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
Fortitude Financial, LLC	2066105	43	208.7	Sep 30, 2026	Oct 19, 2026
Teamwork Financial Advisors, LLC	1629931	182	878.9	Sep 30, 2026	Oct 19, 2026
PMG Family Office LLC	2102299	112	107.3	Sep 30, 2026	Oct 19, 2026
Crown Wealth Group, LLC	1845698	148	385.4	Sep 30, 2026	Oct 19, 2026
MontVue Capital Management, Inc.	2008758	73	159.9	Sep 30, 2026	Oct 19, 2026
Key Client Fiduciary Advisors, LLC	1912612	226	311.5	Sep 30, 2026	Oct 19, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE	1103245	187	735.9	Sep 30, 2026	Oct 19, 2026
Secure Asset Management, LLC	1800692	336	710.7	Sep 30, 2026	Oct 19, 2026
Columbia Asset Management	1585047	168	574.9	Sep 30, 2026	Oct 19, 2026
Tanager Wealth Management LLP	1892929	180	1,094.0	Sep 30, 2026	Oct 19, 2026
NOVEM GROUP	1926783	444	988.7	Sep 30, 2026	Oct 19, 2026
Sterling Investment Counsel, LLC	1925853	194	394.4	Sep 30, 2026	Oct 19, 2026
Junk Investment Group, LLC	2112570	98	240.5	Sep 30, 2026	Oct 19, 2026
NWF Advisory Services Inc.	2045735	438	1,042.4	Sep 30, 2026	Oct 19, 2026
SOUTHERN CAPITAL SERVICES INC /ADV	711987	30	157.3	Sep 30, 2026	Oct 19, 2026
Family Investment Center, Inc.	1897700	112	484.1	Sep 30, 2026	Oct 19, 2026
Capstone Wealth Management Group, Inc.	2140601	122	143.2	Sep 30, 2026	Oct 19, 2026
Targeted Financial Services LLC	1758288	63	131.5	Sep 30, 2026	Oct 19, 2026
Financial Partners Group, Inc	1731169	251	852.4	Sep 30, 2026	Oct 19, 2026
GREENBERG FINANCIAL GROUP	946626	137	249.2	Sep 30, 2025	Oct 19, 2026
Wealthstar Advisors, LLC	1602224	113	348.1	Sep 30, 2026	Oct 19, 2026
PATHWAY WEALTH MANAGEMENT LLC	2135623	30	149.5	Sep 30, 2026	Oct 19, 2026
SJBENEN ADVISORY, LLC	1813225	32	164.0	Sep 30, 2026	Oct 19, 2026
Mullaney, Keating & Wright, Inc.	2135840	70	211.7	Sep 30, 2026	Oct 19, 2026
High Probability Advisors, LLC	2039415	71	890.9	Sep 30, 2026	Oct 19, 2026
Prospera Capital Management, LLC A	2082673	75	392.8	Sep 30, 2026	Oct 19, 2026
Investment Research Partners LLC	2069274	280	285.4	Sep 30, 2026	Oct 19, 2026
Cordoba Advisory Partners LLC	2067133	153	738.7	Sep 30, 2026	Oct 19, 2026
Greg Jennings, LLC New	2160590	48	142.2	Sep 30, 2026	Oct 19, 2026
Kagan Cocozza Asset Management	2064489	66	158.6	Sep 30, 2026	Oct 19, 2026
Warwick Investment Management, Inc.	1931041	149	863.0	Sep 30, 2026	Oct 19, 2026
Equita Financial Network, Inc.	1994461	86	349.0	Sep 30, 2026	Oct 19, 2026
Highland Financial Advisors, LLC	1939237	82	422.4	Sep 30, 2026	Oct 19, 2026
Addis & Hill, Inc	2016470	29	180.4	Sep 30, 2026	Oct 19, 2026
Clark Asset Management, LLC	2062026	298	1,355.2	Sep 30, 2026	Oct 19, 2026
VVR Holdings LLC	2070884	41	232.7	Sep 30, 2026	Oct 19, 2026
Freedom Financial Partners LLC	2054598	88	302.5	Sep 30, 2026	Oct 19, 2026
OMC Financial Services LTD	2026391	31	175.1	Sep 30, 2026	Oct 19, 2026
WEYBOSSET RESEARCH & MANAGEMENT LLC	1280604	32	347.3	Sep 30, 2026	Oct 19, 2026
PKO Investment Management Joint-Stock Co	2059321	229	1,445.0	Sep 30, 2026	Oct 19, 2026
North Forty Two & Co.	2055134	106	116.0	Sep 30, 2026	Oct 19, 2026
Jordan Park Trust Co LLC	2051108	17	165.0	Sep 30, 2026	Oct 19, 2026
Fairvoy Private Wealth, LLC	2046607	210	484.5	Sep 30, 2026	Oct 19, 2026
WASHINGTON GROWTH STRATEGIES LLC	2044575	64	164.5	Sep 30, 2026	Oct 19, 2026
MINDSET WEALTH MANAGEMENT, LLC	2044232	198	561.4	Sep 30, 2026	Oct 19, 2026
Generali Investments, Management Co LLC	2043136	168	516.7	Sep 30, 2026	Oct 19, 2026
Optivise Advisory Services LLC	2042876	232	189.6	Sep 30, 2026	Oct 19, 2026
HIGHLINE WEALTH PARTNERS LLC	2042654	1,456	490.2	Sep 30, 2026	Oct 19, 2026
NEW WAVE WEALTH ADVISORS LLC	2035324	207	342.2	Sep 30, 2026	Oct 19, 2026
PROMETHIUM ADVISORS,LLC	2034073	118	184.4	Sep 30, 2026	Oct 19, 2026