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, 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 |
| 07 Aug 2026, 18:35:36 UTC | 13F-HR | Compass Wealth Management LLC CIK 0001965653 | 2026 Q2 Open parsed portfolio | 167 | $528,444,421 | Open SEC source |
| 10 Aug 2026, 16:19:55 UTC | 13F-HR | Tanglewood Legacy Advisors, LLC CIK 0001965616 | 2026 Q2 Open parsed portfolio | 280 | $309,849,229 | Open SEC source |
| 10 Aug 2026, 13:59:25 UTC | 13F-HR | Destiny Capital Corp/CO CIK 0001965275 | 2026 Q2 Open parsed portfolio | 58 | $215,022,171 | Open SEC source |
| 07 Aug 2026, 18:09:39 UTC | 13F-HR | STEVENS CAPITAL PARTNERS CIK 0001965176 | 2026 Q2 Open parsed portfolio | 157 | $525,844,594 | Open SEC source |
| 10 Aug 2026, 10:27:08 UTC | 13F-HR | MRP Capital Investments, LLC CIK 0001964831 | 2026 Q2 Open parsed portfolio | 223 | $135,661,735 | Open SEC source |
| 10 Aug 2026, 08:41:31 UTC | 13F-HR | Semus Wealth Partners LLC CIK 0001964775 | 2026 Q2 Open parsed portfolio | 111 | $206,905,960 | Open SEC source |
| 10 Aug 2026, 13:26:48 UTC | 13F-HR | Richard W. Paul & Associates, LLC CIK 0001964203 | 2026 Q2 Open parsed portfolio | 319 | $327,014,177 | Open SEC source |
| 10 Aug 2026, 09:17:33 UTC | 13F-HR | Cassaday & Co Wealth Management LLC CIK 0001963612 | 2026 Q2 Open parsed portfolio | 1,313 | $5,324,569,976 | Open SEC source |
| 10 Aug 2026, 09:09:19 UTC | 13F-HR | Passive Capital Management, LLC. CIK 0001958250 | 2026 Q2 Open parsed portfolio | 94 | $316,934,183 | Open SEC source |
| 10 Aug 2026, 11:43:16 UTC | 13F-HR | Patrick Mauro Investment Advisor, INC. CIK 0001953787 | 2026 Q2 Open parsed portfolio | 38 | $198,959,996 | Open SEC source |
| 10 Aug 2026, 11:06:45 UTC | 13F-HR | WPWealth LLP CIK 0001950118 | 2026 Q2 Open parsed portfolio | 103 | $673,883,792 | Open SEC source |
| 10 Aug 2026, 10:02:16 UTC | 13F-HR | Drake & Associates, LLC CIK 0001935795 | 2026 Q2 Open parsed portfolio | 108 | $593,657,467 | Open SEC source |
| 07 Aug 2026, 19:21:40 UTC | 13F-HR | SERENITY CAPITAL MANAGEMENT PTE. LTD. CIK 0001934957 | 2026 Q2 Open parsed portfolio | 11 | $331,590,251 | Open SEC source |
| 10 Aug 2026, 08:02:30 UTC | 13F-HR | SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 | 2026 Q2 Open parsed portfolio | 39 | $141,864,768 | Open SEC source |
| 10 Aug 2026, 11:59:58 UTC | 13F-HR | Balboa Wealth Partners CIK 0001929008 | 2026 Q2 Open parsed portfolio | 476 | $734,441,212 | Open SEC source |
| 10 Aug 2026, 12:30:49 UTC | 13F-HR | Empirical Asset Management, LLC CIK 0001926596 | 2026 Q2 Open parsed portfolio | 448 | $444,014,115 | Open SEC source |
| 10 Aug 2026, 12:13:28 UTC | 13F-HR | SOFI WEALTH, LLC CIK 0001925582 | 2026 Q2 Open parsed portfolio | 52 | $2,484,904,438 | Open SEC source |
| 10 Aug 2026, 13:42:46 UTC | 13F-HR | Schrum Private Wealth Management LLC CIK 0001914987 | 2026 Q2 Open parsed portfolio | 109 | $85,988,083 | Open SEC source |
| 10 Aug 2026, 14:06:36 UTC | 13F-HR | SageView Advisory Group, LLC CIK 0001914558 | 2026 Q2 Open parsed portfolio | 615 | $3,051,421,129 | Open SEC source |
| 10 Aug 2026, 13:49:42 UTC | 13F-HR | SageView Advisory Group, LLC CIK 0001914558 | 2026 Q1 Open parsed portfolio | 586 | $2,736,532,002 | Open SEC source |
| 10 Aug 2026, 16:11:51 UTC | 13F-HR | Menlo Ventures Management, L.P. CIK 0001911541 | 2026 Q2 Open parsed portfolio | 3 | $357,366,151 | Open SEC source |
| 10 Aug 2026, 09:06:13 UTC | 13F-HR | LGT Fund Management Co Ltd. CIK 0001911284 | 2026 Q2 Open parsed portfolio | 235 | $2,399,720,020 | Open SEC source |
| 10 Aug 2026, 09:11:36 UTC | 13F-HR | LGT Group Foundation CIK 0001911278 | 2026 Q2 Open parsed portfolio | 284 | $8,835,269,060 | Open SEC source |
| 10 Aug 2026, 17:24:11 UTC | 13F-HR | Xiamen Xinweidachuang Investment Partnership (Limited Partnership) CIK 0001910318 | 2026 Q2 Open parsed portfolio | 1 | $57,833,177 | Open SEC source |
| 10 Aug 2026, 06:58:21 UTC | 13F-HR | TSG Consumer Partners LP CIK 0001910156 | 2026 Q2 Open parsed portfolio | 1 | $113,983,439 | Open SEC source |
| 10 Aug 2026, 17:09:36 UTC | 13F-HR | CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 | 2026 Q2 Open parsed portfolio | 106 | $417,199,752 | Open SEC source |
| 10 Aug 2026, 12:57:15 UTC | 13F-HR | WealthCare Investment Partners, LLC CIK 0001908462 | 2026 Q2 Open parsed portfolio | 206 | $411,389,985 | Open SEC source |
| 10 Aug 2026, 12:38:45 UTC | 13F-HR | Magma Venture Partners General Partner Ltd. CIK 0001907544 | 2026 Q2 Open parsed portfolio | 2 | $43,100,775 | Open SEC source |
| 10 Aug 2026, 12:05:26 UTC | 13F-HR | AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 | 2026 Q2 Open parsed portfolio | 175 | $340,235,260 | Open SEC source |
| 10 Aug 2026, 15:32:58 UTC | 13F-HR | NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 | 2026 Q2 Open parsed portfolio | 144 | $381,165,215 | Open SEC source |
| 10 Aug 2026, 10:47:45 UTC | 13F-HR | Varenne Capital Partners CIK 0001902567 | 2026 Q2 Open parsed portfolio | 26 | $595,932,723 | Open SEC source |
| 10 Aug 2026, 06:40:12 UTC | 13F-HR | Catalyst Funds Management Pty Ltd CIK 0001896150 | 2026 Q2 Open parsed portfolio | 641 | $1,778,999,681 | Open SEC source |
| 10 Aug 2026, 14:17:16 UTC | 13F-HR | MIC Capital Management UK LLP CIK 0001889830 | 2026 Q2 Open parsed portfolio | 16 | $394,346,426 | Open SEC source |
| 10 Aug 2026, 14:10:15 UTC | 13F-HR | AFBI LP CIK 0001885432 | 2026 Q2 Open parsed portfolio | 1 | $212,292,971 | Open SEC source |
| 10 Aug 2026, 13:08:20 UTC | 13F-HR | Mezzasalma Advisors, LLC CIK 0001864916 | 2026 Q2 Open parsed portfolio | 171 | $487,778,610 | Open SEC source |
| 10 Aug 2026, 16:33:28 UTC | 13F-HR | NewEdge Wealth, LLC CIK 0001861796 | 2026 Q2 Open parsed portfolio | 1,215 | $9,915,583,071 | Open SEC source |
| 10 Aug 2026, 17:28:51 UTC | 13F-HR | Bradley & Co. Private Wealth Management, LLC CIK 0001861678 | 2026 Q2 Open parsed portfolio | 221 | $209,834,064 | Open SEC source |
| 10 Aug 2026, 11:16:59 UTC | 13F-HR | Koss-Olinger Consulting, LLC CIK 0001861163 | 2026 Q2 Open parsed portfolio | 172 | $1,298,367,038 | Open SEC source |
| 10 Aug 2026, 13:17:59 UTC | 13F-HR | O'Neil Global Advisors, Inc. CIK 0001861159 | 2026 Q2 Open parsed portfolio | 62 | $447,107,623 | Open SEC source |
| 07 Aug 2026, 19:33:30 UTC | 13F-HR | Pacific Wealth Management CIK 0001852338 | 2026 Q2 Open parsed portfolio | 19 | $225,535,463 | Open SEC source |