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Institutional Holdings Dashboard

Last Updated: 3 days, 8 hours ago

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

Recent Holdings Disclosures - All Funds

Fund File Date
Heck Capital Advisors, LLC Jan. 16, 2026
Oak Root LLC Jan. 16, 2026
Oregon Pacific Wealth Management, LLC Jan. 16, 2026
Sentry LLC Jan. 16, 2026
Hopwood Financial Services, Inc. Jan. 16, 2026
Park Edge Advisors, LLC Jan. 16, 2026
Howard Capital Management Group, LLC Jan. 16, 2026
Two Point Capital Management, Inc. Jan. 16, 2026
StoneCrest Wealth Management, Inc. Jan. 16, 2026
Birchcreek Wealth Management, LLC Jan. 16, 2026
MRA Advisory Group Jan. 16, 2026
Bouchey Financial Group Ltd Jan. 16, 2026
Aspire Capital Advisors LLC Jan. 16, 2026
M3 Advisory Group, LLC Jan. 16, 2026
Clarus Group, Inc. Jan. 16, 2026
FORTE ASSET MANAGEMENT LLC Jan. 16, 2026
UDINE WEALTH MANAGEMENT, INC. Jan. 16, 2026
MARINO, STRAM & ASSOCIATES LLC Jan. 16, 2026
Sharp Wealth Advisory, LLC Jan. 16, 2026
Pacific Sage Partners, LLC Jan. 16, 2026
Perigon Wealth Management, LLC Jan. 16, 2026
Tower Wealth Partners, Inc. Jan. 16, 2026
LOUISBOURG INVESTMENTS INC. Jan. 16, 2026
Balboa Wealth Partners Jan. 16, 2026
Cassia Capital Partners, LLC Jan. 16, 2026
Financial Planning Navigators CORP Jan. 16, 2026
EVEXIA WEALTH LLC Jan. 16, 2026
MELFA WEALTH MANAGEMENT, INC. Jan. 16, 2026
Genesee Capital Advisors, LLC Jan. 16, 2026
Omnia Family Wealth, LLC Jan. 16, 2026
Tenon Financial LLC Jan. 16, 2026
POSTROCK PARTNERS LLC Jan. 16, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC Jan. 16, 2026
Crewe Advisors LLC Jan. 16, 2026
Genesis Financial Group, LLC Jan. 16, 2026
BridgePort Financial Solutions, LLC Jan. 16, 2026
SigFig Wealth Management, LLC Jan. 16, 2026
Louisiana State Employees Retirement System Jan. 16, 2026
Tempus Wealth Planning, LLC Jan. 16, 2026
Eldred Rock Partners, LLC Jan. 16, 2026
Morangie Management LLC Jan. 16, 2026
Armstrong, Fleming & Moore, Inc Jan. 16, 2026
Values Added Financial LLC Jan. 16, 2026
Vanguard Capital Wealth Advisors Jan. 16, 2026
Blossom Wealth Management Jan. 16, 2026
Aberdeen Group plc Jan. 16, 2026
RedJay Asset Management Inc. Jan. 16, 2026
Biltmore Wealth Management, LLC Jan. 16, 2026
Kendall Capital Management Jan. 16, 2026
First Pacific Financial Jan. 16, 2026
West Branch Capital LLC Jan. 16, 2026
SIMS INVESTMENT MANAGEMENT, LLC Jan. 16, 2026
Marquette Asset Management, LLC Jan. 16, 2026
BayBridge Capital Group, LLC Jan. 16, 2026
CogentBlue Wealth Advisors, LLC Jan. 16, 2026
Beaumont Financial Advisors, LLC Jan. 16, 2026
Formidable Asset Management, LLC Jan. 16, 2026
Life Planning Partners, Inc Jan. 16, 2026
Worth Financial Advisory Group, LLC Jan. 16, 2026
Keystone Financial Group, Inc. Jan. 16, 2026
FNY Investment Advisers, LLC Jan. 16, 2026
IVC Wealth Advisors LLC Jan. 16, 2026
Elemental Capital Partners LLC Jan. 16, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC Jan. 16, 2026
EARNED WEALTH ADVISORS, LLC Jan. 16, 2026
ASSET PLANNING SERVICES INC |LA| |ADV Jan. 16, 2026
Bestgate Wealth Advisors, LLC Jan. 16, 2026
Dorato Capital Management Jan. 16, 2026
Abacus Planning Group, Inc. Jan. 16, 2026
AUGUSTINE ASSET MANAGEMENT INC Jan. 16, 2026
Wealth Advisory Solutions, LLC Jan. 16, 2026
R.H. Investment Group, LLC Jan. 16, 2026
Crew Capital Management, Ltd Jan. 16, 2026
Wall Street Financial Group, Inc. Jan. 16, 2026
MATAURO, LLC Jan. 16, 2026
Taylor & Morgan Wealth Management, LLC Jan. 16, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC Jan. 16, 2026
Catalina Capital Group, LLC Jan. 16, 2026
Walker Asset Management, LLC Jan. 16, 2026
HF Advisory Group, LLC Jan. 16, 2026
VISTA INVESTMENT PARTNERS LLC Jan. 16, 2026
YHB Investment Advisors, Inc. Jan. 16, 2026
Selective Wealth Management, Inc. Jan. 16, 2026
Clio Asset Management LLC Jan. 16, 2026
Meredith Wealth Planning Jan. 16, 2026
Mattern Wealth Management LLC Jan. 16, 2026
SWS Partners Jan. 16, 2026
CROWLEY WEALTH MANAGEMENT, INC. Jan. 16, 2026
Bay Capital Advisors, LLC Jan. 16, 2026
HMS Capital Management, LLC Jan. 16, 2026
Piscataqua Savings Bank Jan. 16, 2026
VALICENTI ADVISORY SERVICES INC Jan. 16, 2026
Ellsworth Advisors, LLC Jan. 16, 2026
WASHINGTON UNIVERSITY Jan. 16, 2026
TRUST CO OF VERMONT Jan. 16, 2026
Blue Trust, Inc. Jan. 16, 2026
PENN DAVIS MCFARLAND INC Jan. 16, 2026
MATRIX ASSET ADVISORS INC|NY Jan. 16, 2026
Ipswich Investment Management Co., Inc. Jan. 16, 2026
Oldfather Financial Services, LLC Jan. 16, 2026

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 2025

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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Fund returns are estimated using the fund's stock positions disclosed in 13F filings. Funds that had less than 3 unique stock holdings were excluded. The estimated returns may be significantly different from each fund's actual returns, due to limitations of information available through 13F holdings, changes made by funds between disclosures, and data errors.

Largest Recent Changes

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