13F portfolio feed

Latest 13F Portfolio Filings

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

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57

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Signal Advisors Wealth, LLC

CIK 0002010926

13F-HR Q3 2026
CIK
0002010926
Source
SEC 13F-HR
Action
13F-HR accepted
Value
701 holdings / $2,271,154,619
Filed
13 Oct 2026, 14:37:38 UTC
Period
2026 Q3

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

13F portfolio

BEACON INVESTMENT ADVISORY SERVICES, INC.

CIK 0001654599

13F-HR Q3 2026
CIK
0001654599
Source
SEC 13F-HR
Action
13F-HR accepted
Value
798 holdings / $2,652,644,496
Filed
13 Oct 2026, 14:27:14 UTC
Period
2026 Q3

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

13F portfolio

Bricktown Capital, LLC

CIK 0001934657

13F-HR Q3 2026
CIK
0001934657
Source
SEC 13F-HR
Action
13F-HR accepted
Value
30 holdings / $547,593,091
Filed
13 Oct 2026, 14:26:35 UTC
Period
2026 Q3

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

13F portfolio

Somerset Trust Co

CIK 0001597099

13F-HR Q3 2026
CIK
0001597099
Source
SEC 13F-HR
Action
13F-HR accepted
Value
186 holdings / $353,934,832
Filed
13 Oct 2026, 14:25:52 UTC
Period
2026 Q3

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

13F portfolio

Bulwark Capital Corp

CIK 0002075899

13F-HR Q3 2026
CIK
0002075899
Source
SEC 13F-HR
Action
13F-HR accepted
Value
106 holdings / $189,027,660
Filed
13 Oct 2026, 14:22:04 UTC
Period
2026 Q3

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

13F portfolio

WESPAC Advisors SoCal, LLC

CIK 0001668188

13F-HR Q3 2026
CIK
0001668188
Source
SEC 13F-HR
Action
13F-HR accepted
Value
116 holdings / $551,486,127
Filed
13 Oct 2026, 14:21:31 UTC
Period
2026 Q3

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 Oct 2026, 14:37:38 UTC 13F-HR Signal Advisors Wealth, LLC CIK 0002010926 2026 Q3 Open parsed portfolio 701 $2,271,154,619 Open SEC source
13 Oct 2026, 14:27:14 UTC 13F-HR BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 2026 Q3 Open parsed portfolio 798 $2,652,644,496 Open SEC source
13 Oct 2026, 14:26:35 UTC 13F-HR Bricktown Capital, LLC CIK 0001934657 2026 Q3 Open parsed portfolio 30 $547,593,091 Open SEC source
13 Oct 2026, 14:25:52 UTC 13F-HR Somerset Trust Co CIK 0001597099 2026 Q3 Open parsed portfolio 186 $353,934,832 Open SEC source
13 Oct 2026, 14:22:04 UTC 13F-HR Bulwark Capital Corp CIK 0002075899 2026 Q3 Open parsed portfolio 106 $189,027,660 Open SEC source
13 Oct 2026, 14:21:31 UTC 13F-HR WESPAC Advisors SoCal, LLC CIK 0001668188 2026 Q3 Open parsed portfolio 116 $551,486,127 Open SEC source
13 Oct 2026, 14:21:22 UTC 13F-HR Brewster Financial Planning LLC CIK 0001898145 2026 Q3 Open parsed portfolio 31 $181,483,977 Open SEC source
13 Oct 2026, 14:21:16 UTC 13F-HR Parkshore Wealth Management, Inc. CIK 0002024251 2026 Q3 Open parsed portfolio 69 $393,578,031 Open SEC source
13 Oct 2026, 14:16:39 UTC 13F-HR WASATCH ADVISORS LP CIK 0000814133 2026 Q3 Open parsed portfolio 229 $13,468,988,721 Open SEC source
13 Oct 2026, 14:13:09 UTC 13F-HR SMI Advisory Services, LLC CIK 0001609008 2026 Q3 Open parsed portfolio 59 $626,501,134 Open SEC source
13 Oct 2026, 14:11:30 UTC 13F-HR Antonelli Financial Advisors, LLC CIK 0002055364 2026 Q3 Open parsed portfolio 51 $138,252,000 Open SEC source
13 Oct 2026, 14:09:36 UTC 13F-HR Syntegra Private Wealth Group, LLC CIK 0001964298 2026 Q3 Open parsed portfolio 205 $1,301,119,816 Open SEC source
13 Oct 2026, 14:07:38 UTC 13F-HR Walleye Partners, LLC CIK 0002068376 2026 Q3 Open parsed portfolio 59 $89,001,866 Open SEC source
13 Oct 2026, 14:04:11 UTC 13F-HR BAILARD, INC. CIK 0000750641 2026 Q3 Open parsed portfolio 746 $4,941,140,673 Open SEC source
13 Oct 2026, 14:01:56 UTC 13F-HR SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 2026 Q3 Open parsed portfolio 667 $5,668,153,182 Open SEC source
13 Oct 2026, 14:00:59 UTC 13F-HR Connecticut Wealth Management, LLC CIK 0001689829 2026 Q3 Open parsed portfolio 338 $2,725,210,339 Open SEC source
13 Oct 2026, 13:53:26 UTC 13F-HR FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 2026 Q3 Open parsed portfolio 153 $327,692,499 Open SEC source
13 Oct 2026, 13:52:22 UTC 13F-HR WealthBridge Investment Counsel Inc. CIK 0001799425 2026 Q3 Open parsed portfolio 44 $376,893,000 Open SEC source
13 Oct 2026, 13:50:07 UTC 13F-HR Capitol Family Office, Inc. CIK 0001863768 2026 Q3 Open parsed portfolio 37 $92,897,467 Open SEC source
13 Oct 2026, 13:48:15 UTC 13F-HR Windsor Capital Management, LLC CIK 0001543100 2026 Q3 Open parsed portfolio 132 $388,928,144 Open SEC source
13 Oct 2026, 13:47:50 UTC 13F-HR Fiduciary Alliance LLC CIK 0001954805 2026 Q3 Open parsed portfolio 503 $1,326,661,958 Open SEC source
13 Oct 2026, 13:46:53 UTC 13F-HR Boston Common Asset Management, LLC CIK 0001409427 2026 Q3 Open parsed portfolio 181 $1,724,720,008 Open SEC source
13 Oct 2026, 13:46:23 UTC 13F-HR Founders Capital Management CIK 0001704300 2026 Q3 Open parsed portfolio 67 $220,290,911 Open SEC source
13 Oct 2026, 13:39:46 UTC 13F-HR WT Wealth Management CIK 0001780507 2026 Q3 Open parsed portfolio 145 $357,153,778 Open SEC source
13 Oct 2026, 13:36:44 UTC 13F-HR Aaron Wealth Advisors LLC CIK 0001812198 2026 Q3 Open parsed portfolio 687 $2,043,360,441 Open SEC source
13 Oct 2026, 13:36:28 UTC 13F-HR Legal Advantage Investments, Inc. CIK 0001841769 2026 Q3 Open parsed portfolio 83 $468,235,096 Open SEC source
13 Oct 2026, 13:34:35 UTC 13F-HR GEN Financial Management, INC. CIK 0002032497 2026 Q3 Open parsed portfolio 56 $184,986,564 Open SEC source
13 Oct 2026, 13:34:07 UTC 13F-HR S.A. Mason LLC CIK 0001800911 2026 Q3 Open parsed portfolio 284 $340,623,225 Open SEC source
13 Oct 2026, 13:30:07 UTC 13F-HR Pacific Park Financial, Inc. CIK 0002107255 2026 Q3 Open parsed portfolio 81 $168,862,578 Open SEC source
13 Oct 2026, 13:29:31 UTC 13F-HR Perennial Advisors, LLC CIK 0001697360 2026 Q3 Open parsed portfolio 140 $669,378,641 Open SEC source
13 Oct 2026, 13:28:45 UTC 13F-HR Shum Financial Group, Inc. CIK 0002044675 2026 Q3 Open parsed portfolio 110 $174,184,193 Open SEC source
13 Oct 2026, 13:26:52 UTC 13F-HR MATRIX ASSET ADVISORS INC/NY CIK 0001016287 2026 Q3 Open parsed portfolio 100 $1,213,484,873 Open SEC source
13 Oct 2026, 13:22:59 UTC 13F-HR SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 2026 Q3 Open parsed portfolio 39 $320,313,226 Open SEC source
13 Oct 2026, 13:19:36 UTC 13F-HR 25 LLC CIK 0001968777 2026 Q3 Open parsed portfolio 76 $366,897,895 Open SEC source
13 Oct 2026, 13:11:02 UTC 13F-HR Hennion & Walsh Asset Management, Inc. CIK 0001861642 2026 Q3 Open parsed portfolio 969 $3,418,132,296 Open SEC source
13 Oct 2026, 13:10:13 UTC 13F-HR Great Diamond Partners, LLC CIK 0001801112 2026 Q3 Open parsed portfolio 238 $595,546,570 Open SEC source
13 Oct 2026, 13:07:24 UTC 13F-HR Keystone Global Partners, LLC CIK 0001764057 2026 Q3 Open parsed portfolio 60 $275,310,210 Open SEC source
13 Oct 2026, 13:05:38 UTC 13F-HR Unique Wealth Strategies, LLC CIK 0002009809 2026 Q3 Open parsed portfolio 213 $267,900,031 Open SEC source
13 Oct 2026, 13:02:56 UTC 13F-HR Mengis Capital Management, Inc. CIK 0001609674 2026 Q3 Open parsed portfolio 215 $672,508,377 Open SEC source
13 Oct 2026, 13:00:15 UTC 13F-HR ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 2026 Q3 Open parsed portfolio 58 $164,557,891 Open SEC source
13 Oct 2026, 12:57:38 UTC 13F-HR PING CAPITAL MANAGEMENT, INC. CIK 0001804352 2026 Q3 Open parsed portfolio 66 $302,825,061 Open SEC source
13 Oct 2026, 12:55:13 UTC 13F-HR MACKAY SHIELDS LLC CIK 0000061227 2026 Q3 Open parsed portfolio 103 $2,758,030,309 Open SEC source
13 Oct 2026, 12:53:07 UTC 13F-HR Oak Asset Management, LLC CIK 0001726375 2026 Q3 Open parsed portfolio 112 $317,397,570 Open SEC source
13 Oct 2026, 12:52:24 UTC 13F-HR Fjell Capital, LLC CIK 0002053350 2026 Q3 Open parsed portfolio 84 $178,423,841 Open SEC source
13 Oct 2026, 12:51:03 UTC 13F-HR Pettinga Financial Advisors LLC CIK 0001694592 2026 Q3 Open parsed portfolio 158 $605,656,774 Open SEC source
13 Oct 2026, 12:50:23 UTC 13F-HR Crane Advisory, LLC CIK 0001951283 2026 Q3 Open parsed portfolio 55 $707,226,617 Open SEC source
13 Oct 2026, 12:49:23 UTC 13F-HR Emerald Advisors, LLC CIK 0001802611 2026 Q3 Open parsed portfolio 111 $780,922,970 Open SEC source
13 Oct 2026, 12:47:47 UTC 13F-HR BayBridge Capital Group, LLC CIK 0001898297 2026 Q3 Open parsed portfolio 97 $189,902,212 Open SEC source
13 Oct 2026, 12:47:22 UTC 13F-HR Seven Hills Financial, LLC CIK 0002153041 2026 Q3 Open parsed portfolio 108 $165,745,862 Open SEC source
13 Oct 2026, 12:46:54 UTC 13F-HR Spinnaker Investment Group, LLC CIK 0001911067 2026 Q3 Open parsed portfolio 177 $634,641,703 Open SEC source
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