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
BKM Wealth Management, LLC	2007263	154	293.1	Sep 30, 2026	Oct 22, 2026
Visionary Horizons, LLC	2003615	144	235.4	Sep 30, 2026	Oct 22, 2026
Graphene Investments SAS	1965776	42	184.7	Sep 30, 2026	Oct 22, 2026
Compass Wealth Management LLC	1965653	417	491.5	Sep 30, 2026	Oct 22, 2026
Core Wealth Management, Inc.	1965150	32	335.7	Sep 30, 2026	Oct 22, 2026
River Street Advisors LLC	1964897	175	320.7	Sep 30, 2026	Oct 22, 2026
TSA Wealth Managment LLC	1963669	124	341.6	Sep 30, 2026	Oct 22, 2026
Retirement Investment Advisors, Inc.	1957886	66	1,313.2	Sep 30, 2026	Oct 22, 2026
Beaumont Financial Advisors, LLC	1957394	382	1,524.3	Sep 30, 2026	Oct 22, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	2056591	83	102.0	Sep 30, 2026	Oct 22, 2026
Sunpointe, LLC	2012181	243	307.1	Sep 30, 2026	Oct 22, 2026
Perigon Wealth Management, LLC	1575239	1,430	6,125.5	Sep 30, 2026	Oct 22, 2026
MARINO, STRAM & ASSOCIATES LLC	1099762	205	624.6	Sep 30, 2026	Oct 22, 2026
MASTER'S WEALTH MANAGEMENT INC.	2056521	85	342.9	Sep 30, 2026	Oct 22, 2026
Impact Capital Partners LLC	2054916	267	364.1	Sep 30, 2026	Oct 22, 2026
Clarity Wealth Development LLC	2048774	50	177.1	Sep 30, 2026	Oct 22, 2026
ROBINSON SMITH WEALTH ADVISORS LLC	2008554	98	152.1	Sep 30, 2026	Oct 22, 2026
CARDEROCK CAPITAL MANAGEMENT INC	1168889	70	434.6	Sep 30, 2026	Oct 22, 2026
Denver PWM, LLC	1657980	90	298.5	Sep 30, 2026	Oct 22, 2026
GRIFFIN ASSET MANAGEMENT, INC.	883803	240	932.8	Sep 30, 2026	Oct 22, 2026
Peapod Lane Capital LLC	2050979	59	134.1	Sep 30, 2026	Oct 22, 2026
Plan Group Financial, LLC	1940033	228	485.2	Sep 30, 2026	Oct 22, 2026
Marion Wealth Management	1911097	159	452.1	Sep 30, 2026	Oct 22, 2026
AIRE ADVISORS, LLC	1908177	172	615.3	Sep 30, 2026	Oct 22, 2026
OLIO Financial Planning	1906766	70	400.4	Sep 30, 2026	Oct 22, 2026
Connective Portfolio Management, LLC	1905083	39	66.9	Sep 30, 2026	Oct 22, 2026
Cross Staff Investments Inc	1900406	130	167.3	Sep 30, 2026	Oct 22, 2026
Washington Trust Advisors, Inc.	1900099	699	1,395.4	Sep 30, 2026	Oct 22, 2026
Andrew Hill Investment Advisors, Inc.	1897071	57	126.1	Sep 30, 2026	Oct 22, 2026
Badgley Phelps Wealth Managers, LLC	1895362	344	5,605.0	Sep 30, 2026	Oct 22, 2026
STUDIO INVESTMENT MANAGEMENT LLC	1893893	180	579.2	Sep 30, 2026	Oct 22, 2026
Five Oceans Advisors	1876326	184	260.6	Sep 30, 2026	Oct 22, 2026
STRATEGIC PLANNING GROUP, LLC	1875525	79	964.5	Sep 30, 2026	Oct 22, 2026
WealthTrust Asset Management, LLC	1867894	106	173.6	Sep 30, 2026	Oct 22, 2026
TECTONIC ADVISORS LLC	1859918	277	2,115.9	Sep 30, 2026	Oct 22, 2026
YOUSIF CAPITAL MANAGEMENT, LLC	1858789	1,615	8,764.9	Sep 30, 2026	Oct 22, 2026
SBI Securities Co., Ltd.	1851815	4,078	4,234.5	Sep 30, 2026	Oct 22, 2026
West Financial Advisors, LLC	1843684	274	634.1	Sep 30, 2026	Oct 22, 2026
Rede Wealth, LLC	1842054	116	297.7	Sep 30, 2026	Oct 22, 2026
Client First Capital LLC	1822065	33	232.9	Sep 30, 2026	Oct 22, 2026
ONE Advisory Partners, LLC	1819695	72	357.1	Sep 30, 2026	Oct 22, 2026
NovaPoint Capital, LLC	1815025	162	458.8	Sep 30, 2026	Oct 22, 2026
REBALANCE, LLC	1811052	100	1,938.5	Sep 30, 2026	Oct 22, 2026
waypoint wealth counsel	1807909	161	169.4	Sep 30, 2026	Oct 22, 2026
Pacific Capital Wealth Advisors, Inc.	1803523	93	681.9	Sep 30, 2026	Oct 22, 2026
JSF Financial, LLC	1802224	146	581.3	Sep 30, 2026	Oct 22, 2026
BI Asset Management Fondsmaeglerselskab A/S	1778131	746	13,141.2	Sep 30, 2026	Oct 22, 2026
LAKE STREET PRIVATE WEALTH, LLC	1772031	276	857.6	Sep 30, 2026	Oct 22, 2026
Strategic Blueprint, LLC	1767821	673	1,955.3	Sep 30, 2026	Oct 22, 2026
Directional Asset Management	2105817	90	122.9	Sep 30, 2026	Oct 22, 2026