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
1LFG Wealth Partners, LLCJun 11, 2026Q1 202689
2Three Bearings Fiduciary Advisors, Inc.Jun 11, 2026Q1 2026412
3E-Wealth Partners, LLCJun 11, 2026Q1 202656
4Brandywine Financial GroupJun 10, 2026Q1 202645
5Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)Jun 10, 2026Q1 20261
6Curry Webb Wealth Management LLCJun 10, 2026Q1 202663
7US Asset Management LLCJun 10, 2026Q1 2026117
8FAS Wealth Partners, Inc.Jun 10, 2026Q1 2026511
9Robinswood Financial LLCJun 9, 2026Q1 2026192
10Contango Wealth Management LLCJun 9, 2026Q1 202639
11Positano Wealth Management LtdJun 8, 2026Q1 202621
12Pine Valley Investments Ltd Liability CoJun 8, 2026Q1 2026574
13First National Bank of Mount Dora, Trust Investment ServicesJun 8, 2026Q1 2026212
14Verus Advisory, Inc.Jun 5, 2026Q1 20268
15Evansbrook LLCJun 4, 2026Q1 2026117
16Midwest Financial Network, LLCJun 4, 2026Q1 202668
17FISCHER INVESTMENT STRATEGIES, LLCJun 4, 2026Q1 202645
18Town Capital LLCJun 4, 2026Q1 202691
19DBK Financial Counsel, LLCJun 3, 2026Q1 202659
20Stillwater Private Wealth, LLCJun 3, 2026Q1 202678
21Blue Edge Capital, LLCJun 2, 2026Q1 2026134
22Caerus Investment Advisors, LLCJun 1, 2026Q1 2026281
23Concorde Asset Management, LLCJun 1, 2026Q1 2026207
24FLAGSHIP WEALTH ADVISORS, LLCJun 1, 2026Q1 2026350
25Dala Group, LLCJun 1, 2026Q1 202673
26Financial Solutions Advisory Group, Inc.Jun 1, 2026Q1 2026174
27First Nebraska Trust CoJun 1, 2026Q1 2026218
28Keel Point, LLCJun 1, 2026Q1 2026471
29Foguth Wealth Management, LLC.Jun 1, 2026Q1 2026211
30Integrated Investment Consultants, LLCJun 1, 2026Q1 2026642
31Asset Dedication, LLCMay 29, 2026Q1 20261114
32LAVELLE CAPITAL LPMay 29, 2026Q1 202689
33Roehl & Yi Investment Advisors, LLCMay 29, 2026Q1 2026153
34Mullaney, Keating & Wright, Inc.May 29, 2026Q1 202653
35Immaculate Wealth Management LLCMay 29, 2026Q1 202614
36Krane Financial Solutions LLCMay 29, 2026Q1 202648
37Ipsen Advisor Group LLCMay 29, 2026Q1 2026104
38Henshaw Capital LLCMay 28, 2026Q1 2026260
39SIMA Wealth Partners, LLCMay 28, 2026Q1 2026145
40Blue Fin Capital, Inc.May 28, 2026Q1 2026150
41Bannerstone Capital Management, LLCMay 28, 2026Q1 2026100
42ALPINE WOODS CAPITAL INVESTORS, LLCMay 27, 2026Q1 2026200
43Kentucky Farm Bureau Mutual Insurance CoMay 27, 2026Q1 202684
44Allen Capital Group, LLCMay 27, 2026Q1 2026292
45Westshore Wealth, LLCMay 27, 2026Q1 2026102
46BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALMay 27, 2026Q1 202689
47Cedrus Wealth Group LLCMay 27, 2026Q1 202648
48Tenret Co LLCMay 27, 2026Q1 202635
49Capasso Planning Partners LLCMay 27, 2026Q1 202673
50Security Financial Services, INC.May 27, 2026Q1 2026203
51Wilshire Advisors LLCMay 27, 2026Q1 20267
52ALPHA CAPITAL ADVISORS INC /ADVMay 27, 2026Q1 202632
53Axiom Investment Management LLCMay 26, 2026Q1 20263956
54Summit Financial Wealth Advisors, LLCMay 26, 2026Q1 2026193
55GLENMEDE TRUST CO NAMay 26, 2026Q1 20262801
56STONE LOFT WEALTH MANAGEMENT LLCMay 26, 2026Q1 202624
57Summitas Investment Management LLCMay 26, 2026Q1 202610
58Ruggaard & Associates LLCMay 26, 2026Q1 2026139
59Peak Planning Group, LLCMay 26, 2026Q1 202677
60Flatrock Wealth Partners LLCMay 26, 2026Q1 2026166
61Independent Wealth Advisors LLCMay 22, 2026Q1 202663
62Serenity Investment AdvisorsMay 22, 2026Q1 202663
63Converium Capital Inc.May 22, 2026Q1 202633
64Coastline Complete Wealth LLCMay 22, 2026Q1 202655
65Wellington Grp LLCMay 22, 2026Q1 20261017
66VERUS CAPITAL PARTNERS, LLCMay 22, 2026Q1 2026525
67WNY Asset Management, LLCMay 22, 2026Q1 2026249
68Evolutionary Tree Capital Management, LLCMay 22, 2026Q1 202626
69Access Investment Management LLCMay 22, 2026Q1 2026157
70Front Street Capital Management, Inc.May 21, 2026Q1 202673
71MONTCHANIN ASSET MANAGEMENT, LLCMay 21, 2026Q1 202655
72CTC LLCMay 21, 2026Q1 2026112
73JDM Financial Group LLCMay 21, 2026Q1 2026318
74CTC Alternative Strategies, Ltd.May 21, 2026Q1 202696
75ARGENT CAPITAL MANAGEMENT LLCMay 21, 2026Q1 2026158
76VESTOR CAPITAL, LLCMay 21, 2026Q1 2026277
77BankChampaign, National AssociationMay 21, 2026Q1 2026186
78COMPASS CAPITAL MANAGEMENT, INCMay 21, 2026Q1 202687
79Raab & Moskowitz Asset Management LLCMay 21, 2026Q1 2026187
80Essential Partners LLCMay 21, 2026Q1 20262848
81STOREBRAND ASSET MANAGEMENT ASMay 20, 2026Q1 2026776
82Boothe Investment Group, Inc.May 20, 2026Q1 202640
83ION Crossover Partners LtdMay 20, 2026Q1 20264
84Cadia Private Client LLCMay 20, 2026Q1 202671
85PATHWAY WEALTH MANAGEMENT LLCMay 20, 2026Q1 202629
86CCM INVESTMENT ADVISERS LLCMay 20, 2026Q1 202693
87Norris Financial Group, LLCMay 20, 2026Q1 202697
88E20 Capital LtdMay 20, 2026Q1 202620
89FinArc Investments, Inc.May 20, 2026Q1 202643
90LEIGH BALDWIN & CO., LLCMay 20, 2026Q1 2026163
91January Capital Advisors LLCMay 20, 2026Q1 202652
92SOA Wealth Advisors, LLC.May 20, 2026Q1 2026867
93Union Heritage Capital, LLCMay 20, 2026Q1 202662
94Hobbs Group Advisors, LLCMay 20, 2026Q1 2026160
95RMR Capital Management, LLCMay 20, 2026Q1 202675
96Alamar Capital Management, LLCMay 20, 2026Q1 202686
97SHUTTLEWORTH & CoMay 20, 2026Q1 202652
98INDEPENDENT FINANCIAL GROUP, LLCMay 19, 2026Q1 20261174
99Orographic Financial Advisors, LLCMay 19, 2026Q1 2026106
100Cornerstone Wealth, LLC/TNMay 19, 2026Q1 202696

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

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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).