management & Trust LLC CIK 0001846160 | 2026 Q2 Open parsed portfolio | 95 | $286,496,200 | Open SEC source |
| 08 Jul 2026, 17:17:34 UTC | 13F-HR | UNICOM Systems, Inc. CIK 0001996154 | 2026 Q2 Open parsed portfolio | 39 | $1,532,644,502 | Open SEC source |
| 08 Jul 2026, 17:12:06 UTC | 13F-HR | Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 2026 Q2 Open parsed portfolio | 684 | $437,111,413 | Open SEC source |
| 08 Jul 2026, 17:01:37 UTC | 13F-HR | First Heartland Consultants, Inc. CIK 0001428793 | 2026 Q2 Open parsed portfolio | 589 | $1,542,954,227 | Open SEC source |
| 08 Jul 2026, 16:53:07 UTC | 13F-HR | Beacon Financial Strategies CORP CIK 0002084239 | 2026 Q2 Open parsed portfolio | 209 | $201,161,278 | Open SEC source |
| 08 Jul 2026, 16:51:13 UTC | 13F-HR | Quantum Financial Advisors, LLC CIK 0001929139 | 2026 Q2 Open parsed portfolio | 251 | $1,001,221,656 | Open SEC source |
| 08 Jul 2026, 16:50:31 UTC | 13F-HR | Eldred Rock Partners, LLC CIK 0001984180 | 2026 Q2 Open parsed portfolio | 29 | $465,101,318 | Open SEC source |
| 08 Jul 2026, 16:49:55 UTC | 13F-HR | Shulman DeMeo Asset Management LLC CIK 0001767070 | 2026 Q2 Open parsed portfolio | 146 | $535,004,241 | Open SEC source |
| 08 Jul 2026, 16:48:14 UTC | 13F-HR | Sprinkle Financial Consultants LLC CIK 0002011593 | 2026 Q2 Open parsed portfolio | 104 | $254,907,740 | Open SEC source |
| 08 Jul 2026, 16:47:11 UTC | 13F-HR | Williams & Novak Wealth Management, LLC CIK 0001998419 | 2026 Q2 Open parsed portfolio | 145 | $149,540,276 | Open SEC source |
| 08 Jul 2026, 16:46:13 UTC | 13F-HR | Chesley Taft & Associates LLC CIK 0001164632 | 2026 Q2 Open parsed portfolio | 369 | $2,568,287,732 | Open SEC source |
| 08 Jul 2026, 16:36:54 UTC | 13F-HR | Trust Point Inc. CIK 0001635633 | 2026 Q2 Open parsed portfolio | 463 | $1,178,180,166 | Open SEC source |
| 08 Jul 2026, 16:26:46 UTC | 13F-HR | Colorado Capital Management, Inc. CIK 0001664147 | 2026 Q2 Open parsed portfolio | 101 | $293,080,000 | Open SEC source |
| 08 Jul 2026, 16:24:32 UTC | 13F-HR | 3 FACTOR INDEXING, LLC CIK 0002135169 | 2026 Q2 Open parsed portfolio | 438 | $118,148,913 | Open SEC source |