13F portfolio feed

Latest 13F Portfolio Filings

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

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1,201-1,250 of 3,689
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25

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Mascagni Wealth Management, Inc.

CIK 0002063074

13F-HR Q3 2026
CIK
0002063074
Source
SEC 13F-HR
Action
13F-HR accepted
Value
140 holdings / $165,332,763
Filed
23 Oct 2026, 09:37:00 UTC
Period
2026 Q3

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

13F portfolio

Arch Global Advisors, LLC

CIK 0002126837

13F-HR Q3 2026
CIK
0002126837
Source
SEC 13F-HR
Action
13F-HR accepted
Value
59 holdings / $240,450,997
Filed
23 Oct 2026, 09:35:34 UTC
Period
2026 Q3

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

13F portfolio

BSN Capital Partners Ltd

CIK 0001911876

13F-HR Q3 2026
CIK
0001911876
Source
SEC 13F-HR
Action
13F-HR accepted
Value
18 holdings / $2,496,615,957
Filed
23 Oct 2026, 09:35:03 UTC
Period
2026 Q3

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

13F portfolio

WEALTH EFFECTS LLC

CIK 0001907254

13F-HR Q3 2026
CIK
0001907254
Source
SEC 13F-HR
Action
13F-HR accepted
Value
250 holdings / $369,137,764
Filed
23 Oct 2026, 09:32:37 UTC
Period
2026 Q3

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

13F portfolio

SWP FINANCIAL LLC

CIK 0002014200

13F-HR Q3 2026
CIK
0002014200
Source
SEC 13F-HR
Action
13F-HR accepted
Value
77 holdings / $216,370,904
Filed
23 Oct 2026, 09:30:57 UTC
Period
2026 Q3

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

13F portfolio

Values First Advisors, Inc.

CIK 0001913608

13F-HR Q3 2026
CIK
0001913608
Source
SEC 13F-HR
Action
13F-HR accepted
Value
180 holdings / $212,702,069
Filed
23 Oct 2026, 09:30:11 UTC
Period
2026 Q3

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

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
23 Oct 2026, 09:37:00 UTC 13F-HR Mascagni Wealth Management, Inc. CIK 0002063074 2026 Q3 Open parsed portfolio 140 $165,332,763 Open SEC source
23 Oct 2026, 09:35:34 UTC 13F-HR Arch Global Advisors, LLC CIK 0002126837 2026 Q3 Open parsed portfolio 59 $240,450,997 Open SEC source
23 Oct 2026, 09:35:03 UTC 13F-HR BSN Capital Partners Ltd CIK 0001911876 2026 Q3 Open parsed portfolio 18 $2,496,615,957 Open SEC source
23 Oct 2026, 09:32:37 UTC 13F-HR WEALTH EFFECTS LLC CIK 0001907254 2026 Q3 Open parsed portfolio 250 $369,137,764 Open SEC source
23 Oct 2026, 09:30:57 UTC 13F-HR SWP FINANCIAL LLC CIK 0002014200 2026 Q3 Open parsed portfolio 77 $216,370,904 Open SEC source
23 Oct 2026, 09:30:11 UTC 13F-HR Values First Advisors, Inc. CIK 0001913608 2026 Q3 Open parsed portfolio 180 $212,702,069 Open SEC source
23 Oct 2026, 09:28:17 UTC 13F-HR Roberts Financial Services LLC CIK 0001767602 2026 Q3 Open parsed portfolio 32 $339,653,800 Open SEC source
23 Oct 2026, 09:26:24 UTC 13F-HR Matson Money. Inc. CIK 0001672512 2026 Q3 Open parsed portfolio 9 $3,574,920,198 Open SEC source
23 Oct 2026, 09:24:02 UTC 13F-HR Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. CIK 0002054965 2026 Q3 Open parsed portfolio 39 $54,452,223 Open SEC source
23 Oct 2026, 09:22:22 UTC 13F-HR Register Financial Advisors LLC CIK 0001962636 2026 Q3 Open parsed portfolio 437 $320,067,451 Open SEC source
23 Oct 2026, 09:20:44 UTC 13F-HR REGATTA CAPITAL GROUP, LLC CIK 0001911488 2026 Q3 Open parsed portfolio 233 $790,610,317 Open SEC source
23 Oct 2026, 09:17:59 UTC 13F-HR Retirement Solution LLC CIK 0001914606 2026 Q3 Open parsed portfolio 79 $525,286,569 Open SEC source
23 Oct 2026, 09:14:30 UTC 13F-HR Ameliora Wealth Management Ltd. CIK 0001910168 2026 Q3 Open parsed portfolio 239 $350,231,895 Open SEC source
23 Oct 2026, 09:11:11 UTC 13F-HR DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 2026 Q3 Open parsed portfolio 40 $14,821,661 Open SEC source
23 Oct 2026, 09:01:14 UTC 13F-HR Harbor Asset Planning, Inc. CIK 0002077050 2026 Q3 Open parsed portfolio 417 $133,446,960 Open SEC source
23 Oct 2026, 08:57:32 UTC 13F-HR PTM WEALTH MANAGEMENT, LLC CIK 0002061027 2026 Q3 Open parsed portfolio 60 $235,250,800 Open SEC source
23 Oct 2026, 08:54:20 UTC 13F-HR TigerOak Management, L.L.C. CIK 0002052586 2026 Q3 Open parsed portfolio 136 $381,761,476 Open SEC source
23 Oct 2026, 08:47:35 UTC 13F-HR Del-Sette Capital Management, LLC CIK 0001610580 2026 Q3 Open parsed portfolio 49 $171,762,115 Open SEC source
23 Oct 2026, 08:46:08 UTC 13F-HR Boyer Financial Services, Inc. CIK 0002108122 2026 Q3 Open parsed portfolio 61 $124,952,933 Open SEC source
23 Oct 2026, 08:45:03 UTC 13F-HR Sippican Capital Advisors CIK 0001557406 2026 Q3 Open parsed portfolio 99 $150,367,394 Open SEC source
23 Oct 2026, 08:44:31 UTC 13F-HR Center for Wealth Management Advisory CIK 0002121390 2026 Q3 Open parsed portfolio 62 $161,258,555 Open SEC source
23 Oct 2026, 08:43:46 UTC 13F-HR Constitution Capital LLC CIK 0001845531 2026 Q3 Open parsed portfolio 62 $214,837,327 Open SEC source
23 Oct 2026, 08:43:01 UTC 13F-HR BCK Partners, Inc. CIK 0001845867 2026 Q3 Open parsed portfolio 27 $205,254,770 Open SEC source
23 Oct 2026, 08:41:23 UTC 13F-HR VAUGHAN & Co SECURITIES, INC. CIK 0000805870 2026 Q3 Open parsed portfolio 61 $212,511,753 Open SEC source
23 Oct 2026, 08:40:00 UTC 13F-HR Keenan, LLC CIK 0002111703 2026 Q3 Open parsed portfolio 47 $145,526,064 Open SEC source
23 Oct 2026, 08:39:58 UTC 13F-HR Leading Edge Financial Planning LLC CIK 0001967205 2026 Q3 Open parsed portfolio 72 $482,510,175 Open SEC source
23 Oct 2026, 08:39:14 UTC 13F-HR Sterling Wealth Management, Inc. CIK 0002011149 2026 Q3 Open parsed portfolio 115 $387,920,192 Open SEC source
23 Oct 2026, 08:38:41 UTC 13F-HR MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 2026 Q3 Open parsed portfolio 1,445 $10,095,479,878 Open SEC source
23 Oct 2026, 08:17:48 UTC 13F-HR Rubicon Advisors, GP CIK 0002114679 2026 Q3 Open parsed portfolio 89 $143,647,147 Open SEC source
23 Oct 2026, 07:17:14 UTC 13F-HR Amanah Holdings Trust CIK 0002076121 2026 Q3 Open parsed portfolio 21 $1,787,359,449 Open SEC source
22 Oct 2026, 21:28:06 UTC 13F-HR Valliance Asset Management Ltd CIK 0001846639 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
22 Oct 2026, 20:27:29 UTC 13F-HR Independence Asset Advisors, LLC CIK 0002010929 2026 Q3 Open parsed portfolio 31 $425,194,843 Open SEC source
22 Oct 2026, 20:21:42 UTC 13F-HR Lighthouse Financial LLC CIK 0002057556 2026 Q3 Open parsed portfolio 96 $221,809,537 Open SEC source
22 Oct 2026, 19:21:01 UTC 13F-HR Gibson Capital, LLC CIK 0001427372 2026 Q3 Open parsed portfolio 92 $589,173,389 Open SEC source
22 Oct 2026, 19:13:24 UTC 13F-HR OUTFITTERS FINANCIAL LLC CIK 0001846505 2026 Q3 Open parsed portfolio 74 $136,695,232 Open SEC source
22 Oct 2026, 17:50:38 UTC 13F-HR RAHLFS CAPITAL, LLC CIK 0002056410 2026 Q3 Open parsed portfolio 89 $148,669,162 Open SEC source
22 Oct 2026, 17:38:03 UTC 13F-HR Towercrest Capital Management CIK 0001633288 2026 Q3 Open parsed portfolio 105 $698,893,202 Open SEC source
22 Oct 2026, 17:17:13 UTC 13F-HR Demars Financial Group, LLC CIK 0001723115 2026 Q3 Open parsed portfolio 120 $382,600,817 Open SEC source
22 Oct 2026, 17:13:09 UTC 13F-HR Compass Wealth Management LLC CIK 0001965653 2026 Q3 Open parsed portfolio 417 $519,119,141 Open SEC source
22 Oct 2026, 17:07:57 UTC 13F-HR Clarity Wealth Development LLC CIK 0002048774 2026 Q3 Open parsed portfolio 50 $177,059,033 Open SEC source
22 Oct 2026, 17:03:32 UTC 13F-HR ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 2026 Q3 Open parsed portfolio 99 $163,664,261 Open SEC source
22 Oct 2026, 17:03:15 UTC 13F-HR I.G.Y. Ltd CIK 0001811472 2026 Q3 Open parsed portfolio 3 $247,597,894 Open SEC source
22 Oct 2026, 17:00:06 UTC 13F-HR Darrow Company, Inc. CIK 0001908169 2026 Q3 Open parsed portfolio 58 $250,346,000 Open SEC source
22 Oct 2026, 16:45:19 UTC 13F-HR OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 2026 Q3 Open parsed portfolio 276 $500,808,302 Open SEC source
22 Oct 2026, 16:40:17 UTC 13F-HR U S GLOBAL INVESTORS INC CIK 0000754811 2026 Q3 Open parsed portfolio 137 $1,004,780,978 Open SEC source
22 Oct 2026, 16:33:30 UTC 13F-HR Insight Advisors, LLC/ PA CIK 0001844880 2026 Q3 Open parsed portfolio 239 $568,418,163 Open SEC source
22 Oct 2026, 16:24:26 UTC 13F-HR XXI WEALTH, LLC CIK 0002047463 2026 Q3 Open parsed portfolio 243 $249,147,926 Open SEC source
22 Oct 2026, 16:24:06 UTC 13F-HR CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 2026 Q3 Open parsed portfolio 70 $435,325,383 Open SEC source
22 Oct 2026, 16:21:51 UTC 13F-HR YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 2026 Q3 Open parsed portfolio 1,651 $8,868,095,172 Open SEC source
22 Oct 2026, 16:21:35 UTC 13F-HR SEVEN MILE ADVISORY CIK 0001987932 2026 Q3 Open parsed portfolio 165 $149,279,738 Open SEC source
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