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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3,401-3,450 of 3,689
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Current page
69

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Dorato Capital Management

CIK 0002095216

13F-HR Q3 2026
CIK
0002095216
Source
SEC 13F-HR
Action
13F-HR accepted
Value
254 holdings / $150,153,071
Filed
08 Oct 2026, 13:05:28 UTC
Period
2026 Q3

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

13F portfolio

GAMMA Investing LLC

CIK 0002010235

13F-HR Q3 2026
CIK
0002010235
Source
SEC 13F-HR
Action
13F-HR accepted
Value
4,329 holdings / $2,956,043,703
Filed
08 Oct 2026, 13:00:36 UTC
Period
2026 Q3

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

13F portfolio

Michael J. Porro & Co. Financial Advisors, Inc.

CIK 0002158818

13F-HR Q4 2025
CIK
0002158818
Source
SEC 13F-HR
Action
13F-HR accepted
Value
130 holdings / $119,286,406
Filed
08 Oct 2026, 12:58:40 UTC
Period
2025 Q4

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

13F portfolio

Allen Mooney & Barnes Investment Advisors LLC

CIK 0002001461

13F-HR Q3 2026
CIK
0002001461
Source
SEC 13F-HR
Action
13F-HR accepted
Value
158 holdings / $672,527,886
Filed
08 Oct 2026, 12:43:26 UTC
Period
2026 Q3

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

13F portfolio

TOTH FINANCIAL ADVISORY CORP

CIK 0000866780

13F-HR Q3 2026
CIK
0000866780
Source
SEC 13F-HR
Action
13F-HR accepted
Value
1,024 holdings / $1,001,108,989
Filed
08 Oct 2026, 12:18:37 UTC
Period
2026 Q3

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

13F portfolio

Kessler Investment Group, LLC

CIK 0001525947

13F-HR Q3 2026
CIK
0001525947
Source
SEC 13F-HR
Action
13F-HR accepted
Value
82 holdings / $207,263,210
Filed
08 Oct 2026, 12:16:51 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
08 Oct 2026, 13:05:28 UTC 13F-HR Dorato Capital Management CIK 0002095216 2026 Q3 Open parsed portfolio 254 $150,153,071 Open SEC source
08 Oct 2026, 13:00:36 UTC 13F-HR GAMMA Investing LLC CIK 0002010235 2026 Q3 Open parsed portfolio 4,329 $2,956,043,703 Open SEC source
08 Oct 2026, 12:58:40 UTC 13F-HR Michael J. Porro & Co. Financial Advisors, Inc. CIK 0002158818 2025 Q4 Open parsed portfolio 130 $119,286,406 Open SEC source
08 Oct 2026, 12:43:26 UTC 13F-HR Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 2026 Q3 Open parsed portfolio 158 $672,527,886 Open SEC source
08 Oct 2026, 12:18:37 UTC 13F-HR TOTH FINANCIAL ADVISORY CORP CIK 0000866780 2026 Q3 Open parsed portfolio 1,024 $1,001,108,989 Open SEC source
08 Oct 2026, 12:16:51 UTC 13F-HR Kessler Investment Group, LLC CIK 0001525947 2026 Q3 Open parsed portfolio 82 $207,263,210 Open SEC source
08 Oct 2026, 12:15:54 UTC 13F-HR Whalen Wealth Management Inc. CIK 0001894447 2026 Q3 Open parsed portfolio 202 $233,534,837 Open SEC source
08 Oct 2026, 11:02:01 UTC 13F-HR Kaydan Wealth Management, Inc. CIK 0001964532 2026 Q3 Open parsed portfolio 116 $291,383,932 Open SEC source
08 Oct 2026, 10:53:45 UTC 13F-HR New Covenant Trust Company, N.A. CIK 0002023097 2026 Q3 Open parsed portfolio 111 $144,478,446 Open SEC source
08 Oct 2026, 10:50:48 UTC 13F-HR Quintet Private Bank (Europe) S.A. CIK 0001977290 2026 Q3 Open parsed portfolio 192 $2,275,315,663 Open SEC source
08 Oct 2026, 10:23:37 UTC 13F-HR Everhart Financial Group, Inc. CIK 0001852858 2026 Q3 Open parsed portfolio 495 $1,623,130,979 Open SEC source
08 Oct 2026, 10:23:15 UTC 13F-HR Gradient Investments LLC CIK 0001542265 2026 Q3 Open parsed portfolio 457 $6,999,033,484 Open SEC source
08 Oct 2026, 10:22:16 UTC 13F-HR Avidian Wealth Enterprises, LLC CIK 0001471474 2026 Q3 Open parsed portfolio 743 $3,581,569,271 Open SEC source
08 Oct 2026, 10:19:25 UTC 13F-HR Nipun Capital, L.P. CIK 0001781566 2026 Q3 Open parsed portfolio 9 $219,687,704 Open SEC source
08 Oct 2026, 10:18:24 UTC 13F-HR Deeter Investments LLP CIK 0001675711 2026 Q2 Open parsed portfolio 94 $671,366,313 Open SEC source
08 Oct 2026, 10:16:07 UTC 13F-HR Ebert Capital Management Inc. CIK 0002102530 2026 Q3 Open parsed portfolio 29 $115,107,270 Open SEC source
08 Oct 2026, 10:13:57 UTC 13F-HR Valeo Financial Advisors, LLC CIK 0001722641 2026 Q3 Open parsed portfolio 832 $4,740,149,802 Open SEC source
08 Oct 2026, 10:13:51 UTC 13F-HR Strategic Financial Group, LLC CIK 0002131286 2026 Q3 Open parsed portfolio 20 $103,250,582 Open SEC source
08 Oct 2026, 10:11:49 UTC 13F-HR Leverty Financial Group, LLC CIK 0001908386 2026 Q3 Open parsed portfolio 48 $548,511,528 Open SEC source
08 Oct 2026, 10:10:27 UTC 13F-HR Veracity Capital LLC CIK 0001811005 2026 Q3 Open parsed portfolio 222 $371,620,650 Open SEC source
08 Oct 2026, 10:09:00 UTC 13F-HR VISTA INVESTMENT PARTNERS LLC CIK 0002023386 2026 Q3 Open parsed portfolio 164 $383,522,422 Open SEC source
08 Oct 2026, 10:07:38 UTC 13F-HR BURR FINANCIAL SERVICES, LLC CIK 0001966297 2026 Q3 Open parsed portfolio 26 $163,546,217 Open SEC source
08 Oct 2026, 10:07:27 UTC 13F-HR Plan A Wealth LLC CIK 0002093645 2026 Q3 Open parsed portfolio 203 $280,110,492 Open SEC source
08 Oct 2026, 10:05:59 UTC 13F-HR LWM ADVISORS INC CIK 0002067328 2026 Q3 Open parsed portfolio 41 $132,476,113 Open SEC source
08 Oct 2026, 10:05:31 UTC 13F-HR Gridiron Partners, LLC CIK 0001910867 2026 Q3 Open parsed portfolio 52 $199,450,819 Open SEC source
08 Oct 2026, 10:03:04 UTC 13F-HR Tactive Advisors, LLC CIK 0002002409 2026 Q3 Open parsed portfolio 280 $415,984,859 Open SEC source
08 Oct 2026, 10:01:27 UTC 13F-HR Peterson Wealth Advisors, LLC CIK 0001713558 2026 Q3 Open parsed portfolio 116 $861,875,097 Open SEC source
08 Oct 2026, 09:59:27 UTC 13F-HR Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 2026 Q3 Open parsed portfolio 127 $195,354,361 Open SEC source
08 Oct 2026, 09:57:59 UTC 13F-HR Aletheian Wealth Advisors LLC CIK 0001922281 2026 Q3 Open parsed portfolio 113 $249,056,306 Open SEC source
08 Oct 2026, 09:56:14 UTC 13F-HR Apeiron RIA LLC CIK 0001801846 2026 Q3 Open parsed portfolio 136 $440,022,411 Open SEC source
08 Oct 2026, 09:46:55 UTC 13F-HR YHB Investment Advisors, Inc. CIK 0001469219 2026 Q3 Open parsed portfolio 314 $1,585,396,906 Open SEC source
08 Oct 2026, 09:43:46 UTC 13F-HR TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 2026 Q3 Open parsed portfolio 423 $1,542,502,655 Open SEC source
08 Oct 2026, 09:35:48 UTC 13F-HR Apella Capital, LLC CIK 0001801507 2026 Q3 Open parsed portfolio 767 $7,879,257,672 Open SEC source
08 Oct 2026, 09:27:42 UTC 13F-HR DIVERSIFIED MANAGEMENT INC CIK 0000922372 2026 Q3 Open parsed portfolio 236 $572,852,841 Open SEC source
08 Oct 2026, 09:25:59 UTC 13F-HR Green Ridge Wealth Planning LLC CIK 0002117069 2026 Q3 Open parsed portfolio 87 $249,187,278 Open SEC source
08 Oct 2026, 09:24:12 UTC 13F-HR Keystone Financial Planning, Inc. CIK 0001596906 2026 Q3 Open parsed portfolio 39 $403,850,248 Open SEC source
08 Oct 2026, 09:23:20 UTC 13F-HR Acropolis Investment Management, LLC CIK 0001318601 2026 Q3 Open parsed portfolio 379 $2,487,476,771 Open SEC source
08 Oct 2026, 09:22:23 UTC 13F-HR First Heartland Consultants, Inc. CIK 0001428793 2026 Q3 Open parsed portfolio 592 $1,504,021,776 Open SEC source
08 Oct 2026, 09:13:47 UTC 13F-HR Artemis Investment Management LLP CIK 0001535385 2026 Q3 Open parsed portfolio 200 $11,465,943,359 Open SEC source
08 Oct 2026, 09:11:26 UTC 13F-HR Hamlin Capital Management, LLC CIK 0001277403 2026 Q3 Open parsed portfolio 28 $4,037,339,156 Open SEC source
08 Oct 2026, 08:24:56 UTC 13F-HR Lee, Kelleher & Klein Wealth Management CIK 0002063827 2026 Q3 Open parsed portfolio 48 $194,357,958 Open SEC source
08 Oct 2026, 08:07:21 UTC 13F-HR Mn Services Vermogensbeheer B.V. CIK 0001666940 2026 Q3 Open parsed portfolio 428 $13,364,994,000 Open SEC source
08 Oct 2026, 06:39:18 UTC 13F-HR Prota Financial, LLC CIK 0002126257 2026 Q3 Open parsed portfolio 69 $156,511,728 Open SEC source
08 Oct 2026, 06:21:29 UTC 13F-HR Neumann Advisory Hong Kong Ltd CIK 0001727862 2026 Q3 Open parsed portfolio 5 $314,287,000 Open SEC source
08 Oct 2026, 06:01:50 UTC 13F-HR Ayalon Insurance Comp Ltd. CIK 0001642216 2026 Q3 Open parsed portfolio 69 $1,204,416,000 Open SEC source
07 Oct 2026, 19:51:17 UTC 13F-HR Ausbil Investment Management Ltd CIK 0001966036 2026 Q3 Open parsed portfolio 66 $198,866,652 Open SEC source
07 Oct 2026, 18:54:37 UTC 13F-HR HWG Holdings LP CIK 0001599390 2026 Q3 Open parsed portfolio 46 $433,748,223 Open SEC source
07 Oct 2026, 18:45:54 UTC 13F-HR Vann Equity Management LLC CIK 0002018412 2026 Q3 Open parsed portfolio 174 $168,160,277 Open SEC source
07 Oct 2026, 18:42:58 UTC 13F-HR ALKEME WEALTH, LLC CIK 0001752045 2026 Q3 Open parsed portfolio 100 $265,274,362 Open SEC source
07 Oct 2026, 18:42:39 UTC 13F-HR City Center Advisors, LLC CIK 0002030341 2026 Q3 Open parsed portfolio 185 $130,767,207 Open SEC source
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