13F Filings on October 5, 2026: Ferguson Wellman Capital Management and 8 More Report Q3 2026 Holdings
The hedge funds that filed Q3 2026 13Fs on October 5, 2026, from Ferguson Wellman Capital Management on, with what each held and how copying them has done.
9 managers we track filed Q3 2026 13F-HR reports with the SEC on October 5, 2026, including Ferguson Wellman Capital Management, Baker Tilly Wealth Management, Olistico Wealth and CapWealth Advisors. So far 695 of the 1,872 managers we follow have filed for Q3 2026; the deadline is November 14, 2026. New holdings appear on each manager's page once the filings are processed. Below is what each one held going in, and how copying them has done.
Managers that filed Oct 5
| Manager | Filing | Last 13F value | Positions | 3-yr copy return vs S&P 500 |
|---|---|---|---|---|
| Ferguson Wellman Capital Management | 13F-HR | $8.2B | 441 | +21.9% vs +20.4% |
| Baker Tilly Wealth Management | 13F-HR | $466.1M | 284 | +21.4% vs +20.4% |
| Olistico Wealth | 13F-HR | $233.8M | 334 | +22.9% vs +20.4% |
| CapWealth Advisors | 13F-HR | $1.5B | 118 | +13.5% vs +20.4% |
| Heartwood Wealth Advisors | 13F-HR | $1.3B | 227 | +16.4% vs +20.4% |
| Violich Capital Management | 13F-HR | $919.3M | 122 | +18.3% vs +20.4% |
| Eastover Investment Advisors | 13F-HR | $253.9M | 49 | +20.2% vs +20.4% |
| Pacific Wealth Management | 13F-HR | $225.5M | 19 | +14.4% vs +20.4% |
| General Partner | 13F-HR | $185.9M | 167 | +15.5% vs +20.4% |
The copy return is what a portfolio holding each manager's 20 largest positions, bought once each 13F was public, returned a year over three years.
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management filed its Q3 2026 13F on Oct 5 (SEC filing). As of Q2 2026 it reported $8.2B across 441 positions, led by GOOGL (5.3%), AAPL (4.9%), NVDA (4.8%) and MSFT (4.3%). Copying its top holdings returned +21.9% a year over three years, against +20.4% for the S&P 500. See the full portfolio.
Baker Tilly Wealth Management
Baker Tilly Wealth Management filed its Q3 2026 13F on Oct 5 (SEC filing). As of Q2 2026 it reported $466.1M across 284 positions, led by NVDA (3.1%), DFAT (2.7%), DFUV (2.0%) and AAPL (1.9%). Copying its top holdings returned +21.4% a year over three years, against +20.4% for the S&P 500. See the full portfolio.
Olistico Wealth
Olistico Wealth filed its Q3 2026 13F on Oct 5 (SEC filing). As of Q2 2026 it reported $233.8M across 334 positions, led by AAPL (7.5%), NVDA (3.8%), AMZN (2.7%) and CGXU (1.9%). Copying its top holdings returned +22.9% a year over three years, against +20.4% for the S&P 500. See the full portfolio.
Track every filing as it lands in the 13F filings feed, or browse every manager we follow.
Questions and answers
Which hedge funds filed 13Fs on October 5, 2026?
Ferguson Wellman Capital Management, Baker Tilly Wealth Management, Olistico Wealth, CapWealth Advisors, Heartwood Wealth Advisors, Violich Capital Management, Eastover Investment Advisors and Pacific Wealth Management and others filed Q3 2026 13F-HR reports with the SEC.
When are Q3 2026 13F filings due?
Institutional managers must file a 13F within 45 days of the quarter's end, so Q3 2026 filings are due by November 14, 2026.
Sources: SEC 13F-HR filings dated 2026-10-05. Written from the data on this site on Oct 30, 2026; every figure links to the page it comes from. Not investment advice.