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
Canvas Wealth Advisors, LLC	1858782	263	739.5	Sep 30, 2026	Nov 02, 2026
Alamar Capital Management, LLC	1846995	83	192.6	Sep 30, 2026	Nov 02, 2026
Wealth Dimensions Group, Ltd.	1846462	183	581.4	Sep 30, 2026	Nov 02, 2026
Grand Central Investment Group	1844893	42	126.0	Sep 30, 2026	Nov 02, 2026
CORRECT CAPITAL WEALTH MANAGEMENT	1844835	106	547.1	Sep 30, 2026	Nov 02, 2026
Wells Financial Advisors INC	1844454	38	10.6	Sep 30, 2026	Nov 02, 2026
TKG Advisors, LLC	1843275	97	266.4	Sep 30, 2026	Nov 02, 2026
Brown Miller Wealth Management, LLC	1840084	199	399.3	Sep 30, 2026	Nov 02, 2026
eCIO, Inc.	1830823	42	257.8	Sep 30, 2026	Nov 02, 2026
Kestra Advisory Services, LLC	1830819	3,413	33,667.9	Sep 30, 2026	Nov 02, 2026
Platform Technology Partners	1830817	393	626.8	Sep 30, 2026	Nov 02, 2026
Vanderbilt University	1825985	75	599.7	Sep 30, 2026	Nov 02, 2026
Impact Investors, Inc	1824539	47	57.2	Sep 30, 2026	Nov 02, 2026
Walkner Condon Financial Advisors LLC	1817494	369	893.1	Sep 30, 2026	Nov 02, 2026
Concord Wealth Partners	1814214	813	827.6	Sep 30, 2026	Nov 02, 2026
StrongBox Wealth, LLC	1812155	351	372.2	Sep 30, 2026	Nov 02, 2026
Amitell Capital Pte Ltd	1807559	25	99.1	Sep 30, 2026	Nov 02, 2026
Lloyd Advisory Services, LLC.	1802474	830	240.1	Sep 30, 2026	Nov 02, 2026
CERTUITY, LLC	1800752	713	2,071.6	Sep 30, 2026	Nov 02, 2026
Golden State Wealth Management, LLC	1776033	1,573	1,046.4	Sep 30, 2026	Nov 02, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC	1769578	77	246.3	Sep 30, 2026	Nov 02, 2026
Inscription Capital, LLC	1767868	647	892.8	Sep 30, 2026	Nov 02, 2026
Pacific Wealth Strategies Group, Inc.	1766571	55	159.4	Sep 30, 2026	Nov 02, 2026
Valtinson Bruner Financial Planning LLC	1761450	184	386.7	Sep 30, 2026	Nov 02, 2026
Dougherty Wealth Advisers LLC	1755933	140	183.5	Sep 30, 2026	Nov 02, 2026
RAINIER FAMILY WEALTH INC	2073596	105	175.0	Sep 30, 2026	Nov 02, 2026
Horst & Graben Wealth Management LLC	1818207	206	719.5	Sep 30, 2026	Nov 02, 2026
4J Wealth Management LLC	1840775	112	215.2	Sep 30, 2026	Nov 02, 2026
INNEALTA CAPITAL, LLC	1752579	76	153.7	Sep 30, 2026	Nov 02, 2026
UCLA Foundation	1735775	1	0.0	Sep 30, 2026	Nov 02, 2026
DDD Partners, LLC	1729673	163	1,748.1	Sep 30, 2026	Nov 02, 2026
Flywheel Private Wealth LLC	2029680	111	185.3	Sep 30, 2026	Nov 02, 2026
SENTINEL PENSION ADVISORS, LLC	1802290	156	765.3	Sep 30, 2026	Nov 02, 2026
MATTERN CAPITAL MANAGEMENT, LLC	1803227	166	855.0	Sep 30, 2026	Nov 02, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC	1841757	100	374.0	Sep 30, 2026	Nov 02, 2026
Capstone Wealth Management, LLC	2019411	177	215.9	Sep 30, 2026	Nov 02, 2026
GENESIS PRIVATE WEALTH, LLC	1965529	180	336.4	Sep 30, 2026	Nov 02, 2026
BRADY FAMILY WEALTH, LLC	1971456	107	344.0	Sep 30, 2026	Nov 02, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	1906227	34	181.7	Sep 30, 2026	Nov 02, 2026
Layline Advisors, LLC	1724910	74	101.7	Sep 30, 2026	Nov 02, 2026
Providence First Trust Co	1713735	175	280.4	Sep 30, 2026	Nov 02, 2026
ONCE CAPITAL MANAGEMENT, LLC	1712892	22	782.6	Sep 30, 2026	Nov 02, 2026
CAMDEN NATIONAL BANK	1697855	173	753.3	Sep 30, 2026	Nov 02, 2026
Ullmann Wealth Partners Group, LLC	1697725	190	1,079.4	Sep 30, 2026	Nov 02, 2026
REDW Wealth LLC	1688931	104	264.8	Sep 30, 2026	Nov 02, 2026
Syverson Strege & Co	1682057	186	456.4	Sep 30, 2026	Nov 02, 2026
Premier Fund Managers Ltd	1673907	168	941.8	Sep 30, 2026	Nov 02, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD	1670627	21	4.4	Sep 30, 2026	Nov 02, 2026
Whitegate Investment Counselors, Inc.	1667102	66	326.3	Sep 30, 2026	Nov 02, 2026
Ariose Capital Management Ltd	1665925	7	84.3	Sep 30, 2026	Nov 02, 2026