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 |
|---|---|---|---|---|---|---|
| 14 Oct 2026, 12:43:53 UTC | 13F-HR | Meritas Wealth Management, LLC CIK 0001990690 | 2026 Q3 Open parsed portfolio | 73 | $277,601,541 | Open SEC source |
| 14 Oct 2026, 12:38:00 UTC | 13F-HR | Diesslin Group, Inc. CIK 0002108559 | 2026 Q3 Open parsed portfolio | 56 | $255,746,369 | Open SEC source |
| 14 Oct 2026, 12:36:55 UTC | 13F-HR | Vavra Capital Management, LLC CIK 0002106605 | 2026 Q3 Open parsed portfolio | 24 | $114,735,850 | Open SEC source |
| 14 Oct 2026, 12:35:32 UTC | 13F-HR | HighRoad Wealth Advisors, LLC CIK 0002079807 | 2026 Q3 Open parsed portfolio | 39 | $119,666,461 | Open SEC source |
| 14 Oct 2026, 12:27:53 UTC | 13F-HR | WestHill Financial Advisors, Inc. CIK 0001759641 | 2026 Q3 Open parsed portfolio | 92 | $596,550,015 | Open SEC source |
| 14 Oct 2026, 12:27:50 UTC | 13F-HR | Waycross Investment Management Co CIK 0001922448 | 2026 Q3 Open parsed portfolio | 58 | $123,776,569 | Open SEC source |
| 14 Oct 2026, 12:25:57 UTC | 13F-HR | Wealth Forward, LLC CIK 0002012773 | 2026 Q3 Open parsed portfolio | 50 | $220,872,122 | Open SEC source |
| 14 Oct 2026, 12:24:00 UTC | 13F-HR | Shaker Financial Services, LLC CIK 0001511794 | 2026 Q3 Open parsed portfolio | 144 | $303,136,711 | Open SEC source |
| 14 Oct 2026, 12:08:36 UTC | 13F-HR | Koa Wealth Management, LLC CIK 0002022118 | 2026 Q3 Open parsed portfolio | 55 | $154,434,717 | Open SEC source |
| 14 Oct 2026, 12:04:44 UTC | 13F-HR | MinichMacGregor Wealth Management, LLC CIK 0001744318 | 2026 Q3 Open parsed portfolio | 159 | $620,106,408 | Open SEC source |
| 14 Oct 2026, 11:47:06 UTC | 13F-HR | Guardian Wealth Management, LLC CIK 0002095373 | 2026 Q3 Open parsed portfolio | 30 | $353,344,857 | Open SEC source |
| 14 Oct 2026, 11:43:13 UTC | 13F-HR | Silchester International Investors LLP CIK 0001506409 | 2026 Q3 Open parsed portfolio | 3 | $17,273,701 | Open SEC source |
| 14 Oct 2026, 11:42:23 UTC | 13F-HR | Shore Point Advisors, LLC CIK 0001907092 | 2026 Q3 Open parsed portfolio | 85 | $312,239,960 | Open SEC source |
| 14 Oct 2026, 11:40:31 UTC | 13F-HR | FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 | 2026 Q3 Open parsed portfolio | 197 | $312,993,018 | Open SEC source |
| 14 Oct 2026, 11:37:37 UTC | 13F-HR | Israel Discount Bank of New York CIK 0001706511 | 2026 Q3 Open parsed portfolio | 43 | $55,382,947 | Open SEC source |
| 14 Oct 2026, 11:35:05 UTC | 13F-HR | Generate Investment Management Ltd CIK 0002025905 | 2026 Q3 Open parsed portfolio | 84 | $2,688,592,307 | Open SEC source |
| 14 Oct 2026, 11:35:02 UTC | 13F-HR | 6th Street Advisors, LLC CIK 0002102803 | 2026 Q3 Open parsed portfolio | 61 | $173,027,247 | Open SEC source |
| 14 Oct 2026, 11:31:43 UTC | 13F-HR | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 | 2026 Q3 Open parsed portfolio | 627 | $61,120,986 | Open SEC source |
| 14 Oct 2026, 11:29:44 UTC | 13F-HR | Henry James International Management Inc. CIK 0001750423 | 2026 Q3 Open parsed portfolio | 90 | $329,976,560 | Open SEC source |
| 14 Oct 2026, 11:14:13 UTC | 13F-HR | Glencore plc CIK 0001521365 | 2026 Q3 Open parsed portfolio | 2 | $4,576,884,174 | Open SEC source |
| 14 Oct 2026, 11:14:04 UTC | 13F-HR | Nicollet Investment Management, Inc. CIK 0001729048 | 2026 Q3 Open parsed portfolio | 77 | $336,056,000 | Open SEC source |
| 14 Oct 2026, 11:08:59 UTC | 13F-HR | ABLE Financial Group, LLC CIK 0001977500 | 2026 Q3 Open parsed portfolio | 221 | $639,911,992 | Open SEC source |
| 14 Oct 2026, 11:07:42 UTC | 13F-HR | Aspen Wealth Management LLC CIK 0001895252 | 2026 Q3 Open parsed portfolio | 134 | $627,232,941 | Open SEC source |
| 14 Oct 2026, 11:06:52 UTC | 13F-HR | Navigate Wealth Management, LLC CIK 0002127791 | 2026 Q3 Open parsed portfolio | 81 | $165,266,397 | Open SEC source |
| 14 Oct 2026, 11:01:40 UTC | 13F-HR | N10 ASSETS, LLC CIK 0002146922 | 2026 Q3 Open parsed portfolio | 34 | $263,058,717 | Open SEC source |
| 14 Oct 2026, 11:01:17 UTC | 13F-HR | Beau Ventures, LLc CIK 0002160035 | 2026 Q1 Open parsed portfolio | 21 | $746,457,474 | Open SEC source |
| 14 Oct 2026, 11:00:37 UTC | 13F-HR | TriaGen Wealth Management LLC CIK 0001843848 | 2026 Q3 Open parsed portfolio | 186 | $411,295,355 | Open SEC source |
| 14 Oct 2026, 10:59:47 UTC | 13F-HR | A. D. Beadell Investment Counsel, Inc. CIK 0001569102 | 2026 Q3 Open parsed portfolio | 100 | $151,205,000 | Open SEC source |
| 14 Oct 2026, 10:58:36 UTC | 13F-HR | Realta Investment Advisors CIK 0001776792 | 2026 Q3 Open parsed portfolio | 357 | $342,213,143 | Open SEC source |
| 14 Oct 2026, 10:57:38 UTC | 13F-HR | Beau Ventures, LLc CIK 0002160035 | 2026 Q2 Open parsed portfolio | 22 | $917,842,829 | Open SEC source |
| 14 Oct 2026, 10:57:35 UTC | 13F-HR | M Wealth Management, LLC CIK 0002026150 | 2026 Q3 Open parsed portfolio | 61 | $129,718,965 | Open SEC source |
| 14 Oct 2026, 10:53:21 UTC | 13F-HR | Fairfield Financial Advisors, LTD CIK 0002033232 | 2026 Q3 Open parsed portfolio | 71 | $248,061,125 | Open SEC source |
| 14 Oct 2026, 10:53:12 UTC | 13F-HR | Beau Ventures, LLc CIK 0002160035 | 2026 Q3 Open parsed portfolio | 23 | $1,060,040,932 | Open SEC source |
| 14 Oct 2026, 10:47:08 UTC | 13F-HR | Consilium Wealth Advisory, LLC CIK 0001904906 | 2026 Q3 Open parsed portfolio | 101 | $338,430,985 | Open SEC source |
| 14 Oct 2026, 10:46:15 UTC | 13F-HR | Investment Planning Advisors, Inc. CIK 0002024049 | 2026 Q3 Open parsed portfolio | 116 | $443,059,572 | Open SEC source |
| 14 Oct 2026, 10:45:40 UTC | 13F-HR | ADIRONDACK TRUST CO CIK 0001054257 | 2026 Q3 Open parsed portfolio | 555 | $319,788,479 | Open SEC source |
| 14 Oct 2026, 10:37:18 UTC | 13F-HR | Lodestone Wealth Management LLC CIK 0001950158 | 2026 Q3 Open parsed portfolio | 800 | $297,248,265 | Open SEC source |
| 14 Oct 2026, 10:34:43 UTC | 13F-HR | Three Magnolias Financial Advisors, LLC CIK 0002056795 | 2026 Q3 Open parsed portfolio | 106 | $166,590,864 | Open SEC source |
| 14 Oct 2026, 10:34:02 UTC | 13F-HR | N10 WEALTH, LLC CIK 0002146357 | 2026 Q3 Open parsed portfolio | 65 | $347,614,272 | Open SEC source |
| 14 Oct 2026, 10:32:41 UTC | 13F-HR | Seelaus Asset Management LLC CIK 0001705655 | 2026 Q3 Open parsed portfolio | 190 | $136,312,570 | Open SEC source |
| 14 Oct 2026, 10:30:12 UTC | 13F-HR | MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 | 2026 Q3 Open parsed portfolio | 265 | $1,926,985,619 | Open SEC source |
| 14 Oct 2026, 10:29:58 UTC | 13F-HR | Essential Partners LLC CIK 0002136442 | 2026 Q3 Open parsed portfolio | 2,852 | $219,209,103 | Open SEC source |
| 14 Oct 2026, 10:26:58 UTC | 13F-HR | New Perspectives, Inc CIK 0001909565 | 2026 Q3 Open parsed portfolio | 48 | $329,040,577 | Open SEC source |
| 14 Oct 2026, 10:23:11 UTC | 13F-HR | Ridgeline Wealth, LLC CIK 0001934226 | 2026 Q3 Open parsed portfolio | 61 | $176,430,912 | Open SEC source |
| 14 Oct 2026, 10:21:36 UTC | 13F-HR | Disciplined Equity Management, Inc. CIK 0001909380 | 2026 Q3 Open parsed portfolio | 47 | $227,078,347 | Open SEC source |
| 14 Oct 2026, 10:20:04 UTC | 13F-HR | Sendero Wealth Management, LLC CIK 0001639375 | 2026 Q3 Open parsed portfolio | 208 | $1,001,825,353 | Open SEC source |
| 14 Oct 2026, 10:17:50 UTC | 13F-HR | SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 | 2026 Q3 Open parsed portfolio | 304 | $536,600,490 | Open SEC source |
| 14 Oct 2026, 10:16:18 UTC | 13F-HR | HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 | 2026 Q3 Open parsed portfolio | 84 | $325,892,895 | Open SEC source |
| 14 Oct 2026, 10:14:05 UTC | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 | 2026 Q3 Open parsed portfolio | 228 | $987,527,894 | Open SEC source |
| 14 Oct 2026, 10:04:59 UTC | 13F-HR | Banque de Luxembourg S.A. CIK 0002055344 | 2026 Q3 Open parsed portfolio | 85 | $223,633,672 | Open SEC source |