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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2,851-2,900 of 3,511
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50
Current page
58

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

13F-HR Q3 2026
CIK
0001632972
Source
SEC 13F-HR
Action
13F-HR accepted
Value
4,085 holdings / $66,718,059,555
Filed
13 Oct 2026, 10:56:55 UTC
Period
2026 Q3

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

13F portfolio

Blue Capital, Inc.

CIK 0002032856

13F-HR Q3 2026
CIK
0002032856
Source
SEC 13F-HR
Action
13F-HR accepted
Value
136 holdings / $160,717,447
Filed
13 Oct 2026, 10:56:33 UTC
Period
2026 Q3

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

13F portfolio

CONTINENTAL ADVISORS LLC

CIK 0001277779

13F-HR Q3 2026
CIK
0001277779
Source
SEC 13F-HR
Action
13F-HR accepted
Value
41 holdings / $171,847,234
Filed
13 Oct 2026, 10:50:30 UTC
Period
2026 Q3

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

13F portfolio

Sugar Maple Asset Management, LLC

CIK 0002012673

13F-HR Q3 2026
CIK
0002012673
Source
SEC 13F-HR
Action
13F-HR accepted
Value
89 holdings / $175,443,902
Filed
13 Oct 2026, 10:49:56 UTC
Period
2026 Q3

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

13F portfolio

Clarus Wealth Advisors

CIK 0001730149

13F-HR Q3 2026
CIK
0001730149
Source
SEC 13F-HR
Action
13F-HR accepted
Value
86 holdings / $274,709,610
Filed
13 Oct 2026, 10:49:30 UTC
Period
2026 Q3

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

13F portfolio

Kingsman Wealth Management, Inc.

CIK 0002066184

13F-HR Q3 2026
CIK
0002066184
Source
SEC 13F-HR
Action
13F-HR accepted
Value
82 holdings / $224,052,997
Filed
13 Oct 2026, 10:47:55 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, 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
13 Oct 2026, 10:19:16 UTC 13F-HR FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 2026 Q3 Open parsed portfolio 159 $1,816,672,931 Open SEC source
13 Oct 2026, 10:18:18 UTC 13F-HR Clayton Financial Group LLC CIK 0002011212 2026 Q3 Open parsed portfolio 304 $190,410,426 Open SEC source
13 Oct 2026, 10:16:32 UTC 13F-HR EQUITABLE TRUST CO CIK 0000033250 2026 Q3 Open parsed portfolio 444 $2,377,847,807 Open SEC source
13 Oct 2026, 10:16:19 UTC 13F-HR Strategic Advisors LLC CIK 0001569119 2026 Q3 Open parsed portfolio 161 $474,668,956 Open SEC source
13 Oct 2026, 10:15:54 UTC 13F-HR Yoder Wealth Management, Inc. CIK 0001973967 2026 Q3 Open parsed portfolio 135 $265,033,910 Open SEC source
13 Oct 2026, 10:15:47 UTC 13F-HR Compass Planning Associates Inc CIK 0002046823 2026 Q3 Open parsed portfolio 35 $191,146,540 Open SEC source
13 Oct 2026, 10:14:15 UTC 13F-HR PATTON FUND MANAGEMENT, INC. CIK 0001689232 2026 Q3 Open parsed portfolio 77 $389,189,603 Open SEC source
13 Oct 2026, 10:13:10 UTC 13F-HR BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 2026 Q3 Open parsed portfolio 98 $404,830,414 Open SEC source
13 Oct 2026, 10:11:31 UTC 13F-HR 1900 WEALTH MANAGEMENT LLC CIK 0001791996 2026 Q3 Open parsed portfolio 395 $1,844,527,556 Open SEC source
13 Oct 2026, 10:11:12 UTC 13F-HR Dilation Capital Management LP CIK 0001922880 2026 Q3 Open parsed portfolio 22 $199,953,889 Open SEC source
13 Oct 2026, 10:11:03 UTC 13F-HR Clio Asset Management LLC CIK 0001986196 2026 Q3 Open parsed portfolio 15 $119,041,282 Open SEC source
13 Oct 2026, 10:09:19 UTC 13F-HR CLG LLC CIK 0002059872 2026 Q3 Open parsed portfolio 148 $480,636,153 Open SEC source
13 Oct 2026, 10:06:16 UTC 13F-HR Dynamic Advisor Solutions LLC CIK 0001599747 2026 Q3 Open parsed portfolio 1,029 $3,523,097,391 Open SEC source
13 Oct 2026, 10:06:02 UTC 13F-HR Blue Sky Capital Consultants Group, Inc. CIK 0002057054 2026 Q3 Open parsed portfolio 79 $238,549,853 Open SEC source
13 Oct 2026, 10:05:22 UTC 13F-HR GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 2026 Q3 Open parsed portfolio 833 $11,031,336,705 Open SEC source
13 Oct 2026, 10:04:50 UTC 13F-HR Silverberg Bernstein Capital Management LLC CIK 0002007880 2026 Q3 Open parsed portfolio 62 $211,388,675 Open SEC source
13 Oct 2026, 10:04:04 UTC 13F-HR TICINO WEALTH CIK 0002105416 2026 Q3 Open parsed portfolio 136 $323,962,734 Open SEC source
13 Oct 2026, 10:02:47 UTC 13F-HR Triad Investment Management CIK 0001615717 2026 Q3 Open parsed portfolio 32 $75,435,932 Open SEC source
13 Oct 2026, 10:02:32 UTC 13F-HR Benson Investment Management Company, Inc. CIK 0001694896 2026 Q3 Open parsed portfolio 7 $17,774,480 Open SEC source
13 Oct 2026, 10:02:16 UTC 13F-HR ESCHATON OPPORTUNITIES FUND MANAGEMENT LP CIK 0001729545 2026 Q1 Open parsed portfolio 10 $59,670,619 Open SEC source
13 Oct 2026, 10:01:54 UTC 13F-HR INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 2026 Q3 Open parsed portfolio 1,579 $5,512,556,482 Open SEC source
13 Oct 2026, 10:00:47 UTC 13F-HR Nepsis Inc. CIK 0001587643 2026 Q3 Open parsed portfolio 28 $317,456,430 Open SEC source
13 Oct 2026, 09:55:06 UTC 13F-HR FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 2026 Q3 Open parsed portfolio 69 $120,950,144 Open SEC source
13 Oct 2026, 09:44:13 UTC 13F-HR Prospera Capital Management, LLC CIK 0002082673 2026 Q3 Open parsed portfolio 77 $406,757,427 Open SEC source
13 Oct 2026, 09:44:01 UTC 13F-HR Eldred Rock Partners, LLC CIK 0001984180 2026 Q3 Open parsed portfolio 29 $450,595,568 Open SEC source
13 Oct 2026, 09:43:36 UTC 13F-HR Lexington Hill Partners, LLC CIK 0002111980 2026 Q3 Open parsed portfolio 85 $227,005,061 Open SEC source
13 Oct 2026, 09:43:13 UTC 13F-HR Addenda Capital Inc. CIK 0001569411 2026 Q3 Open parsed portfolio 131 $3,778,464,088 Open SEC source
13 Oct 2026, 09:43:03 UTC 13F-HR Thrive Wealth Management, LLC CIK 0001847610 2026 Q3 Open parsed portfolio 256 $794,127,114 Open SEC source
13 Oct 2026, 09:42:10 UTC 13F-HR TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 2026 Q3 Open parsed portfolio 122 $251,114,000 Open SEC source
13 Oct 2026, 09:41:25 UTC 13F-HR Strong Tower Advisory Services CIK 0001889322 2026 Q3 Open parsed portfolio 91 $568,119,580 Open SEC source
13 Oct 2026, 09:41:03 UTC 13F-HR StoryOne LLC CIK 0002079652 2026 Q3 Open parsed portfolio 78 $220,912,490 Open SEC source
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