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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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201-250 of 3,913
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5

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

JHP Wealth Management, LLC

CIK 0002110669

13F-HR Q2 2026
CIK
0002110669
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
40 holdings / $122,102,417
Filed
30 Jul 2026, 18:30:06 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Blankinship & Foster, LLC

CIK 0001708872

13F-HR Q2 2026
CIK
0001708872
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
79 holdings / $495,491,744
Filed
30 Jul 2026, 18:28:39 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

One Wealth Map LLC

CIK 0001802635

13F-HR Q2 2026
CIK
0001802635
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
90 holdings / $214,403,902
Filed
30 Jul 2026, 18:25:26 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

CDKV HOLDINGS LLC

CIK 0002109928

13F-HR Q2 2026
CIK
0002109928
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
276 holdings / $127,975,596
Filed
30 Jul 2026, 18:03:00 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Tortuga Wealth Management, Inc

CIK 0002118051

13F-HR Q2 2026
CIK
0002118051
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
135 holdings / $131,812,988
Filed
30 Jul 2026, 17:57:37 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Powers Capital, LLC

CIK 0002056287

13F-HR Q2 2026
CIK
0002056287
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2 holdings / $243,689,639
Filed
30 Jul 2026, 17:57:04 UTC
Period
2026 Q2

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
30 Jul 2026, 18:30:06 UTC 13F-HR JHP Wealth Management, LLC CIK 0002110669 2026 Q2 Open parsed portfolio 40 $122,102,417 Open SEC source
30 Jul 2026, 18:28:39 UTC 13F-HR Blankinship & Foster, LLC CIK 0001708872 2026 Q2 Open parsed portfolio 79 $495,491,744 Open SEC source
30 Jul 2026, 18:25:26 UTC 13F-HR One Wealth Map LLC CIK 0001802635 2026 Q2 Open parsed portfolio 90 $214,403,902 Open SEC source
30 Jul 2026, 18:03:00 UTC 13F-HR CDKV HOLDINGS LLC CIK 0002109928 2026 Q2 Open parsed portfolio 276 $127,975,596 Open SEC source
30 Jul 2026, 17:57:37 UTC 13F-HR Tortuga Wealth Management, Inc CIK 0002118051 2026 Q2 Open parsed portfolio 135 $131,812,988 Open SEC source
30 Jul 2026, 17:57:04 UTC 13F-HR Powers Capital, LLC CIK 0002056287 2026 Q2 Open parsed portfolio 2 $243,689,639 Open SEC source
30 Jul 2026, 17:51:38 UTC 13F-HR POM Investment Strategies, LLC CIK 0001906322 2026 Q2 Open parsed portfolio 348 $88,255,323 Open SEC source
30 Jul 2026, 17:27:19 UTC 13F-HR Overbrook Management Corp CIK 0001269786 2026 Q2 Open parsed portfolio 68 $662,996,686 Open SEC source
30 Jul 2026, 17:25:57 UTC 13F-HR Bridgelight Financial Advisors, Inc. CIK 0002145102 2026 Q2 Open parsed portfolio 49 $145,989,998 Open SEC source
30 Jul 2026, 17:21:18 UTC 13F-HR Bridgelight Financial Advisors, Inc. CIK 0002145102 2026 Q1 Open parsed portfolio 40 $117,962,711 Open SEC source
30 Jul 2026, 17:16:27 UTC 13F-HR Bridgelight Financial Advisors, Inc. CIK 0002145102 2025 Q4 Open parsed portfolio 40 $117,410,415 Open SEC source
30 Jul 2026, 17:05:16 UTC 13F-HR Spectrum Investment Advisors, Inc. CIK 0001856042 2026 Q2 Open parsed portfolio 76 $244,601,703 Open SEC source
30 Jul 2026, 16:57:37 UTC 13F-HR QUANTIFY CHAOS ADVISORS, LLC CIK 0002107086 2026 Q2 Open parsed portfolio 48 $35,504,794 Open SEC source
30 Jul 2026, 16:56:48 UTC 13F-HR Bigelow Investment Advisors, LLC CIK 0001729516 2026 Q2 Open parsed portfolio 157 $276,228,695 Open SEC source
30 Jul 2026, 16:55:37 UTC 13F-HR Kercheville Advisors, LLC CIK 0001890748 2026 Q2 Open parsed portfolio 108 $328,447,659 Open SEC source
30 Jul 2026, 16:54:36 UTC 13F-HR Kiker Wealth Management, LLC CIK 0002042502 2026 Q2 Open parsed portfolio 161 $256,279,585 Open SEC source
30 Jul 2026, 16:54:27 UTC 13F-HR Oasis Advisors, LLC CIK 0002124777 2026 Q2 Open parsed portfolio 54 $154,096,374 Open SEC source
30 Jul 2026, 16:53:18 UTC 13F-HR Blue Line Capital, LLC / IL CIK 0002111406 2026 Q2 Open parsed portfolio 75 $115,636,704 Open SEC source
30 Jul 2026, 16:52:11 UTC 13F-HR Wealthstar Advisors, LLC CIK 0001602224 2026 Q2 Open parsed portfolio 113 $200,945,556 Open SEC source
30 Jul 2026, 16:50:49 UTC 13F-HR Next Level Wealth Planning, LLC CIK 0002044208 2026 Q2 Open parsed portfolio 74 $227,162,869 Open SEC source
30 Jul 2026, 16:50:30 UTC 13F-HR Briaud Financial Planning Inc CIK 0001800586 2026 Q2 Open parsed portfolio 42 $380,226,343 Open SEC source
30 Jul 2026, 16:48:44 UTC 13F-HR Alta Wealth Advisors LLC CIK 0001843826 2026 Q2 Open parsed portfolio 170 $368,928,324 Open SEC source
30 Jul 2026, 16:46:58 UTC 13F-HR Sather Financial Group Inc CIK 0001568540 2026 Q2 Open parsed portfolio 121 $1,742,030,834 Open SEC source
30 Jul 2026, 16:41:32 UTC 13F-HR Towneley Capital Management, Inc / DE CIK 0002004980 2026 Q2 Open parsed portfolio 46 $509,492,177 Open SEC source
30 Jul 2026, 16:40:50 UTC 13F-HR Mountain Capital Management, LLC CIK 0002096127 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
30 Jul 2026, 16:36:38 UTC 13F-HR Penn Capital Management Company, LLC CIK 0001158202 2026 Q2 Open parsed portfolio 185 $1,576,541,681 Open SEC source
30 Jul 2026, 16:36:22 UTC 13F-HR TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 2026 Q2 Open parsed portfolio 91 $741,294,573 Open SEC source
30 Jul 2026, 16:36:14 UTC 13F-HR Nvest Financial, LLC CIK 0001915315 2026 Q2 Open parsed portfolio 150 $316,291,285 Open SEC source
30 Jul 2026, 16:30:18 UTC 13F-HR BAILARD, INC. CIK 0000750641 2026 Q2 Open parsed portfolio 763 $4,912,123,782 Open SEC source
30 Jul 2026, 16:28:56 UTC 13F-HR LB Partners LLC CIK 0002007877 2026 Q2 Open parsed portfolio 34 $146,645,732 Open SEC source
30 Jul 2026, 16:28:16 UTC 13F-HR Running Oak Capital LLC CIK 0001803994 2026 Q2 Open parsed portfolio 59 $586,534,787 Open SEC source
30 Jul 2026, 16:27:22 UTC 13F-HR Almanack Investment Partners, LLC. CIK 0001680613 2026 Q2 Open parsed portfolio 321 $784,739,151 Open SEC source
30 Jul 2026, 16:26:55 UTC 13F-HR BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 2026 Q2 Open parsed portfolio 19 $135,008,642 Open SEC source
30 Jul 2026, 16:26:51 UTC 13F-HR Bravias Capital Group, LLC CIK 0002054328 2026 Q2 Open parsed portfolio 97 $168,487,500 Open SEC source
30 Jul 2026, 16:24:00 UTC 13F-HR DKM Wealth Management, Inc. CIK 0002055833 2026 Q2 Open parsed portfolio 74 $152,973,399 Open SEC source
30 Jul 2026, 16:23:55 UTC 13F-HR/A Ahara Advisors LLC CIK 0002116771 2026 Q2 - New Holdings Open parsed portfolio 55 $147,883,031 Open SEC source
30 Jul 2026, 16:23:17 UTC 13F-HR XP Advisory US, Inc. CIK 0002147967 2026 Q2 Open parsed portfolio 81 $182,567,061 Open SEC source
30 Jul 2026, 16:22:08 UTC 13F-HR LCW Services, LLC CIK 0002110690 2026 Q2 Open parsed portfolio 40 $229,626,577 Open SEC source
30 Jul 2026, 16:20:00 UTC 13F-HR KITCHING PARTNERS, LLC CIK 0002010145 2026 Q2 Open parsed portfolio 40 $116,379,890 Open SEC source
30 Jul 2026, 16:19:24 UTC 13F-HR Kaizen Financial Strategies CIK 0001842013 2026 Q2 Open parsed portfolio 170 $253,201,419 Open SEC source
30 Jul 2026, 16:19:19 UTC 13F-HR CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001845620 2026 Q2 Open parsed portfolio 6 $34,381,399 Open SEC source
30 Jul 2026, 16:18:17 UTC 13F-HR Carnegie Investment Counsel CIK 0001511506 2026 Q2 Open parsed portfolio 547 $4,992,151,681 Open SEC source
30 Jul 2026, 16:17:44 UTC 13F-HR Lebenthal Global Advisors, LLC CIK 0001845766 2026 Q2 Open parsed portfolio 204 $741,451,110 Open SEC source
30 Jul 2026, 16:17:06 UTC 13F-HR WELCH & FORBES LLC CIK 0000105495 2026 Q2 Open parsed portfolio 388 $8,228,334,230 Open SEC source
30 Jul 2026, 16:16:25 UTC 13F-HR St. Louis Trust Co CIK 0001661144 2026 Q2 Open parsed portfolio 142 $42,207,201 Open SEC source
30 Jul 2026, 16:13:09 UTC 13F-HR BENDER ROBERT & ASSOCIATES CIK 0000894300 2026 Q2 Open parsed portfolio 39 $481,200,232 Open SEC source
30 Jul 2026, 16:12:26 UTC 13F-HR Pekin Hardy Strauss, Inc. CIK 0001020317 2026 Q2 Open parsed portfolio 511 $1,135,136,730 Open SEC source
30 Jul 2026, 16:12:16 UTC 13F-HR Del-Sette Capital Management, LLC CIK 0001610580 2026 Q2 Open parsed portfolio 50 $171,255,619 Open SEC source
30 Jul 2026, 16:10:34 UTC 13F-HR VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 2026 Q2 Open parsed portfolio 57 $121,329,948 Open SEC source
30 Jul 2026, 16:08:44 UTC 13F-HR MILFORD FUNDS LTD CIK 0001775715 2026 Q2 Open parsed portfolio 91 $6,140,519,074 Open SEC source
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