13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
190

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

Matthew Goff Investment Advisor, LLC

CIK 0000935359

13F-HR Q2 2026
CIK
0000935359
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
91 holdings / $592,617,031
Filed
07 Jul 2026, 17:32:40 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Madison Park Capital Advisors, LLC

CIK 0001993022

13F-HR Q2 2026
CIK
0001993022
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
65 holdings / $93,256,876
Filed
07 Jul 2026, 17:25:02 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Mirador Capital Partners LP

CIK 0001633446

13F-HR Q2 2026
CIK
0001633446
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
216 holdings / $816,385,060
Filed
07 Jul 2026, 17:12:06 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Quad-Cities Investment Group, LLC

CIK 0001741426

13F-HR Q2 2026
CIK
0001741426
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
209 holdings / $278,231,780
Filed
07 Jul 2026, 17:11:29 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Trinity Wealth Management, LLC

CIK 0001685364

13F-HR Q2 2026
CIK
0001685364
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
74 holdings / $315,152,476
Filed
07 Jul 2026, 17:10:56 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

M.E. ALLISON & CO., INC.

CIK 0001619532

13F-HR Q2 2026
CIK
0001619532
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
195 holdings / $173,748,366
Filed
07 Jul 2026, 17:10:25 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
07 Jul 2026, 17:32:40 UTC 13F-HR Matthew Goff Investment Advisor, LLC CIK 0000935359 2026 Q2 Open parsed portfolio 91 $592,617,031 Open SEC source
07 Jul 2026, 17:25:02 UTC 13F-HR Madison Park Capital Advisors, LLC CIK 0001993022 2026 Q2 Open parsed portfolio 65 $93,256,876 Open SEC source
07 Jul 2026, 17:12:06 UTC 13F-HR Mirador Capital Partners LP CIK 0001633446 2026 Q2 Open parsed portfolio 216 $816,385,060 Open SEC source
07 Jul 2026, 17:11:29 UTC 13F-HR Quad-Cities Investment Group, LLC CIK 0001741426 2026 Q2 Open parsed portfolio 209 $278,231,780 Open SEC source
07 Jul 2026, 17:10:56 UTC 13F-HR Trinity Wealth Management, LLC CIK 0001685364 2026 Q2 Open parsed portfolio 74 $315,152,476 Open SEC source
07 Jul 2026, 17:10:25 UTC 13F-HR M.E. ALLISON & CO., INC. CIK 0001619532 2026 Q2 Open parsed portfolio 195 $173,748,366 Open SEC source
07 Jul 2026, 17:09:48 UTC 13F-HR INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 2026 Q2 Open parsed portfolio 181 $453,959,176 Open SEC source
07 Jul 2026, 17:09:05 UTC 13F-HR DMKC Advisory Services, LLC CIK 0001901337 2026 Q2 Open parsed portfolio 92 $529,626,255 Open SEC source
07 Jul 2026, 17:08:36 UTC 13F-HR Balefire, LLC CIK 0001750924 2026 Q2 Open parsed portfolio 475 $612,588,273 Open SEC source
07 Jul 2026, 17:06:31 UTC 13F-HR Dynamic Advisor Solutions LLC CIK 0001599747 2026 Q2 Open parsed portfolio 1,030 $3,513,256,650 Open SEC source
07 Jul 2026, 17:05:54 UTC 13F-HR FOCUS Wealth Advisors, LLC CIK 0001845643 2026 Q2 Open parsed portfolio 61 $215,718,628 Open SEC source
07 Jul 2026, 17:05:04 UTC 13F-HR WILLNER & HELLER, LLC CIK 0001927796 2026 Q2 Open parsed portfolio 165 $159,713,407 Open SEC source
07 Jul 2026, 17:04:21 UTC 13F-HR McNaughton Wealth Management, LLC CIK 0001802691 2026 Q2 Open parsed portfolio 75 $281,616,582 Open SEC source
07 Jul 2026, 17:03:53 UTC 13F-HR Graves Light Lenhart Wealth, Inc. CIK 0001759803 2026 Q2 Open parsed portfolio 203 $1,071,654,037 Open SEC source
07 Jul 2026, 17:03:11 UTC 13F-HR TLWM CIK 0001732537 2026 Q2 Open parsed portfolio 73 $614,941,957 Open SEC source
07 Jul 2026, 17:02:03 UTC 13F-HR INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 2026 Q2 Open parsed portfolio 185 $872,756,323 Open SEC source
07 Jul 2026, 17:01:27 UTC 13F-HR Systrade AG CIK 0001818160 2026 Q2 Open parsed portfolio 14 $159,745,325 Open SEC source
07 Jul 2026, 17:00:27 UTC 13F-HR Pioneer Wealth Management Group CIK 0001973339 2026 Q2 Open parsed portfolio 55 $413,935,618 Open SEC source
07 Jul 2026, 16:59:06 UTC 13F-HR Fermata Advisors, LLC CIK 0001859259 2026 Q2 Open parsed portfolio 275 $494,523,036 Open SEC source
07 Jul 2026, 16:58:25 UTC 13F-HR 180 WEALTH ADVISORS, LLC CIK 0001730817 2026 Q2 Open parsed portfolio 486 $997,184,808 Open SEC source
07 Jul 2026, 16:58:04 UTC 13F-HR First Citizens Financial Corp CIK 0001800597 2026 Q2 Open parsed portfolio 139 $239,192,237 Open SEC source
07 Jul 2026, 16:57:24 UTC 13F-HR Post Resch Tallon Group Inc. CIK 0002054476 2026 Q2 Open parsed portfolio 138 $144,583,933 Open SEC source
07 Jul 2026, 16:56:47 UTC 13F-HR Bill Few Associates, Inc. CIK 0001914644 2026 Q2 Open parsed portfolio 225 $467,788,373 Open SEC source
07 Jul 2026, 16:56:16 UTC 13F-HR SFM, LLC CIK 0002064225 2026 Q2 Open parsed portfolio 69 $195,067,226 Open SEC source
07 Jul 2026, 16:53:42 UTC 13F-HR Foster Group, Inc. CIK 0001841544 2026 Q2 Open parsed portfolio 318 $3,762,674,452 Open SEC source
07 Jul 2026, 16:52:10 UTC 13F-HR Hamlin Capital Management, LLC CIK 0001277403 2026 Q2 Open parsed portfolio 30 $4,447,595,172 Open SEC source
07 Jul 2026, 16:51:29 UTC 13F-HR JGP Wealth Management, LLC CIK 0001748278 2026 Q2 Open parsed portfolio 231 $1,114,636,116 Open SEC source
07 Jul 2026, 15:41:46 UTC 13F-HR Emprise Bank CIK 0002018815 2026 Q2 Open parsed portfolio 109 $271,488,270 Open SEC source
07 Jul 2026, 16:49:04 UTC 13F-HR Paller Financial Services Inc CIK 0002095931 2026 Q2 Open parsed portfolio 44 $133,761,367 Open SEC source
07 Jul 2026, 16:48:21 UTC 13F-HR Mechanics Bank Trust Department CIK 0001439743 2026 Q2 Open parsed portfolio 211 $808,201,659 Open SEC source
07 Jul 2026, 16:47:37 UTC 13F-HR David J Yvars Group CIK 0001836266 2026 Q2 Open parsed portfolio 105 $203,329,292 Open SEC source
07 Jul 2026, 16:45:40 UTC 13F-HR Trust Asset Management LLC CIK 0001608376 2026 Q2 Open parsed portfolio 329 $1,606,564,488 Open SEC source
07 Jul 2026, 16:26:46 UTC 13F-HR SHAYNE & JACOBS, LLC CIK 0001484085 2026 Q2 Open parsed portfolio 101 $337,175,106 Open SEC source
07 Jul 2026, 16:25:39 UTC 13F-HR Hardin Capital Partners, LLC CIK 0002033094 2026 Q2 Open parsed portfolio 141 $215,360,376 Open SEC source
07 Jul 2026, 16:24:16 UTC 13F-HR Thrive Wealth Management, LLC CIK 0001847610 2026 Q2 Open parsed portfolio 254 $777,108,857 Open SEC source
07 Jul 2026, 16:21:44 UTC 13F-HR SANDERS MORRIS HARRIS LLC CIK 0001053994 2026 Q2 Open parsed portfolio 75 $172,412,314 Open SEC source
07 Jul 2026, 16:16:41 UTC 13F-HR Lincoln Capital LLC CIK 0001633862 2026 Q2 Open parsed portfolio 137 $561,998,145 Open SEC source
07 Jul 2026, 16:14:36 UTC 13F-HR Archer Investment Management, LLC CIK 0002052868 2026 Q2 Open parsed portfolio 110 $292,664,741 Open SEC source
07 Jul 2026, 16:13:48 UTC 13F-HR INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 2026 Q2 Open parsed portfolio 57 $143,323,227 Open SEC source
07 Jul 2026, 16:12:49 UTC 13F-HR CHAPIN DAVIS, INC. CIK 0000872098 2026 Q2 Open parsed portfolio 256 $568,575,053 Open SEC source
07 Jul 2026, 16:11:37 UTC 13F-HR Gainplan LLC CIK 0001697857 2026 Q2 Open parsed portfolio 60 $253,813,060 Open SEC source
07 Jul 2026, 15:57:49 UTC 13F-HR Stonehearth Capital Management, LLC CIK 0001550191 2026 Q2 Open parsed portfolio 94 $293,073,707 Open SEC source
07 Jul 2026, 15:46:20 UTC 13F-HR Sarasin & Partners LLP CIK 0001510481 2026 Q2 Open parsed portfolio 94 $8,536,628,024 Open SEC source
07 Jul 2026, 15:45:30 UTC 13F-HR Crocodile Capital Partners GmbH CIK 0001956498 2026 Q2 Open parsed portfolio 12 $147,024,121 Open SEC source
07 Jul 2026, 15:42:22 UTC 13F-HR Hummer Financial Advisory Services Inc CIK 0001802279 2026 Q2 Open parsed portfolio 129 $152,001,171 Open SEC source
07 Jul 2026, 15:41:38 UTC 13F-HR Evanson Financial, LLC CIK 0002140235 2026 Q2 Open parsed portfolio 325 $2,043,567,913 Open SEC source
07 Jul 2026, 15:40:07 UTC 13F-HR ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 2026 Q2 Open parsed portfolio 162 $878,341,920 Open SEC source
07 Jul 2026, 15:39:07 UTC 13F-HR IMZ Advisory Inc CIK 0002017735 2026 Q2 Open parsed portfolio 38 $315,813,762 Open SEC source
07 Jul 2026, 15:37:59 UTC 13F-HR Midwest Financial Network, LLC CIK 0002137280 2026 Q2 Open parsed portfolio 105 $146,435,676 Open SEC source
07 Jul 2026, 15:31:34 UTC 13F-HR Israel Discount Bank of New York CIK 0001706511 2026 Q2 Open parsed portfolio 43 $54,017,732 Open SEC source
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