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
Kings Path Partners LLC	2030974	374	374.2	Sep 30, 2026	Oct 21, 2026
Income Insurance Ltd	2022801	181	173.8	Sep 30, 2026	Oct 21, 2026
SEAMOUNT FINANCIAL GROUP INC	2011267	143	253.2	Sep 30, 2026	Oct 21, 2026
PRECEDENT WEALTH PARTNERS, LLC	2008666	207	618.8	Sep 30, 2026	Oct 21, 2026
Trust Co of the South	2008165	140	711.4	Sep 30, 2026	Oct 21, 2026
PFS Partners, LLC	2002654	603	235.6	Sep 30, 2026	Oct 21, 2026
Burford Brothers, Inc.	2001434	185	271.8	Sep 30, 2026	Oct 21, 2026
RAM Investment Partners, LLC	1989672	143	629.1	Sep 30, 2026	Oct 21, 2026
Arcataur Capital Management LLC	1987321	100	404.5	Sep 30, 2026	Oct 21, 2026
Root Financial Partners, LLC	1977181	3,813	2,965.5	Sep 30, 2026	Oct 21, 2026
Massachusetts Wealth Management	1966011	96	234.4	Sep 30, 2026	Oct 21, 2026
Monument Group Wealth Advisors, LLC	1965665	48	212.3	Sep 30, 2026	Oct 21, 2026
Trifecta Capital Advisors, LLC	1962615	314	807.5	Sep 30, 2026	Oct 21, 2026
Kooman & Associates	1961850	54	374.4	Sep 30, 2026	Oct 21, 2026
Onyx Financial Advisors, LLC	1957840	23	280.3	Sep 30, 2026	Oct 21, 2026
EnRich Financial Partners LLC	1955091	66	414.3	Sep 30, 2026	Oct 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC	1911056	979	2,300.6	Sep 30, 2026	Oct 21, 2026
Rolek Wealth Management LLC	2051339	24	111.4	Sep 30, 2026	Oct 21, 2026
Magnus Financial Group LLC	1765216	402	1,407.5	Sep 30, 2026	Oct 21, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC	1911407	156	784.2	Sep 30, 2026	Oct 21, 2026
Catalyst Investment Management LLC	2055584	74	112.7	Sep 30, 2026	Oct 21, 2026
ARWA LLC	2113621	145	261.1	Sep 30, 2026	Oct 21, 2026
LCW Services, LLC	2110690	41	221.6	Sep 30, 2026	Oct 21, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	1907820	62	119.8	Sep 30, 2026	Oct 21, 2026
Wealthcare Capital Partners, LLC	2053307	168	238.1	Sep 30, 2026	Oct 21, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC	1516450	99	897.0	Sep 30, 2026	Oct 21, 2026
Wealthcare Advisory Partners LLC	1683059	1,102	5,479.7	Sep 30, 2026	Oct 21, 2026
Verum Partners LLC	1958984	195	588.8	Sep 30, 2026	Oct 21, 2026
Pines Wealth Management, LLC	2037426	219	346.4	Sep 30, 2026	Oct 21, 2026
Clarus Group, Inc.	1844568	123	195.2	Sep 30, 2026	Oct 21, 2026
SeaCrest Wealth Management, LLC	1728121	543	843.3	Sep 30, 2026	Oct 21, 2026
SILVERLAKE WEALTH MANAGEMENT LLC	1966026	395	512.6	Sep 30, 2026	Oct 21, 2026
Sightline Wealth Advisors, LLC	1841979	70	190.3	Sep 30, 2026	Oct 21, 2026
Shepherd Street Advisors LLC	2110060	85	114.7	Sep 30, 2026	Oct 21, 2026
Sage Investment Advisers LLC	1925418	96	151.5	Sep 30, 2026	Oct 21, 2026
Procyon Advisors, LLC	1804329	585	2,263.9	Sep 30, 2026	Oct 21, 2026
PSP Research LLC	2106939	44	145.8	Sep 30, 2026	Oct 21, 2026
PIAR LLC	2054677	76	159.3	Sep 30, 2026	Oct 21, 2026
EJMK Ventures LLC	2113915	172	236.3	Sep 30, 2026	Oct 21, 2026
Pacific Sage Partners, LLC	1936845	133	737.4	Sep 30, 2026	Oct 21, 2026
NESTEGG ADVISORS, INC.	2062716	58	147.3	Sep 30, 2026	Oct 21, 2026
MY Wealth Management Inc.	1827845	43	113.2	Sep 30, 2026	Oct 21, 2026
Legacy Capital Wealth Partners, LLC	1766228	371	457.4	Sep 30, 2026	Oct 21, 2026
KENNEDY INVESTMENT GROUP, INC.	1978005	148	306.1	Sep 30, 2026	Oct 21, 2026
GERBER, LLC	2014164	86	123.1	Sep 30, 2026	Oct 21, 2026
Guided Capital Wealth Management, LLC	1849618	37	172.2	Sep 30, 2026	Oct 21, 2026
FORTRESS FINANCIAL GROUP, LLC	2054451	78	201.0	Sep 30, 2026	Oct 21, 2026
FMA Wealth Management, LLC	2011155	42	151.7	Sep 30, 2026	Oct 21, 2026
FF Advisors,LLC	2011904	124	265.7	Sep 30, 2026	Oct 21, 2026
Ergawealth Advisors, Inc.	1973209	53	253.4	Sep 30, 2026	Oct 21, 2026