13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Rows shown
4,501-4,550 of 9,551
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Current page
91

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

StrongBox Wealth, LLC

CIK 0001812155

13F-HR Q1 2026
CIK
0001812155
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
95 holdings / $312,501,148
Filed
08 May 2026, 16:01:37 UTC
Period
2026 Q1

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

13F portfolio

Technology Crossover Management X, Ltd.

CIK 0001787727

13F-HR Q1 2026
CIK
0001787727
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
6 holdings / $781,280,088
Filed
08 May 2026, 16:01:25 UTC
Period
2026 Q1

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

13F portfolio

JW Asset Management, LLC

CIK 0001549738

13F-HR Q1 2026
CIK
0001549738
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
19 holdings / $243,507,417
Filed
08 May 2026, 16:01:21 UTC
Period
2026 Q1

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

13F portfolio

Technology Crossover Management IX, Ltd.

CIK 0001698264

13F-HR Q1 2026
CIK
0001698264
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
6 holdings / $752,164,315
Filed
08 May 2026, 16:01:05 UTC
Period
2026 Q1

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

13F portfolio

Mystic Asset Management, Inc.

CIK 0001912460

13F-HR Q1 2026
CIK
0001912460
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
218 holdings / $431,373,823
Filed
08 May 2026, 16:00:35 UTC
Period
2026 Q1

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

13F portfolio

Technology Crossover Management VIII, Ltd.

CIK 0001626282

13F-HR Q1 2026
CIK
0001626282
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
5 holdings / $298,421,856
Filed
08 May 2026, 16:00:23 UTC
Period
2026 Q1

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

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
08 May 2026, 16:01:37 UTC 13F-HR StrongBox Wealth, LLC CIK 0001812155 2026 Q1 Open parsed portfolio 95 $312,501,148 Open SEC source
08 May 2026, 16:01:25 UTC 13F-HR Technology Crossover Management X, Ltd. CIK 0001787727 2026 Q1 Open parsed portfolio 6 $781,280,088 Open SEC source
08 May 2026, 16:01:21 UTC 13F-HR JW Asset Management, LLC CIK 0001549738 2026 Q1 Open parsed portfolio 19 $243,507,417 Open SEC source
08 May 2026, 16:01:05 UTC 13F-HR Technology Crossover Management IX, Ltd. CIK 0001698264 2026 Q1 Open parsed portfolio 6 $752,164,315 Open SEC source
08 May 2026, 16:00:35 UTC 13F-HR Mystic Asset Management, Inc. CIK 0001912460 2026 Q1 Open parsed portfolio 218 $431,373,823 Open SEC source
08 May 2026, 16:00:23 UTC 13F-HR Technology Crossover Management VIII, Ltd. CIK 0001626282 2026 Q1 Open parsed portfolio 5 $298,421,856 Open SEC source
08 May 2026, 15:59:04 UTC 13F-HR COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 2026 Q1 Open parsed portfolio 202 $261,058,662 Open SEC source
08 May 2026, 15:55:23 UTC 13F-HR M1 Capital Management LLC CIK 0001976157 2026 Q1 Open parsed portfolio 111 $216,987,633 Open SEC source
08 May 2026, 15:54:20 UTC 13F-HR Wallace Hart LLC CIK 0002018963 2026 Q1 Open parsed portfolio 34 $72,580,434 Open SEC source
08 May 2026, 15:51:09 UTC 13F-HR NCP Inc. CIK 0002023709 2026 Q1 Open parsed portfolio 74 $60,108,227 Open SEC source
08 May 2026, 15:49:30 UTC 13F-HR REICON WEALTH ADVISORS, LLC CIK 0001888847 2026 Q1 Open parsed portfolio 71 $130,282,997 Open SEC source
08 May 2026, 15:48:45 UTC 13F-HR GARDNER LEWIS ASSET MANAGEMENT L P CIK 0000941560 2026 Q1 Open parsed portfolio 78 $461,795,079 Open SEC source
08 May 2026, 15:45:54 UTC 13F-HR HFG Advisors, Inc. CIK 0001911087 2026 Q1 Open parsed portfolio 117 $142,091,908 Open SEC source
08 May 2026, 15:42:34 UTC 13F-HR INTEGRATED WEALTHCARE, LLC CIK 0001962105 2026 Q1 Open parsed portfolio 28 $119,523,379 Open SEC source
08 May 2026, 15:40:06 UTC 13F-HR Gigafund Management Company, LLC CIK 0001713833 2026 Q1 Open parsed portfolio 1 $59,352,640 Open SEC source
08 May 2026, 15:39:29 UTC 13F-HR Birchcreek Wealth Management, LLC CIK 0001840341 2026 Q1 Open parsed portfolio 120 $207,677,689 Open SEC source
08 May 2026, 15:36:31 UTC 13F-HR First Affirmative Financial Network CIK 0001656282 2026 Q1 Open parsed portfolio 296 $203,039,315 Open SEC source
08 May 2026, 15:34:08 UTC 13F-HR Paulson Wealth Management Inc. CIK 0001731878 2026 Q1 Open parsed portfolio 137 $426,713,053 Open SEC source
08 May 2026, 15:33:01 UTC 13F-HR PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 2026 Q1 Open parsed portfolio 77 $2,988,204,090 Open SEC source
08 May 2026, 15:32:36 UTC 13F-HR Compass Financial Group, Inc. (Ohio) CIK 0002115210 2026 Q1 Open parsed portfolio 45 $136,639,506 Open SEC source
08 May 2026, 15:32:25 UTC 13F-HR Fore Capital, LLC CIK 0001714672 2026 Q1 Open parsed portfolio 24 $42,884,703 Open SEC source
08 May 2026, 15:31:59 UTC 13F-HR Rheos Capital Works Inc. CIK 0001735445 2026 Q1 Open parsed portfolio 73 $1,498,096,000 Open SEC source
08 May 2026, 15:31:02 UTC 13F-HR ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 2026 Q1 Open parsed portfolio 59 $199,802,014 Open SEC source
08 May 2026, 15:27:01 UTC 13F-HR SPROTT INC. CIK 0001512920 2026 Q1 Open parsed portfolio 228 $3,294,564,225 Open SEC source
08 May 2026, 15:26:28 UTC 13F-HR MPS Loria Financial Planners, LLC CIK 0001716180 2026 Q1 Open parsed portfolio 89 $379,001,917 Open SEC source
08 May 2026, 15:25:34 UTC 13F-HR Firestone Capital Management CIK 0001799964 2026 Q1 Open parsed portfolio 160 $480,251,535 Open SEC source
08 May 2026, 15:22:51 UTC 13F-HR Vanguard Investments Australia, Ltd. CIK 0001550100 2026 Q1 Open parsed portfolio 2,342 $34,298,927,754 Open SEC source
08 May 2026, 15:22:51 UTC 13F-HR VANGUARD FIDUCIARY TRUST CO CIK 0000933478 2026 Q1 Open parsed portfolio 3,983 $391,623,719,068 Open SEC source
08 May 2026, 15:22:49 UTC 13F-HR VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 2026 Q1 Open parsed portfolio 3,040 $1,886,798,423,444 Open SEC source
08 May 2026, 15:22:48 UTC 13F-HR VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 2026 Q1 Open parsed portfolio 3,980 $3,995,747,912,193 Open SEC source
08 May 2026, 15:22:48 UTC 13F-HR Vanguard Global Advisers, LLC CIK 0001811242 2026 Q1 Open parsed portfolio 3,616 $184,966,485,493 Open SEC source
08 May 2026, 15:22:47 UTC 13F-HR VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 2026 Q1 Open parsed portfolio 2,395 $115,744,864,760 Open SEC source
08 May 2026, 15:22:46 UTC 13F-HR Vanguard National Trust Co CIK 0001984256 2026 Q1 Open parsed portfolio 750 $1,587,361,246 Open SEC source
08 May 2026, 15:22:45 UTC 13F-HR VANGUARD MARKETING CORPORATION CIK 0000217448 2026 Q1 Open parsed portfolio 1 $39,060,000 Open SEC source
08 May 2026, 15:21:13 UTC 13F-HR Generation Capital Management LLC CIK 0002054384 2026 Q1 Open parsed portfolio 74 $136,854,599 Open SEC source
08 May 2026, 15:19:24 UTC 13F-HR Glassy Mountain Advisors, Inc. CIK 0001914617 2026 Q1 Open parsed portfolio 77 $321,982,944 Open SEC source
08 May 2026, 15:19:10 UTC 13F-HR Sands Capital Alternatives, LLC CIK 0001846444 2026 Q1 Open parsed portfolio 21 $421,198,307 Open SEC source
08 May 2026, 15:18:32 UTC 13F-HR VANGUARD ADVISERS INC CIK 0000947529 2026 Q1 Open parsed portfolio 663 $25,508,867,836 Open SEC source
08 May 2026, 15:18:31 UTC 13F-HR First National Advisers, LLC CIK 0001941030 2026 Q1 Open parsed portfolio 239 $683,480,347 Open SEC source
08 May 2026, 15:18:26 UTC 13F-HR AVISO WEALTH MANAGEMENT CIK 0002011802 2026 Q1 Open parsed portfolio 140 $221,863,179 Open SEC source
08 May 2026, 15:15:20 UTC 13F-HR SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 2026 Q1 Open parsed portfolio 67 $25,486,826,915 Open SEC source
08 May 2026, 15:14:25 UTC 13F-HR MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 2026 Q1 Open parsed portfolio 232 $1,325,093,996 Open SEC source
08 May 2026, 15:11:26 UTC 13F-HR JPL Wealth Management, LLC CIK 0002010710 2026 Q1 Open parsed portfolio 1,553 $434,739,378 Open SEC source
08 May 2026, 15:09:59 UTC 13F-HR Tillman Hartley LLC CIK 0001966355 2026 Q1 Open parsed portfolio 89 $395,716,951 Open SEC source
08 May 2026, 15:07:43 UTC 13F-HR North Dakota State Investment Board CIK 0002064039 2026 Q1 Open parsed portfolio 752 $2,311,967,207 Open SEC source
08 May 2026, 15:06:30 UTC 13F-HR Curtis Advisory Group, LLC CIK 0001664656 2026 Q1 Open parsed portfolio 118 $463,954,283 Open SEC source
08 May 2026, 15:06:09 UTC 13F-HR Horizon Family Wealth, Inc. CIK 0001910660 2026 Q1 Open parsed portfolio 88 $189,272,717 Open SEC source
08 May 2026, 15:03:26 UTC 13F-HR CM WEALTH ADVISORS LLC CIK 0001764581 2026 Q1 Open parsed portfolio 146 $469,542,369 Open SEC source
08 May 2026, 15:00:42 UTC 13F-HR Tandem Financial, LLC CIK 0002049157 2026 Q1 Open parsed portfolio 94 $295,565,523 Open SEC source
08 May 2026, 15:00:23 UTC 13F-HR GOANNA CAPITAL MANAGEMENT LLC CIK 0002130895 2026 Q1 Open parsed portfolio 3 $6,729,218 Open SEC source
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