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
Intelligent Financial Strategies	1911000	76	205.4	Sep 30, 2026	Oct 16, 2026
Eagle Strategies LLC	1907666	267	951.4	Sep 30, 2026	Oct 16, 2026
ShankerValleau Wealth Advisors, Inc.	1903273	49	374.4	Sep 30, 2026	Oct 16, 2026
FIDELIS iM, LLC	1894206	35	302.4	Sep 30, 2026	Oct 16, 2026
Burns Matteson Capital Management, LLC	1894164	185	257.6	Sep 30, 2026	Oct 16, 2026
Newport Capital Group, LLC	1869032	31	140.3	Sep 30, 2026	Oct 16, 2026
Eagle Bay Advisors LLC	1862864	144	130.9	Sep 30, 2026	Oct 16, 2026
Cornerstone Wealth Advisors, Inc.	1862176	53	474.7	Sep 30, 2026	Oct 16, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC	1860132	90	192.0	Sep 30, 2026	Oct 16, 2026
Buttonwood Financial Group, LLC	1847661	39	191.6	Sep 30, 2026	Oct 16, 2026
Weitzel Financial Services, Inc.	1846789	53	288.9	Sep 30, 2026	Oct 16, 2026
Opal Wealth Advisors, LLC	1844201	224	387.3	Sep 30, 2026	Oct 16, 2026
Prairiewood Capital, LLC	1839695	78	382.5	Sep 30, 2026	Oct 16, 2026
Rise Advisors, LLC	1831316	104	354.7	Sep 30, 2026	Oct 16, 2026
Tema ETFs LLC	2056807	594	2,692.1	Sep 30, 2026	Oct 16, 2026
Cornerstone Planning Group LLC	1822587	175	677.7	Sep 30, 2026	Oct 16, 2026
KWB Wealth	1822236	177	1,107.0	Sep 30, 2026	Oct 16, 2026
Onyx Bridge Wealth Group LLC	1819476	402	1,044.3	Sep 30, 2026	Oct 16, 2026
Praetorian Wealth Management, Inc.	1818940	83	582.1	Sep 30, 2026	Oct 16, 2026
Dynamic Wealth Strategies, LLC	1812853	298	183.8	Sep 30, 2026	Oct 16, 2026
Copper Harbor Investment Advisors, LLC	1808027	99	480.3	Sep 30, 2026	Oct 16, 2026
SteelPeak Wealth, LLC	1801868	700	3,971.4	Sep 30, 2026	Oct 16, 2026
Beacon Financial Advisory LLC	1800502	420	513.1	Sep 30, 2026	Oct 16, 2026
Beaumont Asset Management, L.L.C.	1798756	80	287.2	Sep 30, 2026	Oct 16, 2026
Praxis Capital Management LLC	1791253	30	46.4	Sep 30, 2026	Oct 16, 2026
Standpoint Asset Management, LLC	1780423	8	514.1	Sep 30, 2026	Oct 16, 2026
Y-Intercept (Hong Kong) Ltd	1772875	1,531	4,494.5	Sep 30, 2026	Oct 16, 2026
CRA Financial Services, LLC	1765594	329	888.8	Sep 30, 2026	Oct 16, 2026
ANDERA PARTNERS	1757283	7	175.7	Sep 30, 2026	Oct 16, 2026
Selective Wealth Management, Inc.	1755670	147	420.4	Sep 30, 2026	Oct 16, 2026
Twin Cities Retirement Group LLC	2109366	27	120.5	Sep 30, 2026	Oct 16, 2026
IFC & Insurance Marketing, Inc.	2095709	87	89.8	Sep 30, 2026	Oct 16, 2026
ACUTE INVESTMENT ADVISORY, LLC	1944780	17	7.5	Sep 30, 2026	Oct 16, 2026
SWEENEY & MICHEL, LLC	1979556	166	347.0	Sep 30, 2026	Oct 16, 2026
Magnolia Wealth Management, LLC	1908732	15	191.0	Sep 30, 2026	Oct 16, 2026
Crescent Sterling, Ltd.	1962005	92	120.7	Sep 30, 2026	Oct 16, 2026
Clearview Wealth Management LLC	1857588	61	119.3	Sep 30, 2026	Oct 16, 2026
TopTier Wealth Management, LLC	2109367	133	168.6	Sep 30, 2026	Oct 16, 2026
Benchmark Financial, LLC	2107260	60	113.9	Sep 30, 2026	Oct 16, 2026
Sherman Wealth Management LLC A	2096110	84	132.6	Sep 30, 2026	Oct 16, 2026
KENNICOTT CAPITAL MANAGEMENT LLC	1863265	49	207.3	Sep 30, 2026	Oct 16, 2026
Farrell Financial LLC	2031235	81	183.9	Sep 30, 2026	Oct 16, 2026
Trail Ridge Investment Advisors, LLC	1911013	96	228.7	Sep 30, 2026	Oct 16, 2026
Michael J. Porro & Co. Financial Advisors, Inc.	2158818	134	164.8	Sep 30, 2026	Oct 16, 2026
Jeter Robert S II	2093023	81	149.0	Sep 30, 2026	Oct 16, 2026
Michael J. Porro & Co. Financial Advisors, Inc.	2158818	139	175.6	Jun 30, 2026	Oct 16, 2026
Ariston Services Group	1743859	72	177.8	Sep 30, 2026	Oct 16, 2026
FNY Investment Advisers, LLC	1742998	888	398.5	Sep 30, 2026	Oct 16, 2026
Quad-Cities Investment Group, LLC	1741426	213	264.2	Sep 30, 2026	Oct 16, 2026
Howard Capital Management Inc.	1733173	410	7,970.5	Sep 30, 2026	Oct 16, 2026