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Portfolio (Quarterly) Guide ↗
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Page 132 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/29/2026 Signet Private Wealth LLC Mar 2026 $105M 118 EDGAR ↗
4/29/2026 Townsend Financial Planning, LLC Mar 2026 $103M 29 EDGAR ↗
4/29/2026 Baer Investment Advisory LLC Mar 2026 $100M 38 EDGAR ↗
4/29/2026 OneAscent Investment Solutions LLC Mar 2026 $100M 128 EDGAR ↗
4/29/2026 Investment Insight Wealth Management, LLC Mar 2026 $93M 36 EDGAR ↗
4/29/2026 Kerr Financial Planning Corp Mar 2026 $81M 528 EDGAR ↗
4/29/2026 West Tower Group, LLC Mar 2026 $32M 36 EDGAR ↗
4/29/2026 Wesleyan Assurance Society Mar 2026 $2M 106 EDGAR ↗
4/28/2026 Philip James Wealth Mangement, LLC Mar 2026 $869.7B 157 EDGAR ↗
4/28/2026 Core Wealth Management, Inc. Mar 2026 $326.3B 40 EDGAR ↗
4/28/2026 Oceanside Advisors LLC Mar 2026 $175.3B 53 EDGAR ↗
4/28/2026 Investment Management Corp /Va/ /Adv Mar 2026 $116.4B 52 EDGAR ↗
4/28/2026 Samson Rock Capital LLP Mar 2026 $67.0B 2 EDGAR ↗
4/28/2026 FLP Wealth Management, LLC Mar 2026 $48.5B 53 EDGAR ↗
4/28/2026 PFA Pension, Forsikringsaktieselskab Mar 2026 $33.2B 381 EDGAR ↗
4/28/2026 Handelsbanken Fonder AB Mar 2026 $30.0B 1,491 EDGAR ↗
4/28/2026 Alecta Tjanstepension Omsesidigt Mar 2026 $20.5B 78 EDGAR ↗
4/28/2026 National Mutual Insurance Federation of Agricultural Cooperatives Mar 2026 $13.0B 41 EDGAR ↗
4/28/2026 Stratos Wealth Partners, LTD. Mar 2026 $8.8B 1,619 EDGAR ↗
4/28/2026 LGT Group Foundation Mar 2026 $8.2B 1,124 EDGAR ↗
Page 132 of 507  ·  10,136 filings
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