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 |
|---|---|---|---|---|---|---|
| 16 Oct 2026, 12:34:27 UTC | 13F-HR | Hudson Oak Wealth Advisory LLC CIK 0002088700 | 2026 Q3 Open parsed portfolio | 54 | $129,987,348 | Open SEC source |
| 16 Oct 2026, 12:33:39 UTC | 13F-HR | Signature Resources Capital Management, LLC CIK 0001940917 | 2026 Q3 Open parsed portfolio | 925 | $236,258,737 | Open SEC source |
| 16 Oct 2026, 12:32:55 UTC | 13F-HR | Onyx Bridge Wealth Group LLC CIK 0001819476 | 2026 Q3 Open parsed portfolio | 404 | $1,139,116,176 | Open SEC source |
| 16 Oct 2026, 12:31:57 UTC | 13F-HR | Smith Thornton Advisors LLC CIK 0002032436 | 2026 Q3 Open parsed portfolio | 139 | $228,518,973 | Open SEC source |
| 16 Oct 2026, 12:27:46 UTC | 13F-HR | ASPIRIANT, LLC CIK 0001433541 | 2026 Q3 Open parsed portfolio | 422 | $4,083,465,465 | Open SEC source |
| 16 Oct 2026, 12:27:15 UTC | 13F-HR | PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 | 2026 Q3 Open parsed portfolio | 190 | $791,348,357 | Open SEC source |
| 16 Oct 2026, 12:27:07 UTC | 13F-HR | GFG Capital, LLC CIK 0001638520 | 2026 Q3 Open parsed portfolio | 89 | $381,248,339 | Open SEC source |
| 16 Oct 2026, 12:26:54 UTC | 13F-HR | Millennium Capital Advisors, LLC CIK 0002097025 | 2026 Q3 Open parsed portfolio | 137 | $189,696,256 | Open SEC source |
| 16 Oct 2026, 12:24:52 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2026 Q2 Open parsed portfolio | 1,208 | $463,093,987 | Open SEC source |
| 16 Oct 2026, 12:24:30 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2026 Q1 Open parsed portfolio | 1,203 | $395,128,141 | Open SEC source |
| 16 Oct 2026, 12:24:07 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2025 Q4 Open parsed portfolio | 1,116 | $388,043,492 | Open SEC source |
| 16 Oct 2026, 12:23:45 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2025 Q3 Open parsed portfolio | 972 | $369,516,962 | Open SEC source |
| 16 Oct 2026, 12:23:23 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2025 Q2 Open parsed portfolio | 291 | $343,198,546 | Open SEC source |
| 16 Oct 2026, 12:22:54 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2025 Q1 Open parsed portfolio | 222 | $311,702,008 | Open SEC source |
| 16 Oct 2026, 12:22:24 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2024 Q4 Open parsed portfolio | 200 | $268,261,498 | Open SEC source |
| 16 Oct 2026, 12:22:00 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2024 Q3 Open parsed portfolio | 185 | $246,057,439 | Open SEC source |
| 16 Oct 2026, 12:21:35 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2024 Q2 Open parsed portfolio | 176 | $225,848,884 | Open SEC source |
| 16 Oct 2026, 12:21:10 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2024 Q1 Open parsed portfolio | 174 | $219,462,458 | Open SEC source |
| 16 Oct 2026, 12:20:45 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2023 Q4 Open parsed portfolio | 153 | $122,554,550 | Open SEC source |
| 16 Oct 2026, 12:18:02 UTC | 13F-HR | SURIENCE PRIVATE WEALTH LLC CIK 0001900195 | 2026 Q3 Open parsed portfolio | 41 | $103,960,536 | Open SEC source |
| 16 Oct 2026, 12:14:53 UTC | 13F-HR | Praetorian Wealth Management, Inc. CIK 0001818940 | 2026 Q3 Open parsed portfolio | 83 | $582,238,914 | Open SEC source |
| 16 Oct 2026, 12:12:49 UTC | 13F-HR | Merrion Investment Management Co, LLC CIK 0001383782 | 2026 Q3 Open parsed portfolio | 109 | $201,663,725 | Open SEC source |
| 16 Oct 2026, 12:09:32 UTC | 13F-HR | Holcombe Financial, Inc. CIK 0002056177 | 2026 Q3 Open parsed portfolio | 51 | $180,835,889 | Open SEC source |
| 16 Oct 2026, 12:05:33 UTC | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 | 2026 Q3 Open parsed portfolio | 126 | $251,601,969 | Open SEC source |
| 16 Oct 2026, 12:02:34 UTC | 13F-HR | PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 0002145782 | 2026 Q3 Open parsed portfolio | 1,346 | $441,035,958 | Open SEC source |
| 16 Oct 2026, 12:00:28 UTC | 13F-HR | Cyr Financial Inc. CIK 0002010666 | 2026 Q3 Open parsed portfolio | 58 | $205,738,407 | Open SEC source |
| 16 Oct 2026, 11:58:28 UTC | 13F-HR | Standpoint Asset Management, LLC CIK 0001780423 | 2026 Q3 Open parsed portfolio | 8 | $514,126,342 | Open SEC source |
| 16 Oct 2026, 11:48:50 UTC | 13F-HR | Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 | 2026 Q3 Open parsed portfolio | 56 | $156,054,138 | Open SEC source |
| 16 Oct 2026, 11:45:53 UTC | 13F-HR | GenWealth Group, Inc. CIK 0001713678 | 2026 Q3 Open parsed portfolio | 88 | $641,342,047 | Open SEC source |
| 16 Oct 2026, 11:45:23 UTC | 13F-HR | Cyndeo Wealth Partners, LLC CIK 0001950947 | 2026 Q3 Open parsed portfolio | 562 | $2,208,807,354 | Open SEC source |
| 16 Oct 2026, 11:45:10 UTC | 13F-HR | Eagle Bay Advisors LLC CIK 0001862864 | 2026 Q3 Open parsed portfolio | 145 | $137,289,679 | Open SEC source |
| 16 Oct 2026, 11:41:44 UTC | 13F-HR | Aerodigm Wealth, LLC CIK 0001927705 | 2026 Q3 Open parsed portfolio | 80 | $290,559,771 | Open SEC source |
| 16 Oct 2026, 11:39:49 UTC | 13F-HR | Intelligent Financial Strategies CIK 0001911000 | 2026 Q3 Open parsed portfolio | 77 | $206,067,337 | Open SEC source |
| 16 Oct 2026, 11:37:37 UTC | 13F-HR | TPG Advisors LLC CIK 0002033388 | 2026 Q3 Open parsed portfolio | 118 | $187,272,288 | Open SEC source |
| 16 Oct 2026, 11:35:49 UTC | 13F-HR | Selective Wealth Management, Inc. CIK 0001755670 | 2026 Q3 Open parsed portfolio | 148 | $429,746,094 | Open SEC source |
| 16 Oct 2026, 11:33:28 UTC | 13F-HR | Hanson & Doremus Investment Management CIK 0001393944 | 2026 Q3 Open parsed portfolio | 492 | $981,741,000 | Open SEC source |
| 16 Oct 2026, 11:30:26 UTC | 13F-HR | Financial Planning Fort Collins, LLC CIK 0002111920 | 2026 Q3 Open parsed portfolio | 33 | $130,694,403 | Open SEC source |
| 16 Oct 2026, 11:23:08 UTC | 13F-HR | Opal Wealth Advisors, LLC CIK 0001844201 | 2026 Q3 Open parsed portfolio | 225 | $479,484,923 | Open SEC source |
| 16 Oct 2026, 11:23:06 UTC | 13F-HR | KFG WEALTH MANAGEMENT, LLC CIK 0001919344 | 2026 Q3 Open parsed portfolio | 216 | $921,631,706 | Open SEC source |
| 16 Oct 2026, 11:22:39 UTC | 13F-HR | ARS Wealth Advisors Group, LLC CIK 0001886707 | 2026 Q3 Open parsed portfolio | 218 | $1,374,673,029 | Open SEC source |
| 16 Oct 2026, 11:22:23 UTC | 13F-HR | Woodside Wealth Management LLC CIK 0002064883 | 2026 Q3 Open parsed portfolio | 43 | $145,926,389 | Open SEC source |
| 16 Oct 2026, 11:19:23 UTC | 13F-HR | Wealth Intelligence, LLC CIK 0002112078 | 2026 Q3 Open parsed portfolio | 60 | $208,843,634 | Open SEC source |
| 16 Oct 2026, 11:16:19 UTC | 13F-HR | BANQUE PICTET & CIE SA CIK 0001535602 | 2026 Q3 Open parsed portfolio | 341 | $10,294,966,590 | Open SEC source |
| 16 Oct 2026, 11:16:02 UTC | 13F-HR | Rise Advisors, LLC CIK 0001831316 | 2026 Q3 Open parsed portfolio | 104 | $354,708,427 | Open SEC source |
| 16 Oct 2026, 11:10:52 UTC | 13F-HR | Cardinal Capital Management, Inc. CIK 0001518235 | 2026 Q3 Open parsed portfolio | 72 | $4,406,455,946 | Open SEC source |
| 16 Oct 2026, 11:10:29 UTC | 13F-HR | James T. Borello RIA CIK 0002157919 | 2026 Q3 Open parsed portfolio | 1,281 | $481,776,631 | Open SEC source |
| 16 Oct 2026, 10:57:01 UTC | 13F-HR | Beacon Financial Advisory LLC CIK 0001800502 | 2026 Q3 Open parsed portfolio | 421 | $528,506,103 | Open SEC source |
| 16 Oct 2026, 10:54:29 UTC | 13F-HR | UNIQUE WEALTH, LLC CIK 0001957124 | 2026 Q3 Open parsed portfolio | 209 | $877,232,280 | Open SEC source |
| 16 Oct 2026, 10:44:17 UTC | 13F-HR | Saratoga Research & Investment Management CIK 0001477872 | 2026 Q3 Open parsed portfolio | 44 | $1,815,797,041 | Open SEC source |
| 16 Oct 2026, 10:42:51 UTC | 13F-HR | Foundry Financial LLC CIK 0002085325 | 2026 Q3 Open parsed portfolio | 95 | $321,530,180 | Open SEC source |