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
TRAPHAGEN INVESTMENT ADVISORS LLC	2023380	226	1,451.3	Sep 30, 2026	Oct 14, 2026
Hilltop National Bank	2021658	785	433.7	Sep 30, 2026	Oct 14, 2026
Tenon Financial LLC	2020781	70	262.7	Sep 30, 2026	Oct 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC	2016972	160	241.6	Sep 30, 2026	Oct 14, 2026
Wealth Forward, LLC	2012773	50	194.5	Sep 30, 2026	Oct 14, 2026
Ballentine Capital Advisors, Inc	2011580	26	265.4	Sep 30, 2026	Oct 14, 2026
Discipline Wealth Solutions, LLC	2010507	195	1,132.2	Sep 30, 2026	Oct 14, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	2006637	228	987.0	Sep 30, 2026	Oct 14, 2026
Sherrill & Hutchins Financial Advisory, Inc	2005607	19	206.1	Sep 30, 2026	Oct 14, 2026
Lewis Asset Management, LLC	2004520	223	288.3	Sep 30, 2026	Oct 14, 2026
Meritas Wealth Management, LLC	1990690	73	277.6	Sep 30, 2026	Oct 14, 2026
CULTIVAR CAPITAL, INC.	1989476	44	160.2	Sep 30, 2026	Oct 14, 2026
UNION SAVINGS BANK	1985855	325	242.3	Sep 30, 2026	Oct 14, 2026
ABLE Financial Group, LLC	1977500	221	620.1	Sep 30, 2026	Oct 14, 2026
West Tower Group, LLC	1965819	31	27.0	Sep 30, 2026	Oct 14, 2026
RCS Financial Planning, LLC	1963347	88	183.9	Sep 30, 2026	Oct 14, 2026
Schear Investment Advisers, LLC	1962838	244	794.3	Sep 30, 2026	Oct 14, 2026
WealthSpring Partners, LLC	1961292	74	88.1	Sep 30, 2026	Oct 14, 2026
Meredith Wealth Planning	1956471	80	398.8	Sep 30, 2026	Oct 14, 2026
Western Financial Corp/CA	1954480	136	299.6	Sep 30, 2026	Oct 14, 2026
Fortitude Family Office, LLC	1950506	2,629	541.4	Sep 30, 2026	Oct 14, 2026
Lodestone Wealth Management LLC	1950158	799	291.0	Sep 30, 2026	Oct 14, 2026
Baker Ellis Asset Management LLC	1365559	252	881.4	Sep 30, 2026	Oct 14, 2026
SACHEM HILL LLC	1994333	66	560.8	Sep 30, 2026	Oct 14, 2026
Reliant Investment Management, LLC	1517429	55	270.6	Sep 30, 2026	Oct 14, 2026
MYECFO, LLC	1986457	72	264.2	Sep 30, 2026	Oct 14, 2026
Martel Wealth Advisors LLC	2039437	58	623.8	Sep 30, 2026	Oct 14, 2026
ENTREWEALTH, LLC	2052200	151	263.2	Sep 30, 2026	Oct 14, 2026
August Group Capital Ltd	2107394	101	96.3	Sep 30, 2026	Oct 14, 2026
Ridgeline Wealth, LLC	1934226	61	171.1	Sep 30, 2026	Oct 14, 2026
Waycross Investment Management Co	1922448	58	114.6	Sep 30, 2026	Oct 14, 2026
New Perspectives, Inc	1909565	47	239.4	Sep 30, 2026	Oct 14, 2026
Disciplined Equity Management, Inc.	1909380	47	227.1	Sep 30, 2026	Oct 14, 2026
SC&H Financial Advisors, Inc.	1907898	158	716.8	Sep 30, 2026	Oct 14, 2026
Shore Point Advisors, LLC	1907092	85	374.3	Sep 30, 2026	Oct 14, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	1898282	58	202.2	Sep 30, 2026	Oct 14, 2026
Aspen Wealth Management LLC	1895252	134	625.8	Sep 30, 2026	Oct 14, 2026
Essex LLC	1889147	183	608.8	Sep 30, 2026	Oct 14, 2026
ENZI WEALTH	1887441	83	325.2	Sep 30, 2026	Oct 14, 2026
Heirloom Wealth Management	1882903	64	766.9	Sep 30, 2026	Oct 14, 2026
Cherry Creek Investment Advisors, Inc.	1877829	127	260.3	Sep 30, 2026	Oct 14, 2026
Mezzasalma Advisors, LLC	1864916	158	500.2	Sep 30, 2026	Oct 14, 2026
Elemental Capital Partners LLC	1860672	12	415.2	Sep 30, 2026	Oct 14, 2026
FIRETHORN WEALTH PARTNERS, LLC	1845743	196	295.2	Sep 30, 2026	Oct 14, 2026
FOCUS Wealth Advisors, LLC	1845643	62	195.4	Sep 30, 2026	Oct 14, 2026
IRONWOOD WEALTH MANAGEMENT, INC.	1844821	29	195.6	Sep 30, 2026	Oct 14, 2026
Johnson Bixby & Associates, LLC	1844238	127	909.6	Sep 30, 2026	Oct 14, 2026
Newton One Investments LLC	1842787	150	391.3	Sep 30, 2026	Oct 14, 2026
Harbor Group, Inc.	1840486	120	798.5	Sep 30, 2026	Oct 14, 2026
CMG Global Holdings, LLC	1839445	110	210.4	Sep 30, 2026	Oct 14, 2026