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Institutional Holdings Dashboard

Last Updated: 55 minutes 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
James Reed Financial Services, Inc. today
Neumann Capital Management, LLC today
Kingstone Capital Partners Texas, LLC today
Horst & Graben Wealth Management LLC today
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. today
DEFINE FINANCIAL, LLC today
RAINIER FAMILY WEALTH INC today
Sharper & Granite LLC yesterday
Randall & Associates Wealth Management yesterday
Uncommon Cents Investing LLC yesterday
Wallace Advisory Group, LLC yesterday
Capital Advisors Wealth Management, LLC yesterday
Scott Capital Advisors, LLC yesterday
Johnson Bixby & Associates, LLC yesterday
Quad-Cities Investment Group, LLC yesterday
VIRGINIA WEALTH MANAGEMENT GROUP, INC. yesterday
Borer Denton & Associates, Inc. yesterday
COOPER INVESTORS PTY LTD yesterday
V2 Financial group LLC yesterday
Raub Brock Capital Management LP yesterday
Compound Global Advisors, LLC yesterday
Pacific Asset Management, LLC yesterday
Fortress Wealth Management, Inc. yesterday
Whitaker-Myers Wealth Managers, LTD. yesterday
Yeomans Consulting Group, Inc. yesterday
BCU Wealth Advisors, LLC yesterday
VISTA INVESTMENT PARTNERS LLC yesterday
Park Capital Management, LLC | WI yesterday
V. M. MANNING & CO., INC. yesterday
VCI Wealth Management LLC yesterday
Twele Capital Management, Inc. yesterday
Donald L. Hagan, LLC yesterday
Snow Phipps Group, LLC yesterday
TrueWealth Advisors, LLC yesterday
IFS Advisors, LLC yesterday
Financial Management Professionals, Inc. yesterday
CWM, LLC yesterday
GEN Financial Management, INC. yesterday
Busey Bank yesterday
Canoe Financial LP yesterday
Pacer Advisors, Inc. yesterday
BSW Wealth Partners yesterday
Clayton Financial Group LLC yesterday
SPIRIT OF AMERICA MANAGEMENT CORP|NY yesterday
Valued Retirements, Inc. yesterday
SFM, LLC yesterday
Azarias Capital Management, L.P. yesterday
Blue Zone Wealth Advisors, LLC yesterday
Seed Wealth Management, Inc. yesterday
SECURED RETIREMENT ADVISORS, LLC yesterday
Wolfstich Capital, LLC yesterday
MY Wealth Management Inc. yesterday
Granite Bay Wealth Management, LLC yesterday
Johnson & White Wealth Management, LLC yesterday
CAMELOT TECHNOLOGY ADVISORS, INC. yesterday
Financial Council, LLC yesterday
WHITENER CAPITAL MANAGEMENT, INC. yesterday
CAPITAL WEALTH MANAGEMENT, LLC yesterday
Independent Wealth Network Inc. yesterday
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. yesterday
PARAGON CAPITAL MANAGEMENT INC yesterday
Horizon Advisory Services, Inc. yesterday
FMB WEALTH MANAGEMENT yesterday
Inspire Investing, LLC yesterday
Weinberger Asset Management, Inc yesterday
Cadent Capital Advisors, LLC yesterday
Gemmer Asset Management LLC yesterday
Marathon Mission, Inc. yesterday
Uptown Financial Advisors LLC yesterday
RFG HOLDINGS, INC. yesterday
Curbstone Financial Management Corp yesterday
First PREMIER Bank yesterday
Strid Group, LLC yesterday
ENTERPRISE FINANCIAL SERVICES CORP yesterday
MILESTONE ASSET MANAGEMENT, LLC yesterday
ZWJ INVESTMENT COUNSEL INC yesterday
VESTIA PERSONAL WEALTH ADVISORS yesterday
IAMS WEALTH MANAGEMENT, LLC yesterday
BAR HARBOR WEALTH MANAGEMENT yesterday
CABANA LLC yesterday
MARSHALL & SULLIVAN INC |WA| yesterday
JGP Wealth Management, LLC yesterday
FLP Wealth Management, LLC yesterday
Robbins Farley yesterday
CORNERCAP INVESTMENT COUNSEL INC yesterday
ALPINE WOODS CAPITAL INVESTORS, LLC yesterday
Stephens Consulting, LLC yesterday
Newport Asia LLC yesterday
Sagace Wealth Management LLC yesterday
JEPPSON WEALTH MANAGEMENT, LLC yesterday
HOME FEDERAL BANK OF TENNESSEE yesterday
CenturyLink Investment Management Co yesterday
Hunter Perkins Capital Management, LLC yesterday
Higgins & Schmidt Wealth Strategies LLC yesterday
HARBOR CAPITAL ADVISORS, INC. yesterday
BONNESS ENTERPRISES INC yesterday
NORDEN GROUP LLC yesterday
Alhambra Investment Management LLC yesterday
Ballew Advisors, Inc yesterday
HRC WEALTH MANAGEMENT, LLC yesterday

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Jun 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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