Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 203,700 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
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
Kropog Financial Group, LLC	2084205	46	144.6	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
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