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
CDM FINANCIAL COUNSELING SERVICES, INC.	2107537	77	116.1	Sep 30, 2026	Oct 15, 2026
Global Financial Private Client, LLC	2023568	236	344.3	Sep 30, 2026	Oct 15, 2026
Resonant Capital Advisors, LLC	1803236	551	1,843.9	Sep 30, 2026	Oct 15, 2026
Braeburn Wealth Management LLC	2111759	98	232.5	Sep 30, 2026	Oct 15, 2026
BAM Wealth Management, LLC	2093649	202	179.8	Sep 30, 2026	Oct 15, 2026
Elevated Private Wealth, LLC	2083411	64	108.8	Sep 30, 2026	Oct 15, 2026
Brindle & Bay Financial Advisors, LLC	2081139	102	264.4	Sep 30, 2026	Oct 15, 2026
Legacy Wealth Partners, LLC	2066638	196	420.0	Sep 30, 2026	Oct 15, 2026
Uptown Financial Advisors LLC	2066147	77	139.7	Sep 30, 2026	Oct 15, 2026
Summit Financial Consulting LLC	2065794	47	119.0	Sep 30, 2026	Oct 15, 2026
Nolet Wealth Management, LLC	2056656	111	178.2	Sep 30, 2026	Oct 15, 2026
RED TREE MANAGEMENT, LLC	2055980	3	116.7	Sep 30, 2026	Oct 15, 2026
Riverbend Wealth Management, LLC	2055570	170	214.5	Sep 30, 2026	Oct 15, 2026
Kentucky Trust Co	2054100	314	199.8	Sep 30, 2026	Oct 15, 2026
SLT Holdings LLC	2052222	155	162.2	Sep 30, 2026	Oct 15, 2026
Envision Financial LLC	2051355	47	222.9	Sep 30, 2026	Oct 15, 2026
Generali Investments CEE, investicni spolecnost, a.s.	2047540	309	1,116.2	Sep 30, 2026	Oct 15, 2026
CATHY PARETO & ASSOCIATES, INC	2045974	98	169.6	Sep 30, 2026	Oct 15, 2026
FFG Partners, LLC	2045972	49	334.8	Sep 30, 2026	Oct 15, 2026
Longboard Asset Management, LP	2045792	21	3.7	Sep 30, 2026	Oct 15, 2026
Global Wealth Management, LLC	2039738	47	179.0	Sep 30, 2026	Oct 15, 2026
PARAGON CAPITAL MANAGEMENT INC	2038506	70	123.7	Sep 30, 2026	Oct 15, 2026
Loftus Peak Pty Ltd	2035834	25	764.3	Sep 30, 2026	Oct 15, 2026
Loftus Peak Pty Ltd New	2035834	26	734.4	Jun 30, 2026	Oct 15, 2026
VISTA INVESTMENT PARTNERS II, LLC	2035219	158	245.3	Sep 30, 2026	Oct 15, 2026
Stonekeep Investments, LLC	2032486	76	170.1	Sep 30, 2026	Oct 15, 2026
Two West Capital Advisors LLC	2026617	98	198.9	Sep 30, 2026	Oct 15, 2026
PROATHLETE WEALTH MANAGEMENT LLC	2012065	1,227	454.1	Sep 30, 2026	Oct 15, 2026
True Blue Financial, LLC	2010212	58	253.7	Sep 30, 2026	Oct 15, 2026
IAMS WEALTH MANAGEMENT, LLC	1998182	184	322.0	Sep 30, 2026	Oct 15, 2026
CORNERSTONE ENTERPRISES, LLC	1987314	51	171.2	Sep 30, 2026	Oct 15, 2026
Cherry Tree Wealth Management, LLC	1985414	580	516.2	Sep 30, 2026	Oct 15, 2026
DDFG, Inc	1967640	88	499.6	Sep 30, 2026	Oct 15, 2026
Midwest Financial Group LLC	1967193	136	281.4	Sep 30, 2026	Oct 15, 2026
MILESTONE ASSET MANAGEMENT, LLC	1964722	238	601.9	Sep 30, 2026	Oct 15, 2026
Auto-Owners Insurance Co	1964189	78	3,079.9	Sep 30, 2026	Oct 15, 2026
Hoxton Planning & Management, LLC	1954782	224	384.5	Sep 30, 2026	Oct 15, 2026
STAPP WEALTH MANAGEMENT, PLLC	1954085	30	61.8	Sep 30, 2026	Oct 15, 2026
BARLOW WEALTH PARTNERS, LLC	1999928	152	946.8	Sep 30, 2026	Oct 15, 2026
HARRELL INVESTMENT PARTNERS, LLC	1802882	139	460.3	Sep 30, 2026	Oct 15, 2026
V-Square Quantitative Management LLC	1943239	721	1,084.6	Sep 30, 2026	Oct 15, 2026
CWC Advisors, LLC.	1520683	159	209.9	Sep 30, 2026	Oct 15, 2026
Triasima Portfolio Management inc.	1938757	137	756.5	Sep 30, 2026	Oct 15, 2026
WealthPlan Investment Management, LLC	1929986	519	1,977.4	Sep 30, 2026	Oct 15, 2026
Fortitude Advisory Group L.L.C.	1928999	243	260.2	Sep 30, 2026	Oct 15, 2026
Kellett Wealth Advisors, LLC	1910381	106	234.7	Sep 30, 2026	Oct 15, 2026
Stegner Investment Associates Inc.	1907433	29	208.8	Sep 30, 2026	Oct 15, 2026
MARYLAND CAPITAL ADVISORS INC.	1891201	1,047	316.3	Sep 30, 2026	Oct 15, 2026
Activest Wealth Management	1883134	1,050	469.6	Sep 30, 2026	Oct 15, 2026
NFSG Corp	1879757	1,310	860.5	Sep 30, 2026	Oct 15, 2026