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, 09:42:47 UTC | 13F-HR | Ballentine Capital Advisors, Inc CIK 0002011580 | 2026 Q3 Open parsed portfolio | 26 | $265,872,677 | Open SEC source |
| 14 Oct 2026, 09:36:47 UTC | 13F-HR | WORLD EQUITY GROUP, INC. CIK 0000878770 | 2026 Q3 Open parsed portfolio | 256 | $242,217,924 | Open SEC source |
| 14 Oct 2026, 09:35:16 UTC | 13F-HR | Hartmann Taylor Wealth Management, LLC CIK 0002058267 | 2026 Q3 Open parsed portfolio | 61 | $178,184,925 | Open SEC source |
| 14 Oct 2026, 09:28:13 UTC | 13F-HR | ENZI WEALTH CIK 0001887441 | 2026 Q3 Open parsed portfolio | 83 | $333,549,601 | Open SEC source |
| 14 Oct 2026, 09:23:17 UTC | 13F-HR | CMG Global Holdings, LLC CIK 0001839445 | 2026 Q3 Open parsed portfolio | 110 | $226,324,601 | Open SEC source |
| 14 Oct 2026, 09:22:44 UTC | 13F-HR | NewCorp Financial Services, Inc. CIK 0002110453 | 2026 Q3 Open parsed portfolio | 54 | $131,974,390 | Open SEC source |
| 14 Oct 2026, 09:18:57 UTC | 13F-HR | AAFMAA Wealth Management & Trust LLC CIK 0001846160 | 2026 Q3 Open parsed portfolio | 94 | $291,062,077 | Open SEC source |
| 14 Oct 2026, 09:18:07 UTC | 13F-HR | August Group Capital Ltd CIK 0002107394 | 2026 Q3 Open parsed portfolio | 101 | $98,028,101 | Open SEC source |
| 14 Oct 2026, 09:17:07 UTC | 13F-HR | TCP Asset Management, LLC CIK 0001961898 | 2026 Q3 Open parsed portfolio | 144 | $884,501,747 | Open SEC source |
| 14 Oct 2026, 09:16:07 UTC | 13F-HR | APS Management Group, Inc. CIK 0001914985 | 2026 Q3 Open parsed portfolio | 72 | $139,105,132 | Open SEC source |
| 14 Oct 2026, 09:16:06 UTC | 13F-HR | Cannon Advisors, Inc. CIK 0001805370 | 2026 Q3 Open parsed portfolio | 108 | $172,320,249 | Open SEC source |
| 14 Oct 2026, 09:14:58 UTC | 13F-HR | Lotus Asset Management LLC CIK 0002153440 | 2026 Q3 Open parsed portfolio | 47 | $121,534,886 | Open SEC source |
| 14 Oct 2026, 09:14:09 UTC | 13F-HR | Heck Capital Advisors, LLC CIK 0002046227 | 2026 Q3 Open parsed portfolio | 239 | $1,823,592,861 | Open SEC source |
| 14 Oct 2026, 09:12:49 UTC | 13F-HR | BLVD Private Wealth, LLC CIK 0002079537 | 2026 Q3 Open parsed portfolio | 72 | $134,439,404 | Open SEC source |
| 14 Oct 2026, 09:11:50 UTC | 13F-HR | 15 Wealth Advisors LLC CIK 0002148692 | 2026 Q3 Open parsed portfolio | 108 | $399,130,224 | Open SEC source |
| 14 Oct 2026, 09:11:06 UTC | 13F-HR | Capital Investment Counsel, LLC CIK 0002033609 | 2026 Q3 Open parsed portfolio | 155 | $805,155,687 | Open SEC source |
| 14 Oct 2026, 09:10:13 UTC | 13F-HR | Phraction Management LLC CIK 0001907803 | 2026 Q3 Open parsed portfolio | 66 | $430,729,893 | Open SEC source |
| 14 Oct 2026, 09:09:18 UTC | 13F-HR | Integris Wealth Management, LLC CIK 0001750852 | 2026 Q3 Open parsed portfolio | 140 | $520,307,189 | Open SEC source |
| 14 Oct 2026, 09:08:29 UTC | 13F-HR | Appalachian Capital Management Ltd CIK 0002111450 | 2026 Q3 Open parsed portfolio | 48 | $139,416,658 | Open SEC source |
| 14 Oct 2026, 09:03:59 UTC | 13F-HR | ELCO Management Co., LLC CIK 0001690717 | 2026 Q3 Open parsed portfolio | 171 | $212,727,591 | Open SEC source |
| 14 Oct 2026, 09:03:07 UTC | 13F-HR | Advisory Solutions Group, LLC CIK 0002147643 | 2026 Q3 Open parsed portfolio | 291 | $471,283,867 | Open SEC source |
| 14 Oct 2026, 09:03:00 UTC | 13F-HR | Capital Advantage, Inc. CIK 0001628896 | 2026 Q3 Open parsed portfolio | 158 | $834,119,691 | Open SEC source |
| 14 Oct 2026, 09:02:09 UTC | 13F-HR | Powers Advisory Group, LLC CIK 0001927474 | 2026 Q3 Open parsed portfolio | 128 | $330,002,811 | Open SEC source |
| 14 Oct 2026, 09:01:11 UTC | 13F-HR | Innovative Wealth Building LLC CIK 0002062596 | 2026 Q3 Open parsed portfolio | 86 | $180,691,019 | Open SEC source |
| 14 Oct 2026, 09:00:17 UTC | 13F-HR | Global Trust Wealth Management LLC CIK 0002065265 | 2026 Q3 Open parsed portfolio | 71 | $138,960,954 | Open SEC source |
| 14 Oct 2026, 08:59:31 UTC | 13F-HR | Ignite Planners, LLC CIK 0001849348 | 2026 Q3 Open parsed portfolio | 449 | $767,405,084 | Open SEC source |
| 14 Oct 2026, 08:58:47 UTC | 13F-HR | Wealth Alliance Advisory Group, LLC CIK 0001735734 | 2026 Q3 Open parsed portfolio | 204 | $711,924,454 | Open SEC source |
| 14 Oct 2026, 08:57:50 UTC | 13F-HR | Sound Stewardship, LLC CIK 0001998101 | 2026 Q3 Open parsed portfolio | 76 | $246,111,664 | Open SEC source |
| 14 Oct 2026, 08:57:09 UTC | 13F-HR | Patriot Financial Group Insurance Agency, LLC CIK 0001694883 | 2026 Q3 Open parsed portfolio | 497 | $1,045,224,073 | Open SEC source |
| 14 Oct 2026, 08:56:09 UTC | 13F-HR | WESTCO ADVISORY SERVICES INC /ADV CIK 0000946310 | 2026 Q3 Open parsed portfolio | 98 | $166,462,423 | Open SEC source |
| 14 Oct 2026, 08:55:09 UTC | 13F-HR | Unified Investment Management CIK 0002054855 | 2026 Q3 Open parsed portfolio | 142 | $111,113,162 | Open SEC source |
| 14 Oct 2026, 08:54:09 UTC | 13F-HR | FORONJY FINANCIAL LLC CIK 0002040600 | 2026 Q3 Open parsed portfolio | 113 | $284,565,942 | Open SEC source |
| 14 Oct 2026, 08:53:11 UTC | 13F-HR | Yanni & Associates Investment Advisors, LLC CIK 0002109644 | 2026 Q3 Open parsed portfolio | 37 | $109,029,521 | Open SEC source |
| 14 Oct 2026, 08:52:21 UTC | 13F-HR | Fullerton Advisors, LLC CIK 0002108355 | 2026 Q3 Open parsed portfolio | 54 | $107,199,694 | Open SEC source |
| 14 Oct 2026, 08:51:27 UTC | 13F-HR | Barry Investment Advisors, LLC CIK 0001631639 | 2026 Q3 Open parsed portfolio | 102 | $523,524,556 | Open SEC source |
| 14 Oct 2026, 08:50:34 UTC | 13F-HR | TruNorth Capital Management, LLC CIK 0001639695 | 2026 Q3 Open parsed portfolio | 123 | $641,346,180 | Open SEC source |
| 14 Oct 2026, 08:49:29 UTC | 13F-HR | Financial Advisory Corp CIK 0001813369 | 2026 Q3 Open parsed portfolio | 54 | $783,978,764 | Open SEC source |
| 14 Oct 2026, 08:48:06 UTC | 13F-HR | BCO Wealth Management LLC CIK 0002054749 | 2026 Q3 Open parsed portfolio | 42 | $185,475,811 | Open SEC source |
| 14 Oct 2026, 08:47:11 UTC | 13F-HR | Upper Left Wealth Management, LLC CIK 0001911228 | 2026 Q3 Open parsed portfolio | 68 | $192,717,987 | Open SEC source |
| 14 Oct 2026, 08:45:38 UTC | 13F-HR | ATX Financial Planning, LLC CIK 0002111013 | 2026 Q3 Open parsed portfolio | 79 | $156,499,450 | Open SEC source |
| 14 Oct 2026, 08:42:22 UTC | 13F-HR | Oliver Luxxe Assets LLC CIK 0001666239 | 2026 Q3 Open parsed portfolio | 190 | $636,740,762 | Open SEC source |
| 14 Oct 2026, 08:35:46 UTC | 13F-HR | StoryOne LLC CIK 0002079652 | 2026 Q3 Open parsed portfolio | 79 | $221,627,108 | Open SEC source |
| 14 Oct 2026, 08:35:13 UTC | 13F-HR | FULTON BANK, N.A. CIK 0000883782 | 2026 Q3 Open parsed portfolio | 683 | $3,289,424,040 | Open SEC source |
| 14 Oct 2026, 08:25:32 UTC | 13F-HR | HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 | 2026 Q3 Open parsed portfolio | 25 | $91,898,975 | Open SEC source |
| 14 Oct 2026, 08:21:30 UTC | 13F-HR | Physician Wealth Solutions Inc. CIK 0002007116 | 2026 Q3 Open parsed portfolio | 45 | $254,173,599 | Open SEC source |
| 14 Oct 2026, 08:15:05 UTC | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 | 2026 Q3 Open parsed portfolio | 227 | $1,460,244,677 | Open SEC source |
| 14 Oct 2026, 08:09:44 UTC | 13F-HR | Southland Equity Partners LLC CIK 0002006517 | 2026 Q3 Open parsed portfolio | 292 | $582,562,807 | Open SEC source |
| 14 Oct 2026, 07:33:32 UTC | 13F-HR | West Tower Group, LLC CIK 0001965819 | 2026 Q3 Open parsed portfolio | 31 | $26,980,557 | Open SEC source |
| 14 Oct 2026, 06:20:21 UTC | 13F-HR/A | Pensjonsforsikring As Oslo CIK 0001828808 | 2017 Q1 - Restatement Open parsed portfolio | 9 | $192,505,791 | Open SEC source |
| 14 Oct 2026, 06:07:35 UTC | 13F-HR | Fearless Solutions, LLC dba Best Invest CIK 0002094159 | 2026 Q3 Open parsed portfolio | 143 | $196,522,046 | Open SEC source |