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 8713 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. Cedrus Wealth Group LLC — bought $61.0M, sold $34.0M 2. Urban Wealth Management, LLC — bought $20.1M, sold $17.0M 3. Bluebird Wealth Management LLC — bought $16.7M, sold $15.0M

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

Bluebird Wealth Management LLC

Vision Financial Markets LLC

Titiun Yejiel

Alan B Lancz & Associates, Inc.

Parsonex Advisory Services, Inc.

Urban Wealth Management, LLC

Townsend Financial Planning, LLC

St. Nicholas Private Asset Management, Inc

Bey-Douglas LLC

Cedrus Wealth Group LLC

Rosenthal | Henry Capital Advisors, Inc.

JBGlobal.com LLC

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