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
JACKSON SQUARE CAPITAL, LLC	1812178	144	668.4	Sep 30, 2026	Oct 19, 2026
Zeit Capital LLC	1808163	45	153.1	Sep 30, 2026	Oct 19, 2026
Sculati Wealth Management, LLC	1803397	119	283.7	Sep 30, 2026	Oct 19, 2026
Asio Capital, LLC	1803291	131	799.0	Sep 30, 2026	Oct 19, 2026
Blue Zone Wealth Advisors, LLC	1803106	128	632.5	Sep 30, 2026	Oct 19, 2026
CLIENT 1ST ADVISORY GROUP, LLC	1802816	144	384.3	Sep 30, 2026	Oct 19, 2026
Investment Research & Advisory Group, Inc.	1802136	326	322.8	Sep 30, 2026	Oct 19, 2026
Single Point Partners, LLC	1801184	96	668.5	Sep 30, 2026	Oct 19, 2026
Capital Square, LLC	1798736	244	218.0	Sep 30, 2026	Oct 19, 2026
Arkfeld Wealth Strategies, L.L.C.	1789382	121	342.2	Sep 30, 2026	Oct 19, 2026
Human Investing LLC	1767513	107	784.1	Sep 30, 2026	Oct 19, 2026
Hobart Private Capital, LLC	1767062	151	571.6	Sep 30, 2026	Oct 19, 2026
Grandview Asset Management LLC	1766791	132	358.4	Sep 30, 2026	Oct 19, 2026
Asset Advisors Investment Management, LLC	1756695	107	1,120.4	Sep 30, 2026	Oct 19, 2026
Yarbrough Capital, LLC	1767686	80	3,553.8	Sep 30, 2026	Oct 19, 2026
SageOak Financial, LLC	2055829	35	147.8	Sep 30, 2026	Oct 19, 2026
Grant Private Wealth Management Inc	2056418	156	220.0	Sep 30, 2026	Oct 19, 2026
Cottage Street Advisors LLC	1665302	148	256.9	Sep 30, 2026	Oct 19, 2026
Cornell Pochily Investment Advisors, Inc.	1736260	190	380.6	Sep 30, 2026	Oct 19, 2026
James Hambro & Partners LLP	1731152	68	2,863.9	Sep 30, 2026	Oct 19, 2026
Aubrey Capital Management Ltd A	1730754	36	110.7	Sep 30, 2026	Oct 19, 2026
LexAurum Advisors, LLC	1729677	421	849.4	Sep 30, 2026	Oct 19, 2026
Milestones Private Investment Advisors LLC	1726041	73	113.7	Sep 30, 2026	Oct 19, 2026
Lifelong Wealth Advisors, Inc.	2051717	104	413.3	Sep 30, 2026	Oct 19, 2026
Kaufman Rossin Wealth, LLC	2049750	180	246.3	Sep 30, 2026	Oct 19, 2026
Legacy Advisors, LLC	1720969	318	899.7	Sep 30, 2026	Oct 19, 2026
Arlington Financial Advisors, LLC	1716539	112	751.0	Sep 30, 2026	Oct 19, 2026
Cordatus Wealth Management LLC	1715862	160	449.3	Sep 30, 2026	Oct 19, 2026
Narus Financial Partners, LLC	1698091	172	365.4	Sep 30, 2026	Oct 19, 2026
Beirne Wealth Consulting Services, LLC	1697303	99	493.2	Sep 30, 2026	Oct 19, 2026
First Bank & Trust	1692632	276	683.1	Sep 30, 2026	Oct 19, 2026
CWA Asset Management Group, LLC	1667134	746	3,332.3	Sep 30, 2026	Oct 19, 2026
Sitrin Capital Management LLC	1664771	40	221.6	Sep 30, 2026	Oct 19, 2026
Econ Financial Services Corp	1659718	85	232.0	Sep 30, 2026	Oct 19, 2026
Community Bank & Trust, Waco, Texas	1654847	173	611.3	Sep 30, 2026	Oct 19, 2026
BDF-GESTION	1632812	142	727.8	Sep 30, 2026	Oct 19, 2026
Spectrum Asset Management, Inc. (NB/CA)	1632078	112	327.4	Sep 30, 2026	Oct 19, 2026
Archford Capital Strategies, LLC	1606609	363	940.7	Sep 30, 2026	Oct 19, 2026
Eagle Capital Management, LLC	1600746	50	272.9	Sep 30, 2026	Oct 19, 2026
BEACON FINANCIAL GROUP	1591379	385	1,076.9	Sep 30, 2026	Oct 19, 2026
J2 Capital Management Inc	1586882	116	133.5	Sep 30, 2026	Oct 19, 2026
New England Private Wealth Advisors LLC	1582813	204	903.3	Sep 30, 2026	Oct 19, 2026
Blankinship & Foster, LLC	1708872	76	487.7	Sep 30, 2026	Oct 19, 2026
LVW Advisors, LLC	1576053	460	1,175.2	Sep 30, 2026	Oct 19, 2026
F&V Capital Management, LLC	1569453	60	561.4	Sep 30, 2026	Oct 19, 2026
Powerhouse Assets LLC	1564396	54	123.3	Sep 30, 2026	Oct 19, 2026
Ramsay, Stattman, Vela & Price, Inc.	1541399	81	578.0	Sep 30, 2026	Oct 19, 2026
Baskin Financial Services Inc.	1511098	58	1,240.6	Sep 30, 2026	Oct 19, 2026
Retirement Planning Group, LLC	1508195	532	3,935.2	Sep 30, 2026	Oct 19, 2026
COURIER CAPITAL LLC A	1015247	404	1,943.7	Sep 30, 2026	Oct 19, 2026