Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 4/30/2026 | Mascoma Wealth Management LLC | Mar 2026 | $484M | 515 | EDGAR ↗ |
| 4/30/2026 | Beacon Harbor Wealth Advisors, Inc. | Mar 2026 | $477M | 71 | EDGAR ↗ |
| 4/30/2026 | Landaas & Co /Wi /Adv | Mar 2026 | $456M | 130 | EDGAR ↗ |
| 4/30/2026 | Petix & Botte Co | Mar 2026 | $449M | 272 | EDGAR ↗ |
| 4/30/2026 | Winch Advisory Services, LLC | Mar 2026 | $438M | 531 | EDGAR ↗ |
| 4/30/2026 | Genworth Financial Inc | Mar 2026 | $428M | 2 | EDGAR ↗ |
| 4/30/2026 | Triune Financial Partners, LLC | Mar 2026 | $421M | 47 | EDGAR ↗ |
| 4/30/2026 | Sollinda Capital Management LLC | Mar 2026 | $412M | 76 | EDGAR ↗ |
| 4/30/2026 | Peterson Wealth Services | Mar 2026 | $405M | 215 | EDGAR ↗ |
| 4/30/2026 | Beam Wealth Advisors, Inc. | Mar 2026 | $402M | 108 | EDGAR ↗ |
| 4/30/2026 | Elevated Capital Advisors, LLC | Mar 2026 | $397M | 843 | EDGAR ↗ |
| 4/30/2026 | Selective Wealth Management, Inc. | Mar 2026 | $338M | 120 | EDGAR ↗ |
| 4/30/2026 | Capital Planning LLC | Mar 2026 | $307M | 82 | EDGAR ↗ |
| 4/30/2026 | Costello Asset Management, INC | Mar 2026 | $289M | 685 | EDGAR ↗ |
| 4/30/2026 | Forza Wealth Management, LLC | Mar 2026 | $287M | 188 | EDGAR ↗ |
| 4/30/2026 | INCA Investments LLC | Mar 2026 | $282M | 10 | EDGAR ↗ |
| 4/30/2026 | Carmel Capital Partners, LLC | Mar 2026 | $277M | 118 | EDGAR ↗ |
| 4/30/2026 | Sonata Capital Group Inc | Mar 2026 | $271M | 123 | EDGAR ↗ |
| 4/30/2026 | Lecap Asset Management Ltd | Mar 2026 | $266M | 267 | EDGAR ↗ |
| 4/30/2026 | Palisades Investment Partners, LLC | Mar 2026 | $255M | 51 | EDGAR ↗ |