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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3,301-3,350 of 3,689
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Current page
67

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Kearns & Associates LLC

CIK 0001908695

13F-HR Q3 2026
CIK
0001908695
Source
SEC 13F-HR
Action
13F-HR accepted
Value
39 holdings / $217,629,234
Filed
09 Oct 2026, 08:58:21 UTC
Period
2026 Q3

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

13F portfolio

HF Advisory Group, LLC

CIK 0001963169

13F-HR Q3 2026
CIK
0001963169
Source
SEC 13F-HR
Action
13F-HR accepted
Value
174 holdings / $335,787,737
Filed
09 Oct 2026, 08:57:29 UTC
Period
2026 Q3

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

13F portfolio

Adirondack Capital Advisors, LLC

CIK 0002107623

13F-HR Q3 2026
CIK
0002107623
Source
SEC 13F-HR
Action
13F-HR accepted
Value
45 holdings / $193,680,030
Filed
09 Oct 2026, 08:56:28 UTC
Period
2026 Q3

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

13F portfolio

Councilor Wealth, LLC

CIK 0002052759

13F-HR Q3 2026
CIK
0002052759
Source
SEC 13F-HR
Action
13F-HR accepted
Value
87 holdings / $242,659,497
Filed
09 Oct 2026, 08:56:03 UTC
Period
2026 Q3

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

13F portfolio

Roan Capital Partners

CIK 0002124783

13F-HR Q3 2026
CIK
0002124783
Source
SEC 13F-HR
Action
13F-HR accepted
Value
78 holdings / $136,543,206
Filed
09 Oct 2026, 08:54:21 UTC
Period
2026 Q3

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

13F portfolio

Montz Harcus Wealth Management LLC

CIK 0001918613

13F-HR Q3 2026
CIK
0001918613
Source
SEC 13F-HR
Action
13F-HR accepted
Value
97 holdings / $285,266,949
Filed
09 Oct 2026, 08:53:15 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, 08:58:21 UTC 13F-HR Kearns & Associates LLC CIK 0001908695 2026 Q3 Open parsed portfolio 39 $217,629,234 Open SEC source
09 Oct 2026, 08:57:29 UTC 13F-HR HF Advisory Group, LLC CIK 0001963169 2026 Q3 Open parsed portfolio 174 $335,787,737 Open SEC source
09 Oct 2026, 08:56:28 UTC 13F-HR Adirondack Capital Advisors, LLC CIK 0002107623 2026 Q3 Open parsed portfolio 45 $193,680,030 Open SEC source
09 Oct 2026, 08:56:03 UTC 13F-HR Councilor Wealth, LLC CIK 0002052759 2026 Q3 Open parsed portfolio 87 $242,659,497 Open SEC source
09 Oct 2026, 08:54:21 UTC 13F-HR Roan Capital Partners CIK 0002124783 2026 Q3 Open parsed portfolio 78 $136,543,206 Open SEC source
09 Oct 2026, 08:53:15 UTC 13F-HR Montz Harcus Wealth Management LLC CIK 0001918613 2026 Q3 Open parsed portfolio 97 $285,266,949 Open SEC source
09 Oct 2026, 08:52:19 UTC 13F-HR Client First Investment Management LLC CIK 0002018284 2026 Q3 Open parsed portfolio 24 $210,091,132 Open SEC source
09 Oct 2026, 08:51:09 UTC 13F-HR RTD Financial Advisors, Inc. CIK 0001810555 2026 Q3 Open parsed portfolio 124 $913,965,360 Open SEC source
09 Oct 2026, 08:49:07 UTC 13F-HR Gallagher Capital Advisors, LLC CIK 0002034519 2026 Q3 Open parsed portfolio 72 $175,107,565 Open SEC source
09 Oct 2026, 08:47:49 UTC 13F-HR Dupree Financial Group, LLC CIK 0001989251 2026 Q3 Open parsed portfolio 79 $277,181,726 Open SEC source
09 Oct 2026, 08:46:43 UTC 13F-HR Baron Financial Group, LLC CIK 0001832093 2026 Q3 Open parsed portfolio 57 $205,346,595 Open SEC source
09 Oct 2026, 08:45:40 UTC 13F-HR Taylor & Morgan Wealth Management, LLC CIK 0001844266 2026 Q3 Open parsed portfolio 89 $208,006,211 Open SEC source
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
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