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
SWF LLC	2065728	18	1,571.6	Sep 30, 2026	Nov 05, 2026
Alpha Wealth Funds, LLC A	2059327	41	147.5	Sep 30, 2026	Nov 05, 2026
QSM Asset Management Ltd	2058325	25	241.9	Sep 30, 2026	Nov 05, 2026
Ball & Co Wealth Management Inc.	2057075	28	133.3	Sep 30, 2026	Nov 05, 2026
THOR TRADING ADVISORS, LLC	2057073	27	261.1	Sep 30, 2026	Nov 05, 2026
Rossby Financial, LCC	2056510	2,441	647.5	Sep 30, 2026	Nov 05, 2026
McMill Wealth Management	2056447	61	435.5	Sep 30, 2026	Nov 05, 2026
Grey Rock Energy Management, LLC	2053459	1	179.1	Sep 30, 2026	Nov 05, 2026
Carbahal Olsen Financial Services Group, LLC	2052538	38	142.3	Sep 30, 2026	Nov 05, 2026
Brady Martz Wealth Solutions, LLC	2049470	274	655.4	Sep 30, 2026	Nov 05, 2026
MidAtlantic Capital Management, Inc.	2042068	251	163.5	Sep 30, 2026	Nov 05, 2026
Financially Speaking Inc A	2040901	116	78.1	Sep 30, 2026	Nov 05, 2026
Shengqi Capital (Hong Kong) Ltd	2040405	6	354.9	Sep 30, 2026	Nov 05, 2026
Wealth Advisory Team LLC	2039196	39	85.9	Sep 30, 2026	Nov 05, 2026
William B. Walkup & Associates, Inc.	2034054	243	219.3	Sep 30, 2026	Nov 05, 2026
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	2033881	30	465.6	Sep 30, 2026	Nov 05, 2026
Prospect Financial Group LLC	2021762	62	118.5	Sep 30, 2026	Nov 05, 2026
GGM Financial LLC	2021722	285	260.6	Sep 30, 2026	Nov 05, 2026
Valued Wealth Advisors LLC	2007175	934	281.7	Sep 30, 2026	Nov 05, 2026
GSK plc	1131399	13	497.0	Sep 30, 2026	Nov 05, 2026
Winthrop Capital Management, LLC	2010657	352	385.5	Sep 30, 2026	Nov 05, 2026
INSPIRE TRUST CO, N.A.	1993352	113	731.8	Sep 30, 2026	Nov 05, 2026
HOGE FINANCIAL SERVICES, LLC	1989834	80	210.7	Sep 30, 2026	Nov 05, 2026
Plato Investment Management Ltd	1984475	473	1,890.5	Sep 30, 2026	Nov 05, 2026
Bastion Asset Management Inc.	1977794	41	235.2	Sep 30, 2026	Nov 05, 2026
Wealth Preservation Advisors, LLC	1968434	119	208.9	Sep 30, 2026	Nov 05, 2026
Milestone Investment Advisors LLC	1967018	136	430.5	Sep 30, 2026	Nov 05, 2026
Parker Financial LLC	1965668	37	279.6	Sep 30, 2026	Nov 05, 2026
Nordwand Advisors, LLC	1962713	145	629.7	Sep 30, 2026	Nov 05, 2026
SP Asset Management LLC	1962086	139	1,279.7	Sep 30, 2026	Nov 05, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC	2056402	50	122.4	Sep 30, 2026	Nov 05, 2026
International Private Wealth Advisors LLC	2022637	179	230.6	Sep 30, 2026	Nov 05, 2026
Spectrum Planning & Advisory Services Inc.	1725394	138	220.1	Sep 30, 2026	Nov 05, 2026
COMMONS CAPITAL, LLC	1912835	74	70.7	Sep 30, 2026	Nov 05, 2026
CFM WEALTH PARTNERS LLC	1801097	147	798.1	Sep 30, 2026	Nov 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	1923052	76	184.8	Sep 30, 2026	Nov 05, 2026
BINGHAM PRIVATE WEALTH, LLC	2063211	173	145.0	Sep 30, 2026	Nov 05, 2026
BOURNE LENT ASSET MANAGEMENT INC	1128286	63	293.0	Sep 30, 2026	Nov 05, 2026
ACORN CREEK CAPITAL LLC	1994827	88	299.7	Sep 30, 2026	Nov 05, 2026
WealthCare Investment Partners, LLC	1908462	205	355.3	Sep 30, 2026	Nov 05, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC	2109460	108	139.8	Sep 30, 2026	Nov 05, 2026
Sunbeam Capital Management, LLC	2057278	120	203.9	Sep 30, 2026	Nov 05, 2026
Sound Portfolio Advisors, LLC	2109204	48	130.9	Sep 30, 2026	Nov 05, 2026
Oak Barrel Wealth Advisory LLC	2116315	83	149.4	Sep 30, 2026	Nov 05, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC	1968850	181	266.5	Sep 30, 2026	Nov 05, 2026
Macco Financial Group, Inc.	2111816	25	162.0	Sep 30, 2026	Nov 05, 2026
LMG Wealth Partners, LLC	1965772	168	586.9	Sep 30, 2026	Nov 05, 2026
LUTS & GREENLEIGH GROUP, INC.	1967844	101	133.2	Sep 30, 2026	Nov 05, 2026
J.M. Arbour, LLC	2099154	133	123.4	Sep 30, 2026	Nov 05, 2026
Inman Jager Wealth Management, LLC	2052044	89	190.3	Sep 30, 2026	Nov 05, 2026