13F portfolio feed
Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 30 Jul 2026, 14:12:20 UTC | 13F-HR | FSC Wealth Advisors, LLC CIK 0001925685 | 2026 Q2 Open parsed portfolio | 1 | $513,337 | Open SEC source |
| 30 Jul 2026, 14:12:19 UTC | 13F-HR | Sterneck Capital Management, LLC CIK 0001438574 | 2026 Q2 Open parsed portfolio | 103 | $233,415,667 | Open SEC source |
| 30 Jul 2026, 14:10:43 UTC | 13F-HR | Collier Financial CIK 0001902901 | 2026 Q2 Open parsed portfolio | 141 | $146,172,528 | Open SEC source |
| 30 Jul 2026, 14:03:16 UTC | 13F-HR | MCDANIEL TERRY & CO CIK 0001104366 | 2026 Q2 Open parsed portfolio | 81 | $1,279,918,811 | Open SEC source |
| 30 Jul 2026, 13:59:14 UTC | 13F-HR | MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 | 2026 Q2 Open parsed portfolio | 117 | $657,476,144 | Open SEC source |
| 30 Jul 2026, 13:57:43 UTC | 13F-HR | Corus Family Wealth Advisors CIK 0001894830 | 2026 Q2 Open parsed portfolio | 82 | $145,231,629 | Open SEC source |
| 30 Jul 2026, 13:56:27 UTC | 13F-HR | SUMMIT PARTNERS L P CIK 0000830588 | 2026 Q2 Open parsed portfolio | 5 | $608,921,882 | Open SEC source |
| 30 Jul 2026, 13:50:25 UTC | 13F-HR | Forty-three Eighteen Advisors, LLC CIK 0002116323 | 2026 Q2 Open parsed portfolio | 74 | $148,627,694 | Open SEC source |
| 30 Jul 2026, 13:46:02 UTC | 13F-HR | Signature Equity Partners, LLC CIK 0002109813 | 2026 Q2 Open parsed portfolio | 1,571 | $217,809,015 | Open SEC source |
| 30 Jul 2026, 13:43:43 UTC | 13F-HR/A | Family Capital Trust Co CIK 0001123320 | 2026 Q2 - Restatement Open parsed portfolio | 83 | $307,398,960 | Open SEC source |
| 30 Jul 2026, 13:28:20 UTC | 13F-HR | Glass Jacobson Investment Advisors llc CIK 0001964394 | 2026 Q2 Open parsed portfolio | 618 | $320,910,473 | Open SEC source |
| 30 Jul 2026, 13:26:03 UTC | 13F-HR | DIAMANT ASSET MANAGEMENT, INC. CIK 0001731124 | 2026 Q2 Open parsed portfolio | 81 | $147,111,522 | Open SEC source |
| 30 Jul 2026, 13:21:49 UTC | 13F-HR | CPWA, LLC CIK 0002134744 | 2026 Q2 Open parsed portfolio | 94 | $86,095,837 | Open SEC source |
| 30 Jul 2026, 13:21:36 UTC | 13F-HR | 1834 INVESTMENT ADVISORS CO CIK 0001138486 | 2026 Q2 Open parsed portfolio | 211 | $882,588,603 | Open SEC source |
| 30 Jul 2026, 13:19:18 UTC | 13F-HR | HAZLETT, BURT & WATSON, INC. CIK 0000046392 | 2026 Q2 Open parsed portfolio | 941 | $376,432,000 | Open SEC source |
| 30 Jul 2026, 13:14:23 UTC | 13F-HR | Wealth Advisors of Iowa, LLC CIK 0001803005 | 2026 Q2 Open parsed portfolio | 90 | $369,194,607 | Open SEC source |
| 30 Jul 2026, 13:12:02 UTC | 13F-HR | GeoWealth Management, LLC CIK 0001593387 | 2026 Q2 Open parsed portfolio | 881 | $3,179,633,040 | Open SEC source |
| 30 Jul 2026, 13:11:30 UTC | 13F-HR | PRENTISS SMITH & CO INC CIK 0001134687 | 2026 Q2 Open parsed portfolio | 67 | $182,222,242 | Open SEC source |
| 30 Jul 2026, 13:06:36 UTC | 13F-HR | Brentview Investment Management LLC CIK 0002052564 | 2026 Q2 Open parsed portfolio | 62 | $252,728,889 | Open SEC source |
| 30 Jul 2026, 13:05:12 UTC | 13F-HR | Integrity Wealth Solutions LLC CIK 0002006918 | 2026 Q2 Open parsed portfolio | 129 | $270,630,406 | Open SEC source |
| 30 Jul 2026, 13:05:07 UTC | 13F-HR | Foundation Wealth Management, LLC CIK 0001966351 | 2026 Q2 Open parsed portfolio | 51 | $169,083,469 | Open SEC source |
| 30 Jul 2026, 12:55:08 UTC | 13F-HR | Laurel Wealth Planning LLC CIK 0001842010 | 2026 Q2 Open parsed portfolio | 67 | $225,999,957 | Open SEC source |
| 30 Jul 2026, 12:54:42 UTC | 13F-HR | Asset Dedication, LLC CIK 0001475896 | 2026 Q2 Open parsed portfolio | 1,241 | $1,588,936,839 | Open SEC source |
| 30 Jul 2026, 12:46:42 UTC | 13F-HR | Purkiss Capital Advisors LLC CIK 0002053150 | 2026 Q2 Open parsed portfolio | 189 | $262,660,487 | Open SEC source |
| 30 Jul 2026, 12:46:32 UTC | 13F-HR | REAVES W H & CO INC CIK 0000740913 | 2026 Q2 Open parsed portfolio | 94 | $6,591,412,591 | Open SEC source |
| 30 Jul 2026, 12:44:57 UTC | 13F-HR | Trust Co of Tennessee CIK 0002025098 | 2026 Q2 Open parsed portfolio | 8 | $572,257,990 | Open SEC source |
| 30 Jul 2026, 12:44:29 UTC | 13F-HR | Silphium Asset Management Ltd CIK 0001758440 | 2026 Q2 Open parsed portfolio | 55 | $296,618,798 | Open SEC source |
| 30 Jul 2026, 12:40:59 UTC | 13F-HR | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 | 2026 Q2 Open parsed portfolio | 146 | $635,368,695 | Open SEC source |
| 30 Jul 2026, 12:27:45 UTC | 13F-HR | UNITED BANK CIK 0001286478 | 2026 Q2 Open parsed portfolio | 131 | $852,535,624 | Open SEC source |
| 30 Jul 2026, 12:12:37 UTC | 13F-HR | Ruffer LLP CIK 0001426859 | 2026 Q2 Open parsed portfolio | 187 | $2,828,353,027 | Open SEC source |
| 30 Jul 2026, 12:11:38 UTC | 13F-HR | MPS Loria Financial Planners, LLC CIK 0001716180 | 2026 Q2 Open parsed portfolio | 91 | $434,983,245 | Open SEC source |
| 30 Jul 2026, 11:59:30 UTC | 13F-HR/A | Ascentis Wealth Management, LLC CIK 0002032602 | 2026 Q2 - Restatement Open parsed portfolio | 690 | $667,338,747 | Open SEC source |
| 30 Jul 2026, 11:56:52 UTC | 13F-HR | ASSETMARK, INC CIK 0001344551 | 2026 Q2 Open parsed portfolio | 3,551 | $58,169,081,338 | Open SEC source |
| 30 Jul 2026, 11:56:14 UTC | 13F-HR | Zinnia Wealth Advisory, LLC CIK 0002073676 | 2026 Q2 Open parsed portfolio | 97 | $98,060,768 | Open SEC source |
| 30 Jul 2026, 11:51:28 UTC | 13F-HR | CAP Partners, LLC CIK 0002006870 | 2026 Q2 Open parsed portfolio | 155 | $204,441,857 | Open SEC source |
| 30 Jul 2026, 11:49:11 UTC | 13F-HR/A | HOURGLASS CAPITAL, LLC CIK 0001442573 | 2026 Q2 - Restatement Open parsed portfolio | 127 | $508,360,778 | Open SEC source |
| 30 Jul 2026, 11:48:38 UTC | 13F-HR | Quadrant Private Wealth Management, LLC CIK 0001727454 | 2026 Q2 Open parsed portfolio | 177 | $446,765,137 | Open SEC source |
| 30 Jul 2026, 11:42:31 UTC | 13F-HR | Bulltick Wealth Management, LLC CIK 0001912448 | 2026 Q2 Open parsed portfolio | 134 | $488,639,048 | Open SEC source |
| 30 Jul 2026, 11:39:58 UTC | 13F-HR | BCI SECURITIES, INC. CIK 0001577928 | 2026 Q2 Open parsed portfolio | 18 | $11,604,855 | Open SEC source |
| 30 Jul 2026, 11:38:03 UTC | 13F-HR | LEGACY FINANCIAL GROUP, INC. CIK 0001965579 | 2026 Q2 Open parsed portfolio | 104 | $428,533,906 | Open SEC source |
| 30 Jul 2026, 11:37:36 UTC | 13F-HR | TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 | 2026 Q2 Open parsed portfolio | 632 | $3,227,848,185 | Open SEC source |
| 30 Jul 2026, 11:35:03 UTC | 13F-HR | KICKSTAND VENTURES, LLC. CIK 0002000355 | 2026 Q2 Open parsed portfolio | 154 | $550,308,228 | Open SEC source |
| 30 Jul 2026, 11:33:57 UTC | 13F-HR | GHE, LLC CIK 0001910179 | 2026 Q2 Open parsed portfolio | 57 | $259,567,008 | Open SEC source |
| 30 Jul 2026, 11:33:31 UTC | 13F-HR | PINKERTON WEALTH, LLC CIK 0001536446 | 2026 Q2 Open parsed portfolio | 103 | $1,158,062,666 | Open SEC source |
| 30 Jul 2026, 11:33:18 UTC | 13F-HR | Ascentis Independent Advisors CIK 0001845003 | 2026 Q2 Open parsed portfolio | 355 | $37,141,506 | Open SEC source |
| 30 Jul 2026, 11:31:57 UTC | 13F-HR | SkyOak Wealth, LLC CIK 0001800379 | 2026 Q2 Open parsed portfolio | 251 | $612,087,454 | Open SEC source |
| 30 Jul 2026, 11:31:08 UTC | 13F-HR | ROGCO, LP CIK 0001998892 | 2026 Q2 Open parsed portfolio | 224 | $326,685,641 | Open SEC source |
| 30 Jul 2026, 11:28:56 UTC | 13F-HR | Banque Transatlantique SA CIK 0002056095 | 2026 Q2 Open parsed portfolio | 494 | $4,528,252,414 | Open SEC source |
| 30 Jul 2026, 11:28:01 UTC | 13F-HR | Tuttle Capital Management, LLC CIK 0001581641 | 2026 Q2 Open parsed portfolio | 116 | $148,402,518 | Open SEC source |
| 30 Jul 2026, 11:27:49 UTC | 13F-HR | Cedrus Wealth Group LLC CIK 0002134767 | 2026 Q2 Open parsed portfolio | 51 | $114,512,792 | Open SEC source |