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 |
|---|---|---|---|---|---|---|
| 08 Oct 2026, 21:07:05 UTC | 13F-HR | Sunburst Financial Group, LLC CIK 0001800158 | 2026 Q3 Open parsed portfolio | 134 | $611,647,912 | Open SEC source |
| 08 Oct 2026, 21:06:08 UTC | 13F-HR | Pioneer Wealth Management Group CIK 0001973339 | 2026 Q3 Open parsed portfolio | 56 | $423,841,478 | Open SEC source |
| 08 Oct 2026, 21:05:26 UTC | 13F-HR | M.E. ALLISON & CO., INC. CIK 0001619532 | 2026 Q3 Open parsed portfolio | 192 | $178,326,547 | Open SEC source |
| 08 Oct 2026, 21:04:21 UTC | 13F-HR | Shelter Rock Management, LLC CIK 0002109305 | 2026 Q3 Open parsed portfolio | 39 | $107,413,798 | Open SEC source |
| 08 Oct 2026, 21:03:34 UTC | 13F-HR | CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 | 2026 Q3 Open parsed portfolio | 107 | $505,721,375 | Open SEC source |
| 08 Oct 2026, 21:02:34 UTC | 13F-HR | McNaughton Wealth Management, LLC CIK 0001802691 | 2026 Q3 Open parsed portfolio | 75 | $286,220,520 | Open SEC source |
| 08 Oct 2026, 21:01:50 UTC | 13F-HR | Vilga Financial Planning LLC CIK 0002083456 | 2026 Q3 Open parsed portfolio | 102 | $167,640,647 | Open SEC source |
| 08 Oct 2026, 21:00:50 UTC | 13F-HR | Graves Light Lenhart Wealth, Inc. CIK 0001759803 | 2026 Q3 Open parsed portfolio | 196 | $1,068,281,875 | Open SEC source |
| 08 Oct 2026, 21:00:00 UTC | 13F-HR | Hummer Financial Advisory Services Inc CIK 0001802279 | 2026 Q3 Open parsed portfolio | 127 | $152,985,165 | Open SEC source |
| 08 Oct 2026, 20:59:16 UTC | 13F-HR | Breakwater Capital Group CIK 0001964309 | 2026 Q3 Open parsed portfolio | 389 | $843,086,079 | Open SEC source |
| 08 Oct 2026, 20:57:21 UTC | 13F-HR | Legacy Wealth Asset Management, LLC CIK 0001846151 | 2026 Q3 Open parsed portfolio | 357 | $456,264,244 | Open SEC source |
| 08 Oct 2026, 20:56:35 UTC | 13F-HR | CHAPIN DAVIS, INC. CIK 0000872098 | 2026 Q3 Open parsed portfolio | 258 | $520,169,261 | Open SEC source |
| 08 Oct 2026, 20:55:39 UTC | 13F-HR | Prosperity Planning, Inc. CIK 0001843292 | 2026 Q3 Open parsed portfolio | 119 | $450,700,178 | Open SEC source |
| 08 Oct 2026, 20:54:48 UTC | 13F-HR | Hardin Capital Partners, LLC CIK 0002033094 | 2026 Q3 Open parsed portfolio | 147 | $204,710,695 | Open SEC source |
| 08 Oct 2026, 20:54:00 UTC | 13F-HR | Post Resch Tallon Group Inc. CIK 0002054476 | 2026 Q3 Open parsed portfolio | 138 | $145,657,656 | Open SEC source |
| 08 Oct 2026, 20:53:05 UTC | 13F-HR | Financial Designs Corp CIK 0001561383 | 2026 Q3 Open parsed portfolio | 39 | $194,222,754 | Open SEC source |
| 08 Oct 2026, 20:52:15 UTC | 13F-HR | INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 | 2026 Q3 Open parsed portfolio | 185 | $880,135,173 | Open SEC source |
| 08 Oct 2026, 20:51:16 UTC | 13F-HR | INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 | 2026 Q3 Open parsed portfolio | 66 | $139,490,529 | Open SEC source |
| 08 Oct 2026, 20:50:04 UTC | 13F-HR | Crocodile Capital Partners GmbH CIK 0001956498 | 2026 Q3 Open parsed portfolio | 13 | $160,159,976 | Open SEC source |
| 08 Oct 2026, 20:49:02 UTC | 13F-HR | ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 | 2026 Q3 Open parsed portfolio | 162 | $894,845,165 | Open SEC source |
| 08 Oct 2026, 20:46:54 UTC | 13F-HR | Gainplan LLC CIK 0001697857 | 2026 Q3 Open parsed portfolio | 57 | $257,497,886 | Open SEC source |
| 08 Oct 2026, 20:43:06 UTC | 13F-HR | Stonebridge Wealth Management, LLC CIK 0002082460 | 2026 Q3 Open parsed portfolio | 35 | $112,391,563 | Open SEC source |
| 08 Oct 2026, 19:58:33 UTC | 13F-HR | LifeGoal Investments, LLC CIK 0002054684 | 2026 Q3 Open parsed portfolio | 213 | $328,033,618 | Open SEC source |
| 08 Oct 2026, 19:49:07 UTC | 13F-HR | MKD WEALTH COACHES, LLC CIK 0001536549 | 2026 Q3 Open parsed portfolio | 34 | $120,912,583 | Open SEC source |
| 08 Oct 2026, 19:35:12 UTC | 13F-HR | Attessa Capital LLC CIK 0002020560 | 2026 Q3 Open parsed portfolio | 49 | $233,058,738 | Open SEC source |
| 08 Oct 2026, 19:28:23 UTC | 13F-HR | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 | 2026 Q3 Open parsed portfolio | 135 | $689,963,554 | Open SEC source |
| 08 Oct 2026, 19:13:41 UTC | 13F-HR | ACT WEALTH MANAGEMENT, LLC CIK 0001814191 | 2026 Q3 Open parsed portfolio | 65 | $340,109,250 | Open SEC source |
| 08 Oct 2026, 19:13:27 UTC | 13F-HR | Longview Financial Advisors, Inc. CIK 0001786915 | 2026 Q3 Open parsed portfolio | 46 | $174,693,519 | Open SEC source |
| 08 Oct 2026, 19:08:18 UTC | 13F-HR | Monument Capital Management CIK 0001729428 | 2026 Q3 Open parsed portfolio | 255 | $479,924,098 | Open SEC source |
| 08 Oct 2026, 18:57:43 UTC | 13F-HR | Go Invest LLC CIK 0002139692 | 2026 Q3 Open parsed portfolio | 102 | $472,547,874 | Open SEC source |
| 08 Oct 2026, 18:57:10 UTC | 13F-HR | BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 | 2026 Q3 Open parsed portfolio | 36 | $174,702,812 | Open SEC source |
| 08 Oct 2026, 18:42:02 UTC | 13F-HR | Pacifica Partners Inc. CIK 0001799900 | 2026 Q3 Open parsed portfolio | 403 | $332,093,667 | Open SEC source |
| 08 Oct 2026, 18:31:03 UTC | 13F-HR | Emergent Wealth Advisors, LLC CIK 0001799880 | 2026 Q3 Open parsed portfolio | 124 | $191,227,545 | Open SEC source |
| 08 Oct 2026, 18:25:24 UTC | 13F-HR | STABLEFORD CAPITAL II LLC CIK 0001842089 | 2026 Q3 Open parsed portfolio | 144 | $288,275,342 | Open SEC source |
| 08 Oct 2026, 17:59:18 UTC | 13F-HR | SPRING CAPITAL MANAGEMENT, LLC CIK 0001899146 | 2026 Q3 Open parsed portfolio | 56 | $208,427,624 | Open SEC source |
| 08 Oct 2026, 17:59:09 UTC | 13F-HR | Sincerus Advisory, LLC CIK 0002050968 | 2026 Q3 Open parsed portfolio | 87 | $153,265,909 | Open SEC source |
| 08 Oct 2026, 17:55:42 UTC | 13F-HR | Investment Partners Asset Management, Inc. CIK 0001384416 | 2026 Q3 Open parsed portfolio | 168 | $184,215,520 | Open SEC source |
| 08 Oct 2026, 17:53:23 UTC | 13F-HR | FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 | 2026 Q3 Open parsed portfolio | 209 | $694,647,760 | Open SEC source |
| 08 Oct 2026, 17:47:18 UTC | 13F-HR | TrueWealth Advisors, LLC CIK 0001817714 | 2026 Q3 Open parsed portfolio | 240 | $445,127,010 | Open SEC source |
| 08 Oct 2026, 17:45:35 UTC | 13F-HR | Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 | 2026 Q3 Open parsed portfolio | 123 | $613,996,779 | Open SEC source |
| 08 Oct 2026, 17:43:37 UTC | 13F-HR | Deane Retirement Strategies, Inc. CIK 0001659346 | 2026 Q3 Open parsed portfolio | 53 | $244,101,713 | Open SEC source |
| 08 Oct 2026, 17:39:08 UTC | 13F-HR | Trinity Financial Advisors LLC CIK 0001809574 | 2026 Q3 Open parsed portfolio | 99 | $388,480,474 | Open SEC source |
| 08 Oct 2026, 17:37:17 UTC | 13F-HR/A | CAZ INVESTMENTS LP CIK 0001159363 | 2026 Q2 - New Holdings Open parsed portfolio | 50 | $236,747,556 | Open SEC source |
| 08 Oct 2026, 17:36:59 UTC | 13F-HR | MFG WEALTH MANAGEMENT, INC. CIK 0002053046 | 2026 Q3 Open parsed portfolio | 62 | $137,709,150 | Open SEC source |
| 08 Oct 2026, 17:33:45 UTC | 13F-HR | Barden Capital Management, Inc. CIK 0001906798 | 2026 Q3 Open parsed portfolio | 58 | $109,966,284 | Open SEC source |
| 08 Oct 2026, 17:28:33 UTC | 13F-HR | CoreCap Advisors, LLC CIK 0001902501 | 2026 Q3 Open parsed portfolio | 3,125 | $3,476,653,654 | Open SEC source |
| 08 Oct 2026, 17:20:27 UTC | 13F-HR | ATWOOD & PALMER INC CIK 0001044929 | 2026 Q3 Open parsed portfolio | 492 | $1,947,545,205 | Open SEC source |
| 08 Oct 2026, 17:16:39 UTC | 13F-HR | Kure Advisory, LLC CIK 0001986795 | 2026 Q3 Open parsed portfolio | 62 | $216,462,899 | Open SEC source |
| 08 Oct 2026, 17:14:31 UTC | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 | 2026 Q3 Open parsed portfolio | 118 | $4,371,336,102 | Open SEC source |
| 08 Oct 2026, 17:09:01 UTC | 13F-HR | FENIMORE ASSET MANAGEMENT INC CIK 0000884566 | 2026 Q3 Open parsed portfolio | 93 | $4,554,827,866 | Open SEC source |