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
RD Lewis Holdings, Inc.	2046179	87	129.4	Sep 30, 2026	Nov 12, 2026
Performance Wealth Partners, LLC	1908765	231	4,106.0	Sep 30, 2026	Nov 12, 2026
Peak Planning Group, LLC	2097384	125	437.5	Sep 30, 2026	Nov 12, 2026
Pallas Capital Advisors LLC	1862282	977	3,324.3	Sep 30, 2026	Nov 12, 2026
Maridea Wealth Management LLC	2056245	566	961.4	Sep 30, 2026	Nov 12, 2026
Marble Wealth, LLC	2110081	225	639.3	Sep 30, 2026	Nov 12, 2026
M3 Advisory Group, LLC	2014826	158	190.4	Sep 30, 2026	Nov 12, 2026
Vinland Capital Management Gestora de Recursos LTDA.	1944332	11	4.0	Sep 30, 2026	Nov 12, 2026
Sterling Wealth Advisors Inc	1943937	22	182.8	Sep 30, 2026	Nov 12, 2026
BECKER CAPITAL MANAGEMENT INC	799004	306	3,659.9	Sep 30, 2026	Nov 12, 2026
Ruedi Wealth Management, Inc.	1940678	62	423.7	Sep 30, 2026	Nov 12, 2026
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.	1939970	146	674.5	Sep 30, 2026	Nov 12, 2026
Coastwise Capital Group, LLC	1934500	141	165.7	Sep 30, 2026	Nov 12, 2026
Trajan Wealth LLC	1934415	162	2,812.7	Sep 30, 2026	Nov 12, 2026
Astoria Portfolio Advisors LLC.	1931642	396	638.9	Sep 30, 2026	Nov 12, 2026
SENTINEL WEALTH MANAGEMENT, INC.	1929328	39	134.6	Sep 30, 2026	Nov 12, 2026
Lansing Street Advisors	1926571	202	464.7	Sep 30, 2026	Nov 12, 2026
Alley Investment Management Company, LLC	1917618	86	871.2	Sep 30, 2026	Nov 12, 2026
Tyro Capital Management LLC	1915395	30	546.4	Sep 30, 2026	Nov 12, 2026
QVIDTVM Management LLC	1912226	14	57.8	Sep 30, 2026	Nov 12, 2026
McDonough Capital Management, Inc	1912128	53	264.1	Sep 30, 2026	Nov 12, 2026
Planning Center, Inc.	1910966	85	1,072.7	Sep 30, 2026	Nov 12, 2026
Investments & Financial Planning, LLC	1909307	37	207.0	Sep 30, 2026	Nov 12, 2026
Passaic Partners LLC	1905809	17	1,303.7	Sep 30, 2026	Nov 12, 2026
Orcam Financial Group	1905367	106	205.9	Sep 30, 2026	Nov 12, 2026
Caldwell Investment Management Ltd.	1904373	39	164.0	Sep 30, 2026	Nov 12, 2026
DOPKINS WEALTH MANAGEMENT, LLC	1904152	96	210.0	Sep 30, 2026	Nov 12, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC	1903880	338	1,307.8	Sep 30, 2026	Nov 12, 2026
MWA Asset Management	1903058	131	209.7	Sep 30, 2026	Nov 12, 2026
KEB ASSET MANAGEMENT, LLC	1903035	95	624.4	Sep 30, 2026	Nov 12, 2026
Ameritas Advisory Services, LLC	1901275	1,954	4,952.6	Sep 30, 2026	Nov 12, 2026
Geometric Wealth Advisors	1900576	101	945.7	Sep 30, 2026	Nov 12, 2026
Wayfinding Financial, LLC	1898131	169	267.5	Sep 30, 2026	Nov 12, 2026
Catalyst Funds Management Pty Ltd	1896150	609	918.7	Sep 30, 2026	Nov 12, 2026
Corus Family Wealth Advisors	1894830	43	146.8	Sep 30, 2026	Nov 12, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	1894044	38	129.3	Sep 30, 2026	Nov 12, 2026
BROGAN FINANCIAL, INC.	1889918	69	95.4	Sep 30, 2026	Nov 12, 2026
Boxwood Ventures, Inc.	1885946	36	179.5	Sep 30, 2026	Nov 12, 2026
RPO LLC	1885066	33	82.4	Sep 30, 2026	Nov 12, 2026
Alfreton Capital LLP	1873435	6	377.1	Sep 30, 2026	Nov 12, 2026
FIFTHDELTA Ltd	1872766	12	650.2	Sep 30, 2026	Nov 12, 2026
Heartland Bank & Trust Co	1866040	237	1,575.3	Sep 30, 2026	Nov 12, 2026
FWG Holdings, LLC	1862067	122	277.8	Sep 30, 2026	Nov 12, 2026
Mayar Capital Ltd.	1858699	16	78.8	Sep 30, 2026	Nov 12, 2026
Capital Group Private Client Services, Inc.	1857666	263	7,045.8	Sep 30, 2026	Nov 12, 2026
Patient Capital Management, LLC	1854794	39	2,978.6	Sep 30, 2026	Nov 12, 2026
Marnell Management LLC	1852314	70	278.6	Sep 30, 2026	Nov 12, 2026
Bancreek Capital Management, LP	1852042	13	20.2	Sep 30, 2026	Nov 12, 2026
Hackensack Meridian Health, Inc.	1851813	7	1,323.1	Sep 30, 2026	Nov 12, 2026
Tacita Capital Inc	1846287	224	160.4	Sep 30, 2026	Nov 12, 2026