13F portfolio feed
Latest 13F Portfolio Filings
Since 01 Apr 2026. Open the investor, reported period, or SEC source from each row.
| Filing time | Form | Investor / CIK | Period | Holdings | Value | Source |
|---|---|---|---|---|---|---|
| 01 May 2026, 17:38:52 UTC | 13F-HR | Lynx1 Capital Management LP CIK 0001910456 | 2026 Q1 | 23 | $632,718,355 | SEC filing |
| 01 May 2026, 17:38:10 UTC | 13F-HR | MY Wealth Management Inc. CIK 0001827845 | 2026 Q1 | 26 | $85,511,438 | SEC filing |
| 01 May 2026, 17:37:53 UTC | 13F-HR | Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 | 2026 Q1 | 15 | $220,482,028 | SEC filing |
| 01 May 2026, 17:37:31 UTC | 13F-HR | DMKC Advisory Services, LLC CIK 0001901337 | 2026 Q1 | 84 | $240,078,534 | SEC filing |
| 01 May 2026, 17:37:13 UTC | 13F-HR | Credit Capital Investments LLC CIK 0001631208 | 2026 Q1 | 39 | $109,945,235 | SEC filing |
| 01 May 2026, 17:36:50 UTC | 13F-HR | Diversify Advisory Services, LLC CIK 0002021232 | 2026 Q1 | 210 | $572,205,053 | SEC filing |
| 01 May 2026, 17:35:00 UTC | 13F-HR | Pacific Asset Management, LLC CIK 0002054012 | 2026 Q1 | 70 | $179,091,302 | SEC filing |
| 01 May 2026, 17:33:51 UTC | 13F-HR | Tailwinds Wealth, LLC CIK 0002109222 | 2026 Q1 | 57 | $40,772,346 | SEC filing |
| 01 May 2026, 17:33:27 UTC | 13F-HR | Mission Hills Financial Advisory, LLC CIK 0002043220 | 2026 Q1 | 54 | $182,960,398 | SEC filing |
| 01 May 2026, 17:31:36 UTC | 13F-HR | United Wealth Management, LLC CIK 0002055362 | 2026 Q1 | 24 | $402,262,650 | SEC filing |
| 01 May 2026, 17:21:04 UTC | 13F-HR | MARKEL GROUP INC. CIK 0001096343 | 2026 Q1 | 129 | $11,914,512,575 | SEC filing |
| 01 May 2026, 17:15:55 UTC | 13F-HR | Vantage Investment Partners, LLC CIK 0001534561 | 2026 Q1 | 64 | $1,449,405,343 | SEC filing |
| 01 May 2026, 17:13:53 UTC | 13F-HR | VALINOR MANAGEMENT, L.P. CIK 0001401388 | 2026 Q1 | 0 | $0 | SEC filing |
| 01 May 2026, 17:12:57 UTC | 13F-HR | EQ WEALTH ADVISORS, LLC CIK 0002047572 | 2026 Q1 | 54 | $161,734,421 | SEC filing |
| 01 May 2026, 17:04:55 UTC | 13F-HR | Premier Wealth Management W.L.L. CIK 0002109952 | 2026 Q1 | 0 | $0 | SEC filing |
| 01 May 2026, 17:04:17 UTC | 13F-HR | Compass Financial Services Inc CIK 0002039088 | 2026 Q1 | 56 | $228,752,386 | SEC filing |
| 01 May 2026, 17:03:13 UTC | 13F-HR | American Trust CIK 0001905128 | 2026 Q1 | 313 | $1,125,799,718 | SEC filing |
| 01 May 2026, 17:01:37 UTC | 13F-HR | Signature Resources Capital Management, LLC CIK 0001940917 | 2026 Q1 | 662 | $210,846,213 | SEC filing |
| 01 May 2026, 16:50:11 UTC | 13F-HR | Glass Wealth Management Co LLC CIK 0002017692 | 2026 Q1 | 67 | $256,224,770 | SEC filing |
| 01 May 2026, 16:37:32 UTC | 13F-HR | Altium Capital Management LLC CIK 0001746382 | 2026 Q1 | 19 | $42,020,164 | SEC filing |
| 01 May 2026, 16:34:11 UTC | 13F-HR | Sovran Advisors, LLC CIK 0002051471 | 2026 Q1 | 578 | $1,219,254,084 | SEC filing |
| 01 May 2026, 16:31:52 UTC | 13F-HR | Rossmore Private Capital CIK 0001733082 | 2026 Q1 | 329 | $1,132,454,793 | SEC filing |
| 01 May 2026, 16:30:14 UTC | 13F-HR | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 | 2026 Q1 | 1,755 | $19,477,021,026 | SEC filing |
| 01 May 2026, 16:28:47 UTC | 13F-HR | GENERAL AMERICAN INVESTORS CO INC CIK 0000040417 | 2026 Q1 | 68 | $1,512,743,450 | SEC filing |
| 01 May 2026, 16:25:35 UTC | 13F-HR | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 2026 Q1 | 406 | $7,203,349,081 | SEC filing |
| 01 May 2026, 16:24:57 UTC | 13F-HR | Wildcat Capital Management, LLC CIK 0001582384 | 2026 Q1 | 2 | $106,183,289 | SEC filing |
| 01 May 2026, 16:24:34 UTC | 13F-HR | Riverview Trust Co CIK 0001593600 | 2026 Q1 | 201 | $81,197,775 | SEC filing |
| 01 May 2026, 16:23:32 UTC | 13F-HR | CULLINAN ASSOCIATES INC CIK 0001161670 | 2026 Q1 | 207 | $1,236,401,866 | SEC filing |
| 01 May 2026, 16:18:24 UTC | 13F-HR | Capital Squared Financial LLC CIK 0002128691 | 2026 Q1 | 85 | $130,957,877 | SEC filing |
| 01 May 2026, 16:05:03 UTC | 13F-HR | Greylock XIV GP LLC CIK 0001660424 | 2026 Q1 | 1 | $1,235,006,516 | SEC filing |
| 01 May 2026, 16:03:45 UTC | 13F-HR | CITIZENS FINANCIAL GROUP INC/RI CIK 0000759944 | 2026 Q1 | 837 | $7,150,911,104 | SEC filing |
| 01 May 2026, 16:02:43 UTC | 13F-HR | Midwest Trust Co CIK 0002077080 | 2026 Q1 | 593 | $8,004,730,541 | SEC filing |
| 01 May 2026, 16:01:35 UTC | 13F-HR | FIFTH THIRD BANCORP CIK 0000035527 | 2026 Q1 | 4,298 | $54,462,118,727 | SEC filing |
| 01 May 2026, 16:01:02 UTC | 13F-HR | BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 | 2026 Q1 | 55 | $229,940,641 | SEC filing |
| 01 May 2026, 15:56:11 UTC | 13F-HR | Global Assets Advisory, LLC CIK 0001942932 | 2026 Q1 | 487 | $319,482,537 | SEC filing |
| 01 May 2026, 15:54:12 UTC | 13F-HR | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 2026 Q1 | 2,244 | $1,373,335,347 | SEC filing |
| 01 May 2026, 15:50:26 UTC | 13F-HR | Trifecta Capital Advisors, LLC CIK 0001962615 | 2026 Q1 | 274 | $644,455,466 | SEC filing |
| 01 May 2026, 15:47:55 UTC | 13F-HR | Anchor Investment Management, LLC CIK 0001634149 | 2026 Q1 | 1,066 | $1,195,722,034 | SEC filing |
| 01 May 2026, 15:44:19 UTC | 13F-HR | Castleview Partners, LLC CIK 0001737088 | 2026 Q1 | 200 | $193,459,205 | SEC filing |
| 01 May 2026, 15:44:04 UTC | 13F-HR | Navigoe, LLC CIK 0002056100 | 2026 Q1 | 214 | $15,082 | SEC filing |
| 01 May 2026, 15:39:43 UTC | 13F-HR | Silver Oak Advisory Group, Inc. CIK 0001906937 | 2026 Q1 | 80 | $22,288 | SEC filing |
| 01 May 2026, 15:36:29 UTC | 13F-HR | ASSOCIATED BANC-CORP CIK 0000007789 | 2026 Q1 | 331 | $3,774,056,035 | SEC filing |
| 01 May 2026, 15:36:24 UTC | 13F-HR | Arlington Capital Management, Inc. CIK 0001606507 | 2026 Q1 | 111 | $170,986,833 | SEC filing |
| 01 May 2026, 15:34:13 UTC | 13F-HR | Keener Financial Planning LLC CIK 0002004495 | 2026 Q1 | 58 | $2,282 | SEC filing |
| 01 May 2026, 15:33:16 UTC | 13F-HR | United Bank CIK 0001697791 | 2026 Q1 | 124 | $300,643,866 | SEC filing |
| 01 May 2026, 15:29:01 UTC | 13F-HR | Strategic Wealth Advisors LLC CIK 0002107449 | 2026 Q1 | 260 | $5,928 | SEC filing |
| 01 May 2026, 15:24:47 UTC | 13F-HR | ARQ WEALTH ADVISORS, LLC CIK 0001811827 | 2026 Q1 | 191 | $549,664,758 | SEC filing |
| 01 May 2026, 15:24:05 UTC | 13F-HR | Financial Alternatives, Inc CIK 0001967227 | 2026 Q1 | 79 | $185,034,260 | SEC filing |
| 01 May 2026, 15:22:21 UTC | 13F-HR | DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 | 2026 Q1 | 1,137 | $5,369,695,627 | SEC filing |
| 01 May 2026, 15:21:59 UTC | 13F-HR | Towercrest Capital Management CIK 0001633288 | 2026 Q1 | 103 | $640,813,759 | SEC filing |
| 01 May 2026, 15:21:35 UTC | 13F-HR | Valmark Advisers, Inc. CIK 0001380443 | 2026 Q1 | 675 | $8,396,562,846 | SEC filing |
| 01 May 2026, 15:21:26 UTC | 13F-HR | PITTENGER & ANDERSON INC CIK 0001034886 | 2026 Q1 | 519 | $2,500,795,053 | SEC filing |
| 01 May 2026, 15:21:02 UTC | 13F-HR | R. W. Roge & Company, Inc. CIK 0001800745 | 2026 Q1 | 65 | $24,134 | SEC filing |
| 01 May 2026, 15:21:01 UTC | 13F-HR | AF Advisors, Inc. CIK 0001818044 | 2026 Q1 | 26 | $180,853,116 | SEC filing |
| 01 May 2026, 15:17:52 UTC | 13F-HR | Vestment Financial LLC CIK 0002056705 | 2026 Q1 | 42 | $211,986,350 | SEC filing |
| 01 May 2026, 15:16:55 UTC | 13F-HR | GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 | 2026 Q1 | 472 | $234,173,948 | SEC filing |
| 01 May 2026, 15:16:14 UTC | 13F-HR | Clientfirst Wealth Management, LLC CIK 0001915494 | 2026 Q1 | 50 | $118,486,226 | SEC filing |
| 01 May 2026, 15:15:30 UTC | 13F-HR | Carnegie Investment Counsel CIK 0001511506 | 2026 Q1 | 559 | $5,072,534,027 | SEC filing |
| 01 May 2026, 15:14:50 UTC | 13F-HR | SFE Investment Counsel CIK 0001317784 | 2026 Q1 | 140 | $622,890,741 | SEC filing |
| 01 May 2026, 15:13:19 UTC | 13F-HR | Merrithew & Thorsten Inc CIK 0002107460 | 2026 Q1 | 110 | $18,721 | SEC filing |
| 01 May 2026, 15:12:31 UTC | 13F-HR | UNIVEST FINANCIAL Corp CIK 0000102212 | 2026 Q1 | 254 | $1,780,741,205 | SEC filing |
| 01 May 2026, 15:11:31 UTC | 13F-HR | Kaizen Financial Strategies CIK 0001842013 | 2026 Q1 | 170 | $235,971,000 | SEC filing |
| 01 May 2026, 15:09:49 UTC | 13F-HR | 180 WEALTH ADVISORS, LLC CIK 0001730817 | 2026 Q1 | 472 | $873,855,562 | SEC filing |
| 01 May 2026, 15:09:05 UTC | 13F-HR | WELCH & FORBES LLC CIK 0000105495 | 2026 Q1 | 368 | $7,724,000,840 | SEC filing |
| 01 May 2026, 15:08:18 UTC | 13F-HR | Seneca House Advisors CIK 0001731359 | 2026 Q1 | 96 | $251,697,725 | SEC filing |
| 01 May 2026, 15:06:54 UTC | 13F-HR | Seaside Wealth Management, Inc. CIK 0001929977 | 2026 Q1 | 65 | $355,552,595 | SEC filing |
| 01 May 2026, 15:04:41 UTC | 13F-HR | Lincoln Capital LLC CIK 0001633862 | 2026 Q1 | 135 | $526,739,466 | SEC filing |
| 01 May 2026, 15:03:49 UTC | 13F-HR | Luminvest Wealth Management LLC CIK 0002036517 | 2026 Q1 | 55 | $381,873,134 | SEC filing |
| 01 May 2026, 15:02:02 UTC | 13F-HR | CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 | 2026 Q1 | 132 | $308,554,093 | SEC filing |
| 01 May 2026, 14:59:35 UTC | 13F-HR | S. R. Schill & Associates CIK 0001616004 | 2026 Q1 | 29 | $148,034,476 | SEC filing |
| 01 May 2026, 14:56:58 UTC | 13F-HR | Summit Financial Strategies, Inc. CIK 0001625246 | 2026 Q1 | 169 | $1,265,788,292 | SEC filing |
| 01 May 2026, 14:56:25 UTC | 13F-HR | DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 | 2026 Q1 | 77 | $380,041,718 | SEC filing |
| 01 May 2026, 14:53:57 UTC | 13F-HR | Ball & Co Wealth Management Inc. CIK 0002057075 | 2026 Q1 | 72 | $13,188 | SEC filing |
| 01 May 2026, 14:42:23 UTC | 13F-HR | Oakwell Private Wealth Management, LLC CIK 0001844024 | 2026 Q1 | 79 | $560,202,644 | SEC filing |
| 01 May 2026, 14:40:18 UTC | 13F-HR | Sachetta, LLC CIK 0002010574 | 2026 Q1 | 1,068 | $184,234,955 | SEC filing |
| 01 May 2026, 14:37:22 UTC | 13F-HR | FINANCIAL COUNSELORS INC CIK 0000949623 | 2026 Q1 | 12 | $70,859,454 | SEC filing |
| 01 May 2026, 14:37:08 UTC | 13F-HR | BCR Wealth Strategies, LLC CIK 0001908380 | 2026 Q1 | 36 | $203,266 | SEC filing |
| 01 May 2026, 14:30:45 UTC | 13F-HR | 46 Peaks LLC CIK 0002112665 | 2026 Q1 | 21 | $127,572,751 | SEC filing |
| 01 May 2026, 14:29:36 UTC | 13F-HR | WealthShield Partners, LLC CIK 0001729303 | 2026 Q1 | 607 | $895,502,831 | SEC filing |
| 01 May 2026, 14:28:53 UTC | 13F-HR | WASHBURN CAPITAL MANAGEMENT, INC. CIK 0001793923 | 2026 Q1 | 56 | $172,138,947 | SEC filing |
| 01 May 2026, 14:26:24 UTC | 13F-HR | U S GLOBAL INVESTORS INC CIK 0000754811 | 2026 Q1 | 135 | $843,229,432 | SEC filing |
| 01 May 2026, 14:26:05 UTC | 13F-HR | TSA Wealth Managment LLC CIK 0001963669 | 2026 Q1 | 105 | $308,982,453 | SEC filing |
| 01 May 2026, 14:26:01 UTC | 13F-HR | Capital Today Evergreen Fund, L.P. CIK 0001625502 | 2026 Q1 | 3 | $31,632,362 | SEC filing |
| 01 May 2026, 14:22:33 UTC | 13F-HR | Darwin Wealth Management, LLC CIK 0001663224 | 2026 Q1 | 595 | $320,950,489 | SEC filing |
| 01 May 2026, 14:20:01 UTC | 13F-HR | Van Cleef Asset Management,Inc CIK 0001482935 | 2026 Q1 | 118 | $928,658,477 | SEC filing |
| 01 May 2026, 14:17:59 UTC | 13F-HR | Financial Connections Group, Inc. CIK 0001907157 | 2026 Q1 | 239 | $107,434 | SEC filing |
| 01 May 2026, 14:13:01 UTC | 13F-HR | Farrow Financial, Inc. CIK 0002010644 | 2026 Q1 | 53 | $173,281,596 | SEC filing |
| 01 May 2026, 14:12:59 UTC | 13F-HR | ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 | 2026 Q1 | 158 | $33,574 | SEC filing |
| 01 May 2026, 14:10:11 UTC | 13F-HR | DUMAC, INC. CIK 0001584258 | 2026 Q1 | 10 | $820,390,919 | SEC filing |
| 01 May 2026, 14:10:11 UTC | 13F-HR | ACCOUNT MANAGEMENT LLC CIK 0000769954 | 2026 Q1 | 23 | $91,260,170 | SEC filing |
| 01 May 2026, 14:10:06 UTC | 13F-HR | TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 | 2026 Q1 | 88 | $679,774,041 | SEC filing |
| 01 May 2026, 14:08:10 UTC | 13F-HR | Warburton Capital Management, LLC CIK 0002054795 | 2026 Q1 | 68 | $6,593 | SEC filing |
| 01 May 2026, 14:05:10 UTC | 13F-HR | Triton Wealth Management, PLLC CIK 0001791126 | 2026 Q1 | 124 | $268,953,970 | SEC filing |
| 01 May 2026, 14:03:33 UTC | 13F-HR | J. Derek Lewis & Associates Inc. CIK 0002077884 | 2026 Q1 | 206 | $426,428,070 | SEC filing |
| 01 May 2026, 14:02:18 UTC | 13F-HR | SoundView Advisors Inc. CIK 0002054083 | 2026 Q1 | 31 | $65,887 | SEC filing |
| 01 May 2026, 14:01:23 UTC | 13F-HR | Granite Bay Wealth Management, LLC CIK 0001911472 | 2026 Q1 | 93 | $424,554,852 | SEC filing |
| 01 May 2026, 14:00:07 UTC | 13F-HR | PineStone Asset Management Inc. CIK 0001904893 | 2026 Q1 | 44 | $14,224,928,717 | SEC filing |
| 01 May 2026, 13:59:39 UTC | 13F-HR | Forvis Mazars Wealth Advisors, LLC CIK 0001352864 | 2026 Q1 | 399 | $5,181,337,384 | SEC filing |
| 01 May 2026, 13:58:56 UTC | 13F-HR | BCK CAPITAL MANAGEMENT LP CIK 0001819275 | 2026 Q1 | 21 | $22,956,591 | SEC filing |
| 01 May 2026, 13:56:07 UTC | 13F-HR | One Degree Advisors Inc CIK 0002005743 | 2026 Q1 | 72 | $71,666 | SEC filing |