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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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

RIVERSEDGE ADVISORS, LLC

CIK 0001787663

13F-HR Q3 2026
CIK
0001787663
Source
SEC 13F-HR
Action
13F-HR accepted
Value
367 holdings / $805,904,620
Filed
09 Oct 2026, 08:44:28 UTC
Period
2026 Q3

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

13F portfolio

Towneley Capital Management, Inc / DE

CIK 0002004980

13F-HR Q3 2026
CIK
0002004980
Source
SEC 13F-HR
Action
13F-HR accepted
Value
45 holdings / $504,706,270
Filed
09 Oct 2026, 08:42:53 UTC
Period
2026 Q3

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

13F portfolio

Border to Coast Pensions Partnership Ltd

CIK 0001876496

13F-HR Q3 2026
CIK
0001876496
Source
SEC 13F-HR
Action
13F-HR accepted
Value
89 holdings / $7,266,807,000
Filed
09 Oct 2026, 06:54:11 UTC
Period
2026 Q3

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

13F portfolio

Shira Ridge Wealth Management

CIK 0001961210

13F-HR Q3 2026
CIK
0001961210
Source
SEC 13F-HR
Action
13F-HR accepted
Value
83 holdings / $287,669,174
Filed
08 Oct 2026, 21:18:03 UTC
Period
2026 Q3

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

13F portfolio

Ledgewood Wealth Advisors, LLC

CIK 0002064043

13F-HR Q3 2026
CIK
0002064043
Source
SEC 13F-HR
Action
13F-HR accepted
Value
73 holdings / $181,479,477
Filed
08 Oct 2026, 21:11:34 UTC
Period
2026 Q3

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

13F portfolio

DLK Investment Management, LLC

CIK 0002016793

13F-HR Q3 2026
CIK
0002016793
Source
SEC 13F-HR
Action
13F-HR accepted
Value
99 holdings / $274,772,680
Filed
08 Oct 2026, 21:10:40 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
09 Oct 2026, 08:44:28 UTC 13F-HR RIVERSEDGE ADVISORS, LLC CIK 0001787663 2026 Q3 Open parsed portfolio 367 $805,904,620 Open SEC source
09 Oct 2026, 08:42:53 UTC 13F-HR Towneley Capital Management, Inc / DE CIK 0002004980 2026 Q3 Open parsed portfolio 45 $504,706,270 Open SEC source
09 Oct 2026, 06:54:11 UTC 13F-HR Border to Coast Pensions Partnership Ltd CIK 0001876496 2026 Q3 Open parsed portfolio 89 $7,266,807,000 Open SEC source
08 Oct 2026, 21:18:03 UTC 13F-HR Shira Ridge Wealth Management CIK 0001961210 2026 Q3 Open parsed portfolio 83 $287,669,174 Open SEC source
08 Oct 2026, 21:11:34 UTC 13F-HR Ledgewood Wealth Advisors, LLC CIK 0002064043 2026 Q3 Open parsed portfolio 73 $181,479,477 Open SEC source
08 Oct 2026, 21:10:40 UTC 13F-HR DLK Investment Management, LLC CIK 0002016793 2026 Q3 Open parsed portfolio 99 $274,772,680 Open SEC source
08 Oct 2026, 21:10:00 UTC 13F-HR Retireful, LLC CIK 0001919176 2026 Q3 Open parsed portfolio 86 $116,108,447 Open SEC source
08 Oct 2026, 21:09:06 UTC 13F-HR TLWM CIK 0001732537 2026 Q3 Open parsed portfolio 74 $627,534,907 Open SEC source
08 Oct 2026, 21:08:23 UTC 13F-HR Davies Financial Advisors, Inc. CIK 0002020296 2026 Q3 Open parsed portfolio 0 $0 Open SEC source
08 Oct 2026, 21:07:05 UTC 13F-HR Sunburst Financial Group, LLC CIK 0001800158 2026 Q3 Open parsed portfolio 134 $611,647,912 Open SEC source
08 Oct 2026, 21:06:08 UTC 13F-HR Pioneer Wealth Management Group CIK 0001973339 2026 Q3 Open parsed portfolio 56 $423,841,478 Open SEC source
08 Oct 2026, 21:05:26 UTC 13F-HR M.E. ALLISON & CO., INC. CIK 0001619532 2026 Q3 Open parsed portfolio 192 $178,326,547 Open SEC source
08 Oct 2026, 21:04:21 UTC 13F-HR Shelter Rock Management, LLC CIK 0002109305 2026 Q3 Open parsed portfolio 39 $107,413,798 Open SEC source
08 Oct 2026, 21:03:34 UTC 13F-HR CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 2026 Q3 Open parsed portfolio 107 $505,721,375 Open SEC source
08 Oct 2026, 21:02:34 UTC 13F-HR McNaughton Wealth Management, LLC CIK 0001802691 2026 Q3 Open parsed portfolio 75 $286,220,520 Open SEC source
08 Oct 2026, 21:01:50 UTC 13F-HR Vilga Financial Planning LLC CIK 0002083456 2026 Q3 Open parsed portfolio 102 $167,640,647 Open SEC source
08 Oct 2026, 21:00:50 UTC 13F-HR Graves Light Lenhart Wealth, Inc. CIK 0001759803 2026 Q3 Open parsed portfolio 196 $1,068,281,875 Open SEC source
08 Oct 2026, 21:00:00 UTC 13F-HR Hummer Financial Advisory Services Inc CIK 0001802279 2026 Q3 Open parsed portfolio 127 $152,985,165 Open SEC source
08 Oct 2026, 20:59:16 UTC 13F-HR Breakwater Capital Group CIK 0001964309 2026 Q3 Open parsed portfolio 389 $843,086,079 Open SEC source
08 Oct 2026, 20:57:21 UTC 13F-HR Legacy Wealth Asset Management, LLC CIK 0001846151 2026 Q3 Open parsed portfolio 357 $456,264,244 Open SEC source
08 Oct 2026, 20:56:35 UTC 13F-HR CHAPIN DAVIS, INC. CIK 0000872098 2026 Q3 Open parsed portfolio 258 $520,169,261 Open SEC source
08 Oct 2026, 20:55:39 UTC 13F-HR Prosperity Planning, Inc. CIK 0001843292 2026 Q3 Open parsed portfolio 119 $450,700,178 Open SEC source
08 Oct 2026, 20:54:48 UTC 13F-HR Hardin Capital Partners, LLC CIK 0002033094 2026 Q3 Open parsed portfolio 147 $204,710,695 Open SEC source
08 Oct 2026, 20:54:00 UTC 13F-HR Post Resch Tallon Group Inc. CIK 0002054476 2026 Q3 Open parsed portfolio 138 $145,657,656 Open SEC source
08 Oct 2026, 20:53:05 UTC 13F-HR Financial Designs Corp CIK 0001561383 2026 Q3 Open parsed portfolio 39 $194,222,754 Open SEC source
08 Oct 2026, 20:52:15 UTC 13F-HR INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 2026 Q3 Open parsed portfolio 185 $880,135,173 Open SEC source
08 Oct 2026, 20:51:16 UTC 13F-HR INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 2026 Q3 Open parsed portfolio 66 $139,490,529 Open SEC source
08 Oct 2026, 20:50:04 UTC 13F-HR Crocodile Capital Partners GmbH CIK 0001956498 2026 Q3 Open parsed portfolio 13 $160,159,976 Open SEC source
08 Oct 2026, 20:49:02 UTC 13F-HR ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 2026 Q3 Open parsed portfolio 162 $894,845,165 Open SEC source
08 Oct 2026, 20:46:54 UTC 13F-HR Gainplan LLC CIK 0001697857 2026 Q3 Open parsed portfolio 57 $257,497,886 Open SEC source
08 Oct 2026, 20:43:06 UTC 13F-HR Stonebridge Wealth Management, LLC CIK 0002082460 2026 Q3 Open parsed portfolio 35 $112,391,563 Open SEC source
08 Oct 2026, 19:58:33 UTC 13F-HR LifeGoal Investments, LLC CIK 0002054684 2026 Q3 Open parsed portfolio 213 $328,033,618 Open SEC source
08 Oct 2026, 19:49:07 UTC 13F-HR MKD WEALTH COACHES, LLC CIK 0001536549 2026 Q3 Open parsed portfolio 34 $120,912,583 Open SEC source
08 Oct 2026, 19:35:12 UTC 13F-HR Attessa Capital LLC CIK 0002020560 2026 Q3 Open parsed portfolio 49 $233,058,738 Open SEC source
08 Oct 2026, 19:28:23 UTC 13F-HR MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 2026 Q3 Open parsed portfolio 135 $689,963,554 Open SEC source
08 Oct 2026, 19:13:41 UTC 13F-HR ACT WEALTH MANAGEMENT, LLC CIK 0001814191 2026 Q3 Open parsed portfolio 65 $340,109,250 Open SEC source
08 Oct 2026, 19:13:27 UTC 13F-HR Longview Financial Advisors, Inc. CIK 0001786915 2026 Q3 Open parsed portfolio 46 $174,693,519 Open SEC source
08 Oct 2026, 19:08:18 UTC 13F-HR Monument Capital Management CIK 0001729428 2026 Q3 Open parsed portfolio 255 $479,924,098 Open SEC source
08 Oct 2026, 18:57:43 UTC 13F-HR Go Invest LLC CIK 0002139692 2026 Q3 Open parsed portfolio 102 $472,547,874 Open SEC source
08 Oct 2026, 18:57:10 UTC 13F-HR BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 2026 Q3 Open parsed portfolio 36 $174,702,812 Open SEC source
08 Oct 2026, 18:42:02 UTC 13F-HR Pacifica Partners Inc. CIK 0001799900 2026 Q3 Open parsed portfolio 403 $332,093,667 Open SEC source
08 Oct 2026, 18:31:03 UTC 13F-HR Emergent Wealth Advisors, LLC CIK 0001799880 2026 Q3 Open parsed portfolio 124 $191,227,545 Open SEC source
08 Oct 2026, 18:25:24 UTC 13F-HR STABLEFORD CAPITAL II LLC CIK 0001842089 2026 Q3 Open parsed portfolio 144 $288,275,342 Open SEC source
08 Oct 2026, 17:59:18 UTC 13F-HR SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 2026 Q3 Open parsed portfolio 56 $208,427,624 Open SEC source
08 Oct 2026, 17:59:09 UTC 13F-HR Sincerus Advisory, LLC CIK 0002050968 2026 Q3 Open parsed portfolio 87 $153,265,909 Open SEC source
08 Oct 2026, 17:55:42 UTC 13F-HR Investment Partners Asset Management, Inc. CIK 0001384416 2026 Q3 Open parsed portfolio 168 $184,215,520 Open SEC source
08 Oct 2026, 17:53:23 UTC 13F-HR FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 2026 Q3 Open parsed portfolio 209 $694,647,760 Open SEC source
08 Oct 2026, 17:47:18 UTC 13F-HR TrueWealth Advisors, LLC CIK 0001817714 2026 Q3 Open parsed portfolio 240 $445,127,010 Open SEC source
08 Oct 2026, 17:45:35 UTC 13F-HR Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 2026 Q3 Open parsed portfolio 123 $613,996,779 Open SEC source
08 Oct 2026, 17:43:37 UTC 13F-HR Deane Retirement Strategies, Inc. CIK 0001659346 2026 Q3 Open parsed portfolio 53 $244,101,713 Open SEC source
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