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 |
|---|---|---|---|---|---|---|
| 10 Aug 2026, 17:57:02 UTC | 13F-HR | SJBENEN ADVISORY, LLC CIK 0001813225 | 2026 Q2 Open parsed portfolio | 29 | $168,749,960 | Open SEC source |
| 10 Aug 2026, 17:31:01 UTC | 13F-HR | Vise Technologies, Inc. CIK 0001812090 | 2026 Q2 Open parsed portfolio | 1,774 | $8,829,133,756 | Open SEC source |
| 11 Aug 2026, 12:22:31 UTC | 13F-HR | Sycale Advisors (NY) LLC CIK 0001811522 | 2026 Q2 Open parsed portfolio | 22 | $224,483,273 | Open SEC source |
| 11 Aug 2026, 09:14:24 UTC | 13F-HR | Rothschild Wealth LLC CIK 0001811345 | 2026 Q2 Open parsed portfolio | 656 | $1,252,334,294 | Open SEC source |
| 11 Aug 2026, 14:47:10 UTC | 13F-HR | J. Mark Nickell & Co. CIK 0001811161 | 2026 Q2 Open parsed portfolio | 30 | $124,656,060 | Open SEC source |
| 11 Aug 2026, 11:28:22 UTC | 13F-HR | SHP Wealth Management CIK 0001807060 | 2026 Q2 Open parsed portfolio | 1,975 | $1,453,810,997 | Open SEC source |
| 11 Aug 2026, 14:02:13 UTC | 13F-HR | swisspartners Advisors Ltd CIK 0001805754 | 2026 Q2 Open parsed portfolio | 23 | $148,440,675 | Open SEC source |
| 11 Aug 2026, 16:46:39 UTC | 13F-HR | Keebeck Wealth Management CIK 0001803675 | 2026 Q2 Open parsed portfolio | 471 | $1,023,719,952 | Open SEC source |
| 11 Aug 2026, 15:37:49 UTC | 13F-HR | Verde Capital Management CIK 0001802891 | 2026 Q2 Open parsed portfolio | 80 | $540,858,805 | Open SEC source |
| 11 Aug 2026, 11:45:54 UTC | 13F-HR | Soleus Capital Management, L.P. CIK 0001802630 | 2026 Q2 Open parsed portfolio | 97 | $2,901,979,696 | Open SEC source |
| 11 Aug 2026, 09:49:15 UTC | 13F-HR | 360 Financial, Inc. CIK 0001802324 | 2026 Q2 Open parsed portfolio | 85 | $393,701,560 | Open SEC source |
| 11 Aug 2026, 14:48:02 UTC | 13F-HR | Stokes Family Office, LLC CIK 0001802278 | 2026 Q2 Open parsed portfolio | 272 | $857,571,375 | Open SEC source |
| 11 Aug 2026, 13:57:44 UTC | 13F-HR | Mayfair Advisory Group, LLC CIK 0001801926 | 2026 Q2 Open parsed portfolio | 185 | $331,726,372 | Open SEC source |
| 11 Aug 2026, 17:00:07 UTC | 13F-HR | Laidlaw Wealth Management LLC CIK 0001800608 | 2026 Q2 Open parsed portfolio | 59 | $35,061,102 | Open SEC source |
| 11 Aug 2026, 13:02:28 UTC | 13F-HR | Heard Capital LLC CIK 0001796409 | 2026 Q2 Open parsed portfolio | 21 | $2,336,468,543 | Open SEC source |
| 11 Aug 2026, 13:16:10 UTC | 13F-HR | WEALTH ALLIANCE, LLC CIK 0001793904 | 2026 Q2 Open parsed portfolio | 573 | $1,195,182,381 | Open SEC source |
| 11 Aug 2026, 16:15:02 UTC | 13F-HR | FountainVest China Capital Partners GP3 Ltd. CIK 0001795487 | 2026 Q2 Open parsed portfolio | 2 | $1,249,405,277 | Open SEC source |
| 11 Aug 2026, 10:32:11 UTC | 13F-HR | Sound View Wealth Advisors Group, LLC CIK 0001784777 | 2026 Q2 Open parsed portfolio | 440 | $1,610,856,906 | Open SEC source |
| 11 Aug 2026, 16:18:58 UTC | 13F-HR | IEQ CAPITAL, LLC CIK 0001779789 | 2026 Q2 Open parsed portfolio | 2,011 | $21,683,572,130 | Open SEC source |
| 11 Aug 2026, 16:30:49 UTC | 13F-HR | OneAscent Financial Services LLC CIK 0001780985 | 2026 Q2 Open parsed portfolio | 605 | $2,091,368,827 | Open SEC source |
| 10 Aug 2026, 19:21:55 UTC | 13F-HR | Tarsadia Capital, LLC CIK 0001777371 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 11 Aug 2026, 15:27:14 UTC | 13F-HR | MEDICI CAPITAL LLC CIK 0001777234 | 2026 Q2 Open parsed portfolio | 6 | $51,012,766 | Open SEC source |
| 10 Aug 2026, 18:11:00 UTC | 13F-HR | Financial Strategies Group, Inc. CIK 0001774343 | 2026 Q2 Open parsed portfolio | 100 | $627,581,664 | Open SEC source |
| 10 Aug 2026, 17:32:00 UTC | 13F-HR | Jupiter Wealth Management LLC CIK 0001774207 | 2026 Q2 Open parsed portfolio | 93 | $249,979,793 | Open SEC source |
| 11 Aug 2026, 08:29:04 UTC | 13F-HR | Core Wealth Advisors, Inc. CIK 0001770532 | 2026 Q2 Open parsed portfolio | 126 | $497,477,720 | Open SEC source |
| 11 Aug 2026, 14:05:12 UTC | 13F-HR | Cape Ann Asset Management Ltd CIK 0001768237 | 2026 Q2 Open parsed portfolio | 12 | $434,413,777 | Open SEC source |
| 11 Aug 2026, 14:33:25 UTC | 13F-HR | Vanguard Personalized Indexing Management, LLC CIK 0001767306 | 2026 Q2 Open parsed portfolio | 2,242 | $12,191,276,528 | Open SEC source |
| 10 Aug 2026, 17:51:24 UTC | 13F-HR | Yarbrough Capital, LLC CIK 0001767686 | 2026 Q2 Open parsed portfolio | 88 | $3,342,107,375 | Open SEC source |
| 11 Aug 2026, 12:56:41 UTC | 13F-HR | Sargent Investment Group, LLC CIK 0001766157 | 2026 Q2 Open parsed portfolio | 279 | $831,616,851 | Open SEC source |
| 11 Aug 2026, 09:23:16 UTC | 13F-HR | MONECO ADVISORS, LLC CIK 0001765690 | 2026 Q2 Open parsed portfolio | 595 | $1,635,759,893 | Open SEC source |
| 10 Aug 2026, 17:47:29 UTC | 13F-HR | IFS Advisors, LLC CIK 0001765617 | 2026 Q2 Open parsed portfolio | 219 | $208,802,417 | Open SEC source |
| 11 Aug 2026, 12:53:40 UTC | 13F-HR | Wahed Invest LLC CIK 0001763146 | 2026 Q2 Open parsed portfolio | 227 | $957,711,534 | Open SEC source |
| 10 Aug 2026, 19:17:36 UTC | 13F-HR | Pasadena Private Wealth, LLC CIK 0001760578 | 2026 Q2 Open parsed portfolio | 269 | $782,117,236 | Open SEC source |
| 11 Aug 2026, 12:28:33 UTC | 13F-HR | KilterHowling LLC CIK 0001759354 | 2026 Q2 Open parsed portfolio | 50 | $223,189,595 | Open SEC source |
| 11 Aug 2026, 16:29:25 UTC | 13F-HR | Independent Family Office, LLC CIK 0001756485 | 2026 Q2 Open parsed portfolio | 85 | $248,940,932 | Open SEC source |
| 10 Aug 2026, 21:26:20 UTC | 13F-HR | Discovery Value Fund CIK 0001750451 | 2026 Q2 Open parsed portfolio | 1 | $39,792,699 | Open SEC source |
| 11 Aug 2026, 11:33:15 UTC | 13F-HR | Impax Asset Management Group plc CIK 0001749768 | 2026 Q2 Open parsed portfolio | 284 | $15,370,564,179 | Open SEC source |
| 11 Aug 2026, 11:33:35 UTC | 13F-HR | Silvant Capital Management LLC CIK 0001738728 | 2026 Q2 Open parsed portfolio | 385 | $3,436,743,894 | Open SEC source |
| 11 Aug 2026, 11:32:03 UTC | 13F-HR | Ceredex Value Advisors LLC CIK 0001738726 | 2026 Q2 Open parsed portfolio | 168 | $3,552,489,959 | Open SEC source |
| 10 Aug 2026, 17:32:45 UTC | 13F-HR | Altman Advisors, Inc. CIK 0001731671 | 2026 Q2 Open parsed portfolio | 93 | $274,554,989 | Open SEC source |
| 11 Aug 2026, 16:37:56 UTC | 13F-HR | Alaska Wealth Advisors, LLC CIK 0001731601 | 2026 Q2 Open parsed portfolio | 90 | $923,225,933 | Open SEC source |
| 11 Aug 2026, 12:33:20 UTC | 13F-HR | All Terrain Financial Advisors, LLC CIK 0001731358 | 2026 Q2 Open parsed portfolio | 106 | $475,847,826 | Open SEC source |
| 11 Aug 2026, 15:58:30 UTC | 13F-HR | Providence Capital Advisors, LLC CIK 0001730814 | 2026 Q2 Open parsed portfolio | 385 | $660,480,879 | Open SEC source |
| 11 Aug 2026, 12:48:24 UTC | 13F-HR | Aequim Alternative Investments LP CIK 0001728201 | 2026 Q2 Open parsed portfolio | 102 | $6,434,602,902 | Open SEC source |
| 11 Aug 2026, 16:46:23 UTC | 13F-HR | Bratton Capital Management, L.P. CIK 0001723787 | 2026 Q2 Open parsed portfolio | 1 | $40,813,585 | Open SEC source |
| 11 Aug 2026, 11:39:22 UTC | 13F-HR | TrinityBridge Ltd CIK 0001718570 | 2026 Q2 Open parsed portfolio | 262 | $3,756,245,000 | Open SEC source |
| 11 Aug 2026, 15:29:54 UTC | 13F-HR | Compass Advisory Group LLC CIK 0001720292 | 2026 Q2 Open parsed portfolio | 89 | $420,797,065 | Open SEC source |
| 11 Aug 2026, 12:34:48 UTC | 13F-HR | Ninepoint Partners LP CIK 0001715635 | 2026 Q1 Open parsed portfolio | 147 | $845,770,886 | Open SEC source |
| 11 Aug 2026, 12:11:38 UTC | 13F-HR | Ninepoint Partners LP CIK 0001715635 | 2026 Q2 Open parsed portfolio | 162 | $1,120,294,187 | Open SEC source |
| 11 Aug 2026, 06:01:53 UTC | 13F-HR | AIP, LLC CIK 0001714498 | 2026 Q2 Open parsed portfolio | 2 | $95,192,485 | Open SEC source |