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
Bull Oak Capital, LLC	1824263	39	276.3	Sep 30, 2026	Oct 23, 2026
Live Oak Investment Partners	1822262	92	166.0	Sep 30, 2026	Oct 23, 2026
Atlas Private Wealth Advisors	1814234	149	414.8	Sep 30, 2026	Oct 23, 2026
Bright Futures Wealth Management, LLC.	1803980	193	131.9	Sep 30, 2026	Oct 23, 2026
Summit Place Financial Advisors, LLC	1801413	117	212.8	Sep 30, 2026	Oct 23, 2026
TSFG, LLC	1800513	671	421.9	Sep 30, 2026	Oct 23, 2026
Wolff Financial Management LLC	1767940	102	484.4	Sep 30, 2026	Oct 23, 2026
Bernardo Wealth Planning LLC	1765595	143	1,122.8	Sep 30, 2026	Oct 23, 2026
Apollon Wealth Management, LLC	1764387	1,633	8,524.7	Sep 30, 2026	Oct 23, 2026
Meridian Financial Partners LLC	1763722	124	288.3	Sep 30, 2026	Oct 23, 2026
McGuire Investment Group, LLC	1756959	132	1,051.5	Sep 30, 2026	Oct 23, 2026
Canton Hathaway, LLC	1755785	470	505.8	Sep 30, 2026	Oct 23, 2026
Old Port Advisors	1744348	271	485.6	Sep 30, 2026	Oct 23, 2026
G&S Capital LLC	1731448	156	322.6	Sep 30, 2026	Oct 23, 2026
Kendall Capital Management	1731372	233	601.6	Sep 30, 2026	Oct 23, 2026
Townsend & Associates, Inc	1729359	111	1,118.8	Sep 30, 2026	Oct 23, 2026
Tower View Wealth Management LLC	1729045	193	227.3	Sep 30, 2026	Oct 23, 2026
Slow Capital, Inc.	1716984	110	888.5	Sep 30, 2026	Oct 23, 2026
Schaeffer Financial LLC	1898838	30	131.0	Sep 30, 2026	Oct 23, 2026
OUTFITTERS FINANCIAL LLC	1846505	74	136.7	Sep 30, 2026	Oct 23, 2026
Radnor Capital Management, LLC	1696867	320	719.6	Sep 30, 2026	Oct 23, 2026
Stone House Investment Management, LLC	1696497	215	753.2	Sep 30, 2026	Oct 23, 2026
Mascoma Wealth Management LLC	1695664	556	547.8	Sep 30, 2026	Oct 23, 2026
Probity Advisors, Inc.	1676603	226	684.0	Sep 30, 2026	Oct 23, 2026
Matson Money. Inc.	1672512	9	3,334.6	Sep 30, 2026	Oct 23, 2026
Alpha Omega Wealth Management LLC	1665633	207	653.0	Sep 30, 2026	Oct 23, 2026
Sowell Financial Services LLC A	1633697	1,151	2,994.9	Sep 30, 2026	Oct 23, 2026
Towercrest Capital Management	1633288	103	663.3	Sep 30, 2026	Oct 23, 2026
Taylor Frigon Capital Management LLC	1632665	92	196.6	Sep 30, 2026	Oct 23, 2026
Pinnacle Wealth Management Advisory Group, LLC	1631864	537	1,662.3	Sep 30, 2026	Oct 23, 2026
NIXON PEABODY TRUST CO	1626757	191	1,534.1	Sep 30, 2026	Oct 23, 2026
FINANCIAL CONSULATE, INC	1624510	1,881	891.0	Sep 30, 2026	Oct 23, 2026
Richardson Capital Management LLC	1621646	263	235.8	Sep 30, 2026	Oct 23, 2026
Compass Ion Advisors, LLC	1621100	305	1,103.0	Sep 30, 2026	Oct 23, 2026
Tradewinds Capital Management, LLC	1616026	705	521.3	Sep 30, 2026	Oct 23, 2026
Community Bank of Raymore	1599923	73	169.1	Sep 30, 2026	Oct 23, 2026
Tarbox Family Office, Inc.	1599603	100	697.1	Sep 30, 2026	Oct 23, 2026
IRON Financial LLC	1595509	148	227.1	Sep 30, 2026	Oct 23, 2026
Renaissance Capital LLC	1535058	54	144.6	Sep 30, 2026	Oct 23, 2026
Madrona Financial Services, LLC	1578370	164	548.7	Sep 30, 2026	Oct 23, 2026
Financial Management Professionals, Inc.	1568132	1,047	1,023.8	Sep 30, 2026	Oct 23, 2026
Ascent Wealth Partners, LLC	1546865	213	965.7	Sep 30, 2026	Oct 23, 2026
Verity & Verity, LLC	1542108	139	1,497.3	Sep 30, 2026	Oct 23, 2026
Nadler Financial Group, Inc.	1541787	146	1,191.3	Sep 30, 2026	Oct 23, 2026
EULAV Asset Management	1540826	151	2,772.1	Sep 30, 2026	Oct 23, 2026
SIGNATUREFD, LLC	1456048	3,545	7,699.6	Sep 30, 2026	Oct 23, 2026
Tanglewood Wealth Management, Inc.	1454308	48	1,202.1	Sep 30, 2026	Oct 23, 2026
Holos Integrated Wealth LLC	2080096	390	212.4	Sep 30, 2026	Oct 23, 2026
Carolina Wealth Advisors, LLC	1786411	368	257.9	Sep 30, 2026	Oct 23, 2026
Gibson Capital, LLC	1427372	92	588.8	Sep 30, 2026	Oct 23, 2026