13F portfolio feed

Latest 13F Portfolio Filings

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

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2,351-2,400 of 9,695
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50
Current page
48

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

H Squared Management LP

CIK 0002110996

13F-HR Q2 2026
CIK
0002110996
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
15 holdings / $156,203,729
Filed
13 Aug 2026, 09:36:30 UTC
Period
2026 Q2

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

13F portfolio

Troutman Wealth Management, LLC

CIK 0002110807

13F-HR Q2 2026
CIK
0002110807
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
38 holdings / $129,971,121
Filed
13 Aug 2026, 09:56:56 UTC
Period
2026 Q2

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

13F portfolio

Asset One Wealth Management LLC

CIK 0002110759

13F-HR Q2 2026
CIK
0002110759
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
346 holdings / $946,579,200
Filed
13 Aug 2026, 16:26:04 UTC
Period
2026 Q2

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

13F portfolio

Ark Wealth Advisors LLC

CIK 0002110109

13F-HR Q2 2026
CIK
0002110109
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
87 holdings / $112,678,304
Filed
13 Aug 2026, 11:54:21 UTC
Period
2026 Q2

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

13F portfolio

Castlefield Investment Partners LLP

CIK 0002109835

13F-HR Q2 2026
CIK
0002109835
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
35 holdings / $147,256,151
Filed
13 Aug 2026, 11:16:35 UTC
Period
2026 Q2

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

13F portfolio

Ballast Financial Advisors LLC

CIK 0002109821

13F-HR Q2 2026
CIK
0002109821
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
71 holdings / $110,460,691
Filed
13 Aug 2026, 15:06:09 UTC
Period
2026 Q2

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
13 Aug 2026, 09:36:30 UTC 13F-HR H Squared Management LP CIK 0002110996 2026 Q2 Open parsed portfolio 15 $156,203,729 Open SEC source
13 Aug 2026, 09:56:56 UTC 13F-HR Troutman Wealth Management, LLC CIK 0002110807 2026 Q2 Open parsed portfolio 38 $129,971,121 Open SEC source
13 Aug 2026, 16:26:04 UTC 13F-HR Asset One Wealth Management LLC CIK 0002110759 2026 Q2 Open parsed portfolio 346 $946,579,200 Open SEC source
13 Aug 2026, 11:54:21 UTC 13F-HR Ark Wealth Advisors LLC CIK 0002110109 2026 Q2 Open parsed portfolio 87 $112,678,304 Open SEC source
13 Aug 2026, 11:16:35 UTC 13F-HR Castlefield Investment Partners LLP CIK 0002109835 2026 Q2 Open parsed portfolio 35 $147,256,151 Open SEC source
13 Aug 2026, 15:06:09 UTC 13F-HR Ballast Financial Advisors LLC CIK 0002109821 2026 Q2 Open parsed portfolio 71 $110,460,691 Open SEC source
13 Aug 2026, 13:24:32 UTC 13F-HR IF Advisors, LLC CIK 0002109472 2026 Q2 Open parsed portfolio 60 $152,119,209 Open SEC source
13 Aug 2026, 16:36:20 UTC 13F-HR West Virginia University Foundation, Inc CIK 0002109379 2026 Q2 Open parsed portfolio 6 $1,224,050,369 Open SEC source
13 Aug 2026, 14:42:58 UTC 13F-HR McMillan Office, Inc. CIK 0002109205 2026 Q2 Open parsed portfolio 507 $870,851,433 Open SEC source
13 Aug 2026, 16:34:02 UTC 13F-HR/A West Virginia University Foundation, Inc CIK 0002109379 2026 Q1 - New Holdings Open parsed portfolio 6 $1,017,780,498 Open SEC source
13 Aug 2026, 15:19:24 UTC 13F-HR SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 2026 Q2 Open parsed portfolio 39 $92,752,291 Open SEC source
13 Aug 2026, 13:54:42 UTC 13F-HR Piedmont Capital Management, LLC/NC CIK 0002108281 2026 Q2 Open parsed portfolio 123 $163,804,352 Open SEC source
13 Aug 2026, 13:51:45 UTC 13F-HR FLAX POND CAPITAL, LLC CIK 0002106996 2026 Q2 Open parsed portfolio 62 $144,632,108 Open SEC source
13 Aug 2026, 12:30:19 UTC 13F-HR David Pascal Brehaut CIK 0002106649 2026 Q2 Open parsed portfolio 1 $1,061,972,905 Open SEC source
13 Aug 2026, 15:21:46 UTC 13F-HR CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 2026 Q2 Open parsed portfolio 328 $812,966,749 Open SEC source
13 Aug 2026, 08:50:08 UTC 13F-HR Titan Investment Solutions Ltd CIK 0002103356 2026 Q2 Open parsed portfolio 60 $892,832,124 Open SEC source
13 Aug 2026, 12:14:40 UTC 13F-HR AIHC Capital Management Ltd CIK 0002103725 2026 Q2 Open parsed portfolio 4 $104,244,027 Open SEC source
13 Aug 2026, 13:13:20 UTC 13F-HR Jones Hill Capital LP CIK 0002102314 2026 Q2 Open parsed portfolio 29 $470,359,288 Open SEC source
13 Aug 2026, 13:06:48 UTC 13F-HR Copperwood Asset Management LP CIK 0002100569 2026 Q2 Open parsed portfolio 1 $46,654,836 Open SEC source
13 Aug 2026, 15:57:40 UTC 13F-HR VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 2026 Q2 Open parsed portfolio 4,090 $4,680,128,239,925 Open SEC source
13 Aug 2026, 15:57:38 UTC 13F-HR VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 2026 Q2 Open parsed portfolio 3,141 $2,219,148,474,929 Open SEC source
13 Aug 2026, 09:30:50 UTC 13F-HR Arta Finance Wealth Management LLC CIK 0002099257 2026 Q2 Open parsed portfolio 105 $233,656,510 Open SEC source
13 Aug 2026, 06:00:39 UTC 13F-HR Saranac Partners Ltd CIK 0002098745 2026 Q2 Open parsed portfolio 112 $311,623,564 Open SEC source
12 Aug 2026, 21:40:28 UTC 13F-HR Alpha Advisors, LLC/VA CIK 0002095967 2026 Q2 Open parsed portfolio 51 $133,054,009 Open SEC source
13 Aug 2026, 17:22:04 UTC 13F-HR CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 2026 Q2 Open parsed portfolio 320 $22,983,862,576 Open SEC source
13 Aug 2026, 09:39:54 UTC 13F-HR WJ Financial Advisors LLC CIK 0002095682 2026 Q2 Open parsed portfolio 136 $136,011,970 Open SEC source
13 Aug 2026, 06:49:08 UTC 13F-HR Penzisko Drushtvo A.d. Skopje Sava CIK 0002094371 2026 Q2 Open parsed portfolio 27 $208,101,178 Open SEC source
13 Aug 2026, 16:34:47 UTC 13F-HR J Digital 6 LLC CIK 0002090663 2026 Q2 Open parsed portfolio 3 $169,088,312 Open SEC source
13 Aug 2026, 10:12:53 UTC 13F-HR CONGRUENCE CAPITAL, LLC CIK 0002085569 2026 Q2 Open parsed portfolio 28 $382,617,733 Open SEC source
13 Aug 2026, 11:00:36 UTC 13F-HR Midwestern Financial, LLC /IA CIK 0002083276 2026 Q2 Open parsed portfolio 54 $142,830,768 Open SEC source
13 Aug 2026, 12:33:55 UTC 13F-HR TLT Family Holdco ULC CIK 0002081869 2026 Q2 Open parsed portfolio 9 $703,946,412 Open SEC source
12 Aug 2026, 19:53:21 UTC 13F-HR Clarion Wealth Managment Partners, LLC CIK 0002081211 2026 Q2 Open parsed portfolio 87 $123,882,696 Open SEC source
13 Aug 2026, 12:34:01 UTC 13F-HR SEG Family Corp. CIK 0002080629 2026 Q2 Open parsed portfolio 1 $199,294,237 Open SEC source
13 Aug 2026, 12:27:54 UTC 13F-HR LCC Family Corp. CIK 0002080628 2026 Q2 Open parsed portfolio 1 $245,696,518 Open SEC source
13 Aug 2026, 12:31:56 UTC 13F-HR DKRT Investments Corp. CIK 0002080627 2026 Q2 Open parsed portfolio 50 $409,254,328 Open SEC source
13 Aug 2026, 12:41:31 UTC 13F-HR PJT Investments Corp. CIK 0002080606 2026 Q2 Open parsed portfolio 10 $295,760,725 Open SEC source
13 Aug 2026, 16:21:29 UTC 13F-HR Boreal Capital Management LLC CIK 0002080094 2026 Q2 Open parsed portfolio 468 $116,236,478 Open SEC source
13 Aug 2026, 14:19:16 UTC 13F-HR Virtus Fixed Income Advisers, LLC CIK 0002079921 2026 Q2 Open parsed portfolio 85 $158,394,901 Open SEC source
12 Aug 2026, 19:20:43 UTC 13F-HR Burk Holdings LLC CIK 0002079815 2026 Q2 Open parsed portfolio 640 $270,486,709 Open SEC source
13 Aug 2026, 08:53:08 UTC 13F-HR Life Cycle Investment Partners Ltd CIK 0002072459 2026 Q2 Open parsed portfolio 158 $21,447,831,915 Open SEC source
13 Aug 2026, 16:19:17 UTC 13F-HR 11.2 Capital Management, LLC CIK 0002072160 2026 Q2 Open parsed portfolio 1 $204,566,531 Open SEC source
13 Aug 2026, 14:46:47 UTC 13F-HR LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 2026 Q2 Open parsed portfolio 72 $215,019,078 Open SEC source
13 Aug 2026, 16:05:20 UTC 13F-HR Gullane Capital, LLC CIK 0002068251 2026 Q2 Open parsed portfolio 4 $59,141,130 Open SEC source
13 Aug 2026, 12:13:02 UTC 13F-HR Plum Street Advisors, LLC CIK 0002068236 2026 Q2 Open parsed portfolio 107 $313,149,338 Open SEC source
13 Aug 2026, 14:48:59 UTC 13F-HR ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 2026 Q2 Open parsed portfolio 80 $152,748,012 Open SEC source
13 Aug 2026, 12:28:02 UTC 13F-HR SWF LLC CIK 0002065728 2026 Q2 Open parsed portfolio 14 $1,494,599,391 Open SEC source
13 Aug 2026, 16:30:25 UTC 13F-HR Henderson Brothers Financial Partners, LLC CIK 0002064329 2026 Q2 Open parsed portfolio 77 $211,250,627 Open SEC source
13 Aug 2026, 13:02:44 UTC 13F-HR Cloud Capital Management, LLC CIK 0002060492 2026 Q2 Open parsed portfolio 125 $273,728,000 Open SEC source
13 Aug 2026, 14:30:33 UTC 13F-HR Patriot Financial Partners GP II, L.P. CIK 0002061817 2026 Q2 Open parsed portfolio 12 $391,261,222 Open SEC source
13 Aug 2026, 14:12:15 UTC 13F-HR Curry Webb Wealth Management LLC CIK 0002060114 2026 Q2 Open parsed portfolio 67 $241,472,887 Open SEC source
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