13F portfolio feed
Showing filings accepted since 01 Oct 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 |
|---|---|---|---|---|---|---|
| 19 Oct 2026, 16:24:39 UTC | 13F-HR | Milestones Private Investment Advisors LLC CIK 0001726041 | 2026 Q3 Open parsed portfolio | 73 | $123,364,943 | Open SEC source |
| 19 Oct 2026, 16:24:14 UTC | 13F-HR | San Luis Wealth Advisors LLC CIK 0001844709 | 2026 Q3 Open parsed portfolio | 181 | $654,999,700 | Open SEC source |
| 19 Oct 2026, 16:23:45 UTC | 13F-HR | Single Point Partners, LLC CIK 0001801184 | 2026 Q3 Open parsed portfolio | 96 | $496,252,821 | Open SEC source |
| 19 Oct 2026, 16:23:20 UTC | 13F-HR | WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 | 2026 Q3 Open parsed portfolio | 64 | $182,934,188 | Open SEC source |
| 19 Oct 2026, 16:23:18 UTC | 13F-HR | Warwick Investment Management, Inc. CIK 0001931041 | 2026 Q3 Open parsed portfolio | 149 | $871,224,842 | Open SEC source |
| 19 Oct 2026, 16:22:42 UTC | 13F-HR | New England Private Wealth Advisors LLC CIK 0001582813 | 2026 Q3 Open parsed portfolio | 205 | $1,048,103,215 | Open SEC source |
| 19 Oct 2026, 16:22:23 UTC | 13F-HR | SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 | 2026 Q3 Open parsed portfolio | 187 | $741,144,818 | Open SEC source |
| 19 Oct 2026, 16:21:47 UTC | 13F-HR | Retirement Planning Group, LLC CIK 0001508195 | 2026 Q3 Open parsed portfolio | 531 | $3,954,701,085 | Open SEC source |
| 19 Oct 2026, 16:20:55 UTC | 13F-HR | Donalies Financial Planning, LLC CIK 0002111587 | 2026 Q3 Open parsed portfolio | 78 | $136,046,145 | Open SEC source |
| 19 Oct 2026, 16:20:20 UTC | 13F-HR | Secure Asset Management, LLC CIK 0001800692 | 2026 Q3 Open parsed portfolio | 325 | $749,162,208 | Open SEC source |
| 19 Oct 2026, 16:19:52 UTC | 13F-HR | RPOA Advisors, Inc. CIK 0001963326 | 2026 Q3 Open parsed portfolio | 8 | $3,353,087,489 | Open SEC source |
| 19 Oct 2026, 16:18:41 UTC | 13F-HR | Worth Financial Advisory Group, LLC CIK 0001964358 | 2026 Q3 Open parsed portfolio | 197 | $241,844,597 | Open SEC source |
| 19 Oct 2026, 16:18:33 UTC | 13F-HR | Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 | 2026 Q3 Open parsed portfolio | 82 | $583,409,305 | Open SEC source |
| 19 Oct 2026, 16:18:13 UTC | 13F-HR | Peirce Capital Management, LLC CIK 0002008166 | 2026 Q3 Open parsed portfolio | 47 | $272,154,638 | Open SEC source |
| 19 Oct 2026, 16:17:54 UTC | 13F-HR | Blue Zone Wealth Advisors, LLC CIK 0001803106 | 2026 Q3 Open parsed portfolio | 127 | $633,612,954 | Open SEC source |
| 19 Oct 2026, 16:17:04 UTC | 13F-HR | Sitrin Capital Management LLC CIK 0001664771 | 2026 Q3 Open parsed portfolio | 40 | $221,673,218 | Open SEC source |
| 19 Oct 2026, 16:16:25 UTC | 13F-HR | Powerhouse Assets LLC CIK 0001564396 | 2026 Q3 Open parsed portfolio | 54 | $124,771,089 | Open SEC source |
| 19 Oct 2026, 16:15:40 UTC | 13F-HR | Arlington Financial Advisors, LLC CIK 0001716539 | 2026 Q3 Open parsed portfolio | 112 | $796,270,484 | Open SEC source |
| 19 Oct 2026, 16:14:44 UTC | 13F-HR | Columbia Asset Management CIK 0001585047 | 2026 Q3 Open parsed portfolio | 167 | $575,321,313 | Open SEC source |
| 19 Oct 2026, 16:13:52 UTC | 13F-HR | Orin Green Financial, LLC CIK 0001844227 | 2026 Q3 Open parsed portfolio | 82 | $266,527,655 | Open SEC source |
| 19 Oct 2026, 16:13:07 UTC | 13F-HR | Breachway Investments LLC CIK 0002106661 | 2026 Q3 Open parsed portfolio | 70 | $64,705,185 | Open SEC source |
| 19 Oct 2026, 16:13:06 UTC | 13F-HR | Equita Financial Network, Inc. CIK 0001994461 | 2026 Q3 Open parsed portfolio | 86 | $353,231,423 | Open SEC source |
| 19 Oct 2026, 16:12:56 UTC | 13F-HR | Maia Wealth LLC CIK 0002010858 | 2026 Q3 Open parsed portfolio | 348 | $722,993,213 | Open SEC source |
| 19 Oct 2026, 16:12:37 UTC | 13F-HR | RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 | 2026 Q3 Open parsed portfolio | 113 | $216,110,985 | Open SEC source |
| 19 Oct 2026, 16:11:53 UTC | 13F-HR | Tanager Wealth Management LLP CIK 0001892929 | 2026 Q3 Open parsed portfolio | 182 | $1,200,124,187 | Open SEC source |
| 19 Oct 2026, 16:10:20 UTC | 13F-HR | NOVEM GROUP CIK 0001926783 | 2026 Q3 Open parsed portfolio | 429 | $1,005,182,678 | Open SEC source |
| 19 Oct 2026, 16:08:08 UTC | 13F-HR | Sterling Investment Counsel, LLC CIK 0001925853 | 2026 Q3 Open parsed portfolio | 194 | $436,874,313 | Open SEC source |
| 19 Oct 2026, 16:05:51 UTC | 13F-HR | Highland Financial Advisors, LLC CIK 0001939237 | 2026 Q3 Open parsed portfolio | 82 | $469,394,725 | Open SEC source |
| 19 Oct 2026, 16:04:20 UTC | 13F-HR | North Forty Two & Co. CIK 0002055134 | 2026 Q3 Open parsed portfolio | 106 | $121,067,162 | Open SEC source |
| 19 Oct 2026, 16:01:53 UTC | 13F-HR | FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 | 2026 Q3 Open parsed portfolio | 56 | $938,731,259 | Open SEC source |
| 19 Oct 2026, 16:00:10 UTC | 13F-HR | Asio Capital, LLC CIK 0001803291 | 2026 Q3 Open parsed portfolio | 131 | $815,681,299 | Open SEC source |
| 19 Oct 2026, 15:59:39 UTC | 13F-HR | ETF Store, Inc. CIK 0001911470 | 2026 Q3 Open parsed portfolio | 109 | $121,533,639 | Open SEC source |
| 19 Oct 2026, 15:56:59 UTC | 13F-HR | Alpha Advisors, LLC/VA CIK 0002095967 | 2026 Q3 Open parsed portfolio | 50 | $136,737,656 | Open SEC source |
| 19 Oct 2026, 15:54:07 UTC | 13F-HR | Community Bank & Trust, Waco, Texas CIK 0001654847 | 2026 Q3 Open parsed portfolio | 173 | $612,331,000 | Open SEC source |
| 19 Oct 2026, 15:49:01 UTC | 13F-HR | TRUE Private Wealth Advisors CIK 0001667074 | 2026 Q3 Open parsed portfolio | 289 | $1,176,002,837 | Open SEC source |
| 19 Oct 2026, 15:47:25 UTC | 13F-HR | Asset Advisors Investment Management, LLC CIK 0001756695 | 2026 Q3 Open parsed portfolio | 108 | $1,144,418,493 | Open SEC source |
| 19 Oct 2026, 15:46:43 UTC | 13F-HR | Geremia Financial Services, LLC CIK 0002104898 | 2026 Q3 Open parsed portfolio | 9 | $94,094,247 | Open SEC source |
| 19 Oct 2026, 15:42:53 UTC | 13F-HR | Roger Wittlin Investment Advisory, LLC CIK 0001911328 | 2026 Q3 Open parsed portfolio | 46 | $128,262,891 | Open SEC source |
| 19 Oct 2026, 15:41:41 UTC | 13F-HR | ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 | 2026 Q3 Open parsed portfolio | 301 | $674,703,164 | Open SEC source |
| 19 Oct 2026, 15:41:21 UTC | 13F-HR | DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 | 2026 Q3 Open parsed portfolio | 115 | $194,882,346 | Open SEC source |
| 19 Oct 2026, 15:34:55 UTC | 13F-HR | Global Trust Asset Management, LLC CIK 0001729672 | 2026 Q3 Open parsed portfolio | 508 | $320,935,805 | Open SEC source |
| 19 Oct 2026, 15:30:24 UTC | 13F-HR/A | COURIER CAPITAL LLC CIK 0001015247 | 2026 Q3 - Restatement Open parsed portfolio | 404 | $2,023,524,719 | Open SEC source |
| 19 Oct 2026, 15:30:00 UTC | 13F-HR | OAK FAMILY ADVISORS, LLC CIK 0001846161 | 2026 Q3 Open parsed portfolio | 96 | $315,064,612 | Open SEC source |
| 19 Oct 2026, 15:25:52 UTC | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 | 2026 Q3 Open parsed portfolio | 282 | $1,306,785,372 | Open SEC source |
| 19 Oct 2026, 15:24:34 UTC | 13F-HR | Planned Solutions, Inc. CIK 0001831332 | 2026 Q3 Open parsed portfolio | 155 | $363,828,670 | Open SEC source |
| 19 Oct 2026, 15:23:37 UTC | 13F-HR | CAP Partners, LLC CIK 0002006870 | 2026 Q3 Open parsed portfolio | 169 | $218,113,161 | Open SEC source |
| 19 Oct 2026, 15:21:02 UTC | 13F-HR | Wealth Analytics Partners, LLC CIK 0002110717 | 2026 Q3 Open parsed portfolio | 199 | $286,678,507 | Open SEC source |
| 19 Oct 2026, 15:19:41 UTC | 13F-HR | Slocum, Gordon & Co LLP CIK 0001993325 | 2026 Q3 Open parsed portfolio | 66 | $143,306,125 | Open SEC source |
| 19 Oct 2026, 15:18:44 UTC | 13F-HR | Armbruster Capital Management, Inc. CIK 0001664847 | 2026 Q3 Open parsed portfolio | 132 | $665,777,706 | Open SEC source |
| 19 Oct 2026, 15:18:19 UTC | 13F-HR | Zeit Capital LLC CIK 0001808163 | 2026 Q3 Open parsed portfolio | 46 | $152,007,895 | Open SEC source |