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
Lotus Asset Management LLC	2153440	47	106.3	Sep 30, 2026	Oct 14, 2026
Heck Capital Advisors, LLC	2046227	238	1,665.4	Sep 30, 2026	Oct 14, 2026
BLVD Private Wealth, LLC	2079537	71	124.6	Sep 30, 2026	Oct 14, 2026
15 Wealth Advisors LLC New	2148692	108	376.7	Sep 30, 2026	Oct 14, 2026
Capital Investment Counsel, LLC	2033609	155	773.5	Sep 30, 2026	Oct 14, 2026
Phraction Management LLC	1907803	63	517.1	Sep 30, 2026	Oct 14, 2026
Integris Wealth Management, LLC	1750852	140	518.1	Sep 30, 2026	Oct 14, 2026
Appalachian Capital Management Ltd	2111450	48	127.9	Sep 30, 2026	Oct 14, 2026
ELCO Management Co., LLC	1690717	171	209.7	Sep 30, 2026	Oct 14, 2026
Capital Advantage, Inc.	1628896	158	804.4	Sep 30, 2026	Oct 14, 2026
Powers Advisory Group, LLC	1927474	128	329.7	Sep 30, 2026	Oct 14, 2026
Innovative Wealth Building LLC	2062596	86	177.0	Sep 30, 2026	Oct 14, 2026
Global Trust Wealth Management LLC	2065265	71	137.0	Sep 30, 2026	Oct 14, 2026
Ignite Planners, LLC	1849348	443	742.6	Sep 30, 2026	Oct 14, 2026
Wealth Alliance Advisory Group, LLC	1735734	204	710.2	Sep 30, 2026	Oct 14, 2026
Sound Stewardship, LLC	1998101	76	243.3	Sep 30, 2026	Oct 14, 2026
Patriot Financial Group Insurance Agency, LLC	1694883	494	999.4	Sep 30, 2026	Oct 14, 2026
WESTCO ADVISORY SERVICES INC /ADV	946310	98	163.9	Sep 30, 2026	Oct 14, 2026
Unified Investment Management	2054855	146	108.1	Sep 30, 2026	Oct 14, 2026
FORONJY FINANCIAL LLC	2040600	113	252.7	Sep 30, 2026	Oct 14, 2026
Yanni & Associates Investment Advisors, LLC	2109644	37	109.0	Sep 30, 2026	Oct 14, 2026
Fullerton Advisors, LLC	2108355	54	101.9	Sep 30, 2026	Oct 14, 2026
Barry Investment Advisors, LLC	1631639	102	473.8	Sep 30, 2026	Oct 14, 2026
TruNorth Capital Management, LLC	1639695	123	628.7	Sep 30, 2026	Oct 14, 2026
Financial Advisory Corp	1813369	54	677.5	Sep 30, 2026	Oct 14, 2026
BCO Wealth Management LLC	2054749	42	185.5	Sep 30, 2026	Oct 14, 2026
Upper Left Wealth Management, LLC	1911228	68	184.4	Sep 30, 2026	Oct 14, 2026
HighRoad Wealth Advisors, LLC	2079807	39	107.4	Sep 30, 2026	Oct 14, 2026
StoryOne LLC	2079652	78	201.2	Sep 30, 2026	Oct 14, 2026
Q Fund Management (Hong Kong) Ltd	2078832	37	102.8	Sep 30, 2026	Oct 14, 2026
BIRCHBROOK, INC.	2071468	295	193.2	Sep 30, 2026	Oct 14, 2026
Orca Wealth Management, LLC	2043765	82	163.3	Sep 30, 2026	Oct 14, 2026
SFM, LLC	2064225	69	190.5	Sep 30, 2026	Oct 14, 2026
Hartmann Taylor Wealth Management, LLC	2058267	61	178.2	Sep 30, 2026	Oct 14, 2026
Three Magnolias Financial Advisors, LLC	2056795	103	153.6	Sep 30, 2026	Oct 14, 2026
Wise Wealth Partners	2056711	38	53.9	Sep 30, 2026	Oct 14, 2026
Tepp RIA, LLC	2055925	51	133.2	Sep 30, 2026	Oct 14, 2026
Banque de Luxembourg S.A.	2055344	85	222.3	Sep 30, 2026	Oct 14, 2026
Allodium Investment Consultants, LLC	2052983	53	231.3	Sep 30, 2026	Oct 14, 2026
InvesTrust	2050848	91	241.3	Sep 30, 2026	Oct 14, 2026
Quantum Financial Planning Services, Inc.	2050169	54	367.1	Sep 30, 2026	Oct 14, 2026
Wolfstich Capital, LLC	2047009	21	126.0	Sep 30, 2026	Oct 14, 2026
Lord & Richards Wealth Management, LLC	2045252	80	94.1	Sep 30, 2026	Oct 14, 2026
Fortress Financial Solutions, LLC	2039501	66	115.2	Sep 30, 2026	Oct 14, 2026
Luminvest Wealth Management LLC	2036517	46	371.2	Sep 30, 2026	Oct 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC	2035533	84	268.1	Sep 30, 2026	Oct 14, 2026
Fairfield Financial Advisors, LTD	2033232	67	246.5	Sep 30, 2026	Oct 14, 2026
Meridian Financial Advisors, LLC	2032629	153	184.5	Sep 30, 2026	Oct 14, 2026
Generate Investment Management Ltd	2025905	84	2,688.6	Sep 30, 2026	Oct 14, 2026
Investment Planning Advisors, Inc.	2024049	116	330.4	Sep 30, 2026	Oct 14, 2026