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
MITCHELL & PAHL PRIVATE WEALTH, LLC	1836506	147	277.2	Sep 30, 2026	Oct 14, 2026
Nordflint Capital Partners Fondsmaeglerselskab A/S	1815421	1	81.2	Sep 30, 2026	Oct 14, 2026
First Pacific Financial	1810089	537	952.4	Sep 30, 2026	Oct 14, 2026
Main Line Retirement Advisors, LLC	1809416	48	218.9	Sep 30, 2026	Oct 14, 2026
Tempus Wealth Planning, LLC	1806428	278	476.9	Sep 30, 2026	Oct 14, 2026
Cannon Advisors, Inc.	1805370	108	147.7	Sep 30, 2026	Oct 14, 2026
Fiduciary Planning LLC	1792851	79	355.0	Sep 30, 2026	Oct 14, 2026
HOWARD FINANCIAL SERVICES, LTD. A	1768130	236	925.7	Jun 30, 2026	Oct 14, 2026
IFS Advisors, LLC	1765617	460	305.1	Sep 30, 2026	Oct 14, 2026
Clarity Asset Management, Inc.	1756759	63	169.5	Sep 30, 2026	Oct 14, 2026
Fearless Solutions, LLC dba Best Invest	2094159	143	183.7	Sep 30, 2026	Oct 14, 2026
Focus Financial Network, Inc.	2010942	761	3,109.8	Sep 30, 2026	Oct 14, 2026
Roberts Wealth Advisors, LLC	1885319	108	440.3	Sep 30, 2026	Oct 14, 2026
ASK CAPITAL INVESTMENT MANAGERS, LLC New	2157918	28	97.1	Sep 30, 2026	Oct 14, 2026
Citrine Capital LLC	2053242	60	296.9	Sep 30, 2026	Oct 14, 2026
Enclave Advisors LLC	1836110	137	752.7	Sep 30, 2026	Oct 14, 2026
My Personal CFO, LLC	1916366	94	277.8	Sep 30, 2026	Oct 14, 2026
SUCCESSION FINANCIAL, INC.	2149098	47	99.2	Sep 30, 2026	Oct 14, 2026
Liberty Atlantic Advisors LLC	2101909	87	155.5	Sep 30, 2026	Oct 14, 2026
Foundation Wealth Management, LLC\PA	2011000	98	295.9	Sep 30, 2026	Oct 14, 2026
Cresta Advisors, Ltd.	1947670	50	217.4	Sep 30, 2026	Oct 14, 2026
Boyce & Associates Wealth Consulting, Inc.	1922884	78	161.7	Sep 30, 2026	Oct 14, 2026
JM2 Capital Inc.	2103359	121	150.2	Sep 30, 2026	Oct 14, 2026
Clark & Stuart, Inc	2048750	52	162.2	Sep 30, 2026	Oct 14, 2026
Stone Summit Wealth LLC	1908192	137	356.0	Sep 30, 2026	Oct 14, 2026
WJ Interests, LLC	1727642	23	277.8	Sep 30, 2026	Oct 14, 2026
MFA Wealth Services	1989379	133	165.0	Sep 30, 2026	Oct 14, 2026
XY Planning Network, Inc.	1873438	379	890.6	Sep 30, 2026	Oct 14, 2026
DEFINE FINANCIAL, LLC	2021320	52	239.9	Sep 30, 2026	Oct 14, 2026
ProCore Advisors, LLC	2085963	91	80.3	Sep 30, 2026	Oct 14, 2026
Shotwell Rutter Baer Inc	2008310	39	179.3	Sep 30, 2026	Oct 14, 2026
RED CRANE WEALTH MANAGEMENT, LLC	1686343	78	140.6	Sep 30, 2026	Oct 14, 2026
KMG FIDUCIARY PARTNERS, LLC	1773205	169	1,017.6	Sep 30, 2026	Oct 14, 2026
Elmwood Wealth Management, Inc.	1731927	207	379.6	Sep 30, 2026	Oct 14, 2026
FINANCIAL LIFE ADVISORS	1730813	60	346.0	Sep 30, 2026	Oct 14, 2026
Triumph Capital Management	1730765	1,901	556.5	Sep 30, 2026	Oct 14, 2026
Nicollet Investment Management, Inc.	1729048	77	327.0	Sep 30, 2026	Oct 14, 2026
Columbus Macro, LLC	1727269	208	987.4	Sep 30, 2026	Oct 14, 2026
Israel Discount Bank of New York	1706511	43	51.9	Sep 30, 2026	Oct 14, 2026
Seelaus Asset Management LLC	1705655	188	134.1	Sep 30, 2026	Oct 14, 2026
Wall Capital Group, Inc.	1699803	32	107.1	Sep 30, 2026	Oct 14, 2026
Covenant Asset Management, LLC	1697717	169	741.3	Sep 30, 2026	Oct 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA	1697375	439	368.8	Sep 30, 2026	Oct 14, 2026
NVWM, LLC	1697274	775	517.5	Sep 30, 2026	Oct 14, 2026
Northcape Capital Pty Ltd	1686776	7	463.0	Sep 30, 2026	Oct 14, 2026
Oliver Luxxe Assets LLC	1666239	194	631.7	Sep 30, 2026	Oct 14, 2026
Orgel Wealth Management, LLC	1658535	110	5,048.8	Sep 30, 2026	Oct 14, 2026
Sendero Wealth Management, LLC	1639375	208	893.6	Sep 30, 2026	Oct 14, 2026
Finward Bancorp	919864	103	131.0	Sep 30, 2026	Oct 14, 2026
Azarias Capital Management, L.P.	1625279	23	168.4	Sep 30, 2026	Oct 14, 2026