13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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4,001-4,050 of 9,680
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81

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Catalyst Investment Management LLC

CIK 0002055584

13F-HR Q2 2026
CIK
0002055584
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
73 holdings / $110,221,441
Filed
10 Aug 2026, 12:29:11 UTC
Period
2026 Q2

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

13F portfolio

AssuredPartners Investment Advisors, LLC

CIK 0002055492

13F-HR Q2 2026
CIK
0002055492
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
414 holdings / $1,033,523,345
Filed
10 Aug 2026, 17:28:29 UTC
Period
2026 Q2

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

13F portfolio

Christian Investment Advisors, Inc.

CIK 0002055071

13F-HR Q2 2026
CIK
0002055071
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
14 holdings / $169,657,232
Filed
10 Aug 2026, 13:33:28 UTC
Period
2026 Q2

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

13F portfolio

Portland Financial Advisors Inc

CIK 0002054942

13F-HR Q2 2026
CIK
0002054942
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
89 holdings / $54,805,489
Filed
10 Aug 2026, 15:14:10 UTC
Period
2026 Q2

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

13F portfolio

PIAR LLC

CIK 0002054677

13F-HR Q2 2026
CIK
0002054677
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
73 holdings / $161,305,800
Filed
10 Aug 2026, 12:47:15 UTC
Period
2026 Q2

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

13F portfolio

Partners in Financial Planning

CIK 0002054264

13F-HR Q2 2026
CIK
0002054264
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
131 holdings / $659,518,224
Filed
10 Aug 2026, 16:02:37 UTC
Period
2026 Q2

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
10 Aug 2026, 12:29:11 UTC 13F-HR Catalyst Investment Management LLC CIK 0002055584 2026 Q2 Open parsed portfolio 73 $110,221,441 Open SEC source
10 Aug 2026, 17:28:29 UTC 13F-HR AssuredPartners Investment Advisors, LLC CIK 0002055492 2026 Q2 Open parsed portfolio 414 $1,033,523,345 Open SEC source
10 Aug 2026, 13:33:28 UTC 13F-HR Christian Investment Advisors, Inc. CIK 0002055071 2026 Q2 Open parsed portfolio 14 $169,657,232 Open SEC source
10 Aug 2026, 15:14:10 UTC 13F-HR Portland Financial Advisors Inc CIK 0002054942 2026 Q2 Open parsed portfolio 89 $54,805,489 Open SEC source
10 Aug 2026, 12:47:15 UTC 13F-HR PIAR LLC CIK 0002054677 2026 Q2 Open parsed portfolio 73 $161,305,800 Open SEC source
10 Aug 2026, 16:02:37 UTC 13F-HR Partners in Financial Planning CIK 0002054264 2026 Q2 Open parsed portfolio 131 $659,518,224 Open SEC source
10 Aug 2026, 17:00:55 UTC 13F-HR one8zero8, LLC CIK 0002053138 2026 Q2 Open parsed portfolio 265 $504,563,718 Open SEC source
10 Aug 2026, 13:39:20 UTC 13F-HR Financial Harvest, LLC CIK 0002052933 2026 Q2 Open parsed portfolio 67 $241,875,791 Open SEC source
10 Aug 2026, 07:19:49 UTC 13F-HR BLI - Banque de Luxembourg Investments CIK 0002052594 2026 Q2 Open parsed portfolio 195 $2,729,181,042 Open SEC source
10 Aug 2026, 12:48:45 UTC 13F-HR Veridan Wealth LLC CIK 0002052405 2026 Q2 Open parsed portfolio 84 $286,822,499 Open SEC source
10 Aug 2026, 11:51:27 UTC 13F-HR Haven Global Partners, LLC CIK 0002051846 2026 Q2 Open parsed portfolio 8 $130,463,590 Open SEC source
10 Aug 2026, 13:04:31 UTC 13F-HR FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 2026 Q2 Open parsed portfolio 362 $591,772,466 Open SEC source
10 Aug 2026, 13:55:35 UTC 13F-HR/A Tudor Financial Inc. CIK 0002045307 2026 Q2 - Restatement Open parsed portfolio 152 $222,477,852 Open SEC source
10 Aug 2026, 12:12:26 UTC 13F-HR Comprehensive Financial Planning, Inc./PA CIK 0002044855 2026 Q2 Open parsed portfolio 427 $187,552,386 Open SEC source
10 Aug 2026, 12:57:04 UTC 13F-HR HOWARD BAILEY SECURITIES, LLC CIK 0002043986 2026 Q2 Open parsed portfolio 121 $266,581,897 Open SEC source
10 Aug 2026, 13:52:48 UTC 13F-HR Proactive Wealth Strategies LLC CIK 0002043129 2026 Q2 Open parsed portfolio 222 $623,162,103 Open SEC source
10 Aug 2026, 15:39:26 UTC 13F-HR MidAtlantic Capital Management, Inc. CIK 0002042068 2026 Q2 Open parsed portfolio 86 $160,921,550 Open SEC source
10 Aug 2026, 07:48:03 UTC 13F-HR Lightrock Netherlands B.V. CIK 0002041485 2026 Q2 Open parsed portfolio 37 $404,088,983 Open SEC source
10 Aug 2026, 10:18:50 UTC 13F-HR Kedalion Capital Management LLP CIK 0002041209 2026 Q2 Open parsed portfolio 3 $4,209,411,480 Open SEC source
07 Aug 2026, 19:09:38 UTC 13F-HR Brightwater Advisory LLC CIK 0002034566 2026 Q2 Open parsed portfolio 59 $158,260,883 Open SEC source
10 Aug 2026, 14:25:19 UTC 13F-HR VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 2026 Q2 Open parsed portfolio 112 $238,859,434 Open SEC source
10 Aug 2026, 13:34:41 UTC 13F-HR Axecap Investments, LLC CIK 0002030036 2026 Q2 Open parsed portfolio 73 $180,848,091 Open SEC source
10 Aug 2026, 13:32:53 UTC 13F-HR Gen-Wealth Partners Inc CIK 0002023375 2026 Q2 Open parsed portfolio 721 $359,699,496 Open SEC source
10 Aug 2026, 11:30:10 UTC 13F-HR Kelsey Financial, LLC CIK 0002022609 2026 Q2 Open parsed portfolio 65 $131,788,512 Open SEC source
10 Aug 2026, 11:28:29 UTC 13F-HR 49 WEALTH MANAGEMENT, LLC CIK 0002022291 2026 Q2 Open parsed portfolio 189 $524,350,853 Open SEC source
10 Aug 2026, 15:11:01 UTC 13F-HR Strathmore Capital Advisors, Inc. CIK 0002021703 2026 Q2 Open parsed portfolio 142 $371,367,626 Open SEC source
07 Aug 2026, 19:47:45 UTC 13F-HR Diversify Advisory Services, LLC CIK 0002021232 2026 Q2 Open parsed portfolio 1,244 $5,936,980,626 Open SEC source
10 Aug 2026, 12:00:42 UTC 13F-HR WealthCollab, LLC CIK 0002017870 2026 Q2 Open parsed portfolio 969 $276,072,903 Open SEC source
10 Aug 2026, 11:09:38 UTC 13F-HR Triad Wealth Partners, LLC CIK 0002012717 2026 Q2 Open parsed portfolio 553 $1,684,194,400 Open SEC source
10 Aug 2026, 12:12:06 UTC 13F-HR RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 2026 Q2 Open parsed portfolio 607 $176,324,679 Open SEC source
10 Aug 2026, 13:15:26 UTC 13F-HR Optimist Retirement Group LLC CIK 0002011850 2026 Q2 Open parsed portfolio 118 $259,158,347 Open SEC source
10 Aug 2026, 15:29:08 UTC 13F-HR Pinegrove Venture Partners, LLC CIK 0002011811 2026 Q2 Open parsed portfolio 6 $7,405,204 Open SEC source
10 Aug 2026, 17:29:08 UTC 13F-HR OV Management LLC CIK 0002010766 2026 Q2 Open parsed portfolio 31 $53,546,970 Open SEC source
10 Aug 2026, 10:58:01 UTC 13F-HR PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 2026 Q2 Open parsed portfolio 172 $174,123,656 Open SEC source
10 Aug 2026, 12:07:04 UTC 13F-HR BALANCED WEALTH GROUP LLC CIK 0002009783 2026 Q2 Open parsed portfolio 78 $316,274,832 Open SEC source
10 Aug 2026, 13:44:17 UTC 13F-HR Tidemark, LLC CIK 0002009591 2026 Q2 Open parsed portfolio 935 $444,205,946 Open SEC source
10 Aug 2026, 09:28:12 UTC 13F-HR Monolith Management Ltd CIK 0002008306 2026 Q2 Open parsed portfolio 17 $165,905,327 Open SEC source
10 Aug 2026, 16:12:52 UTC 13F-HR RLH Capital LLC CIK 0002008031 2026 Q2 Open parsed portfolio 130 $208,764,991 Open SEC source
10 Aug 2026, 15:04:18 UTC 13F-HR UPTICK PARTNERS, LLC CIK 0002005353 2026 Q2 Open parsed portfolio 337 $643,029,795 Open SEC source
10 Aug 2026, 15:39:07 UTC 13F-HR Frazier Financial Advisors, LLC CIK 0002002745 2026 Q2 Open parsed portfolio 618 $197,009,455 Open SEC source
10 Aug 2026, 11:56:43 UTC 13F-HR Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 2026 Q2 Open parsed portfolio 349 $666,275,815 Open SEC source
10 Aug 2026, 14:46:34 UTC 13F-HR TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 2026 Q2 Open parsed portfolio 344 $1,691,162,052 Open SEC source
10 Aug 2026, 12:53:52 UTC 13F-HR Centennial Bank/AR/ CIK 0001994744 2026 Q2 Open parsed portfolio 340 $310,732,276 Open SEC source
10 Aug 2026, 10:23:24 UTC 13F-HR Disciplina Capital Management LLC CIK 0001993404 2026 Q2 Open parsed portfolio 68 $967,993,436 Open SEC source
07 Aug 2026, 19:42:25 UTC 13F-HR TRV GP V, LLC CIK 0001990717 2026 Q2 Open parsed portfolio 3 $498,241,492 Open SEC source
07 Aug 2026, 19:35:51 UTC 13F-HR TRV GP VI, LLC CIK 0001990716 2026 Q2 Open parsed portfolio 4 $232,275,395 Open SEC source
10 Aug 2026, 17:25:46 UTC 13F-HR MYECFO, LLC CIK 0001986457 2026 Q2 Open parsed portfolio 73 $264,963,140 Open SEC source
07 Aug 2026, 17:52:54 UTC 13F-HR Altiora Financial Group, LLC CIK 0001986156 2026 Q2 Open parsed portfolio 112 $634,460,874 Open SEC source
10 Aug 2026, 09:26:16 UTC 13F-HR Bastion Asset Management Inc. CIK 0001977794 2026 Q2 Open parsed portfolio 54 $294,787,958 Open SEC source
10 Aug 2026, 13:48:30 UTC 13F-HR Heritage Wealth Management, Inc./Texas CIK 0001966400 2026 Q2 Open parsed portfolio 44 $259,746,197 Open SEC source
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