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, 13:24:20 UTC | 13F-HR | Peak Retirement Planning, Inc. CIK 0002056697 | 2026 Q2 Open parsed portfolio | 194 | $631,630,897 | Open SEC source |
| 10 Aug 2026, 16:06:06 UTC | 13F-HR | INVESTMENT COUNSEL CO OF NEVADA CIK 0002056576 | 2026 Q2 Open parsed portfolio | 167 | $53,547,026 | Open SEC source |
| 10 Aug 2026, 13:55:23 UTC | 13F-HR | Everest Financial Group LLC CIK 0002056391 | 2026 Q2 Open parsed portfolio | 208 | $738,432,532 | Open SEC source |
| 10 Aug 2026, 11:49:21 UTC | 13F-HR | Rockbridge Asset Management LLC CIK 0002056320 | 2026 Q2 Open parsed portfolio | 30 | $152,530,751 | Open SEC source |
| 10 Aug 2026, 14:45:02 UTC | 13F-HR | Spurstone Advisory Services, LLC CIK 0002056079 | 2026 Q2 Open parsed portfolio | 99 | $7,322,127 | Open SEC source |
| 10 Aug 2026, 16:24:33 UTC | 13F-HR | Prepared Retirement Institute LLC CIK 0002056037 | 2026 Q2 Open parsed portfolio | 94 | $234,908,561 | Open SEC source |
| 07 Aug 2026, 18:10:43 UTC | 13F-HR | Vista Cima Wealth Management LLC CIK 0002055907 | 2026 Q2 Open parsed portfolio | 49 | $134,275,583 | Open SEC source |
| 10 Aug 2026, 13:45:18 UTC | 13F-HR | CBM Financial, LLC CIK 0002055702 | 2026 Q2 Open parsed portfolio | 16 | $168,070,484 | Open SEC source |
| 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 |