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
James T. Borello RIA	2157919	1,208	462.9	Jun 30, 2026	Oct 16, 2026
James T. Borello RIA	2157919	1,203	395.0	Mar 31, 2026	Oct 16, 2026
James T. Borello RIA	2157919	1,114	387.9	Dec 31, 2025	Oct 16, 2026
James T. Borello RIA	2157919	971	369.1	Sep 30, 2025	Oct 16, 2026
James T. Borello RIA	2157919	291	342.7	Jun 30, 2025	Oct 16, 2026
James T. Borello RIA	2157919	222	311.1	Mar 31, 2025	Oct 16, 2026
James T. Borello RIA	2157919	199	267.7	Dec 31, 2024	Oct 16, 2026
James T. Borello RIA	2157919	184	245.5	Sep 30, 2024	Oct 16, 2026
James T. Borello RIA	2157919	175	225.2	Jun 30, 2024	Oct 16, 2026
James T. Borello RIA	2157919	173	218.8	Mar 31, 2024	Oct 16, 2026
James T. Borello RIA New	2157919	150	122.3	Dec 31, 2023	Oct 16, 2026
James T. Borello RIA	2157919	1,281	474.0	Sep 30, 2026	Oct 16, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	2145782	1,343	427.6	Sep 30, 2026	Oct 16, 2026
Avail Investment Partners, LLC	2134779	205	129.6	Sep 30, 2026	Oct 16, 2026
Wealth Intelligence, LLC	2112078	60	203.4	Sep 30, 2026	Oct 16, 2026
Financial Planning Fort Collins, LLC	2111920	34	133.1	Sep 30, 2026	Oct 16, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC	2111372	86	163.8	Sep 30, 2026	Oct 16, 2026
Karras Company, Inc.	2109847	65	91.3	Sep 30, 2026	Oct 16, 2026
MLP3, LLC	2109061	90	102.8	Jun 30, 2026	Oct 16, 2026
FULCRUM WEALTH ADVISORS, LLC	2108790	80	143.4	Sep 30, 2026	Oct 16, 2026
Carroll Advisory Group, LLC	2108684	85	240.3	Sep 30, 2026	Oct 16, 2026
OFS Enterprise LLC	2107566	104	372.8	Sep 30, 2026	Oct 16, 2026
Stronghold Wealth Management L.L.C.	2107257	125	69.8	Sep 30, 2026	Oct 16, 2026
Berman McAleer LLC	2094332	175	754.4	Sep 30, 2026	Oct 16, 2026
Align Financial, LLC	2089183	652	206.9	Sep 30, 2026	Oct 16, 2026
Hudson Oak Wealth Advisory LLC	2088700	54	117.3	Sep 30, 2026	Oct 16, 2026
Two Point Capital Management, Inc.	1962382	30	222.7	Sep 30, 2026	Oct 16, 2026
Cornerstone Management, Inc.	1587867	67	661.8	Sep 30, 2026	Oct 16, 2026
BCU Wealth Advisors, LLC	2003570	64	306.7	Sep 30, 2026	Oct 16, 2026
Keudell/Morrison Wealth Management	1785498	257	559.9	Sep 30, 2026	Oct 16, 2026
Oasis Advisors, LLC	2124777	82	172.1	Sep 30, 2026	Oct 16, 2026
Cache Advisors, LLC	2052593	162	1,631.6	Sep 30, 2026	Oct 16, 2026
Concurrent Investment Advisors, LLC	2001015	2,368	13,805.9	Sep 30, 2026	Oct 16, 2026
Scarborough Advisors, LLC	1815355	7	23.9	Sep 30, 2026	Oct 16, 2026
Elser Financial Planning, Inc	2028202	132	2,283.0	Sep 30, 2026	Oct 16, 2026
Watchman Group, Inc.	1748726	72	434.3	Sep 30, 2026	Oct 16, 2026
WAYSTONE ADVISORS LLC	2055997	110	133.6	Sep 30, 2026	Oct 16, 2026
Global Strategic Investment Solutions, LLC	1760076	153	1,078.6	Sep 30, 2026	Oct 16, 2026
KELLY FINANCIAL GROUP LLC	1128066	105	423.7	Sep 30, 2026	Oct 16, 2026
Centennial Wealth Advisory LLC	1839421	195	477.5	Sep 30, 2026	Oct 16, 2026
Foundry Financial LLC	2085325	95	320.4	Sep 30, 2026	Oct 16, 2026
Franchise GP Ltd	2083646	42	237.4	Sep 30, 2026	Oct 16, 2026
Evansbrook LLC	2069478	126	170.7	Sep 30, 2026	Oct 16, 2026
Bullock Wealth Management Group	2067581	575	111.7	Mar 31, 2023	Oct 16, 2026
Bullock Wealth Management Group	2067581	590	125.6	Jun 30, 2023	Oct 16, 2026
Bullock Wealth Management Group	2067581	594	119.9	Sep 30, 2023	Oct 16, 2026
Bullock Wealth Management Group	2067581	591	132.5	Dec 31, 2023	Oct 16, 2026
North Capital, Inc.	2065938	96	103.6	Sep 30, 2026	Oct 16, 2026
MB, LEVIS & ASSOCIATES, LLC	2065807	250	270.2	Sep 30, 2026	Oct 16, 2026
Elevated Financial Group LLC	2063915	117	323.1	Sep 30, 2026	Oct 16, 2026