Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 7/1/2026.

Manager Period Date filed
Finer Wealth Management, Inc. 2026 Q2 8/3/2026
Performa Ltd (US), LLC 2026 Q2 8/3/2026
Mueller Wealth, LLC 2026 Q2 8/3/2026
Qsemble Capital Management, LP 2026 Q2 8/3/2026
Fidato Wealth LLC 2026 Q2 8/3/2026
Acumen Wealth Advisors, LLC 2026 Q2 8/3/2026
DSM CAPITAL PARTNERS LLC 2026 Q2 8/3/2026
Archer Investment Corp 2026 Q2 8/3/2026
LRZ CAPITAL LLC 2026 Q2 8/3/2026
Eagle Bay Advisors LLC 2026 Q2 8/3/2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2026 Q2 8/3/2026
Alaska Permanent Fund Corp 2026 Q2 8/3/2026
Access Investment Management LLC 2026 Q2 8/3/2026
Commonwealth Retirement Investments LLC 2026 Q2 8/3/2026
SUMMIT SECURITIES GROUP LLC 2026 Q2 8/3/2026
Willis Investment Counsel 2026 Q2 8/3/2026
Gutierrez Wealth Advisory, LLC 2026 Q2 8/3/2026
Van Cleef Asset Management,Inc 2026 Q2 8/3/2026
MEYER HANDELMAN CO 2026 Q2 8/3/2026
Crew Capital Management, Ltd 2026 Q2 8/3/2026
Old Peak Finance LLC 2026 Q2 8/3/2026
Ascent Group, LLC 2026 Q2 8/3/2026
BUSH INVESTMENT GROUP, LLC 2026 Q1 8/3/2026
NIA IMPACT ADVISORS, LLC 2026 Q2 8/3/2026
Rede Wealth, LLC 2026 Q2 8/3/2026
Sagace Wealth Management LLC 2026 Q2 8/3/2026
Valtinson Bruner Financial Planning LLC 2026 Q2 8/3/2026
Caldwell Trust Co 2026 Q2 8/3/2026
Titan Investment Management LLC 2026 Q2 8/3/2026
WASHINGTON STATE INVESTMENT BOARD 2026 Q2 8/3/2026
Ridgewood Investments LLC 2026 Q2 8/3/2026
Campbell & CO Investment Adviser LLC 2026 Q2 8/3/2026
Crestwood Advisors Group, LLC 2026 Q2 8/3/2026
Cornerstone Wealth Partners, LLC 2026 Q2 8/3/2026
OBSIDIAN CIO, LLC 2026 Q2 8/3/2026
WASHINGTON TRUST Co 2026 Q2 8/3/2026
AE Wealth Management LLC 2026 Q2 8/3/2026
LWM Advisory Services, LLC 2026 Q2 8/3/2026
CONNABLE OFFICE INC 2026 Q2 8/3/2026
Blue Grotto Capital, LLC 2026 Q2 8/3/2026
AG Asset Advisory, LLC 2026 Q2 8/3/2026
Heirloom Wealth Management 2026 Q2 8/3/2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 2026 Q2 8/3/2026
JENNISON ASSOCIATES LLC 2026 Q2 8/3/2026
Carrera Capital Advisors 2026 Q2 8/3/2026
LOWE BROCKENBROUGH & CO INC 2026 Q2 8/3/2026
GLOBE LIFE INC. 2026 Q2 8/3/2026
Gerald Baker Financial Group LLC 2026 Q2 8/3/2026
Turn8 Private Wealth Inc. 2026 Q2 8/3/2026
Hodges Capital Management Inc. 2026 Q2 8/3/2026
Outlook Wealth Advisors, LLC 2026 Q2 8/3/2026
Avid Wealth Partners LLC 2026 Q2 8/3/2026
MilWealth Group LLC 2026 Q2 8/3/2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2026 Q2 8/3/2026
Ranch Capital Advisors Inc. 2026 Q2 8/3/2026
PATHWAY CAPITAL MANAGEMENT, LP 2026 Q2 8/3/2026
Fire Capital Management LLC 2026 Q2 8/3/2026
First Dallas Securities Inc. 2026 Q2 8/3/2026
Strategent Financial, LLC 2026 Q2 8/3/2026
Elevated Capital Advisors, LLC 2026 Q2 8/3/2026
Modus Advisors, LLC 2026 Q2 8/3/2026
Lummis Asset Management, LP 2026 Q2 8/3/2026
Halter Ferguson Financial Inc. 2026 Q2 8/3/2026
OPPENHEIMER & CO INC 2026 Q2 8/3/2026
Essential Planning, LLC. 2026 Q2 8/3/2026
Smith Group Asset Management, LLC 2026 Q2 8/3/2026
Massachusetts Wealth Management 2026 Q2 8/3/2026
H Capital V GP, L.P. 2026 Q2 8/3/2026
Osprey Private Wealth LLC 2026 Q2 8/3/2026
WJ Wealth Management, LLC 2026 Q2 8/3/2026
Vontobel Holding Ltd. 2026 Q2 8/3/2026
Hardworking Capital Advisors, LLC 2026 Q2 8/3/2026
Timonier Family Office, LTD. 2026 Q2 8/3/2026
Wallace Advisory Group, LLC 2026 Q2 8/3/2026
Callahan Advisors, LLC 2026 Q2 8/3/2026
Blue Water Asset Management 2026 Q2 8/3/2026
POWER WEALTH MANAGEMENT LLC 2026 Q2 8/3/2026
Savvy Advisors, Inc. 2026 Q2 8/3/2026
Fairway Financial, LLC 2026 Q2 8/3/2026
MAD RIVER INVESTORS 2026 Q2 8/3/2026
Global Trust Asset Management, LLC 2026 Q2 8/3/2026
Oxler Private Wealth LLC 2026 Q2 8/3/2026
Smith & Howard Wealth Management, LLC 2026 Q2 8/3/2026
Autumn Glory Partners, LLC 2026 Q2 8/3/2026
Horizon Advisory Services, Inc. 2026 Q2 8/3/2026
Quotient Wealth Partners, LLC 2026 Q2 8/3/2026
Private Wealth Partners, LLC 2026 Q2 8/3/2026
SAGESPRING WEALTH PARTNERS, LLC 2026 Q2 8/3/2026
CURTIS WEALTH MANAGEMENT LLC 2026 Q2 8/3/2026
Tarbox Family Office, Inc. 2026 Q2 8/3/2026
Hosking Partners LLP 2026 Q2 8/3/2026
Modera Wealth Management, LLC 2026 Q2 8/3/2026
Hippocratic Financial Advisors, LLC 2026 Q2 8/3/2026
CITIGROUP INC 2026 Q2 8/3/2026
NewCorp Financial Services, Inc. 2026 Q2 8/3/2026
1 NORTH WEALTH SERVICES LLC 2026 Q2 8/3/2026
INKWELL CAPITAL LLC 2026 Q2 8/3/2026
ENVESTNET ASSET MANAGEMENT INC 2026 Q2 8/3/2026
Isabella Capital Management LLP 2026 Q2 8/3/2026
SPINNAKER TRUST 2026 Q2 8/3/2026