Tracked managers
13
Popular 13F managers with current filing-backed activity.
Smart-Money 13F Investors Dashboard
Institutional managers with CIK, latest 13F period, holdings count/value, and source-backed profile links.
Smart-money dashboard
13F manager signals
New buys, exits, increases, reductions, concentration changes, and Form 13F evidence.
Latest evidence
Q4 2025
Use the filing period to avoid stale smart-money narratives.
Visible holdings
10,201
Card-level holdings counts keep the scan grounded in reported data.
Return loop
Watch
Use watchlists to reopen managers when the next filing cycle lands.
Fresh 13F filing pulse
Newest processed managers
Latest processed Form 13F filings in the database.
Fresh 13F filing
Riverpoint Wealth Management Holdings, LLC
13F-HR
62 holdings
Processed
- CIK
- 0001682733
- Source
- SEC Form 13F filing page
- Action
- Review newest processed portfolio disclosure
- Magnitude
- $462,114,237
- Filed
- 04 May 2026, 16:18 UTC
- Period
- Q1 2026
Top reported holdings include GOLDMAN SACHS ETF TR, SCHWAB STRATEGIC TR, VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, SCHWAB STRATEGIC TR. Use this filing as a fresh starting point for new buys, exits, and concentration checks.
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Fresh 13F filing
TOEWS CORP /ADV
13F-HR
6 holdings
Processed
- CIK
- 0000932000
- Source
- SEC Form 13F filing page
- Action
- Review newest processed portfolio disclosure
- Magnitude
- $259,212,630
- Filed
- 04 May 2026, 16:18 UTC
- Period
- Q1 2026
Top reported holdings include ISHARES TR, PGIM ETF TR, NORTHERN LIGHTS FD TR, ISHARES TR, BLACKROCK ETF TRUST II. Use this filing as a fresh starting point for new buys, exits, and concentration checks.
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Fresh 13F filing
Nicholson Wealth Management Group, LLC
13F-HR
112 holdings
Processed
- CIK
- 0002035982
- Source
- SEC Form 13F filing page
- Action
- Review newest processed portfolio disclosure
- Magnitude
- $169,117,594
- Filed
- 04 May 2026, 16:17 UTC
- Period
- Q1 2026
Top reported holdings include PERSPECTIVE THERAPEUTICS INC, VANGUARD INDEX FDS, VANGUARD INDEX FDS, UNITED BANKSHARES INC WEST V, APPLE INC. Use this filing as a fresh starting point for new buys, exits, and concentration checks.
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Fresh 13F filing
Summit Wealth Group, LLC
13F-HR
126 holdings
Processed
- CIK
- 0001802865
- Source
- SEC Form 13F filing page
- Action
- Review newest processed portfolio disclosure
- Magnitude
- $405,004,088
- Filed
- 04 May 2026, 16:17 UTC
- Period
- Q1 2026
Top reported holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, ISHARES TR, VANGUARD TAX-MANAGED FDS, VANGUARD CHARLOTTE FDS. Use this filing as a fresh starting point for new buys, exits, and concentration checks.
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Fresh 13F filing
Milestones Private Investment Advisors LLC
13F-HR
78 holdings
Processed
- CIK
- 0001726041
- Source
- SEC Form 13F filing page
- Action
- Review newest processed portfolio disclosure
- Magnitude
- $112,614,306
- Filed
- 04 May 2026, 16:16 UTC
- Period
- Q1 2026
Top reported holdings include FIRST TR EXCHANGE-TRADED FD, VANECK ETF TRUST, INVESCO EXCH TRADED FD TR II, SELECT SECTOR SPDR TR, ISHARES TR. Use this filing as a fresh starting point for new buys, exits, and concentration checks.
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Fresh 13F filing
UCLA Foundation
13F-HR
0 holdings
Processed
- CIK
- 0001735775
- Source
- SEC Form 13F filing page
- Action
- Review newest processed portfolio disclosure
- Magnitude
- $0
- Filed
- 04 May 2026, 16:16 UTC
- Period
- Q1 2026
This filing was recently processed and is ready for filing-backed manager research.
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Signal checks
New buys / exits
positions that appeared or disappeared
Increases / cuts
quarter-over-quarter position change
Concentration
top holdings and portfolio weight changes
Consensus
several notable managers moving the same security
SEC-verifiable evidence path
Start with the manager profile, then open the exact Form 13F filing when available.
13F manager signal
BERKSHIRE HATHAWAY INC
13F
42 holdings
Manager
- CIK
- 0001067983
- Source
- SEC Form 13F evidence
- Action
- Inspect latest 13F portfolio update
- Magnitude
- $274,160,086,701
- Period
- Q4 2025
Top reported holdings include APPLE INC, AMERICAN EXPRESS CO, BANK AMERICA CORP, COCA COLA CO, CHEVRON CORP NEW. Check the filing page for new buys, exits, increases, reductions, and concentration changes.
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13F manager signal
CITADEL ADVISORS LLC
13F
5,870 holdings
Manager
- CIK
- 0001423053
- Source
- SEC Form 13F evidence
- Action
- Inspect latest 13F portfolio update
- Magnitude
- $146,988,096,047
- Period
- Q4 2025
Top reported holdings include NVIDIA CORPORATION, AMAZON COM INC, SPDR DOW JONES INDL AVERAGE, VISA INC, MICROSOFT CORP. Check the filing page for new buys, exits, increases, reductions, and concentration changes.
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13F manager signal
RENAISSANCE TECHNOLOGIES LLC
13F
3,184 holdings
Manager
- CIK
- 0001037389
- Source
- SEC Form 13F evidence
- Action
- Inspect latest 13F portfolio update
- Magnitude
- $64,461,244,358
- Period
- Q4 2025
Top reported holdings include PALANTIR TECHNOLOGIES INC, UNITED THERAPEUTICS CORP DEL, MICRON TECHNOLOGY INC, KINROSS GOLD CORP, VERISIGN INC. Check the filing page for new buys, exits, increases, reductions, and concentration changes.
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13F manager signal
TIGER GLOBAL MANAGEMENT LLC
13F
54 holdings
Manager
- CIK
- 0001167483
- Source
- SEC Form 13F evidence
- Action
- Inspect latest 13F portfolio update
- Magnitude
- $29,714,313,270
- Period
- Q4 2025
Top reported holdings include ALPHABET INC, MICROSOFT CORP, AMAZON COM INC, NVIDIA CORPORATION, SEA LTD. Check the filing page for new buys, exits, increases, reductions, and concentration changes.
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13F manager signal
Bridgewater Associates, LP
13F
1,040 holdings
Manager
- CIK
- 0001350694
- Source
- SEC Form 13F evidence
- Action
- Inspect latest 13F portfolio update
- Magnitude
- $27,421,613,830
- Period
- Q4 2025
Top reported holdings include SPDR S&P 500 ETF TR, ISHARES TR, NVIDIA CORPORATION, LAM RESEARCH CORP, SALESFORCE INC. Check the filing page for new buys, exits, increases, reductions, and concentration changes.
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13F manager signal
Pershing Square Capital Management, L.P.
13F
11 holdings
Manager
- CIK
- 0001336528
- Source
- SEC Form 13F evidence
- Action
- Inspect latest 13F portfolio update
- Magnitude
- $15,526,737,802
- Period
- Q4 2025
Top reported holdings include BROOKFIELD CORP, UBER TECHNOLOGIES INC, AMAZON COM INC, ALPHABET INC, META PLATFORMS INC. Check the filing page for new buys, exits, increases, reductions, and concentration changes.
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Popular Investors
CIK 0001067983
Notable 13F
BERKSHIRE HATHAWAY INC
- Notable people
- Warren Buffett
- Location
- Omaha, NE
- Latest filing
- Q4 2025
- Holdings count
- 42
- Holdings value
- $274.16B
- Next action
- Open investor profile
CIK 0001350694
Notable 13F
Bridgewater Associates, LP
- Notable people
- Ray Dalio
- Location
- Westport, CT
- Latest filing
- Q4 2025
- Holdings count
- 1,040
- Holdings value
- $27.42B
- Next action
- Open investor profile
CIK 0001423053
Notable 13F
CITADEL ADVISORS LLC
- Notable people
- Ken Griffin
- Location
- Miami, FL
- Latest filing
- Q4 2025
- Holdings count
- 5,870
- Holdings value
- $146.99B
- Next action
- Open investor profile
CIK 0001536411
Notable 13F
Duquesne Family Office LLC
- Notable people
- Stanley Druckenmiller
- Location
- New York, NY
- Latest filing
- Q4 2025
- Holdings count
- 58
- Holdings value
- $3.93M
- Next action
- Open investor profile
CIK 0001096343
Notable 13F
MARKEL GROUP INC.
- Notable people
- Thomas Gayner
- Location
- Glen Allen, VA
- Latest filing
- Q1 2026
- Holdings count
- 129
- Holdings value
- $11.91B
- Next action
- Open investor profile
CIK 0001336528
Notable 13F
Pershing Square Capital Management, L.P.
- Notable people
- Bill Ackman
- Location
- New York, NY
- Latest filing
- Q4 2025
- Holdings count
- 11
- Holdings value
- $15.53B
- Next action
- Open investor profile
CIK 0001037389
Notable 13F
RENAISSANCE TECHNOLOGIES LLC
- Notable people
- Jim Simons, Robert Mercer, Peter Brown
- Location
- New York, NY
- Latest filing
- Q4 2025
- Holdings count
- 3,184
- Holdings value
- $64.46B
- Next action
- Open investor profile
CIK 0001649339
Notable 13F
Scion Asset Management, LLC
- Notable people
- Michael Burry
- Location
- Saratoga, CA
- Latest filing
- Q3 2025
- Holdings count
- 4
- Holdings value
- $68.14M
- Next action
- Open investor profile
CIK 0001029160
Notable 13F
SOROS FUND MANAGEMENT LLC
- Notable people
- George Soros
- Location
- New York, NY
- Latest filing
- Q4 2025
- Holdings count
- 229
- Holdings value
- $7.46B
- Next action
- Open investor profile
CIK 0001040273
Notable 13F
Third Point LLC
- Notable people
- Daniel Loeb
- Location
- New York, NY
- Latest filing
- Q4 2025
- Holdings count
- 44
- Holdings value
- $7.27B
- Next action
- Open investor profile
CIK 0001167483
Notable 13F
TIGER GLOBAL MANAGEMENT LLC
- Notable people
- Chase Coleman
- Location
- New York, NY
- Latest filing
- Q4 2025
- Holdings count
- 54
- Holdings value
- $29.71B
- Next action
- Open investor profile
CIK 0000098758
Notable 13F
TORRAY INVESTMENT PARTNERS LLC
- Notable people
- Not listed
- Location
- Bethesda, MD
- Latest filing
- Q1 2026
- Holdings count
- 88
- Holdings value
- $679.77M
- Next action
- Open investor profile
CIK 0000905567
Notable 13F
YACKTMAN ASSET MANAGEMENT LP
- Notable people
- Not listed
- Location
- Austin, TX
- Latest filing
- Q1 2026
- Holdings count
- 76
- Holdings value
- $7.5B
- Next action
- Open investor profile