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
Platt Wealth Management LLC	2109497	64	128.6	Sep 30, 2026	Nov 04, 2026
Goldenstone Wealth Management LLC	2109094	78	156.2	Sep 30, 2026	Nov 04, 2026
QUANTIFY CHAOS ADVISORS, LLC	2107086	63	41.8	Sep 30, 2026	Nov 04, 2026
Burton Enright Welch	2105919	172	931.0	Sep 30, 2026	Nov 04, 2026
Clarity Retirement & Wealth, LLC	2103352	34	145.8	Sep 30, 2026	Nov 04, 2026
United Financial Planning Group LLC	2088337	402	190.4	Sep 30, 2026	Nov 04, 2026
Torrey Growth & Income Advisors	2087822	113	295.6	Sep 30, 2026	Nov 04, 2026
Bedminster, LLC	2087564	50	118.5	Sep 30, 2026	Nov 04, 2026
Blue Line Capital, LLC / IL	2111406	67	125.4	Sep 30, 2026	Nov 04, 2026
Warren Street Wealth Advisors, LLC	1703496	165	472.5	Sep 30, 2026	Nov 04, 2026
LTG Capital LLC	1936987	25	113.6	Sep 30, 2026	Nov 04, 2026
rebel Financial LLC	2077940	86	210.3	Sep 30, 2026	Nov 04, 2026
rebel Financial LLC	2077940	71	248.3	Jun 30, 2026	Nov 04, 2026
Caliber Wealth Management, LLC / KS	2067120	286	1,009.8	Sep 30, 2026	Nov 04, 2026
RHL GROUP, LLC	2066311	331	113.2	Sep 30, 2026	Nov 04, 2026
William Howard & Co Financial Advisors Inc	2023493	51	122.8	Sep 30, 2026	Nov 04, 2026
Alpha Wealth Funds, LLC	2059327	1	1.3	Sep 30, 2026	Nov 04, 2026
Texas Bank & Trust Co	2056556	185	306.1	Sep 30, 2026	Nov 04, 2026
Powers Capital, LLC	2056287	2	248.7	Sep 30, 2026	Nov 04, 2026
Navigoe, LLC	2056100	393	189.7	Sep 30, 2026	Nov 04, 2026
SoundView Advisors Inc.	2054083	31	286.0	Sep 30, 2026	Nov 04, 2026
Journey Beyond Wealth, LLC	2052989	33	122.0	Sep 30, 2026	Nov 04, 2026
Aspetuck Financial Management LLC	2048608	81	153.3	Sep 30, 2026	Nov 04, 2026
ZEGA Investments, LLC	2045703	304	879.3	Sep 30, 2026	Nov 04, 2026
JIM SAULNIER & ASSOCIATES, LLC A	2044420	148	193.0	Sep 30, 2026	Nov 04, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	2039850	851	225.2	Sep 30, 2026	Nov 04, 2026
Creekside Partners	2035951	188	257.2	Sep 30, 2026	Nov 04, 2026
Fairscale Capital, LLC	2032350	550	171.7	Sep 30, 2026	Nov 04, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC A	2026645	352	210.5	Sep 30, 2026	Nov 04, 2026
Gen-Wealth Partners Inc	2023375	761	350.8	Sep 30, 2026	Nov 04, 2026
Nitor Capital Management LLC	2019017	25	149.2	Sep 30, 2026	Nov 04, 2026
AVISO WEALTH MANAGEMENT	2011802	136	258.2	Sep 30, 2026	Nov 04, 2026
FOGEL CAPITAL MANAGEMENT, INC.	2011427	59	262.6	Sep 30, 2026	Nov 04, 2026
Portfolio Design Labs, LLC	2010278	227	616.1	Sep 30, 2026	Nov 04, 2026
Bare Financial Services, Inc	2009426	1,905	391.7	Sep 30, 2026	Nov 04, 2026
Bear Mountain Capital, Inc.	2009419	226	348.2	Sep 30, 2026	Nov 04, 2026
UPTICK PARTNERS, LLC	2005353	352	704.0	Sep 30, 2026	Nov 04, 2026
Wallington Asset Management, LLC	1426754	60	815.5	Sep 30, 2026	Nov 04, 2026
Ballast Asset Management, LP	1998389	53	230.1	Sep 30, 2026	Nov 04, 2026
Altiora Financial Group, LLC	1986156	106	601.8	Sep 30, 2026	Nov 04, 2026
LANDMARK WEALTH MANAGEMENT, INC.	1985016	43	275.5	Sep 30, 2026	Nov 04, 2026
Nemes Rush Group LLC	1982273	933	1,217.1	Sep 30, 2026	Nov 04, 2026
QUARRY HILL ADVISORS, LLC	1965346	59	268.8	Sep 30, 2026	Nov 04, 2026
Kestra Investment Management, LLC	1962449	481	5,075.3	Sep 30, 2026	Nov 04, 2026
Kingdom Financial Group LLC.	1962236	973	277.3	Sep 30, 2026	Nov 04, 2026
DAYMARK WEALTH PARTNERS, LLC	1956824	879	4,393.4	Sep 30, 2026	Nov 04, 2026
Cassia Capital Partners, LLC	1844897	69	206.2	Sep 30, 2026	Nov 04, 2026
BEACON FINANCIAL PLANNING, INC	1966066	85	287.8	Sep 30, 2026	Nov 04, 2026
AGP FRANKLIN, LLC	2056566	91	227.9	Sep 30, 2026	Nov 04, 2026
626 Financial, LLC	1911035	129	212.0	Sep 30, 2026	Nov 04, 2026