Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 204,735 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
Yardley Wealth Management LLC	2044323	40	227.6	Sep 30, 2026	Oct 23, 2026
Mainstream Capital Management LLC	2043084	300	166.0	Sep 30, 2026	Oct 23, 2026
AUCTUS ADVISORS LLC	2042516	29	73.7	Sep 30, 2026	Oct 23, 2026
Paladin Wealth, LLC	2040377	154	174.1	Sep 30, 2026	Oct 23, 2026
Integrated Capital Management, LLC	2040070	58	211.3	Sep 30, 2026	Oct 23, 2026
Code Waechter LLC	2039212	126	203.7	Sep 30, 2026	Oct 23, 2026
Level Wealth Management LLC	2036775	89	260.9	Sep 30, 2026	Oct 23, 2026
VIMA LLC	2012155	334	93.6	Sep 30, 2026	Oct 23, 2026
Pullen Investment Management, LLC	2011668	101	209.3	Sep 30, 2026	Oct 23, 2026
Apollon Financial, LLC	2011195	307	839.2	Sep 30, 2026	Oct 23, 2026
Access Investment Management LLC	2010477	135	411.6	Sep 30, 2026	Oct 23, 2026
ORBA Wealth Advisors, L.L.C.	2010248	81	115.1	Sep 30, 2026	Oct 23, 2026
Trueblood Wealth Management, LLC	2005380	262	271.6	Sep 30, 2026	Oct 23, 2026
Morton Capital Management LLC/CA	2002628	154	821.2	Sep 30, 2026	Oct 23, 2026
FINANCIAL ADVISORY PARTNERS, LLC	1994252	75	365.0	Sep 30, 2026	Oct 23, 2026
MN Wealth Advisors, LLC	1992972	140	246.7	Sep 30, 2026	Oct 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC	1987855	1,021	2,468.5	Sep 30, 2026	Oct 23, 2026
Mainsail Financial Group, LLC	1961290	71	281.4	Sep 30, 2026	Oct 23, 2026
Fee-Only Financial Planning, L.C.	1954044	43	180.0	Sep 30, 2026	Oct 23, 2026
UDINE WEALTH MANAGEMENT, INC.	1907240	37	221.7	Sep 30, 2026	Oct 23, 2026
TABLEAUX LLC	2060663	123	232.0	Sep 30, 2026	Oct 23, 2026
G2 CAPITAL MANAGEMENT, LLC / OH	1910858	68	441.0	Sep 30, 2026	Oct 23, 2026
Arch Global Advisors, LLC	2126837	58	224.0	Sep 30, 2026	Oct 23, 2026
WEALTH EFFECTS LLC	1907254	249	366.7	Sep 30, 2026	Oct 23, 2026
SWP FINANCIAL LLC	2014200	77	215.6	Sep 30, 2026	Oct 23, 2026
Roberts Financial Services LLC	1767602	32	338.7	Sep 30, 2026	Oct 23, 2026
REGATTA CAPITAL GROUP, LLC	1911488	233	774.8	Sep 30, 2026	Oct 23, 2026
PTM WEALTH MANAGEMENT, LLC	2061027	60	217.1	Sep 30, 2026	Oct 23, 2026
TigerOak Management, L.L.C.	2052586	136	357.7	Sep 30, 2026	Oct 23, 2026
Del-Sette Capital Management, LLC	1610580	49	161.7	Sep 30, 2026	Oct 23, 2026
Constitution Capital LLC	1845531	62	211.5	Sep 30, 2026	Oct 23, 2026
Leading Edge Financial Planning LLC	1967205	72	481.2	Sep 30, 2026	Oct 23, 2026
PhiloSmith Capital Corp	1942361	21	359.6	Sep 30, 2026	Oct 23, 2026
Leeward Financial Partners, LLC	1735201	111	378.0	Sep 30, 2026	Oct 23, 2026
Leeward Investments, LLC - MA	1923173	139	1,961.9	Sep 30, 2026	Oct 23, 2026
BSN CAPITAL PARTNERS Ltd	1911876	18	2,042.8	Sep 30, 2026	Oct 23, 2026
Forbes Financial Planning, Inc.	1911316	38	178.8	Sep 30, 2026	Oct 23, 2026
Ameliora Wealth Management Ltd.	1910168	238	344.3	Sep 30, 2026	Oct 23, 2026
DIXON FNANCIAL SERVICES, INC.	1909993	48	249.4	Sep 30, 2026	Oct 23, 2026
Morton Brown Family Wealth, LLC	1909851	412	445.5	Sep 30, 2026	Oct 23, 2026
SFG Wealth Management, LLC.	1908914	103	275.3	Sep 30, 2026	Oct 23, 2026
BLODGETT WEALTH ADVISORS, LLC	1907826	66	146.5	Sep 30, 2026	Oct 23, 2026
Ervin Investment Management, LLC	1907802	46	186.2	Sep 30, 2026	Oct 23, 2026
BG Investment Services, LLC	1873989	151	670.8	Sep 30, 2026	Oct 23, 2026
Bradley & Co. Private Wealth Management, LLC	1861678	226	218.0	Sep 30, 2026	Oct 23, 2026
Lorne Steinberg Wealth Management Inc.	1851362	71	467.7	Sep 30, 2026	Oct 23, 2026
DHJJ Financial Advisors, Ltd.	1844716	1,081	330.5	Sep 30, 2026	Oct 23, 2026
Bond & Devick Financial Network, Inc.	1843495	200	351.3	Sep 30, 2026	Oct 23, 2026
IVC Wealth Advisors LLC	1842811	165	231.4	Sep 30, 2026	Oct 23, 2026
SWMG, LLC	1839255	118	428.2	Sep 30, 2026	Oct 23, 2026