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 |
|---|---|---|---|---|---|---|
| 07 Oct 2026, 15:49:39 UTC | 13F-HR | Cassilly Financial Group LLC CIK 0002090777 | 2026 Q3 Open parsed portfolio | 78 | $148,890,565 | Open SEC source |
| 07 Oct 2026, 15:24:45 UTC | 13F-HR | Spectrum Advisors, Inc. CIK 0002153446 | 2026 Q2 Open parsed portfolio | 55 | $141,386,928 | Open SEC source |
| 07 Oct 2026, 15:24:37 UTC | 13F-HR | Baring Financial LLC CIK 0002052588 | 2026 Q3 Open parsed portfolio | 81 | $185,379,701 | Open SEC source |
| 07 Oct 2026, 15:20:59 UTC | 13F-HR | Bath Savings Trust Co CIK 0001384943 | 2026 Q3 Open parsed portfolio | 178 | $965,853,121 | Open SEC source |
| 07 Oct 2026, 15:14:00 UTC | 13F-HR | Boston Standard Wealth Management, LLC CIK 0001630939 | 2026 Q3 Open parsed portfolio | 57 | $695,883,251 | Open SEC source |
| 07 Oct 2026, 14:32:59 UTC | 13F-HR | Persium Advisors, LLC CIK 0002033683 | 2026 Q3 Open parsed portfolio | 70 | $190,979,126 | Open SEC source |
| 07 Oct 2026, 14:31:30 UTC | 13F-HR | EPIQ PARTNERS, LLC CIK 0001799435 | 2026 Q3 Open parsed portfolio | 98 | $232,138,836 | Open SEC source |
| 07 Oct 2026, 14:20:33 UTC | 13F-HR | Whitcomb & Hess, Inc. CIK 0001813577 | 2026 Q3 Open parsed portfolio | 65 | $466,899,513 | Open SEC source |
| 07 Oct 2026, 14:19:04 UTC | 13F-HR | Canandaigua National Trust Co of Florida CIK 0001471384 | 2026 Q3 Open parsed portfolio | 143 | $180,881,244 | Open SEC source |
| 07 Oct 2026, 14:15:09 UTC | 13F-HR | Family Legacy Financial Solutions, LLC CIK 0002076068 | 2026 Q3 Open parsed portfolio | 51 | $172,735,345 | Open SEC source |
| 07 Oct 2026, 14:14:00 UTC | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 | 2026 Q3 Open parsed portfolio | 310 | $1,152,379,362 | Open SEC source |
| 07 Oct 2026, 14:05:49 UTC | 13F-HR | Exchange Bank CIK 0002001155 | 2026 Q3 Open parsed portfolio | 129 | $161,586,461 | Open SEC source |
| 07 Oct 2026, 13:55:04 UTC | 13F-HR | Cooper Financial Group CIK 0001751581 | 2026 Q3 Open parsed portfolio | 447 | $1,254,450,808 | Open SEC source |
| 07 Oct 2026, 13:34:47 UTC | 13F-HR | Elm3 Financial Group, LLC CIK 0002011201 | 2026 Q3 Open parsed portfolio | 150 | $149,897,271 | Open SEC source |
| 07 Oct 2026, 13:30:24 UTC | 13F-HR | STEPH & CO CIK 0000941519 | 2026 Q3 Open parsed portfolio | 279 | $392,374,225 | Open SEC source |
| 07 Oct 2026, 13:28:17 UTC | 13F-HR | Dominguez Wealth Management Solutions, Inc. CIK 0001881335 | 2026 Q3 Open parsed portfolio | 76 | $180,636,488 | Open SEC source |
| 07 Oct 2026, 13:27:42 UTC | 13F-HR | KFA Private Wealth Group, LLC CIK 0001800556 | 2026 Q3 Open parsed portfolio | 157 | $425,223,199 | Open SEC source |
| 07 Oct 2026, 13:08:14 UTC | 13F-HR | ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 | 2026 Q3 Open parsed portfolio | 1,342 | $355,814,327 | Open SEC source |
| 07 Oct 2026, 13:06:07 UTC | 13F-HR | Retirement Wealth Solutions LLC CIK 0002044741 | 2026 Q3 Open parsed portfolio | 898 | $189,249,891 | Open SEC source |
| 07 Oct 2026, 13:04:49 UTC | 13F-HR | Cox Capital Mgt LLC CIK 0001748728 | 2026 Q3 Open parsed portfolio | 74 | $178,512,702 | Open SEC source |
| 07 Oct 2026, 12:45:11 UTC | 13F-HR | Red Spruce Capital, LLC CIK 0001795356 | 2026 Q3 Open parsed portfolio | 94 | $282,876,941 | Open SEC source |
| 07 Oct 2026, 12:43:40 UTC | 13F-HR | JP Wealth Management, Inc. CIK 0001967622 | 2026 Q3 Open parsed portfolio | 14 | $157,846,296 | Open SEC source |
| 07 Oct 2026, 12:43:16 UTC | 13F-HR | MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 | 2026 Q3 Open parsed portfolio | 437 | $154,610,284 | Open SEC source |
| 07 Oct 2026, 12:32:35 UTC | 13F-HR | Venture Visionary Partners LLC CIK 0001792283 | 2026 Q3 Open parsed portfolio | 685 | $3,817,628,571 | Open SEC source |
| 07 Oct 2026, 12:31:02 UTC | 13F-HR/A | Elm Partners Management LLC CIK 0001743941 | 2026 Q2 - Restatement Open parsed portfolio | 160 | $3,359,030,358 | Open SEC source |
| 07 Oct 2026, 12:30:07 UTC | 13F-HR/A | Elm Partners Management LLC CIK 0001743941 | 2025 Q4 - Restatement Open parsed portfolio | 154 | $2,701,729,257 | Open SEC source |
| 07 Oct 2026, 12:29:10 UTC | 13F-HR/A | Elm Partners Management LLC CIK 0001743941 | 2025 Q3 - Restatement Open parsed portfolio | 146 | $2,463,908,211 | Open SEC source |
| 07 Oct 2026, 12:28:10 UTC | 13F-HR/A | Elm Partners Management LLC CIK 0001743941 | 2025 Q2 - Restatement Open parsed portfolio | 101 | $2,143,015,709 | Open SEC source |
| 07 Oct 2026, 12:28:06 UTC | 13F-HR | Crumly & Associates Inc. CIK 0001759578 | 2026 Q3 Open parsed portfolio | 205 | $563,318,542 | Open SEC source |
| 07 Oct 2026, 12:27:25 UTC | 13F-HR | FIRST COMMUNITY TRUST NA CIK 0001130344 | 2026 Q3 Open parsed portfolio | 338 | $300,226,177 | Open SEC source |
| 07 Oct 2026, 12:27:23 UTC | 13F-HR | Asempa Wealth Advisors CIK 0002099967 | 2026 Q3 Open parsed portfolio | 110 | $128,270,467 | Open SEC source |
| 07 Oct 2026, 12:25:24 UTC | 13F-HR | LEGACY SOLUTIONS, LLC CIK 0002053314 | 2026 Q3 Open parsed portfolio | 91 | $130,938,358 | Open SEC source |
| 07 Oct 2026, 12:20:06 UTC | 13F-HR | Pathway Financial Advisors LLC CIK 0001738828 | 2026 Q3 Open parsed portfolio | 128 | $905,068,051 | Open SEC source |
| 07 Oct 2026, 12:18:08 UTC | 13F-HR | Mendota Financial Group, LLC CIK 0001964538 | 2026 Q3 Open parsed portfolio | 32 | $161,235,236 | Open SEC source |
| 07 Oct 2026, 12:08:54 UTC | 13F-HR | Great Waters Wealth Management CIK 0001964535 | 2026 Q3 Open parsed portfolio | 131 | $1,112,104,896 | Open SEC source |
| 07 Oct 2026, 12:03:26 UTC | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 | 2026 Q3 Open parsed portfolio | 78 | $492,635,875 | Open SEC source |
| 07 Oct 2026, 12:03:14 UTC | 13F-HR/A | Elm Partners Management LLC CIK 0001743941 | 2025 Q1 - Restatement Open parsed portfolio | 70 | $1,940,751,536 | Open SEC source |
| 07 Oct 2026, 12:02:49 UTC | 13F-HR | Weaver Consulting Group CIK 0001780055 | 2026 Q3 Open parsed portfolio | 305 | $514,258,860 | Open SEC source |
| 07 Oct 2026, 11:59:12 UTC | 13F-HR | Todd Wealth Management, LLC CIK 0002157683 | 2026 Q2 Open parsed portfolio | 112 | $131,930,141 | Open SEC source |
| 07 Oct 2026, 11:58:22 UTC | 13F-HR | SigFig Wealth Management, LLC CIK 0001696957 | 2026 Q3 Open parsed portfolio | 150 | $4,004,648,243 | Open SEC source |
| 07 Oct 2026, 11:54:15 UTC | 13F-HR | McAlister, Sweet & Associates, Inc. CIK 0001774087 | 2026 Q3 Open parsed portfolio | 35 | $158,265,609 | Open SEC source |
| 07 Oct 2026, 11:51:09 UTC | 13F-HR | American National Bank of Texas CIK 0002086953 | 2026 Q3 Open parsed portfolio | 52 | $109,490,327 | Open SEC source |
| 07 Oct 2026, 11:49:14 UTC | 13F-HR | ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 | 2026 Q3 Open parsed portfolio | 61 | $1,118,174,926 | Open SEC source |
| 07 Oct 2026, 11:47:28 UTC | 13F-HR | AMERICAN NATIONAL BANK & TRUST CIK 0001272164 | 2026 Q3 Open parsed portfolio | 618 | $1,091,712,411 | Open SEC source |
| 07 Oct 2026, 11:36:05 UTC | 13F-HR | Worth Asset Management, LLC CIK 0001927285 | 2026 Q3 Open parsed portfolio | 228 | $343,032,372 | Open SEC source |
| 07 Oct 2026, 11:34:51 UTC | 13F-HR | Todd Wealth Management, LLC CIK 0002157683 | 2026 Q1 Open parsed portfolio | 106 | $109,927,872 | Open SEC source |
| 07 Oct 2026, 11:32:27 UTC | 13F-HR | Matrix Trust Co CIK 0001784277 | 2026 Q3 Open parsed portfolio | 101 | $687,624,000 | Open SEC source |
| 07 Oct 2026, 11:22:46 UTC | 13F-HR | KWMG, LLC CIK 0001633024 | 2026 Q3 Open parsed portfolio | 155 | $1,387,557,093 | Open SEC source |
| 07 Oct 2026, 11:18:02 UTC | 13F-HR | PFW Advisors LLC CIK 0001989744 | 2026 Q3 Open parsed portfolio | 122 | $336,769,301 | Open SEC source |
| 07 Oct 2026, 11:12:36 UTC | 13F-HR | Lake Hills Wealth Management, LLC CIK 0001705594 | 2026 Q3 Open parsed portfolio | 62 | $217,678,358 | Open SEC source |