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Portfolio (Quarterly) Guide ↗
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Page 135 of 507  ·  10,135 filings
← Prev 1… 133 134 135 136 137 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/28/2026 Argonautica Private Wealth Management, Inc Mar 2026 $331M 183 EDGAR ↗
4/28/2026 B.O.S.S. Retirement Advisors, LLC Mar 2026 $328M 174 EDGAR ↗
4/28/2026 Oxler Private Wealth LLC Mar 2026 $319M 92 EDGAR ↗
4/28/2026 California First Leasing Corp Mar 2026 $312M 39 EDGAR ↗
4/28/2026 Corbyn Investment Management Inc/Md Mar 2026 $300M 62 EDGAR ↗
4/28/2026 Raleigh Capital Management Inc. Mar 2026 $290M 775 EDGAR ↗
4/28/2026 Wealth Management Resources, Inc. Mar 2026 $287M 28 EDGAR ↗
4/28/2026 TritonPoint Partners, LLC Mar 2026 $272M 200 EDGAR ↗
4/28/2026 Nvest Financial, LLC Mar 2026 $268M 139 EDGAR ↗
4/28/2026 Hapanowicz & Associates Financial Services, Inc Mar 2026 $251M 31 EDGAR ↗
4/28/2026 St. Johns Investment Management Company, LLC Mar 2026 $238M 193 EDGAR ↗
4/28/2026 Westfuller Advisors, LLC Mar 2026 $232M 761 EDGAR ↗
4/28/2026 Share Andrew L. Mar 2026 $214M 16 EDGAR ↗
4/28/2026 Rising Stella Capital Pte. Ltd Mar 2026 $214M 3 EDGAR ↗
4/28/2026 Blue Sky Capital Consultants Group, Inc. Mar 2026 $210M 76 EDGAR ↗
4/28/2026 Disciplined Equity Management, Inc. Mar 2026 $199M 44 EDGAR ↗
4/28/2026 Clay Northam Wealth Management, LLC Mar 2026 $178M 101 EDGAR ↗
4/28/2026 Ryan Investment Management, Inc. Mar 2026 $178M 20 EDGAR ↗
4/28/2026 Dean, Jacobson Financial Services, LLC Mar 2026 $163M 21 EDGAR ↗
4/28/2026 Collaborative Fund Advisors, LLC Mar 2026 $162M 160 EDGAR ↗
Page 135 of 507  ·  10,135 filings
← Prev 1… 133 134 135 136 137 …507 Next →