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
Dupree Financial Group, LLC	1989251	79	275.7	Sep 30, 2026	Oct 09, 2026
Baron Financial Group, LLC	1832093	57	193.3	Sep 30, 2026	Oct 09, 2026
Taylor & Morgan Wealth Management, LLC	1844266	89	183.8	Sep 30, 2026	Oct 09, 2026
RIVERSEDGE ADVISORS, LLC	1787663	367	788.7	Sep 30, 2026	Oct 09, 2026
Towneley Capital Management, Inc / DE	2004980	44	482.4	Sep 30, 2026	Oct 09, 2026
TrueWealth Advisors, LLC	1817714	240	372.5	Sep 30, 2026	Oct 09, 2026
Whitaker-Myers Wealth Managers, LTD.	1973849	123	466.7	Sep 30, 2026	Oct 09, 2026
MFG WEALTH MANAGEMENT, INC.	2053046	62	134.8	Sep 30, 2026	Oct 09, 2026
Wealth Science Advisors LLC	2083087	80	237.5	Sep 30, 2026	Oct 09, 2026
GK Wealth Management LLC	2069222	1,616	168.1	Sep 30, 2026	Oct 09, 2026
Bullock Wealth Management Group	2067581	627	232.1	Sep 30, 2026	Oct 09, 2026
ANB BANK	2067126	123	281.5	Sep 30, 2026	Oct 09, 2026
GILPIN WEALTH MANAGEMENT, LLC	2058144	1,422	134.7	Sep 30, 2026	Oct 09, 2026
PKO BP BANKOWY Universal Pension Society JSC	2055875	13	339.8	Sep 30, 2026	Oct 09, 2026
Sincerus Advisory, LLC	2050968	87	148.9	Sep 30, 2026	Oct 09, 2026
Friday Financial	2048792	119	498.7	Sep 30, 2026	Oct 09, 2026
Dale Q Rice Investment Management Ltd	2041427	68	178.3	Sep 30, 2026	Oct 09, 2026
Peoples Bank/KS	1998269	97	100.5	Sep 30, 2026	Oct 09, 2026
BOS Asset Management, LLC	1965814	190	413.3	Sep 30, 2026	Oct 09, 2026
THRYVE WEALTH MANAGEMENT LLC	2113283	40	172.5	Sep 30, 2026	Oct 09, 2026
Draper Asset Management, LLC	1847921	16	217.7	Sep 30, 2026	Oct 09, 2026
AVITY INVESTMENT MANAGEMENT INC.	926834	120	1,596.5	Sep 30, 2026	Oct 09, 2026
AVAII WEALTH MANAGEMENT, LLC	1904431	175	320.3	Sep 30, 2026	Oct 09, 2026
Werlinich Asset Management, LLC	2000493	57	258.3	Sep 30, 2026	Oct 09, 2026
Dakota Community Bank & Trust NA	1950556	102	34.8	Sep 30, 2026	Oct 09, 2026
ARMSTRONG ADVISORY GROUP, INC	1932952	1,032	1,561.2	Sep 30, 2026	Oct 09, 2026
jvl associates llc	1915765	75	344.0	Sep 30, 2026	Oct 09, 2026
Brown Shipley& Co Ltd	1912970	77	207.6	Sep 30, 2026	Oct 09, 2026
TILIA FIDUCIARY PARTNERS, INC. A	1910210	114	215.5	Sep 30, 2026	Oct 09, 2026
Wedmont Private Capital	1904274	1,006	4,034.1	Sep 30, 2026	Oct 09, 2026
Border to Coast Pensions Partnership Ltd	1876496	89	7,244.6	Sep 30, 2026	Oct 09, 2026
STABLEFORD CAPITAL II LLC	1842089	144	273.1	Sep 30, 2026	Oct 09, 2026
Trinity Financial Advisors LLC	1809574	99	387.7	Sep 30, 2026	Oct 09, 2026
Harpswell Capital Advisors, LLC	1806630	43	151.2	Sep 30, 2026	Oct 09, 2026
Cadent Capital Advisors, LLC	1803536	185	403.3	Sep 30, 2026	Oct 09, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD	1802361	70	138.6	Sep 30, 2026	Oct 09, 2026
Pacifica Partners Inc.	1799900	401	330.9	Sep 30, 2026	Oct 09, 2026
Capital Planning LLC	1790688	84	374.3	Sep 30, 2026	Oct 09, 2026
Longview Financial Advisors, Inc.	1786915	46	126.8	Sep 30, 2026	Oct 09, 2026
O'Keefe Stevens Advisory, Inc.	1780565	81	488.5	Sep 30, 2026	Oct 09, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1767601	135	667.6	Sep 30, 2026	Oct 09, 2026
Arbor Wealth Advisors LLC	2009890	60	160.6	Sep 30, 2026	Oct 09, 2026
Shira Ridge Wealth Management	1961210	83	242.8	Sep 30, 2026	Oct 09, 2026
Stonebridge Wealth Management, LLC	2082460	35	100.6	Sep 30, 2026	Oct 09, 2026
LifeGoal Investments, LLC	2054684	213	326.3	Sep 30, 2026	Oct 09, 2026
MKD WEALTH COACHES, LLC	1536549	34	118.7	Sep 30, 2026	Oct 09, 2026
Attessa Capital LLC	2020560	49	231.7	Sep 30, 2026	Oct 09, 2026
ACT WEALTH MANAGEMENT, LLC	1814191	65	250.7	Sep 30, 2026	Oct 09, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	2058816	36	174.7	Sep 30, 2026	Oct 09, 2026
Emergent Wealth Advisors, LLC	1799880	124	178.7	Sep 30, 2026	Oct 09, 2026