13F portfolio feed
Showing filings accepted since 01 Oct 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 |
|---|---|---|---|---|---|---|
| 14 Oct 2026, 08:21:30 UTC | 13F-HR | Physician Wealth Solutions Inc. CIK 0002007116 | 2026 Q3 Open parsed portfolio | 45 | $254,173,599 | Open SEC source |
| 14 Oct 2026, 08:15:05 UTC | 13F-HR | TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 | 2026 Q3 Open parsed portfolio | 227 | $1,460,244,677 | Open SEC source |
| 14 Oct 2026, 08:09:44 UTC | 13F-HR | Southland Equity Partners LLC CIK 0002006517 | 2026 Q3 Open parsed portfolio | 292 | $582,562,807 | Open SEC source |
| 14 Oct 2026, 07:33:32 UTC | 13F-HR | West Tower Group, LLC CIK 0001965819 | 2026 Q3 Open parsed portfolio | 31 | $26,980,557 | Open SEC source |
| 14 Oct 2026, 06:20:21 UTC | 13F-HR/A | Pensjonsforsikring As Oslo CIK 0001828808 | 2017 Q1 - Restatement Open parsed portfolio | 9 | $192,505,791 | Open SEC source |
| 14 Oct 2026, 06:07:35 UTC | 13F-HR | Fearless Solutions, LLC dba Best Invest CIK 0002094159 | 2026 Q3 Open parsed portfolio | 143 | $196,522,046 | Open SEC source |
| 14 Oct 2026, 06:06:47 UTC | 13F-HR | Focus Financial Network, Inc. CIK 0002010942 | 2026 Q3 Open parsed portfolio | 772 | $3,302,949,899 | Open SEC source |
| 14 Oct 2026, 06:06:02 UTC | 13F-HR | Roberts Wealth Advisors, LLC CIK 0001885319 | 2026 Q3 Open parsed portfolio | 108 | $445,394,713 | Open SEC source |
| 14 Oct 2026, 06:03:45 UTC | 13F-HR | ASK CAPITAL INVESTMENT MANAGERS, LLC CIK 0002157918 | 2026 Q3 Open parsed portfolio | 28 | $97,077,585 | Open SEC source |
| 13 Oct 2026, 21:54:39 UTC | 13F-HR | Q Fund Management (Hong Kong) Ltd CIK 0002078832 | 2026 Q3 Open parsed portfolio | 38 | $104,026,082 | Open SEC source |
| 13 Oct 2026, 21:54:30 UTC | 13F-HR | Citrine Capital LLC CIK 0002053242 | 2026 Q3 Open parsed portfolio | 60 | $297,225,910 | Open SEC source |
| 13 Oct 2026, 21:53:26 UTC | 13F-HR | Enclave Advisors LLC CIK 0001836110 | 2026 Q3 Open parsed portfolio | 133 | $775,281,035 | Open SEC source |
| 13 Oct 2026, 21:50:09 UTC | 13F-HR | My Personal CFO, LLC CIK 0001916366 | 2026 Q3 Open parsed portfolio | 94 | $278,816,495 | Open SEC source |
| 13 Oct 2026, 21:43:23 UTC | 13F-HR | SUCCESSION FINANCIAL, INC. CIK 0002149098 | 2026 Q3 Open parsed portfolio | 47 | $101,738,974 | Open SEC source |
| 13 Oct 2026, 21:39:05 UTC | 13F-HR | Liberty Atlantic Advisors LLC CIK 0002101909 | 2026 Q3 Open parsed portfolio | 87 | $157,331,044 | Open SEC source |
| 13 Oct 2026, 21:34:14 UTC | 13F-HR | Foundation Wealth Management, LLC\PA CIK 0002011000 | 2026 Q3 Open parsed portfolio | 98 | $299,739,018 | Open SEC source |
| 13 Oct 2026, 21:31:39 UTC | 13F-HR | Cresta Advisors, Ltd. CIK 0001947670 | 2026 Q3 Open parsed portfolio | 50 | $229,328,565 | Open SEC source |
| 13 Oct 2026, 21:28:27 UTC | 13F-HR | Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 | 2026 Q3 Open parsed portfolio | 79 | $164,715,464 | Open SEC source |
| 13 Oct 2026, 21:25:08 UTC | 13F-HR | JM2 Capital Inc. CIK 0002103359 | 2026 Q3 Open parsed portfolio | 121 | $151,048,591 | Open SEC source |
| 13 Oct 2026, 21:24:40 UTC | 13F-HR | Clark & Stuart, Inc CIK 0002048750 | 2026 Q3 Open parsed portfolio | 52 | $162,480,705 | Open SEC source |
| 13 Oct 2026, 21:17:52 UTC | 13F-HR | Stone Summit Wealth LLC CIK 0001908192 | 2026 Q3 Open parsed portfolio | 137 | $370,277,664 | Open SEC source |
| 13 Oct 2026, 21:17:17 UTC | 13F-HR | Virginia Estate & Retirement Planning Advisors Inc. CIK 0002115327 | 2026 Q3 Open parsed portfolio | 224 | $79,062,016 | Open SEC source |
| 13 Oct 2026, 21:10:43 UTC | 13F-HR | WJ Interests, LLC CIK 0001727642 | 2026 Q3 Open parsed portfolio | 23 | $277,767,144 | Open SEC source |
| 13 Oct 2026, 21:00:36 UTC | 13F-HR | MFA Wealth Services CIK 0001989379 | 2026 Q3 Open parsed portfolio | 133 | $168,500,355 | Open SEC source |
| 13 Oct 2026, 20:53:50 UTC | 13F-HR | XY Planning Network, Inc. CIK 0001873438 | 2026 Q3 Open parsed portfolio | 380 | $929,348,944 | Open SEC source |
| 13 Oct 2026, 20:53:24 UTC | 13F-HR | DEFINE FINANCIAL, LLC CIK 0002021320 | 2026 Q3 Open parsed portfolio | 52 | $240,350,514 | Open SEC source |
| 13 Oct 2026, 20:47:24 UTC | 13F-HR | ProCore Advisors, LLC CIK 0002085963 | 2026 Q3 Open parsed portfolio | 91 | $82,150,755 | Open SEC source |
| 13 Oct 2026, 20:35:23 UTC | 13F-HR | Womack Financial LLC CIK 0002107079 | 2026 Q3 Open parsed portfolio | 71 | $152,144,393 | Open SEC source |
| 13 Oct 2026, 19:52:23 UTC | 13F-HR | Cohen Capital Management, Inc. CIK 0001508120 | 2026 Q3 Open parsed portfolio | 153 | $716,212,860 | Open SEC source |
| 13 Oct 2026, 19:46:10 UTC | 13F-HR | Shotwell Rutter Baer Inc CIK 0002008310 | 2026 Q3 Open parsed portfolio | 39 | $179,928,027 | Open SEC source |
| 13 Oct 2026, 19:44:12 UTC | 13F-HR | CAPSTONE CAPITAL LLC CIK 0001993327 | 2026 Q3 Open parsed portfolio | 25 | $178,712,166 | Open SEC source |
| 13 Oct 2026, 19:40:50 UTC | 13F-HR | RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 | 2026 Q3 Open parsed portfolio | 78 | $143,359,555 | Open SEC source |
| 13 Oct 2026, 19:32:50 UTC | 13F-HR | TRUEFG, LLC CIK 0001766067 | 2026 Q3 Open parsed portfolio | 75 | $427,920,079 | Open SEC source |
| 13 Oct 2026, 19:23:46 UTC | 13F-HR | IFM Investors Pty Ltd CIK 0001698246 | 2026 Q3 Open parsed portfolio | 631 | $15,974,629,638 | Open SEC source |
| 13 Oct 2026, 19:22:38 UTC | 13F-HR | KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 | 2026 Q3 Open parsed portfolio | 169 | $1,023,434,569 | Open SEC source |
| 13 Oct 2026, 19:15:16 UTC | 13F-HR | Northcape Capital Pty Ltd CIK 0001686776 | 2026 Q3 Open parsed portfolio | 8 | $670,575,361 | Open SEC source |
| 13 Oct 2026, 18:43:24 UTC | 13F-HR | Lewis Asset Management, LLC CIK 0002004520 | 2026 Q3 Open parsed portfolio | 223 | $293,697,323 | Open SEC source |
| 13 Oct 2026, 18:26:08 UTC | 13F-HR | WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 | 2026 Q3 Open parsed portfolio | 15 | $183,284,960 | Open SEC source |
| 13 Oct 2026, 18:22:18 UTC | 13F-HR | Wise Wealth Partners CIK 0002056711 | 2026 Q3 Open parsed portfolio | 38 | $54,585,764 | Open SEC source |
| 13 Oct 2026, 17:58:08 UTC | 13F-HR | Wiser Wealth Management, Inc CIK 0001573263 | 2026 Q3 Open parsed portfolio | 73 | $550,334,815 | Open SEC source |
| 13 Oct 2026, 17:51:30 UTC | 13F-HR | Integrity Wealth Partners, LLC CIK 0002121884 | 2026 Q3 Open parsed portfolio | 103 | $129,068,612 | Open SEC source |
| 13 Oct 2026, 17:49:14 UTC | 13F-HR | FIRST HAWAIIAN BANK CIK 0000764106 | 2026 Q3 Open parsed portfolio | 95 | $825,793,713 | Open SEC source |
| 13 Oct 2026, 17:32:43 UTC | 13F-HR | FIRST CITIZENS BANK & TRUST CO CIK 0001092203 | 2026 Q3 Open parsed portfolio | 708 | $6,726,475,517 | Open SEC source |
| 13 Oct 2026, 17:14:03 UTC | 13F-HR | COOPER INVESTORS PTY LTD CIK 0001561728 | 2026 Q3 Open parsed portfolio | 37 | $190,498,579 | Open SEC source |
| 13 Oct 2026, 17:08:24 UTC | 13F-HR | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 0000883734 | 2026 Q3 Open parsed portfolio | 51 | $176,881,258 | Open SEC source |
| 13 Oct 2026, 17:03:47 UTC | 13F-HR | Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 | 2026 Q3 Open parsed portfolio | 54 | $239,358,191 | Open SEC source |
| 13 Oct 2026, 17:01:18 UTC | 13F-HR | Sophron Capital Management L.P. CIK 0002027142 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 13 Oct 2026, 16:58:13 UTC | 13F-HR | TVL Management Corp CIK 0001290448 | 2026 Q3 Open parsed portfolio | 0 | $0 | Open SEC source |
| 13 Oct 2026, 16:54:58 UTC | 13F-HR | COURIER CAPITAL LLC CIK 0001015247 | 2026 Q3 Open parsed portfolio | 131 | $532,086,708 | Open SEC source |
| 13 Oct 2026, 16:53:35 UTC | 13F-HR | Accel Wealth Management CIK 0001838226 | 2026 Q3 Open parsed portfolio | 309 | $464,263,927 | Open SEC source |