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
CDKV HOLDINGS LLC	2109928	271	117.8	Sep 30, 2026	Oct 28, 2026
Reflection Asset Management	2108398	154	237.7	Sep 30, 2026	Oct 28, 2026
Arta Finance Wealth Management LLC	2099257	105	184.1	Sep 30, 2026	Oct 28, 2026
Frankly Finances, LLC	2096338	90	127.0	Sep 30, 2026	Oct 28, 2026
Kassira Wealth Management LLC	2095972	65	119.5	Sep 30, 2026	Oct 28, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC	2055985	79	204.1	Sep 30, 2026	Oct 28, 2026
Bosman Wealth Management, LLC	2066260	61	160.3	Sep 30, 2026	Oct 28, 2026
Financial Solutions Advisory Group, Inc.	2135269	190	727.1	Sep 30, 2026	Oct 28, 2026
United Asset Strategies, Inc.	1539948	267	1,407.1	Sep 30, 2026	Oct 28, 2026
ERn Financial, LLC	1768302	162	603.9	Sep 30, 2026	Oct 28, 2026
Fractal Investments LLC	1843590	78	882.7	Sep 30, 2026	Oct 28, 2026
KW WEALTH MANAGEMENT LLC	2078696	79	129.8	Sep 30, 2026	Oct 28, 2026
Sidoxia Capital Management, LLC	2132534	85	140.1	Sep 30, 2026	Oct 28, 2026
CUTLER INVESTMENT COUNSEL LLC	1285973	156	1,039.1	Sep 30, 2026	Oct 28, 2026
Park Edge Advisors, LLC	1965659	156	429.6	Sep 30, 2026	Oct 28, 2026
PRIMORIS WEALTH ADVISORS, LLC	1909619	126	208.7	Sep 30, 2026	Oct 28, 2026
LFG Wealth Partners, LLC	2044171	106	235.4	Sep 30, 2026	Oct 28, 2026
Gilbert Capital Group, Inc.	2035854	60	121.4	Sep 30, 2026	Oct 28, 2026
Jones Kertz & Associates, Inc.	2104438	66	202.4	Sep 30, 2026	Oct 28, 2026
WMG Financial Advisors, LLC	1906711	105	257.4	Sep 30, 2026	Oct 28, 2026
BRIAN LOW FINANCIAL GROUP, LLC	2079080	120	155.3	Sep 30, 2026	Oct 28, 2026
Charter Capital Management, LLC\DE	2076040	69	187.6	Sep 30, 2026	Oct 28, 2026
TOWER TRUST & INVESTMENT Co	2067591	215	172.9	Sep 30, 2026	Oct 28, 2026
Pacific Capital Partners Ltd	2064920	41	132.5	Sep 30, 2026	Oct 28, 2026
Cohalo Advisory LLC	2056438	18	1.8	Sep 30, 2026	Oct 28, 2026
Marshall & Sterling Wealth Advisors Inc.	2056315	368	153.0	Sep 30, 2026	Oct 28, 2026
Sava Infond d.o.o.	2055882	242	1,703.3	Sep 30, 2026	Oct 28, 2026
Morey & Quinn Wealth Partners, LLC	2055521	138	150.9	Sep 30, 2026	Oct 28, 2026
Blueprint Financial Advisors LLC	2054129	151	866.8	Sep 30, 2026	Oct 28, 2026
TD PRIVATE CLIENT WEALTH LLC	1551017	1,771	5,165.4	Sep 30, 2026	Oct 28, 2026
Weinberger Asset Management, Inc	2051705	103	300.3	Sep 30, 2026	Oct 28, 2026
Finley Financial, LLC	2047823	107	210.8	Sep 30, 2026	Oct 28, 2026
Raiffeisen Bank International AG	2044885	824	8,661.4	Sep 30, 2026	Oct 28, 2026
Vested Financial Planning, LLC	2044679	30	138.4	Sep 30, 2026	Oct 28, 2026
Prosperity Advisers, LLC	2042930	46	143.9	Sep 30, 2026	Oct 28, 2026
Brooklands Fund Management Ltd	2036388	65	782.4	Sep 30, 2026	Oct 28, 2026
Argentarii, LLC	2030055	204	325.2	Sep 30, 2026	Oct 28, 2026
Sagace Wealth Management LLC	2027449	73	147.4	Sep 30, 2026	Oct 28, 2026
Kelsey Financial, LLC	2022609	63	117.6	Sep 30, 2026	Oct 28, 2026
Mowery & Schoenfeld Wealth Management, LLC	2019946	365	79.0	Sep 30, 2026	Oct 28, 2026
American Capital Advisory, LLC	2018007	1,167	287.7	Sep 30, 2026	Oct 28, 2026
Glass Wealth Management Co LLC	2017692	71	316.7	Sep 30, 2026	Oct 28, 2026
Livelsberger Financial Advisory	2015721	218	18.3	Sep 30, 2026	Oct 28, 2026
Transcendent Capital Group LLC	2013703	118	240.1	Sep 30, 2026	Oct 28, 2026
Financial Network Wealth Advisors LLC	2012031	907	94.1	Sep 30, 2026	Oct 28, 2026
EVOLUTION WEALTH MANAGEMENT INC.	2010029	923	149.5	Sep 30, 2026	Oct 28, 2026
Gilliland Jeter Wealth Management LLC	2009886	193	387.7	Sep 30, 2026	Oct 28, 2026
Fonville Wealth Management LLC	2008703	166	637.4	Sep 30, 2026	Oct 28, 2026
Turning Point Benefit Group, Inc.	2008513	105	197.6	Sep 30, 2026	Oct 28, 2026
Foundry Financial Group, Inc.	2007960	82	216.0	Sep 30, 2026	Oct 28, 2026