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 |
|---|---|---|---|---|---|---|
| 13 Oct 2026, 12:30:51 UTC | 13F-HR | HEFFERNAN ADVISORY, INC CIK 0001536230 | 2026 Q3 Open parsed portfolio | 57 | $148,869,624 | Open SEC source |
| 13 Oct 2026, 12:28:09 UTC | 13F-HR | SL ADVISORS, LLC CIK 0001680365 | 2026 Q3 Open parsed portfolio | 31 | $51,240,004 | Open SEC source |
| 13 Oct 2026, 12:26:48 UTC | 13F-HR/A | KIECKHEFER GROUP LLC CIK 0002051613 | 2026 Q3 - Restatement Open parsed portfolio | 62 | $251,522,974 | Open SEC source |
| 13 Oct 2026, 12:22:33 UTC | 13F-HR | Compass Financial Group, INC/SD CIK 0001964835 | 2026 Q3 Open parsed portfolio | 120 | $922,113,677 | Open SEC source |
| 13 Oct 2026, 12:22:13 UTC | 13F-HR | McCollum Christoferson Group LLC CIK 0001727573 | 2026 Q3 Open parsed portfolio | 88 | $200,663,533 | Open SEC source |
| 13 Oct 2026, 12:20:35 UTC | 13F-HR | Worthington Financial Partners, LLC CIK 0002111427 | 2026 Q3 Open parsed portfolio | 98 | $118,232,353 | Open SEC source |
| 13 Oct 2026, 12:20:00 UTC | 13F-HR | Cooksen Wealth, LLC CIK 0002016393 | 2026 Q3 Open parsed portfolio | 44 | $163,171,517 | Open SEC source |
| 13 Oct 2026, 12:17:04 UTC | 13F-HR | Madson Wealth Advisors Inc CIK 0002129795 | 2026 Q3 Open parsed portfolio | 92 | $143,028,575 | Open SEC source |
| 13 Oct 2026, 12:13:40 UTC | 13F-HR | SAX WEALTH ADVISORS, LLC CIK 0001846150 | 2026 Q3 Open parsed portfolio | 750 | $3,504,102,565 | Open SEC source |
| 13 Oct 2026, 12:09:46 UTC | 13F-HR | Grove Street Fiduciary, LLC CIK 0002054682 | 2026 Q3 Open parsed portfolio | 77 | $220,786,585 | Open SEC source |
| 13 Oct 2026, 12:06:22 UTC | 13F-HR | ALM First Financial Advisors, LLC CIK 0001950054 | 2026 Q3 Open parsed portfolio | 28 | $593,651,235 | Open SEC source |
| 13 Oct 2026, 12:05:21 UTC | 13F-HR | Refined Wealth Management CIK 0001724729 | 2026 Q3 Open parsed portfolio | 48 | $178,602,297 | Open SEC source |
| 13 Oct 2026, 12:02:11 UTC | 13F-HR | Fragasso Financial Advisors Inc CIK 0001613331 | 2026 Q3 Open parsed portfolio | 375 | $1,986,231,058 | Open SEC source |
| 13 Oct 2026, 11:59:59 UTC | 13F-HR | Ring Mountain Capital, LLC CIK 0002051343 | 2026 Q3 Open parsed portfolio | 112 | $244,499,222 | Open SEC source |
| 13 Oct 2026, 11:58:48 UTC | 13F-HR | Vannoy Advisory Group, Inc. CIK 0002011808 | 2026 Q3 Open parsed portfolio | 28 | $173,171,652 | Open SEC source |
| 13 Oct 2026, 11:58:13 UTC | 13F-HR | McGlone Suttner Wealth Management, Inc. CIK 0001964819 | 2026 Q3 Open parsed portfolio | 200 | $861,035,824 | Open SEC source |
| 13 Oct 2026, 11:53:45 UTC | 13F-HR | TL Private Wealth CIK 0001802868 | 2026 Q3 Open parsed portfolio | 55 | $279,395,129 | Open SEC source |
| 13 Oct 2026, 11:53:38 UTC | 13F-HR | STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 | 2026 Q3 Open parsed portfolio | 223 | $1,120,151,233 | Open SEC source |
| 13 Oct 2026, 11:51:22 UTC | 13F-HR | Sivik Global Healthcare LLC CIK 0001596452 | 2026 Q3 Open parsed portfolio | 35 | $175,040,173 | Open SEC source |
| 13 Oct 2026, 11:51:13 UTC | 13F-HR | PCA Investment Advisory Services Inc. CIK 0001977044 | 2026 Q3 Open parsed portfolio | 60 | $368,352,053 | Open SEC source |
| 13 Oct 2026, 11:48:29 UTC | 13F-HR | KIECKHEFER GROUP LLC CIK 0002051613 | 2026 Q3 Open parsed portfolio | 62 | $251,522,974 | Open SEC source |
| 13 Oct 2026, 11:46:58 UTC | 13F-HR | Level Financial Advisors CIK 0001871734 | 2026 Q3 Open parsed portfolio | 91 | $452,547,990 | Open SEC source |
| 13 Oct 2026, 11:43:38 UTC | 13F-HR | Seilern Investment Management Ltd CIK 0001817797 | 2026 Q3 Open parsed portfolio | 24 | $771,278,494 | Open SEC source |
| 13 Oct 2026, 11:43:24 UTC | 13F-HR | JERICHO FINANCIAL, LLP CIK 0001841173 | 2026 Q3 Open parsed portfolio | 39 | $201,953,526 | Open SEC source |
| 13 Oct 2026, 11:40:49 UTC | 13F-HR | Sullivan Wood Capital Management LLC CIK 0002077718 | 2026 Q3 Open parsed portfolio | 21 | $65,226,165 | Open SEC source |
| 13 Oct 2026, 11:26:13 UTC | 13F-HR | Financial Futures Ltd Liability Co. CIK 0001911616 | 2026 Q3 Open parsed portfolio | 78 | $269,838,091 | Open SEC source |
| 13 Oct 2026, 11:24:14 UTC | 13F-HR | First County Bank /CT/ CIK 0001983616 | 2026 Q3 Open parsed portfolio | 170 | $216,322,042 | Open SEC source |
| 13 Oct 2026, 11:19:11 UTC | 13F-HR | Asset Allocation & Management Company, LLC CIK 0001498383 | 2026 Q3 Open parsed portfolio | 69 | $320,898,000 | Open SEC source |
| 13 Oct 2026, 11:07:26 UTC | 13F-HR | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP CIK 0001729545 | 2026 Q2 Open parsed portfolio | 6 | $33,225,149 | Open SEC source |
| 13 Oct 2026, 11:02:08 UTC | 13F-HR | Quadratic Capital Management LLC CIK 0001697722 | 2026 Q3 Open parsed portfolio | 2 | $184,445,545 | Open SEC source |
| 13 Oct 2026, 11:01:58 UTC | 13F-HR | Sage Capital Advisors,llc CIK 0001714107 | 2026 Q3 Open parsed portfolio | 142 | $498,169,716 | Open SEC source |
| 13 Oct 2026, 10:56:55 UTC | 13F-HR | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 2026 Q3 Open parsed portfolio | 4,085 | $66,718,059,555 | Open SEC source |
| 13 Oct 2026, 10:56:33 UTC | 13F-HR | Blue Capital, Inc. CIK 0002032856 | 2026 Q3 Open parsed portfolio | 136 | $160,717,447 | Open SEC source |
| 13 Oct 2026, 10:50:30 UTC | 13F-HR | CONTINENTAL ADVISORS LLC CIK 0001277779 | 2026 Q3 Open parsed portfolio | 41 | $171,847,234 | Open SEC source |
| 13 Oct 2026, 10:49:56 UTC | 13F-HR | Sugar Maple Asset Management, LLC CIK 0002012673 | 2026 Q3 Open parsed portfolio | 89 | $175,443,902 | Open SEC source |
| 13 Oct 2026, 10:49:30 UTC | 13F-HR | Clarus Wealth Advisors CIK 0001730149 | 2026 Q3 Open parsed portfolio | 86 | $274,709,610 | Open SEC source |
| 13 Oct 2026, 10:47:55 UTC | 13F-HR | Kingsman Wealth Management, Inc. CIK 0002066184 | 2026 Q3 Open parsed portfolio | 82 | $224,052,997 | Open SEC source |
| 13 Oct 2026, 10:47:51 UTC | 13F-HR | Buttonwood Financial Advisors Inc. CIK 0001904033 | 2026 Q3 Open parsed portfolio | 110 | $331,046,507 | Open SEC source |
| 13 Oct 2026, 10:44:28 UTC | 13F-HR | DEPRINCE RACE & ZOLLO INC CIK 0001008894 | 2026 Q3 Open parsed portfolio | 197 | $5,659,362,608 | Open SEC source |
| 13 Oct 2026, 10:36:16 UTC | 13F-HR | LifePlan Financial, LLC CIK 0001739485 | 2026 Q3 Open parsed portfolio | 91 | $141,023,553 | Open SEC source |
| 13 Oct 2026, 10:35:09 UTC | 13F-HR | Richard P Slaughter Associates Inc CIK 0001811783 | 2026 Q3 Open parsed portfolio | 109 | $499,312,211 | Open SEC source |
| 13 Oct 2026, 10:34:49 UTC | 13F-HR | CGC Financial Services, LLC CIK 0001992785 | 2026 Q3 Open parsed portfolio | 338 | $450,814,065 | Open SEC source |
| 13 Oct 2026, 10:34:06 UTC | 13F-HR | AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 | 2026 Q3 Open parsed portfolio | 128 | $463,554,379 | Open SEC source |
| 13 Oct 2026, 10:33:01 UTC | 13F-HR | CASCADE INVESTMENT GROUP, INC. CIK 0000919447 | 2026 Q3 Open parsed portfolio | 160 | $180,503,867 | Open SEC source |
| 13 Oct 2026, 10:27:12 UTC | 13F-HR | Shearwater Capital LLC CIK 0001905665 | 2026 Q3 Open parsed portfolio | 71 | $211,167,926 | Open SEC source |
| 13 Oct 2026, 10:23:31 UTC | 13F-HR | AtlasMark Financial, Inc CIK 0002127120 | 2026 Q3 Open parsed portfolio | 44 | $204,499,387 | Open SEC source |
| 13 Oct 2026, 10:23:28 UTC | 13F-HR | ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 | 2026 Q3 Open parsed portfolio | 86 | $240,791,846 | Open SEC source |
| 13 Oct 2026, 10:22:38 UTC | 13F-HR | Lakeshore Financial Planning, Inc. CIK 0002000571 | 2026 Q3 Open parsed portfolio | 97 | $322,509,861 | Open SEC source |
| 13 Oct 2026, 10:21:44 UTC | 13F-HR | Stolper Co CIK 0001808195 | 2026 Q3 Open parsed portfolio | 90 | $387,231,000 | Open SEC source |
| 13 Oct 2026, 10:19:19 UTC | 13F-HR | CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 | 2026 Q3 Open parsed portfolio | 179 | $857,416,604 | Open SEC source |