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
Abound Wealth Management	1950323	1,442	505.5	Sep 30, 2026	Oct 26, 2026
Higgins & Schmidt Wealth Strategies LLC	1941260	66	242.3	Sep 30, 2026	Oct 26, 2026
PRESILIUM PRIVATE WEALTH, LLC	1939831	111	677.4	Sep 30, 2026	Oct 26, 2026
RETIREMENT GUYS FORMULA LLC	1933059	173	254.9	Sep 30, 2026	Oct 26, 2026
M & L Capital Management Ltd	1927627	24	481.6	Sep 30, 2026	Oct 26, 2026
FSC Wealth Advisors, LLC	1925685	1	0.6	Sep 30, 2026	Oct 26, 2026
High Net Worth Advisory Group LLC	1919142	253	460.7	Sep 30, 2026	Oct 26, 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	1914472	39	350.4	Sep 30, 2026	Oct 26, 2026
apricus wealth, LLC	1913842	128	221.6	Sep 30, 2026	Oct 26, 2026
Autumn Glory Partners, LLC	1911621	191	348.2	Sep 30, 2026	Oct 26, 2026
Nicholas Wealth, LLC.	1911391	128	185.1	Sep 30, 2026	Oct 26, 2026
Bryant Woods Investment Advisors, LLC	1910641	68	341.9	Sep 30, 2026	Oct 26, 2026
Enhancing Capital LLC	1909572	88	144.2	Sep 30, 2026	Oct 26, 2026
Midwest Heritage Bank, FSB	1906805	52	341.8	Sep 30, 2026	Oct 26, 2026
Peterson Wealth Services	1906799	223	472.3	Sep 30, 2026	Oct 26, 2026
SJS Investment Consulting Inc.	1894302	3,225	992.2	Sep 30, 2026	Oct 26, 2026
DMC Group, LLC	1893403	122	142.7	Sep 30, 2026	Oct 26, 2026
J. Safra Sarasin Holding AG	1890222	800	7,297.3	Sep 30, 2026	Oct 26, 2026
Holland Advisory Services, Inc.	1890183	50	94.2	Sep 30, 2026	Oct 26, 2026
Marathon Asset Management Ltd	1861026	76	2,198.1	Sep 30, 2026	Oct 26, 2026
Greystone Financial Group, LLC	1845302	73	355.0	Sep 30, 2026	Oct 26, 2026
WD RUTHERFORD LLC	1841015	76	264.8	Sep 30, 2026	Oct 26, 2026
Solitude Financial Services	1839890	38	357.0	Sep 30, 2026	Oct 26, 2026
Maxi Investments CY Ltd	1838222	64	528.2	Sep 30, 2026	Oct 26, 2026
Mithaq Capital SPC	1834600	3	190.9	Sep 30, 2026	Oct 26, 2026
Drummond Knight Asset Management Pty Ltd	1808029	13	541.4	Sep 30, 2026	Oct 26, 2026
Sowa Financial Group, Inc.	1806226	30	196.0	Sep 30, 2026	Oct 26, 2026
Total Clarity Wealth Management, Inc.	1804909	364	469.6	Sep 30, 2026	Oct 26, 2026
Center for Financial Planning, Inc.	1803557	833	1,072.3	Sep 30, 2026	Oct 26, 2026
Great Lakes Retirement, Inc.	1801667	220	1,133.4	Sep 30, 2026	Oct 26, 2026
Lionsbridge Wealth Management LLC	1800533	63	71.2	Sep 30, 2026	Oct 26, 2026
Abundance Wealth Counselors	1767080	170	697.2	Sep 30, 2026	Oct 26, 2026
Abundance Wealth Counselors A	1767080	172	731.5	Jun 30, 2026	Oct 26, 2026
Black Diamond Financial, LLC	1759236	202	1,149.7	Sep 30, 2026	Oct 26, 2026
Mason & Associates, LLC A	1895045	45	483.6	Sep 30, 2026	Oct 26, 2026
James Reed Financial Services, Inc.	1911052	18	132.4	Sep 30, 2026	Oct 26, 2026
MOTIVE WEALTH ADVISORS	1877093	103	244.7	Sep 30, 2026	Oct 26, 2026
Larry Mathis Financial Planning, LLC	2118274	116	111.7	Sep 30, 2026	Oct 26, 2026
Leo Wealth, LLC	1912202	269	461.6	Sep 30, 2026	Oct 26, 2026
Lakewood Asset Management LLC	1966581	110	191.1	Sep 30, 2026	Oct 26, 2026
Davidson Kahn Capital Management, LLC	2055535	69	230.1	Sep 30, 2026	Oct 26, 2026
MEMBERS CAPITAL ADVISORS INC	1025421	7	107.8	Sep 30, 2026	Oct 26, 2026
Sunesis Advisors, LLC	1748269	23	192.6	Sep 30, 2026	Oct 26, 2026
Pflug Koory, LLC	1740063	424	242.2	Sep 30, 2026	Oct 26, 2026
SWS Partners	1731731	108	422.7	Sep 30, 2026	Oct 26, 2026
Santori & Peters, Inc.	1730959	86	367.1	Sep 30, 2026	Oct 26, 2026
Independence Bank of Kentucky	1730479	642	889.3	Sep 30, 2026	Oct 26, 2026
Nova R Wealth, Inc.	1729457	90	336.4	Sep 30, 2026	Oct 26, 2026
SYCOMORE ASSET MANAGEMENT	1728681	68	257.7	Sep 30, 2026	Oct 26, 2026
Security National Bank	1719739	473	831.5	Sep 30, 2026	Oct 26, 2026