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
PETRA FINANCIAL ADVISORS INC	1971427	166	188.2	Sep 30, 2026	Nov 12, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC	2057655	133	423.3	Sep 30, 2026	Nov 12, 2026
Heron Bay Capital Management	1842149	97	1,187.1	Sep 30, 2026	Nov 12, 2026
DRAVO BAY LLC	1910389	58	298.9	Sep 30, 2026	Nov 12, 2026
BlackDiamond Wealth Management, LLC	1903059	229	254.3	Sep 30, 2026	Nov 12, 2026
Sovereign Financial Group, Inc.	1846175	387	636.3	Sep 30, 2026	Nov 12, 2026
Presidio Capital Management, LLC	1931750	82	364.4	Sep 30, 2026	Nov 12, 2026
Oxinas Partners, LLC	1759320	179	271.4	Sep 30, 2026	Nov 12, 2026
Northstar Advisory Group, LLC	1816000	113	312.9	Sep 30, 2026	Nov 12, 2026
Lakeridge Wealth Management LLC	2012028	178	268.1	Sep 30, 2026	Nov 12, 2026
Clarendon Private LLC	1961628	132	158.7	Sep 30, 2026	Nov 12, 2026
Storgate, LLC	2110835	253	448.5	Sep 30, 2026	Nov 12, 2026
Stonebridge Financial Group, LLC / MO	2109198	174	151.1	Sep 30, 2026	Nov 12, 2026
PW ADVISORS, LLC \ FL	2095919	35	144.3	Sep 30, 2026	Nov 12, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	1036215	39	131.3	Sep 30, 2026	Nov 12, 2026
Paradiem, LLC	1733356	71	458.4	Sep 30, 2026	Nov 12, 2026
Panoramic Capital Partners, LLC	2052992	77	234.4	Sep 30, 2026	Nov 12, 2026
Pacific Point Advisors, LLC	2056976	121	138.9	Sep 30, 2026	Nov 12, 2026
Nvest Financial, LLC	1915315	150	303.6	Sep 30, 2026	Nov 12, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	1914515	74	141.7	Sep 30, 2026	Nov 12, 2026
STUART INVESTMENT ADVISORS, INC.	1910180	30	271.2	Sep 30, 2026	Nov 12, 2026
Meridian Wealth Advisors, LLC	1768095	215	880.7	Sep 30, 2026	Nov 12, 2026
LOWERY THOMAS, LLC	1919701	58	173.7	Sep 30, 2026	Nov 12, 2026
Keystone Financial Services, LLC	2046033	62	144.0	Sep 30, 2026	Nov 12, 2026
Kastel Capital Advisors, LLC	2111663	61	171.2	Sep 30, 2026	Nov 12, 2026
Kapstone Financial Advisors LLC	1966087	175	233.4	Sep 30, 2026	Nov 12, 2026
HFG Advisors, Inc.	1911087	120	153.0	Sep 30, 2026	Nov 12, 2026
Flatrock Wealth Partners LLC	2130067	212	279.9	Sep 30, 2026	Nov 12, 2026
EVERPAR ADVISORS LLC	2010410	311	371.3	Sep 30, 2026	Nov 12, 2026
Empirical Asset Management, LLC	1926596	444	422.9	Sep 30, 2026	Nov 12, 2026
COFG Advisors, LLC	2104330	312	566.4	Sep 30, 2026	Nov 12, 2026
Axiom Financial Strategies, LLC	1831985	34	189.5	Sep 30, 2026	Nov 12, 2026
AFFINITY WEALTH MANAGEMENT LLC	810672	119	605.3	Sep 30, 2026	Nov 12, 2026
American Wealth Advisors, LLC	2095589	42	103.7	Sep 30, 2026	Nov 12, 2026
Aspire Capital Advisors LLC	1906014	138	420.8	Sep 30, 2026	Nov 12, 2026
ARBOR TRUST WEALTH ADVISORS, LLC	1797135	98	254.6	Sep 30, 2026	Nov 12, 2026
Argo Wealth Advisory, LLC	2104895	53	191.8	Sep 30, 2026	Nov 12, 2026
Aspen Wealth Strategies, LLC	1972517	88	199.7	Sep 30, 2026	Nov 12, 2026
Aspire Growth Partners LLC	2055568	123	164.5	Sep 30, 2026	Nov 12, 2026
Henrickson Nauta Wealth Advisors, Inc. A	1903859	118	293.7	Sep 30, 2026	Nov 12, 2026
YARGER WEALTH STRATEGIES, LLC	1908607	135	315.5	Sep 30, 2026	Nov 12, 2026
WEALTHSPAN PARTNERS, LLC	1909805	134	327.7	Sep 30, 2026	Nov 12, 2026
Vigil Wealth Management, LLC	2107625	85	144.5	Sep 30, 2026	Nov 12, 2026
Tower Wealth Partners, Inc.	1852808	102	211.6	Sep 30, 2026	Nov 12, 2026
S Harris Financial Group, LLC	2112907	122	141.8	Sep 30, 2026	Nov 12, 2026
Sandro Wealth Management LLC	2107860	133	152.5	Sep 30, 2026	Nov 12, 2026
Riverstone Advisors, LLC	1763404	90	240.4	Sep 30, 2026	Nov 12, 2026
Requisite Capital Management, LLC	1730573	126	580.1	Sep 30, 2026	Nov 12, 2026
Objectivity Squared, LLC	2011113	56	173.8	Sep 30, 2026	Nov 12, 2026
MUIRFIELD WEALTH ADVISORS LLC	2014898	86	135.1	Sep 30, 2026	Nov 12, 2026