Most Recent 13F Filers

The most recently filed 13F reports, ordered by filing date. New filings appear here as institutions disclose their quarterly holdings to the SEC.

#FundFiling DateQuarterHoldings
1S&A Financial Services, Inc.Jun 12, 2026Q1 202687
2National Philanthropic TrustJun 12, 2026Q1 2026308
3SHARIAPORTFOLIO, INC.Jun 12, 2026Q1 202640
4Three Bearings Fiduciary Advisors, Inc.Jun 11, 2026Q1 2026412
5LFG Wealth Partners, LLCJun 11, 2026Q1 202689
6E-Wealth Partners, LLCJun 11, 2026Q1 202656
7Brandywine Financial GroupJun 10, 2026Q1 202645
8US Asset Management LLCJun 10, 2026Q1 2026117
9Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)Jun 10, 2026Q1 20261
10FAS Wealth Partners, Inc.Jun 10, 2026Q1 2026511
11Curry Webb Wealth Management LLCJun 10, 2026Q1 202663
12Robinswood Financial LLCJun 9, 2026Q1 2026192
13Contango Wealth Management LLCJun 9, 2026Q1 202639
14Positano Wealth Management LtdJun 8, 2026Q1 202621
15First National Bank of Mount Dora, Trust Investment ServicesJun 8, 2026Q1 2026212
16Pine Valley Investments Ltd Liability CoJun 8, 2026Q1 2026574
17Verus Advisory, Inc.Jun 5, 2026Q1 20268
18Evansbrook LLCJun 4, 2026Q1 2026117
19Midwest Financial Network, LLCJun 4, 2026Q1 202668
20FISCHER INVESTMENT STRATEGIES, LLCJun 4, 2026Q1 202645
21Town Capital LLCJun 4, 2026Q1 202691
22Stillwater Private Wealth, LLCJun 3, 2026Q1 202678
23DBK Financial Counsel, LLCJun 3, 2026Q1 202659
24Blue Edge Capital, LLCJun 2, 2026Q1 2026134
25Caerus Investment Advisors, LLCJun 1, 2026Q1 2026281
26Foguth Wealth Management, LLC.Jun 1, 2026Q1 2026211
27Keel Point, LLCJun 1, 2026Q1 2026471
28Financial Solutions Advisory Group, Inc.Jun 1, 2026Q1 2026174
29FLAGSHIP WEALTH ADVISORS, LLCJun 1, 2026Q1 2026350
30Integrated Investment Consultants, LLCJun 1, 2026Q1 2026642
31Concorde Asset Management, LLCJun 1, 2026Q1 2026207
32Dala Group, LLCJun 1, 2026Q1 202673
33First Nebraska Trust CoJun 1, 2026Q1 2026218
34Krane Financial Solutions LLCMay 29, 2026Q1 202648
35LAVELLE CAPITAL LPMay 29, 2026Q1 202689
36Roehl & Yi Investment Advisors, LLCMay 29, 2026Q1 2026153
37Mullaney, Keating & Wright, Inc.May 29, 2026Q1 202653
38Immaculate Wealth Management LLCMay 29, 2026Q1 202614
39Ipsen Advisor Group LLCMay 29, 2026Q1 2026104
40Asset Dedication, LLCMay 29, 2026Q1 20261114
41SIMA Wealth Partners, LLCMay 28, 2026Q1 2026145
42Blue Fin Capital, Inc.May 28, 2026Q1 2026150
43Bannerstone Capital Management, LLCMay 28, 2026Q1 2026100
44Henshaw Capital LLCMay 28, 2026Q1 2026260
45Kentucky Farm Bureau Mutual Insurance CoMay 27, 2026Q1 202684
46Allen Capital Group, LLCMay 27, 2026Q1 2026292
47ALPHA CAPITAL ADVISORS INC /ADVMay 27, 2026Q1 202632
48BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALMay 27, 2026Q1 202689
49Cedrus Wealth Group LLCMay 27, 2026Q1 202648
50Westshore Wealth, LLCMay 27, 2026Q1 2026102
51Tenret Co LLCMay 27, 2026Q1 202635
52Capasso Planning Partners LLCMay 27, 2026Q1 202673
53Security Financial Services, INC.May 27, 2026Q1 2026203
54Wilshire Advisors LLCMay 27, 2026Q1 20267
55ALPINE WOODS CAPITAL INVESTORS, LLCMay 27, 2026Q1 2026200
56Axiom Investment Management LLCMay 26, 2026Q1 20263956
57Summit Financial Wealth Advisors, LLCMay 26, 2026Q1 2026193
58GLENMEDE TRUST CO NAMay 26, 2026Q1 20262801
59STONE LOFT WEALTH MANAGEMENT LLCMay 26, 2026Q1 202624
60Summitas Investment Management LLCMay 26, 2026Q1 202610
61Ruggaard & Associates LLCMay 26, 2026Q1 2026139
62Peak Planning Group, LLCMay 26, 2026Q1 202677
63Flatrock Wealth Partners LLCMay 26, 2026Q1 2026166
64Independent Wealth Advisors LLCMay 22, 2026Q1 202663
65Serenity Investment AdvisorsMay 22, 2026Q1 202663
66Converium Capital Inc.May 22, 2026Q1 202633
67Coastline Complete Wealth LLCMay 22, 2026Q1 202655
68Wellington Grp LLCMay 22, 2026Q1 20261017
69VERUS CAPITAL PARTNERS, LLCMay 22, 2026Q1 2026525
70WNY Asset Management, LLCMay 22, 2026Q1 2026249
71Evolutionary Tree Capital Management, LLCMay 22, 2026Q1 202626
72Access Investment Management LLCMay 22, 2026Q1 2026157
73Front Street Capital Management, Inc.May 21, 2026Q1 202673
74MONTCHANIN ASSET MANAGEMENT, LLCMay 21, 2026Q1 202655
75CTC LLCMay 21, 2026Q1 2026112
76JDM Financial Group LLCMay 21, 2026Q1 2026318
77CTC Alternative Strategies, Ltd.May 21, 2026Q1 202696
78Raab & Moskowitz Asset Management LLCMay 21, 2026Q1 2026187
79VESTOR CAPITAL, LLCMay 21, 2026Q1 2026277
80BankChampaign, National AssociationMay 21, 2026Q1 2026186
81COMPASS CAPITAL MANAGEMENT, INCMay 21, 2026Q1 202687
82ARGENT CAPITAL MANAGEMENT LLCMay 21, 2026Q1 2026158
83Essential Partners LLCMay 21, 2026Q1 20262848
84STOREBRAND ASSET MANAGEMENT ASMay 20, 2026Q1 2026776
85Boothe Investment Group, Inc.May 20, 2026Q1 202640
86ION Crossover Partners LtdMay 20, 2026Q1 20264
87Cadia Private Client LLCMay 20, 2026Q1 202671
88PATHWAY WEALTH MANAGEMENT LLCMay 20, 2026Q1 202629
89CCM INVESTMENT ADVISERS LLCMay 20, 2026Q1 202693
90Norris Financial Group, LLCMay 20, 2026Q1 202697
91E20 Capital LtdMay 20, 2026Q1 202620
92FinArc Investments, Inc.May 20, 2026Q1 202643
93LEIGH BALDWIN & CO., LLCMay 20, 2026Q1 2026163
94January Capital Advisors LLCMay 20, 2026Q1 202652
95SOA Wealth Advisors, LLC.May 20, 2026Q1 2026867
96Union Heritage Capital, LLCMay 20, 2026Q1 202662
97Hobbs Group Advisors, LLCMay 20, 2026Q1 2026160
98RMR Capital Management, LLCMay 20, 2026Q1 202675
99Alamar Capital Management, LLCMay 20, 2026Q1 202686
100SHUTTLEWORTH & CoMay 20, 2026Q1 202652

Data sourced from SEC 13F filings. Filings are delayed up to 45 days after quarter end.

Related Rankings

Largest Funds

The biggest institutional investors ranked by total portfolio value from their latest 13F filing. See Vanguard, BlackRoc...

Most Active Funds

Hedge funds with the highest portfolio turnover this quarter. See which institutional investors are making the biggest c...

Most Bought Stocks

See which stocks hedge funds are buying the most this quarter. Ranked by number of institutional buyers from 13F filings...

Frequently Asked Questions

How quickly do new filings appear?

New 13F filings are processed within 24 hours of being submitted to the SEC EDGAR system.

When are 13F filings due?

13F filings are due 45 days after the end of each calendar quarter (May 15, August 14, November 14, February 14).