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 |
|---|---|---|---|---|---|---|
| 11 Aug 2026, 15:27:30 UTC | 13F-HR | Greykasell Wealth Strategies, Inc. CIK 0002041220 | 2026 Q2 Open parsed portfolio | 483 | $275,465,260 | Open SEC source |
| 11 Aug 2026, 12:51:07 UTC | 13F-HR | Goldstone Financial Group, LLC CIK 0002040021 | 2026 Q2 Open parsed portfolio | 240 | $1,094,077,963 | Open SEC source |
| 11 Aug 2026, 11:48:15 UTC | 13F-HR | Brooklands Fund Management Ltd CIK 0002036388 | 2026 Q2 Open parsed portfolio | 36 | $127,716,490 | Open SEC source |
| 11 Aug 2026, 16:24:05 UTC | 13F-HR | MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 | 2026 Q2 Open parsed portfolio | 49 | $143,773,921 | Open SEC source |
| 11 Aug 2026, 14:30:02 UTC | 13F-HR | Hershey Financial Advisers, LLC CIK 0002034214 | 2026 Q2 Open parsed portfolio | 85 | $139,239,831 | Open SEC source |
| 11 Aug 2026, 16:21:51 UTC | 13F-HR | Orion Investment Co CIK 0002033920 | 2026 Q2 Open parsed portfolio | 73 | $341,338,345 | Open SEC source |
| 11 Aug 2026, 11:43:28 UTC | 13F-HR | Fairfield Financial Advisors, LTD CIK 0002033232 | 2026 Q2 Open parsed portfolio | 66 | $253,842,784 | Open SEC source |
| 11 Aug 2026, 16:39:55 UTC | 13F-HR | Blue Capital, Inc. CIK 0002032856 | 2026 Q2 Open parsed portfolio | 122 | $157,517,497 | Open SEC source |
| 11 Aug 2026, 09:29:48 UTC | 13F-HR | FreeGulliver LLC CIK 0002032561 | 2026 Q2 Open parsed portfolio | 123 | $283,615,278 | Open SEC source |
| 11 Aug 2026, 11:50:33 UTC | 13F-HR | RPS ADVISORY SOLUTIONS LLC CIK 0002031671 | 2026 Q2 Open parsed portfolio | 104 | $151,290,096 | Open SEC source |
| 11 Aug 2026, 16:15:23 UTC | 13F-HR | Expressive Wealth LLC CIK 0002026980 | 2026 Q2 Open parsed portfolio | 133 | $105,889,150 | Open SEC source |
| 10 Aug 2026, 17:52:11 UTC | 13F-HR | V2 Financial group LLC CIK 0002022843 | 2026 Q2 Open parsed portfolio | 123 | $268,453,783 | Open SEC source |
| 11 Aug 2026, 15:27:35 UTC | 13F-HR | BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 | 2026 Q2 Open parsed portfolio | 72 | $238,862,071 | Open SEC source |
| 11 Aug 2026, 07:11:40 UTC | 13F-HR | Councilmark Asset Management, LLC CIK 0002022076 | 2026 Q2 Open parsed portfolio | 84 | $188,898,186 | Open SEC source |
| 10 Aug 2026, 18:16:13 UTC | 13F-HR | Cascade Wealth Advisors, Inc CIK 0002018936 | 2026 Q2 Open parsed portfolio | 61 | $248,888,550 | Open SEC source |
| 11 Aug 2026, 15:33:34 UTC | 13F-HR | WHI TRUST Co LLC CIK 0002013902 | 2026 Q2 Open parsed portfolio | 59 | $154,723,425 | Open SEC source |
| 11 Aug 2026, 11:28:45 UTC | 13F-HR | CacheTech Inc. CIK 0002013390 | 2026 Q2 Open parsed portfolio | 169 | $617,525,993 | Open SEC source |
| 10 Aug 2026, 17:49:24 UTC | 13F-HR | GLOBALT Investments LLC / GA CIK 0002011891 | 2026 Q2 Open parsed portfolio | 213 | $2,965,151,926 | Open SEC source |
| 11 Aug 2026, 11:21:13 UTC | 13F-HR | FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 | 2026 Q2 Open parsed portfolio | 324 | $1,721,061,938 | Open SEC source |
| 11 Aug 2026, 07:47:50 UTC | 13F-HR | Novak & Powell Financial Services, Inc. CIK 0002011548 | 2026 Q2 Open parsed portfolio | 171 | $211,748,166 | Open SEC source |
| 11 Aug 2026, 15:49:45 UTC | 13F-HR | Kathleen Schreiber CIK 0002011329 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 11 Aug 2026, 13:20:25 UTC | 13F-HR | Endurance Services Ltd CIK 0002011025 | 2026 Q2 Open parsed portfolio | 8 | $653,034,613 | Open SEC source |
| 11 Aug 2026, 15:35:51 UTC | 13F-HR | CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 | 2026 Q2 Open parsed portfolio | 67 | $194,521,207 | Open SEC source |
| 11 Aug 2026, 12:14:43 UTC | 13F-HR | Portfolio Design Labs, LLC CIK 0002010278 | 2026 Q2 Open parsed portfolio | 227 | $609,994,108 | Open SEC source |
| 11 Aug 2026, 12:12:47 UTC | 13F-HR | Hara Capital LLC CIK 0002010015 | 2026 Q2 Open parsed portfolio | 303 | $189,602,784 | Open SEC source |
| 11 Aug 2026, 10:33:18 UTC | 13F-HR | TRITONPOINT WEALTH, LLC CIK 0002008171 | 2026 Q2 Open parsed portfolio | 281 | $1,017,745,886 | Open SEC source |
| 11 Aug 2026, 15:02:04 UTC | 13F-HR | NEOS Investment Management LLC CIK 0002001019 | 2026 Q2 Open parsed portfolio | 578 | $27,133,838,080 | Open SEC source |
| 10 Aug 2026, 17:58:20 UTC | 13F-HR | SHARIAPORTFOLIO, INC. CIK 0001998574 | 2026 Q2 Open parsed portfolio | 43 | $282,599,699 | Open SEC source |
| 11 Aug 2026, 15:49:02 UTC | 13F-HR | Financial Security Advisor, Inc. CIK 0001997602 | 2026 Q2 Open parsed portfolio | 161 | $614,784,502 | Open SEC source |
| 10 Aug 2026, 20:36:33 UTC | 13F-HR | SACHEM HILL LLC CIK 0001994333 | 2026 Q2 Open parsed portfolio | 67 | $562,535,741 | Open SEC source |
| 10 Aug 2026, 17:41:42 UTC | 13F-HR | SWEENEY & MICHEL, LLC CIK 0001979556 | 2026 Q2 Open parsed portfolio | 164 | $380,799,241 | Open SEC source |
| 11 Aug 2026, 14:27:08 UTC | 13F-HR | BlueStem Wealth Partners, LLC CIK 0001977465 | 2026 Q2 Open parsed portfolio | 127 | $1,004,328,500 | Open SEC source |
| 11 Aug 2026, 16:34:31 UTC | 13F-HR | OneAscent Investment Solutions LLC CIK 0001974438 | 2026 Q2 Open parsed portfolio | 144 | $105,605,667 | Open SEC source |
| 10 Aug 2026, 18:46:22 UTC | 13F-HR | Foresight Global Investors, Inc. CIK 0001973323 | 2026 Q2 Open parsed portfolio | 32 | $164,962,881 | Open SEC source |
| 10 Aug 2026, 18:56:12 UTC | 13F-HR | Financial Alternatives, Inc CIK 0001967227 | 2026 Q2 Open parsed portfolio | 84 | $202,940,129 | Open SEC source |
| 10 Aug 2026, 17:33:12 UTC | 13F-HR | BURR FINANCIAL SERVICES, LLC CIK 0001966297 | 2026 Q2 Open parsed portfolio | 26 | $161,161,051 | Open SEC source |
| 11 Aug 2026, 13:36:19 UTC | 13F-HR | Alpha Financial Partners LLC CIK 0001966219 | 2026 Q2 Open parsed portfolio | 118 | $190,341,124 | Open SEC source |
| 11 Aug 2026, 11:32:22 UTC | 13F-HR | LaSalle St. Investment Advisors, LLC CIK 0001966193 | 2026 Q2 Open parsed portfolio | 429 | $818,111,719 | Open SEC source |
| 11 Aug 2026, 10:33:59 UTC | 13F-HR | VIAWEALTH, LLC CIK 0001965401 | 2026 Q2 Open parsed portfolio | 167 | $198,797,141 | Open SEC source |
| 11 Aug 2026, 09:34:01 UTC | 13F-HR | Garden State Investment Advisory Services LLC CIK 0001965351 | 2026 Q2 Open parsed portfolio | 323 | $510,112,662 | Open SEC source |
| 11 Aug 2026, 11:25:29 UTC | 13F-HR | Eley Financial Management, Inc CIK 0001965267 | 2026 Q2 Open parsed portfolio | 72 | $308,806,408 | Open SEC source |
| 11 Aug 2026, 13:12:00 UTC | 13F-HR | Jessup Wealth Management, Inc CIK 0001963536 | 2026 Q2 Open parsed portfolio | 81 | $335,250,363 | Open SEC source |
| 11 Aug 2026, 10:24:47 UTC | 13F-HR | Colonial Trust Co / SC CIK 0001954093 | 2026 Q2 Open parsed portfolio | 1,134 | $789,692,002 | Open SEC source |
| 10 Aug 2026, 18:10:43 UTC | 13F-HR | Investidor Profissional Gestao de Recursos Ltda. CIK 0001953154 | 2026 Q2 Open parsed portfolio | 18 | $167,505,583 | Open SEC source |
| 11 Aug 2026, 12:03:48 UTC | 13F-HR | GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 | 2026 Q2 Open parsed portfolio | 49 | $239,940,574 | Open SEC source |
| 11 Aug 2026, 16:15:50 UTC | 13F-HR | Callan Family Office, LLC CIK 0001938970 | 2026 Q2 Open parsed portfolio | 1,226 | $5,114,851,700 | Open SEC source |
| 11 Aug 2026, 06:29:51 UTC | 13F-HR | XY Capital Ltd CIK 0001933132 | 2026 Q2 Open parsed portfolio | 44 | $87,048,444 | Open SEC source |
| 11 Aug 2026, 16:19:04 UTC | 13F-HR | Bitwise Funds Trust CIK 0001928561 | 2026 Q2 Open parsed portfolio | 41 | $425,768,919 | Open SEC source |
| 11 Aug 2026, 17:18:42 UTC | 13F-HR | Greenspring Advisors, LLC CIK 0001922200 | 2026 Q2 Open parsed portfolio | 355 | $1,804,939,817 | Open SEC source |
| 11 Aug 2026, 13:03:11 UTC | 13F-HR | Strengthening Families & Communities, LLC CIK 0001921196 | 2026 Q2 Open parsed portfolio | 836 | $449,561,746 | Open SEC source |