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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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Current page
83

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

OUTFITTERS FINANCIAL LLC

CIK 0001846505

13F-HR Q2 2026
CIK
0001846505
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
80 holdings / $142,629,422
Filed
10 Aug 2026, 14:00:00 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Tacita Capital Inc

CIK 0001846287

13F-HR Q2 2026
CIK
0001846287
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
214 holdings / $184,203,340
Filed
10 Aug 2026, 16:41:22 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Precision Wealth Strategies, LLC

CIK 0001844197

13F-HR Q2 2026
CIK
0001844197
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
170 holdings / $331,849,312
Filed
10 Aug 2026, 10:28:00 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Goepper Burkhardt LLC

CIK 0001844142

13F-HR Q2 2026
CIK
0001844142
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
99 holdings / $333,074,283
Filed
10 Aug 2026, 14:45:58 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Addison Advisors LLC

CIK 0001843745

13F-HR Q2 2026
CIK
0001843745
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
690 holdings / $211,806,647
Filed
10 Aug 2026, 16:58:14 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Strategic Equity Management

CIK 0001843578

13F-HR Q2 2026
CIK
0001843578
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
65 holdings / $297,782,256
Filed
10 Aug 2026, 15:38:02 UTC
Period
2026 Q2

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

View details Open source
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, 14:00:00 UTC 13F-HR OUTFITTERS FINANCIAL LLC CIK 0001846505 2026 Q2 Open parsed portfolio 80 $142,629,422 Open SEC source
10 Aug 2026, 16:41:22 UTC 13F-HR Tacita Capital Inc CIK 0001846287 2026 Q2 Open parsed portfolio 214 $184,203,340 Open SEC source
10 Aug 2026, 10:28:00 UTC 13F-HR Precision Wealth Strategies, LLC CIK 0001844197 2026 Q2 Open parsed portfolio 170 $331,849,312 Open SEC source
10 Aug 2026, 14:45:58 UTC 13F-HR Goepper Burkhardt LLC CIK 0001844142 2026 Q2 Open parsed portfolio 99 $333,074,283 Open SEC source
10 Aug 2026, 16:58:14 UTC 13F-HR Addison Advisors LLC CIK 0001843745 2026 Q2 Open parsed portfolio 690 $211,806,647 Open SEC source
10 Aug 2026, 15:38:02 UTC 13F-HR Strategic Equity Management CIK 0001843578 2026 Q2 Open parsed portfolio 65 $297,782,256 Open SEC source
10 Aug 2026, 12:45:26 UTC 13F-HR McCarthy Asset Management, Inc. CIK 0001843169 2026 Q2 Open parsed portfolio 29 $210,983,638 Open SEC source
10 Aug 2026, 11:46:18 UTC 13F-HR Eagle Health Investments LP CIK 0001842545 2026 Q2 Open parsed portfolio 27 $603,308,468 Open SEC source
10 Aug 2026, 15:46:53 UTC 13F-HR Schiavi & Co LLC CIK 0001840014 2026 Q2 Open parsed portfolio 61 $376,729,223 Open SEC source
10 Aug 2026, 14:41:04 UTC 13F-HR Windmill Hill Asset Management Ltd CIK 0001831132 2026 Q2 Open parsed portfolio 21 $448,093,707 Open SEC source
10 Aug 2026, 13:35:28 UTC 13F-HR Jackson Creek Investment Advisors LLC CIK 0001831003 2026 Q2 Open parsed portfolio 312 $300,754,000 Open SEC source
10 Aug 2026, 13:25:19 UTC 13F-HR Tennessee Valley Asset Management Partners CIK 0001826790 2026 Q2 Open parsed portfolio 204 $906,484,707 Open SEC source
10 Aug 2026, 15:54:52 UTC 13F-HR Bull Oak Capital, LLC CIK 0001824263 2026 Q2 Open parsed portfolio 40 $300,200,556 Open SEC source
10 Aug 2026, 15:39:23 UTC 13F-HR Live Oak Investment Partners CIK 0001822262 2026 Q2 Open parsed portfolio 93 $185,824,224 Open SEC source
10 Aug 2026, 16:30:01 UTC 13F-HR Anthracite Investment Company, Inc. CIK 0001809930 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
10 Aug 2026, 13:49:49 UTC 13F-HR Westshore Wealth, LLC CIK 0001806366 2026 Q2 Open parsed portfolio 107 $322,115,815 Open SEC source
10 Aug 2026, 10:32:51 UTC 13F-HR 1776 Wealth LLC CIK 0001803140 2026 Q2 Open parsed portfolio 152 $283,729,250 Open SEC source
10 Aug 2026, 13:14:42 UTC 13F-HR Adams Wealth Management CIK 0001803084 2026 Q2 Open parsed portfolio 147 $522,283,380 Open SEC source
10 Aug 2026, 15:41:18 UTC 13F-HR NWK Group, Inc. CIK 0001803054 2026 Q2 Open parsed portfolio 71 $324,202,052 Open SEC source
10 Aug 2026, 13:51:52 UTC 13F-HR Houlihan Financial Resource Group, Ltd. CIK 0001802879 2026 Q2 Open parsed portfolio 113 $280,580,290 Open SEC source
10 Aug 2026, 11:10:01 UTC 13F-HR ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 2026 Q2 Open parsed portfolio 73 $878,356,659 Open SEC source
10 Aug 2026, 17:01:49 UTC 13F-HR DCF Advisers, LLC CIK 0001802493 2026 Q2 Open parsed portfolio 80 $382,234,984 Open SEC source
10 Aug 2026, 16:51:57 UTC 13F-HR AMJ Financial Wealth Management CIK 0001801585 2026 Q2 Open parsed portfolio 83 $406,786,762 Open SEC source
10 Aug 2026, 09:21:43 UTC 13F-HR AXS Investments LLC CIK 0001801467 2026 Q2 Open parsed portfolio 193 $352,669,246 Open SEC source
10 Aug 2026, 11:06:25 UTC 13F-HR Arkadios Wealth Advisors CIK 0001800798 2026 Q2 Open parsed portfolio 1,680 $6,508,834,665 Open SEC source
10 Aug 2026, 12:26:39 UTC 13F-HR Sound Financial Strategies Group, LLC CIK 0001800620 2026 Q2 Open parsed portfolio 121 $157,496,176 Open SEC source
10 Aug 2026, 16:46:13 UTC 13F-HR BANTAMAC CAPITAL, LLC CIK 0001794972 2026 Q2 Open parsed portfolio 70 $140,940,191 Open SEC source
10 Aug 2026, 15:19:38 UTC 13F-HR EVOKE WEALTH, LLC CIK 0001793432 2026 Q2 Open parsed portfolio 4 $1,555,876 Open SEC source
10 Aug 2026, 07:52:34 UTC 13F-HR Crake Asset Management LLP CIK 0001789082 2026 Q2 Open parsed portfolio 23 $4,179,222,179 Open SEC source
10 Aug 2026, 10:49:05 UTC 13F-HR tru Independence LLC CIK 0001785445 2026 Q2 Open parsed portfolio 108 $228,659,103 Open SEC source
10 Aug 2026, 09:35:08 UTC 13F-HR BI Asset Management Fondsmaeglerselskab A/S CIK 0001778131 2026 Q2 Open parsed portfolio 706 $12,608,160,000 Open SEC source
10 Aug 2026, 10:56:29 UTC 13F-HR LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 2026 Q2 Open parsed portfolio 275 $874,326,442 Open SEC source
10 Aug 2026, 13:47:21 UTC 13F-HR GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 2026 Q2 Open parsed portfolio 1,040 $6,330,414,419 Open SEC source
10 Aug 2026, 12:46:07 UTC 13F-HR Roubaix Capital, LLC CIK 0001769700 2026 Q2 Open parsed portfolio 50 $278,900,858 Open SEC source
10 Aug 2026, 07:45:30 UTC 13F-HR Munro Partners CIK 0001768744 2026 Q2 Open parsed portfolio 59 $4,401,270,630 Open SEC source
10 Aug 2026, 16:35:36 UTC 13F-HR Knuff & Co LLC CIK 0001768089 2026 Q2 Open parsed portfolio 142 $394,898,988 Open SEC source
10 Aug 2026, 12:28:42 UTC 13F-HR Palmer Knight Co CIK 0001767735 2026 Q2 Open parsed portfolio 36 $259,732,854 Open SEC source
07 Aug 2026, 21:32:14 UTC 13F-HR Artemis Wealth Advisors, LLC CIK 0001767435 2026 Q2 Open parsed portfolio 55 $67,232,878 Open SEC source
10 Aug 2026, 06:08:11 UTC 13F-HR Act Two Investors LLC CIK 0001766907 2026 Q2 Open parsed portfolio 37 $494,743,497 Open SEC source
10 Aug 2026, 16:53:28 UTC 13F-HR MMBG INVESTMENT ADVISORS CO. CIK 0001765876 2026 Q2 Open parsed portfolio 177 $1,263,536,995 Open SEC source
10 Aug 2026, 15:02:14 UTC 13F-HR CM WEALTH ADVISORS LLC CIK 0001764581 2026 Q2 Open parsed portfolio 194 $554,416,507 Open SEC source
07 Aug 2026, 19:43:46 UTC 13F-HR Bonfire Financial CIK 0001762539 2026 Q2 Open parsed portfolio 60 $155,633,133 Open SEC source
10 Aug 2026, 09:41:48 UTC 13F-HR Hoya Capital Real Estate, LLC CIK 0001756985 2026 Q2 Open parsed portfolio 9 $6,801,790 Open SEC source
10 Aug 2026, 16:36:02 UTC 13F-HR Portfolio Strategies, Inc. CIK 0001753271 2026 Q2 Open parsed portfolio 81 $1,019,490,046 Open SEC source
10 Aug 2026, 08:45:09 UTC 13F-HR CloudAlpha Capital Management Limited/Hong Kong CIK 0001745907 2026 Q2 Open parsed portfolio 24 $1,012,871,326 Open SEC source
10 Aug 2026, 13:06:27 UTC 13F-HR Machina Capital S.A.S. CIK 0001744373 2026 Q2 Open parsed portfolio 368 $631,053,484 Open SEC source
07 Aug 2026, 19:47:12 UTC 13F-HR GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 2026 Q2 Open parsed portfolio 508 $276,868,013 Open SEC source
10 Aug 2026, 07:44:19 UTC 13F-HR Ironvine Capital Partners, LLC CIK 0001730478 2026 Q2 Open parsed portfolio 56 $1,072,889,788 Open SEC source
10 Aug 2026, 13:51:36 UTC 13F-HR LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 2026 Q2 Open parsed portfolio 43 $726,575,314 Open SEC source
10 Aug 2026, 13:52:21 UTC 13F-HR Landmark Wealth Management, LLC CIK 0001728778 2026 Q2 Open parsed portfolio 151 $417,875,381 Open SEC source
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