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
Rows shown
401-450 of 3,913
Per page
50
Current page
9

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Funde Sino Life Insurance Co Ltd

CIK 0001652027

13F-HR/A Q2 2026
CIK
0001652027
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Magnitude
7 holdings / $306,754,252
Filed
29 Jul 2026, 21:01:50 UTC
Period
2026 Q2 - Restatement

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

View details Open source
13F portfolio

WJ Interests, LLC

CIK 0001727642

13F-HR Q2 2026
CIK
0001727642
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
22 holdings / $259,360,277
Filed
29 Jul 2026, 20:55:28 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

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

13F-HR Q2 2026
CIK
0002030780
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,244 holdings / $5,936,980,626
Filed
29 Jul 2026, 20:41:21 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

Roberts Wealth Advisors, LLC

CIK 0001885319

13F-HR Q2 2026
CIK
0001885319
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
111 holdings / $440,261,730
Filed
29 Jul 2026, 20:40:54 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

Leeward Investments, LLC - MA

CIK 0001923173

13F-HR Q2 2026
CIK
0001923173
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
140 holdings / $2,199,612,602
Filed
29 Jul 2026, 20:40:53 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

Bestgate Wealth Advisors, LLC

CIK 0002055670

13F-HR Q2 2026
CIK
0002055670
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
45 holdings / $62,776,935
Filed
29 Jul 2026, 20:21:18 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
29 Jul 2026, 21:01:50 UTC 13F-HR/A Funde Sino Life Insurance Co Ltd CIK 0001652027 2026 Q2 - Restatement Open parsed portfolio 7 $306,754,252 Open SEC source
29 Jul 2026, 20:55:28 UTC 13F-HR WJ Interests, LLC CIK 0001727642 2026 Q2 Open parsed portfolio 22 $259,360,277 Open SEC source
29 Jul 2026, 20:41:21 UTC 13F-HR DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 2026 Q2 Open parsed portfolio 1,244 $5,936,980,626 Open SEC source
29 Jul 2026, 20:40:54 UTC 13F-HR Roberts Wealth Advisors, LLC CIK 0001885319 2026 Q2 Open parsed portfolio 111 $440,261,730 Open SEC source
29 Jul 2026, 20:40:53 UTC 13F-HR Leeward Investments, LLC - MA CIK 0001923173 2026 Q2 Open parsed portfolio 140 $2,199,612,602 Open SEC source
29 Jul 2026, 20:21:18 UTC 13F-HR Bestgate Wealth Advisors, LLC CIK 0002055670 2026 Q2 Open parsed portfolio 45 $62,776,935 Open SEC source
29 Jul 2026, 19:56:13 UTC 13F-HR Sovran Advisors, LLC CIK 0002051471 2026 Q2 Open parsed portfolio 615 $1,341,737,403 Open SEC source
29 Jul 2026, 19:30:03 UTC 13F-HR Griffith & Werner, Inc. CIK 0002057200 2026 Q2 Open parsed portfolio 71 $213,404,000 Open SEC source
29 Jul 2026, 18:53:39 UTC 13F-HR Challenger Wealth Management CIK 0002057602 2026 Q2 Open parsed portfolio 65 $135,861,273 Open SEC source
29 Jul 2026, 18:37:41 UTC 13F-HR Nadler Financial Group, Inc. CIK 0001541787 2026 Q2 Open parsed portfolio 149 $1,179,614,235 Open SEC source
29 Jul 2026, 18:31:31 UTC 13F-HR Gladius Capital Management LP CIK 0001540656 2026 Q2 Open parsed portfolio 7 $247,059,068 Open SEC source
29 Jul 2026, 18:30:42 UTC 13F-HR Cornerstone Planning, LLC CIK 0001802105 2026 Q2 Open parsed portfolio 136 $432,340,072 Open SEC source
29 Jul 2026, 18:20:02 UTC 13F-HR Carmel Capital Partners, LLC CIK 0001900481 2026 Q2 Open parsed portfolio 134 $302,408,672 Open SEC source
29 Jul 2026, 18:19:07 UTC 13F-HR Ampfield Management, L.P. CIK 0001853635 2026 Q2 Open parsed portfolio 5 $100,234,000 Open SEC source
29 Jul 2026, 18:10:45 UTC 13F-HR CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 2026 Q2 Open parsed portfolio 416 $1,008,317,769 Open SEC source
29 Jul 2026, 18:10:35 UTC 13F-HR GreatBanc Trust CO CIK 0001427099 2026 Q2 Open parsed portfolio 70 $161,247,540 Open SEC source
29 Jul 2026, 18:00:44 UTC 13F-HR COOKE & BIELER LP CIK 0000024386 2026 Q2 Open parsed portfolio 100 $8,646,740,264 Open SEC source
29 Jul 2026, 17:50:59 UTC 13F-HR Signet Investment Advisory Group, Inc. CIK 0001766328 2026 Q2 Open parsed portfolio 73 $227,348,358 Open SEC source
29 Jul 2026, 17:47:31 UTC 13F-HR Fort Vancouver Investment Management, LLC CIK 0002032698 2026 Q2 Open parsed portfolio 62 $214,142,697 Open SEC source
29 Jul 2026, 17:46:01 UTC 13F-HR Providence Wealth Advisors, LLC CIK 0001744955 2026 Q2 Open parsed portfolio 83 $169,516,711 Open SEC source
29 Jul 2026, 17:44:02 UTC 13F-HR Keeler Thomas Management LLC CIK 0001730660 2026 Q2 Open parsed portfolio 135 $282,058,553 Open SEC source
29 Jul 2026, 17:43:41 UTC 13F-HR John A. Wolfe & Associates, Inc. CIK 0002118722 2026 Q2 Open parsed portfolio 42 $72,598,087 Open SEC source
29 Jul 2026, 17:41:29 UTC 13F-HR Planning Center, Inc. CIK 0001910966 2026 Q2 Open parsed portfolio 84 $1,059,698,023 Open SEC source
29 Jul 2026, 17:32:17 UTC 13F-HR Chicago Partners Investment Group LLC CIK 0001563525 2026 Q2 Open parsed portfolio 1,521 $4,987,568,315 Open SEC source
29 Jul 2026, 17:28:33 UTC 13F-HR Quantum Private Wealth, LLC CIK 0001929662 2026 Q2 Open parsed portfolio 171 $390,193,836 Open SEC source
29 Jul 2026, 17:23:57 UTC 13F-HR CORRADO ADVISORS, LLC CIK 0001482611 2026 Q2 Open parsed portfolio 120 $217,263,452 Open SEC source
29 Jul 2026, 17:20:06 UTC 13F-HR VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 2026 Q2 Open parsed portfolio 108 $142,401,987 Open SEC source
29 Jul 2026, 17:17:05 UTC 13F-HR TPG Advisors LLC CIK 0002033388 2026 Q2 Open parsed portfolio 115 $182,239,002 Open SEC source
29 Jul 2026, 17:12:56 UTC 13F-HR Wealth Forward, LLC CIK 0002012773 2026 Q2 Open parsed portfolio 49 $200,794,801 Open SEC source
29 Jul 2026, 17:11:09 UTC 13F-HR Cornerstone Wealth, LLC/TN CIK 0002135644 2026 Q2 Open parsed portfolio 102 $197,730,074 Open SEC source
29 Jul 2026, 17:09:31 UTC 13F-HR SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 2026 Q2 Open parsed portfolio 193 $757,273,005 Open SEC source
29 Jul 2026, 17:00:38 UTC 13F-HR Family Capital Trust Co CIK 0001123320 2026 Q2 Open parsed portfolio 62 $199,617,231 Open SEC source
29 Jul 2026, 17:00:22 UTC 13F-HR BANK OF STOCKTON CIK 0001387723 2026 Q2 Open parsed portfolio 126 $356,279,957 Open SEC source
29 Jul 2026, 17:00:17 UTC 13F-HR 93 Financial Group, LLC CIK 0002112320 2026 Q2 Open parsed portfolio 9 $253,325,686 Open SEC source
29 Jul 2026, 17:00:04 UTC 13F-HR Luminvest Wealth Management LLC CIK 0002036517 2026 Q2 Open parsed portfolio 58 $430,335,397 Open SEC source
29 Jul 2026, 16:57:02 UTC 13F-HR Curtis Advisory Group, LLC CIK 0001664656 2026 Q2 Open parsed portfolio 117 $514,885,587 Open SEC source
29 Jul 2026, 16:55:40 UTC 13F-HR STOLZ & ASSOCIATES, PS CIK 0002108989 2026 Q2 Open parsed portfolio 32 $160,200,222 Open SEC source
29 Jul 2026, 16:55:26 UTC 13F-HR I.G.Y. Ltd CIK 0001811472 2026 Q2 Open parsed portfolio 3 $245,182,245 Open SEC source
29 Jul 2026, 16:54:47 UTC 13F-HR Signature Wealth Management Partners, LLC CIK 0001824694 2026 Q2 Open parsed portfolio 121 $214,480,551 Open SEC source
29 Jul 2026, 16:54:46 UTC 13F-HR Ipsen Advisor Group LLC CIK 0001964922 2026 Q2 Open parsed portfolio 107 $155,489,613 Open SEC source
29 Jul 2026, 16:54:15 UTC 13F-HR Cushing Capital Partners, LLC CIK 0002054827 2026 Q2 Open parsed portfolio 99 $145,204,491 Open SEC source
29 Jul 2026, 16:53:55 UTC 13F-HR CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 2026 Q2 Open parsed portfolio 158 $184,829,608 Open SEC source
29 Jul 2026, 16:53:35 UTC 13F-HR Hapanowicz & Associates Financial Services, Inc CIK 0001695959 2026 Q2 Open parsed portfolio 37 $321,483,639 Open SEC source
29 Jul 2026, 16:52:54 UTC 13F-HR Obermeyer Wealth Partners CIK 0001349654 2026 Q2 Open parsed portfolio 300 $2,444,330,958 Open SEC source
29 Jul 2026, 16:51:52 UTC 13F-HR Navigation Group, LLC CIK 0002132497 2026 Q2 Open parsed portfolio 121 $514,072,409 Open SEC source
29 Jul 2026, 16:51:48 UTC 13F-HR Avestar Capital, LLC CIK 0001704404 2026 Q2 Open parsed portfolio 490 $1,690,245,826 Open SEC source
29 Jul 2026, 16:44:50 UTC 13F-HR Rice Partnership, LLC CIK 0001736736 2026 Q2 Open parsed portfolio 171 $823,945,074 Open SEC source
29 Jul 2026, 16:44:06 UTC 13F-HR ETF Store, Inc. CIK 0001911470 2026 Q2 Open parsed portfolio 114 $119,536,298 Open SEC source
29 Jul 2026, 16:41:23 UTC 13F-HR REICON WEALTH ADVISORS, LLC CIK 0001888847 2026 Q2 Open parsed portfolio 92 $160,151,258 Open SEC source
29 Jul 2026, 16:40:34 UTC 13F-HR Independent Solutions Wealth Management, LLC CIK 0001818391 2026 Q2 Open parsed portfolio 194 $764,833,150 Open SEC source
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