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.

Rows shown
4,601-4,650 of 9,675
Per page
50
Current page
93

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

MUIRFIELD WEALTH ADVISORS LLC

CIK 0002014898

13F-HR Q2 2026
CIK
0002014898
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
87 holdings / $153,220,461
Filed
07 Aug 2026, 10:14:57 UTC
Period
2026 Q2

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

13F portfolio

Beaton Management Co. Inc.

CIK 0001714678

13F-HR Q2 2026
CIK
0001714678
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
157 holdings / $245,442,000
Filed
07 Aug 2026, 10:12:56 UTC
Period
2026 Q2

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

13F portfolio

Monte Financial Group, LLC

CIK 0001755651

13F-HR Q2 2026
CIK
0001755651
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
102 holdings / $312,210,084
Filed
07 Aug 2026, 10:12:36 UTC
Period
2026 Q2

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

13F portfolio

Pinnacle Wealth Planning Services, Inc.

CIK 0001726752

13F-HR Q2 2026
CIK
0001726752
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,749 holdings / $1,049,893,926
Filed
07 Aug 2026, 10:10:47 UTC
Period
2026 Q2

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

13F portfolio

Corundum Group, Inc.

CIK 0001486083

13F-HR Q2 2026
CIK
0001486083
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
111 holdings / $337,147,794
Filed
07 Aug 2026, 10:10:33 UTC
Period
2026 Q2

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

13F portfolio

Meadowbrook Advisors Group, LLC

CIK 0002119283

13F-HR Q2 2026
CIK
0002119283
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
169 holdings / $187,132,229
Filed
07 Aug 2026, 10:10:18 UTC
Period
2026 Q2

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
07 Aug 2026, 10:14:57 UTC 13F-HR MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 2026 Q2 Open parsed portfolio 87 $153,220,461 Open SEC source
07 Aug 2026, 10:12:56 UTC 13F-HR Beaton Management Co. Inc. CIK 0001714678 2026 Q2 Open parsed portfolio 157 $245,442,000 Open SEC source
07 Aug 2026, 10:12:36 UTC 13F-HR Monte Financial Group, LLC CIK 0001755651 2026 Q2 Open parsed portfolio 102 $312,210,084 Open SEC source
07 Aug 2026, 10:10:47 UTC 13F-HR Pinnacle Wealth Planning Services, Inc. CIK 0001726752 2026 Q2 Open parsed portfolio 2,749 $1,049,893,926 Open SEC source
07 Aug 2026, 10:10:33 UTC 13F-HR Corundum Group, Inc. CIK 0001486083 2026 Q2 Open parsed portfolio 111 $337,147,794 Open SEC source
07 Aug 2026, 10:10:18 UTC 13F-HR Meadowbrook Advisors Group, LLC CIK 0002119283 2026 Q2 Open parsed portfolio 169 $187,132,229 Open SEC source
07 Aug 2026, 10:09:48 UTC 13F-HR FengHe Fund Management Pte. Ltd. CIK 0001660531 2026 Q2 Open parsed portfolio 18 $1,040,443,424 Open SEC source
07 Aug 2026, 10:09:12 UTC 13F-HR Ethos Financial Group, LLC CIK 0001954242 2026 Q2 Open parsed portfolio 644 $1,493,980,716 Open SEC source
07 Aug 2026, 10:08:08 UTC 13F-HR MAYPORT, LLC CIK 0001922875 2026 Q2 Open parsed portfolio 134 $644,807,229 Open SEC source
07 Aug 2026, 10:07:32 UTC 13F-HR Coyle Financial Counsel LLC CIK 0001593038 2026 Q2 Open parsed portfolio 125 $547,616,294 Open SEC source
07 Aug 2026, 10:06:08 UTC 13F-HR May Hill Capital, LLC CIK 0002056340 2026 Q2 Open parsed portfolio 256 $478,739,787 Open SEC source
07 Aug 2026, 10:05:08 UTC 13F-HR Nordwand Advisors, LLC CIK 0001962713 2026 Q2 Open parsed portfolio 146 $652,242,399 Open SEC source
07 Aug 2026, 10:03:36 UTC 13F-HR DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 2026 Q2 Open parsed portfolio 203 $445,052,620 Open SEC source
07 Aug 2026, 10:03:07 UTC 13F-HR MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 2026 Q2 Open parsed portfolio 91 $332,327,816 Open SEC source
07 Aug 2026, 10:00:50 UTC 13F-HR Phil A. Younker & Associates, Ltd. CIK 0002063635 2026 Q2 Open parsed portfolio 29 $148,389,053 Open SEC source
07 Aug 2026, 09:59:54 UTC 13F-HR Destiny Wealth Partners, LLC CIK 0001844369 2026 Q2 Open parsed portfolio 184 $699,844,177 Open SEC source
07 Aug 2026, 09:59:39 UTC 13F-HR Marble Wealth, LLC CIK 0002110081 2026 Q2 Open parsed portfolio 234 $653,267,064 Open SEC source
07 Aug 2026, 09:58:16 UTC 13F-HR WINTON GROUP Ltd CIK 0001612063 2026 Q2 Open parsed portfolio 1,137 $3,087,485,439 Open SEC source
07 Aug 2026, 09:57:58 UTC 13F-HR Macco Financial Group, Inc. CIK 0002111816 2026 Q2 Open parsed portfolio 22 $153,945,383 Open SEC source
07 Aug 2026, 09:56:05 UTC 13F-HR Long Island Wealth Management, Inc. CIK 0002011177 2026 Q2 Open parsed portfolio 95 $242,195,113 Open SEC source
07 Aug 2026, 09:54:28 UTC 13F-HR LYNX CAPITAL GROUP LTD /ADV CIK 0001013287 2023 Q4 Open parsed portfolio 80 $134,431,023 Open SEC source
07 Aug 2026, 09:51:18 UTC 13F-HR Indie Asset Partners, LLC CIK 0001802244 2026 Q2 Open parsed portfolio 86 $104,425,025 Open SEC source
07 Aug 2026, 09:49:56 UTC 13F-HR LITTLE HOUSE CAPITAL LLC CIK 0001748814 2026 Q2 Open parsed portfolio 113 $445,104,037 Open SEC source
07 Aug 2026, 09:47:47 UTC 13F-HR LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 2026 Q2 Open parsed portfolio 105 $132,175,995 Open SEC source
07 Aug 2026, 09:45:32 UTC 13F-HR Kapstone Financial Advisors LLC CIK 0001966087 2026 Q2 Open parsed portfolio 175 $238,845,123 Open SEC source
07 Aug 2026, 09:43:02 UTC 13F-HR Point Nemo Capital, LLC CIK 0001988307 2026 Q2 Open parsed portfolio 185 $193,830,164 Open SEC source
07 Aug 2026, 09:41:39 UTC 13F-HR HC Advisors, LLC CIK 0001803295 2026 Q2 Open parsed portfolio 62 $164,728,215 Open SEC source
07 Aug 2026, 09:41:15 UTC 13F-HR International Private Wealth Advisors LLC CIK 0002022637 2026 Q2 Open parsed portfolio 160 $194,265,105 Open SEC source
07 Aug 2026, 09:39:05 UTC 13F-HR Inman Jager Wealth Management, LLC CIK 0002052044 2026 Q2 Open parsed portfolio 90 $187,913,730 Open SEC source
07 Aug 2026, 09:37:40 UTC 13F-HR Parkshore Wealth Management, Inc. CIK 0002024251 2026 Q2 Open parsed portfolio 72 $348,170,057 Open SEC source
07 Aug 2026, 09:36:27 UTC 13F-HR Harbour Wealth Management Group, Inc. CIK 0002085855 2026 Q2 Open parsed portfolio 89 $147,953,492 Open SEC source
07 Aug 2026, 09:33:39 UTC 13F-HR Estate Counselors, LLC CIK 0001559832 2026 Q2 Open parsed portfolio 91 $1,163,066,075 Open SEC source
07 Aug 2026, 09:30:46 UTC 13F-HR/A Disciplined Investments, LLC CIK 0001812492 2026 Q2 - Restatement Open parsed portfolio 144 $309,633,512 Open SEC source
07 Aug 2026, 09:29:23 UTC 13F-HR Disciplined Investments, LLC CIK 0001812492 2026 Q2 Open parsed portfolio 144 $309,633,512 Open SEC source
07 Aug 2026, 09:29:21 UTC 13F-HR Grantvest Financial Group LLC CIK 0002055216 2026 Q2 Open parsed portfolio 189 $172,589,145 Open SEC source
07 Aug 2026, 09:28:13 UTC 13F-HR Rose Capital Advisors LLC CIK 0002148496 2026 Q2 Open parsed portfolio 107 $186,481,484 Open SEC source
07 Aug 2026, 09:28:11 UTC 13F-HR AFLAC INC CIK 0000004977 2026 Q2 Open parsed portfolio 4 $92,629,035 Open SEC source
07 Aug 2026, 09:27:18 UTC 13F-HR HFG Advisors, Inc. CIK 0001911087 2026 Q2 Open parsed portfolio 117 $160,274,688 Open SEC source
07 Aug 2026, 09:25:45 UTC 13F-HR Graver Capital Management, LLC CIK 0002056589 2026 Q2 Open parsed portfolio 26 $140,366,830 Open SEC source
07 Aug 2026, 09:24:14 UTC 13F-HR GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 2026 Q2 Open parsed portfolio 62 $129,353,731 Open SEC source
07 Aug 2026, 09:24:12 UTC 13F-HR HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 2026 Q2 Open parsed portfolio 1,212 $1,466,814,000 Open SEC source
07 Aug 2026, 09:22:27 UTC 13F-HR GOLDEN ROAD ADVISORS LLC CIK 0002014454 2026 Q2 Open parsed portfolio 67 $206,186,370 Open SEC source
07 Aug 2026, 09:20:58 UTC 13F-HR Schuylkill Financial LLC CIK 0002148716 2026 Q2 Open parsed portfolio 66 $108,178,606 Open SEC source
07 Aug 2026, 09:19:27 UTC 13F-HR Genesis Wealth Advisors, LLC CIK 0001637241 2026 Q2 Open parsed portfolio 72 $167,276,859 Open SEC source
07 Aug 2026, 09:17:50 UTC 13F-HR ForthRight Wealth Management, LLC CIK 0001841633 2026 Q2 Open parsed portfolio 76 $390,879,297 Open SEC source
07 Aug 2026, 09:15:37 UTC 13F-HR Fusion Family Wealth, LLC CIK 0001696209 2026 Q2 Open parsed portfolio 50 $1,505,176,297 Open SEC source
07 Aug 2026, 09:13:38 UTC 13F-HR Mass General Brigham, Inc CIK 0001678378 2026 Q2 Open parsed portfolio 6 $361,079,129 Open SEC source
07 Aug 2026, 09:13:36 UTC 13F-HR EVEXIA WEALTH LLC CIK 0001975710 2026 Q2 Open parsed portfolio 77 $369,483,283 Open SEC source
07 Aug 2026, 09:11:48 UTC 13F-HR Everest Private Wealth CIK 0002056683 2026 Q2 Open parsed portfolio 85 $268,026,233 Open SEC source
07 Aug 2026, 09:09:39 UTC 13F-HR Ergawealth Advisors, Inc. CIK 0001973209 2026 Q2 Open parsed portfolio 54 $257,508,490 Open SEC source
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