Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
SHELTON WEALTH MANAGEMENT, LLC 2025 Q4 1/26/2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2025 Q4 1/26/2026
Tanager Wealth Management LLP 2025 Q4 1/26/2026
Independent Wealth Network Inc. 2025 Q4 1/26/2026
Border to Coast Pensions Partnership Ltd 2025 Q4 1/26/2026
XY Planning Network, Inc. 2025 Q4 1/26/2026
Level Financial Advisors 2025 Q4 1/26/2026
Elevation Capital Advisory, LLC 2025 Q4 1/26/2026
Keystone Wealth Services, LLC 2025 Q4 1/26/2026
Capitol Family Office, Inc. 2025 Q4 1/26/2026
Invariant Investment Management 2025 Q4 1/26/2026
CHILDRESS CAPITAL ADVISORS, LLC 2025 Q4 1/26/2026
Draper Asset Management, LLC 2025 Q4 1/26/2026
San Luis Wealth Advisors LLC 2025 Q4 1/26/2026
Opal Wealth Advisors, LLC 2025 Q4 1/26/2026
B&I Capital AG 2025 Q4 1/26/2026
Sightline Wealth Advisors, LLC 2025 Q4 1/26/2026
Prairiewood Capital, LLC 2025 Q4 1/26/2026
Client First Capital LLC 2025 Q4 1/26/2026
Zeit Capital LLC 2025 Q4 1/26/2026
Hixon Zuercher, LLC 2025 Q4 1/26/2026
Pacific Capital Wealth Advisors, Inc. 2025 Q4 1/26/2026
Parcion Private Wealth LLC 2025 Q4 1/26/2026
Single Point Partners, LLC 2025 Q4 1/26/2026
Lionsbridge Wealth Management LLC 2025 Q4 1/26/2026
BCS Wealth Management 2025 Q4 1/26/2026
Xcel Wealth Management, LLC 2025 Q4 1/26/2026
Jacobsen Capital Management 2025 Q4 1/26/2026
RBA Wealth Management, LLC 2025 Q4 1/26/2026
Cornerstone Wealth Group, LLC 2025 Q4 1/26/2026
CMC Financial Group 2025 Q4 1/26/2026
Foster Victor Wealth Advisors, LLC 2025 Q4 1/26/2026
Brendel Financial Advisors LLC 2025 Q4 1/26/2026
Ferguson Shapiro LLC 2025 Q4 1/26/2026
Abundance Wealth Counselors 2025 Q4 1/26/2026
Grandview Asset Management LLC 2025 Q4 1/26/2026
Trivium Point Advisory, LLC 2025 Q4 1/26/2026
Bernardo Wealth Planning LLC 2025 Q4 1/26/2026
CM WEALTH ADVISORS LLC 2025 Q4 1/26/2026
Sellwood Investment Partners LLC 2025 Q4 1/26/2026
MBM WEALTH CONSULTANTS, LLC 2025 Q4 1/26/2026
Great Point Wealth Advisors, LLC 2025 Q4 1/26/2026
Oxinas Partners, LLC 2025 Q4 1/26/2026
McGuire Investment Group, LLC 2025 Q4 1/26/2026
Chicago Capital, LLC 2025 Q4 1/26/2026
MRWM Advisors, LLC 2025 Q4 1/26/2026
Northwest Capital Management Inc 2025 Q4 1/26/2026
Monument Capital Management 2025 Q4 1/26/2026
Townsend & Associates, Inc 2025 Q4 1/26/2026
WJ Interests, LLC 2025 Q4 1/26/2026
Quadrant Private Wealth Management, LLC 2025 Q4 1/26/2026
Milestones Private Investment Advisors LLC 2025 Q4 1/26/2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC 2025 Q4 1/26/2026
Slow Capital, Inc. 2025 Q4 1/26/2026
Cordatus Wealth Management LLC 2025 Q4 1/26/2026
QUATTRO FINANCIAL ADVISORS LLC 2025 Q4 1/26/2026
BlueSky Wealth Advisors, LLC 2025 Q4 1/26/2026
AE Wealth Management LLC 2025 Q4 1/26/2026
FACTORIAL MANAGEMENT Ltd 2025 Q4 1/26/2026
Patriot Financial Group Insurance Agency, LLC 2025 Q4 1/26/2026
Kelman-Lazarov, Inc. 2025 Q4 1/26/2026
Cottage Street Advisors LLC 2025 Q4 1/26/2026
Moss Adams Wealth Advisors LLC 2025 Q4 1/26/2026
NorthLanding Financial Partners, LLC 2025 Q4 1/26/2026
Trinity Legacy Partners, LLC 2025 Q4 1/26/2026
Svenska Handelsbanken AB (publ) 2025 Q4 1/26/2026
Taylor Frigon Capital Management LLC 2025 Q4 1/26/2026
Spectrum Asset Management, Inc. (NB/CA) 2025 Q4 1/26/2026
Strid Group, LLC 2025 Q4 1/26/2026
Merit Financial Group, LLC 2025 Q4 1/26/2026
CKW FINANCIAL GROUP 2025 Q4 1/26/2026
Riverview Trust Co 2025 Q4 1/26/2026
Lipe & Dalton 2025 Q3 1/26/2026
Lipe & Dalton 2025 Q4 1/26/2026
Mirae Asset Global Investments Co., Ltd. 2025 Q4 1/26/2026
JNBA Financial Advisors 2025 Q4 1/26/2026
Sather Financial Group Inc 2025 Q4 1/26/2026
Thomasville National Bank 2025 Q4 1/26/2026
Consolidated Investment Group LLC 2025 Q4 1/26/2026
Annex Advisory Services, LLC 2025 Q4 1/26/2026
Hendershot Investments Inc. 2025 Q4 1/26/2026
JGP Global Gestao de Recursos Ltda. 2025 Q4 1/26/2026
CWM, LLC 2025 Q4 1/26/2026
BTS Asset Management, Inc. 2025 Q4 1/26/2026
Clean Yield Group 2025 Q4 1/26/2026
CWC Advisors, LLC. 2025 Q4 1/26/2026
Shaker Financial Services, LLC 2025 Q4 1/26/2026
THOMAS STORY & SON LLC 2025 Q4 1/26/2026
Pacific Life Fund Advisors LLC 2025 Q4 1/26/2026
Courage Miller Partners, LLC 2025 Q4 1/26/2026
Asset Dedication, LLC 2025 Q4 1/26/2026
LS Investment Advisors, LLC 2025 Q4 1/26/2026
Welch Group, LLC 2025 Q4 1/26/2026
Fisher Funds Management LTD 2025 Q4 1/26/2026
Fruth Investment Management 2025 Q4 1/26/2026
KBC Group NV 2025 Q4 1/26/2026
BLB&B Advisors, LLC 2025 Q4 1/26/2026
Valmark Advisers, Inc. 2025 Q4 1/26/2026
BCM ADVISORS, LLC 2025 Q4 1/26/2026
Liberty Capital Management, Inc. 2025 Q4 1/26/2026