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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
46

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Evansbrook LLC

CIK 0002069478

13F-HR Q3 2026
CIK
0002069478
Source
SEC 13F-HR
Action
13F-HR accepted
Value
126 holdings / $171,099,858
Filed
16 Oct 2026, 10:37:57 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

JCSD Capital, LLC

CIK 0001444055

13F-HR Q3 2026
CIK
0001444055
Source
SEC 13F-HR
Action
13F-HR accepted
Value
21 holdings / $63,519,892
Filed
16 Oct 2026, 10:37:00 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Two Point Capital Management, Inc.

CIK 0001962382

13F-HR Q3 2026
CIK
0001962382
Source
SEC 13F-HR
Action
13F-HR accepted
Value
30 holdings / $222,722,711
Filed
16 Oct 2026, 10:34:54 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Cornerstone Management, Inc.

CIK 0001587867

13F-HR Q3 2026
CIK
0001587867
Source
SEC 13F-HR
Action
13F-HR accepted
Value
67 holdings / $672,644,916
Filed
16 Oct 2026, 10:34:05 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Financial Synergies Wealth Advisors, Inc.

CIK 0002017868

13F-HR Q3 2026
CIK
0002017868
Source
SEC 13F-HR
Action
13F-HR accepted
Value
119 holdings / $1,218,764,594
Filed
16 Oct 2026, 10:33:23 UTC
Period
2026 Q3

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

View details Open source
13F portfolio

Smead Capital Management, Inc.

CIK 0001427008

13F-HR Q3 2026
CIK
0001427008
Source
SEC 13F-HR
Action
13F-HR accepted
Value
31 holdings / $4,705,402,906
Filed
16 Oct 2026, 10:33:13 UTC
Period
2026 Q3

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
16 Oct 2026, 10:37:57 UTC 13F-HR Evansbrook LLC CIK 0002069478 2026 Q3 Open parsed portfolio 126 $171,099,858 Open SEC source
16 Oct 2026, 10:37:00 UTC 13F-HR JCSD Capital, LLC CIK 0001444055 2026 Q3 Open parsed portfolio 21 $63,519,892 Open SEC source
16 Oct 2026, 10:34:54 UTC 13F-HR Two Point Capital Management, Inc. CIK 0001962382 2026 Q3 Open parsed portfolio 30 $222,722,711 Open SEC source
16 Oct 2026, 10:34:05 UTC 13F-HR Cornerstone Management, Inc. CIK 0001587867 2026 Q3 Open parsed portfolio 67 $672,644,916 Open SEC source
16 Oct 2026, 10:33:23 UTC 13F-HR Financial Synergies Wealth Advisors, Inc. CIK 0002017868 2026 Q3 Open parsed portfolio 119 $1,218,764,594 Open SEC source
16 Oct 2026, 10:33:13 UTC 13F-HR Smead Capital Management, Inc. CIK 0001427008 2026 Q3 Open parsed portfolio 31 $4,705,402,906 Open SEC source
16 Oct 2026, 10:31:30 UTC 13F-HR BCU Wealth Advisors, LLC CIK 0002003570 2026 Q3 Open parsed portfolio 64 $309,338,227 Open SEC source
16 Oct 2026, 10:26:46 UTC 13F-HR Keudell/Morrison Wealth Management CIK 0001785498 2026 Q3 Open parsed portfolio 253 $562,470,889 Open SEC source
16 Oct 2026, 10:25:13 UTC 13F-HR Oasis Advisors, LLC CIK 0002124777 2026 Q3 Open parsed portfolio 85 $238,375,467 Open SEC source
16 Oct 2026, 10:24:01 UTC 13F-HR OFS Enterprise LLC CIK 0002107566 2026 Q3 Open parsed portfolio 104 $382,390,095 Open SEC source
16 Oct 2026, 10:23:34 UTC 13F-HR Cache Advisors, LLC CIK 0002052593 2026 Q3 Open parsed portfolio 162 $1,632,655,425 Open SEC source
16 Oct 2026, 10:17:18 UTC 13F-HR Concurrent Investment Advisors, LLC CIK 0002001015 2026 Q3 Open parsed portfolio 2,282 $14,415,947,017 Open SEC source
16 Oct 2026, 10:13:02 UTC 13F-HR Essex Bank CIK 0001752212 2026 Q3 Open parsed portfolio 318 $502,525,817 Open SEC source
16 Oct 2026, 10:11:40 UTC 13F-HR Scarborough Advisors, LLC CIK 0001815355 2026 Q3 Open parsed portfolio 7 $23,922,473 Open SEC source
16 Oct 2026, 10:10:04 UTC 13F-HR Elser Financial Planning, Inc CIK 0002028202 2026 Q3 Open parsed portfolio 132 $2,278,705,534 Open SEC source
16 Oct 2026, 10:08:41 UTC 13F-HR Watchman Group, Inc. CIK 0001748726 2026 Q3 Open parsed portfolio 72 $434,252,354 Open SEC source
16 Oct 2026, 10:06:27 UTC 13F-HR TCV Trust & Wealth Management, Inc. CIK 0001135439 2026 Q3 Open parsed portfolio 220 $1,293,321,250 Open SEC source
16 Oct 2026, 10:06:02 UTC 13F-HR WAYSTONE ADVISORS LLC CIK 0002055997 2026 Q3 Open parsed portfolio 110 $132,733,710 Open SEC source
16 Oct 2026, 10:04:20 UTC 13F-HR TEMA ETFS LLC CIK 0002056807 2026 Q3 Open parsed portfolio 594 $2,692,207,856 Open SEC source
16 Oct 2026, 10:01:32 UTC 13F-HR Global Strategic Investment Solutions, LLC CIK 0001760076 2026 Q3 Open parsed portfolio 152 $1,128,793,985 Open SEC source
16 Oct 2026, 09:58:14 UTC 13F-HR ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 2026 Q3 Open parsed portfolio 89 $236,580,113 Open SEC source
16 Oct 2026, 09:56:40 UTC 13F-HR Ferguson Shapiro LLC CIK 0001767433 2026 Q3 Open parsed portfolio 83 $339,782,034 Open SEC source
16 Oct 2026, 09:47:50 UTC 13F-HR Premier Path Wealth Partners, LLC CIK 0001999925 2026 Q3 Open parsed portfolio 376 $856,341,694 Open SEC source
16 Oct 2026, 09:46:05 UTC 13F-HR/A TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 2026 Q3 - Restatement Open parsed portfolio 786 $1,245,316,724 Open SEC source
16 Oct 2026, 09:40:36 UTC 13F-HR Trinity Street Asset Management LLP CIK 0001592579 2026 Q3 Open parsed portfolio 24 $1,867,975,635 Open SEC source
16 Oct 2026, 09:36:28 UTC 13F-HR KELLY FINANCIAL GROUP LLC CIK 0001128066 2026 Q3 Open parsed portfolio 105 $430,424,379 Open SEC source
16 Oct 2026, 09:32:41 UTC 13F-HR Cornerstone Planning Group LLC CIK 0001822587 2026 Q3 Open parsed portfolio 176 $807,665,807 Open SEC source
16 Oct 2026, 09:32:11 UTC 13F-HR Centennial Wealth Advisory LLC CIK 0001839421 2026 Q3 Open parsed portfolio 195 $485,518,831 Open SEC source
16 Oct 2026, 09:25:59 UTC 13F-HR AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 2026 Q3 Open parsed portfolio 101 $217,237,916 Open SEC source
16 Oct 2026, 09:21:35 UTC 13F-HR TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 2026 Q3 Open parsed portfolio 254 $1,078,218,283 Open SEC source
16 Oct 2026, 09:19:01 UTC 13F-HR SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 2026 Q3 Open parsed portfolio 386 $957,728,570 Open SEC source
16 Oct 2026, 09:00:12 UTC 13F-HR Rainwater Charitable Foundation CIK 0001729139 2026 Q3 Open parsed portfolio 4 $288,660,999 Open SEC source
16 Oct 2026, 08:55:54 UTC 13F-HR Buttonwood Financial Group, LLC CIK 0001847661 2026 Q3 Open parsed portfolio 39 $198,520,551 Open SEC source
16 Oct 2026, 08:40:05 UTC 13F-HR MISHPACHA HOLDINGS CORP CIK 0002111655 2026 Q3 Open parsed portfolio 3 $218,571,212 Open SEC source
16 Oct 2026, 08:33:04 UTC 13F-HR Trium Capital LLP CIK 0001963860 2026 Q3 Open parsed portfolio 51 $77,421,091 Open SEC source
16 Oct 2026, 08:16:57 UTC 13F-HR Y-Intercept (Hong Kong) Ltd CIK 0001772875 2026 Q3 Open parsed portfolio 1,532 $4,524,642,055 Open SEC source
16 Oct 2026, 07:51:16 UTC 13F-HR ASR Vermogensbeheer N.V. CIK 0001916757 2026 Q3 Open parsed portfolio 471 $10,052,906,802 Open SEC source
16 Oct 2026, 07:17:23 UTC 13F-HR Praxis Capital Management LLC CIK 0001791253 2026 Q3 Open parsed portfolio 29 $54,229,057 Open SEC source
16 Oct 2026, 06:42:08 UTC 13F-HR Magnolia Wealth Management, LLC CIK 0001908732 2026 Q3 Open parsed portfolio 15 $190,956,595 Open SEC source
16 Oct 2026, 06:32:25 UTC 13F-HR Crescent Sterling, Ltd. CIK 0001962005 2026 Q3 Open parsed portfolio 92 $121,869,823 Open SEC source
16 Oct 2026, 06:15:31 UTC 13F-HR WIT Partners Advisory Pte. Ltd. CIK 0002000043 2026 Q3 Open parsed portfolio 6 $80,053,114 Open SEC source
16 Oct 2026, 06:14:41 UTC 13F-HR Clearview Wealth Management LLC CIK 0001857588 2026 Q3 Open parsed portfolio 61 $133,387,404 Open SEC source
16 Oct 2026, 06:10:35 UTC 13F-HR TopTier Wealth Management, LLC CIK 0002109367 2026 Q3 Open parsed portfolio 133 $171,101,739 Open SEC source
16 Oct 2026, 06:10:04 UTC 13F-HR TB Alternative Assets Ltd. CIK 0001483503 2026 Q3 Open parsed portfolio 35 $488,012,487 Open SEC source
16 Oct 2026, 06:08:34 UTC 13F-HR Benchmark Financial, LLC CIK 0002107260 2026 Q3 Open parsed portfolio 60 $130,181,709 Open SEC source
15 Oct 2026, 21:35:09 UTC 13F-HR Franchise GP Ltd CIK 0002083646 2026 Q3 Open parsed portfolio 42 $235,635,255 Open SEC source
15 Oct 2026, 21:22:04 UTC 13F-HR GLOBAL STRATEGIC MANAGEMENT INC CIK 0001413303 2026 Q3 Open parsed portfolio 29 $132,156,000 Open SEC source
15 Oct 2026, 21:15:38 UTC 13F-HR/A Sherman Wealth Management LLC CIK 0002096110 2026 Q3 - Restatement Open parsed portfolio 84 $140,774,491 Open SEC source
15 Oct 2026, 20:59:23 UTC 13F-HR White & Co Financial Planning Inc CIK 0002039300 2026 Q3 Open parsed portfolio 21 $150,900,134 Open SEC source
15 Oct 2026, 20:52:39 UTC 13F-HR KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 2026 Q3 Open parsed portfolio 49 $221,228,108 Open SEC source
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