What is the latest quarterly 13F reporting period?

The most recent quarter with processed 13F filings is 2026-06-30. Across that period, tracked institutions reported $13.0T in aggregate buys and $6.4T in aggregate sells, with 8715 institutions filing updates.

Which institutions made the most notable moves this quarter?

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. GPS Wealth Strategies Group, LLC — bought $0.0, sold $614.5M 2. Arrow Capital Pty Ltd — bought $84.4M, sold $75.9M 3. TABR Capital Management, LLC — bought $59.5M, sold $59.5M

What counts as a "notable move" in a portfolio update?

A notable move is any new position opened, existing position added to or trimmed, or position fully exited between two consecutive 13F reporting quarters — as opposed to positions whose weight stayed effectively unchanged.

Where does this data come from and how often is it updated?

All position changes are derived from SEC Form 13F filings via SEC EDGAR, comparing each institution's holdings between consecutive reporting quarters. Data refreshes as each quarter's filings are processed.

Portfolio Updates

Market Overview

Sector Rotations

Fiscal Wisdom Wealth Management, LLC

E&R Wealth Management, LLC

TrustWell Financial Advisors, LLC

North Forty Two & Co.

Cannon Capital Management, Inc.

Obion Capital Management LP

Arrow Capital Pty Ltd

Weber Capital Management LLC /adv

GPS Wealth Strategies Group, LLC

TABR Capital Management, LLC

CSP Financial Group, LLC

Raffles Associates LP

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