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
FLOYD FINANCIAL GROUP LLC	2007613	62	143.6	Sep 30, 2026	Oct 28, 2026
MASTERCARD FOUNDATION ASSET MANAGEMENT CORP	2006397	3	32,688.7	Sep 30, 2026	Oct 28, 2026
Petros Family Wealth, LLC	2004963	132	170.1	Sep 30, 2026	Oct 28, 2026
Harbour Trust & Investment Management Co	2003557	155	1,038.6	Sep 30, 2026	Oct 28, 2026
Prosperitas Financial LLC	2001016	107	331.4	Sep 30, 2026	Oct 28, 2026
Kampmann Melissa S.	1999898	40	128.4	Sep 30, 2026	Oct 28, 2026
Wildcat Capital Management, LLC	1582384	4	173.2	Sep 30, 2026	Oct 28, 2026
China-UAE Investment Cooperation Fund, L.P.	2106200	1	41.3	Sep 30, 2026	Oct 28, 2026
Cornerstone Wealth Partners, LLC	2109292	13	251.8	Sep 30, 2026	Oct 28, 2026
Global View Capital Management LLC	1994495	126	388.7	Sep 30, 2026	Oct 28, 2026
Madison Park Capital Advisors, LLC	1993022	73	140.0	Sep 30, 2026	Oct 28, 2026
Armstrong, Fleming & Moore, Inc	1990099	111	302.4	Sep 30, 2026	Oct 28, 2026
Invera Wealth Advisors, LLC	1976780	135	188.4	Sep 30, 2026	Oct 28, 2026
Values Added Financial LLC	1973921	143	273.9	Sep 30, 2026	Oct 28, 2026
Buck Wealth Strategies, LLC	1973259	1,155	1,029.9	Sep 30, 2026	Oct 28, 2026
Main Street Group, LTD	1965796	705	412.1	Sep 30, 2026	Oct 28, 2026
Canopy Partners, LLC	1960860	214	326.9	Sep 30, 2026	Oct 28, 2026
Creative Capital Management Investments LLC	1957363	1,440	434.8	Sep 30, 2026	Oct 28, 2026
Prodigy Asset Management LLC	1956244	31	271.7	Sep 30, 2026	Oct 28, 2026
Heritage Wealth Management, Inc.	1944755	270	388.6	Sep 30, 2026	Oct 28, 2026
Wellment Financial	1940000	39	91.3	Sep 30, 2026	Oct 28, 2026
Gray Private Wealth, LLC	1928877	64	237.3	Sep 30, 2026	Oct 28, 2026
WILLNER & HELLER, LLC	1927796	170	150.9	Sep 30, 2026	Oct 28, 2026
SS&H Financial Advisors, Inc.	1911735	131	393.7	Sep 30, 2026	Oct 28, 2026
Raleigh Capital Management Inc.	1911726	507	308.4	Sep 30, 2026	Oct 28, 2026
Life Planning Partners, Inc	1910934	69	119.5	Sep 30, 2026	Oct 28, 2026
GREENUP STREET WEALTH MANAGEMENT LLC	1909904	133	811.7	Sep 30, 2026	Oct 28, 2026
Lynch Asset Management, Inc.	1906719	52	392.6	Sep 30, 2026	Oct 28, 2026
China Universal Asset Management Co., Ltd.	1906594	522	1,919.3	Sep 30, 2026	Oct 28, 2026
Vert Asset Management LLC	1904664	47	338.2	Sep 30, 2026	Oct 28, 2026
IMPACTfolio, LLC	1896447	35	246.0	Sep 30, 2026	Oct 28, 2026
Whelan Financial	1894921	106	317.5	Sep 30, 2026	Oct 28, 2026
Cromwell Holdings LLC	1894712	1,122	221.4	Sep 30, 2026	Oct 28, 2026
CFC Planning Co LLC	1854428	67	179.8	Sep 30, 2026	Oct 28, 2026
CHILDRESS CAPITAL ADVISORS, LLC	1849561	406	636.2	Sep 30, 2026	Oct 28, 2026
Interchange Capital Partners, LLC	1845998	449	585.2	Sep 30, 2026	Oct 28, 2026
Thrive Capital Management, LLC A	1845943	180	545.8	Sep 30, 2026	Oct 28, 2026
Sterling Financial Planning, Inc.	1844278	124	359.8	Sep 30, 2026	Oct 28, 2026
PEAK FINANCIAL ADVISORS LLC	1843309	78	227.2	Sep 30, 2026	Oct 28, 2026
Crew Capital Management, Ltd	1835669	114	183.9	Sep 30, 2026	Oct 28, 2026
Arena Capital Advisors, LLC- CA	1833078	13	29.3	Sep 30, 2026	Oct 28, 2026
Windmill Hill Asset Management Ltd	1831132	22	124.8	Sep 30, 2026	Oct 28, 2026
State of Wyoming	1821626	1,687	1,286.4	Sep 30, 2026	Oct 28, 2026
Independent Solutions Wealth Management, LLC	1818391	194	628.9	Sep 30, 2026	Oct 28, 2026
Intrua Financial, LLC	1812792	475	1,022.8	Sep 30, 2026	Oct 28, 2026
Verde Capital Management	1802891	73	515.3	Sep 30, 2026	Oct 28, 2026
Soltis Investment Advisors LLC	1802530	770	2,173.8	Sep 30, 2026	Oct 28, 2026
Parcion Private Wealth LLC	1801263	559	1,814.1	Sep 30, 2026	Oct 28, 2026
SkyOak Wealth, LLC	1800379	239	597.3	Sep 30, 2026	Oct 28, 2026
Blueprint Investment Partners LLC	1794467	168	1,123.5	Sep 30, 2026	Oct 28, 2026