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Portfolio (Quarterly) Guide ↗
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Page 139 of 507  ·  10,135 filings
← Prev 1… 137 138 139 140 141 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/27/2026 Garrett Wealth Advisory Group, LLC Mar 2026 $562M 134 EDGAR ↗
4/27/2026 Serenus Wealth Advisors, LLC Mar 2026 $501M 68 EDGAR ↗
4/27/2026 F&V Capital Management, LLC Mar 2026 $473M 59 EDGAR ↗
4/27/2026 Rwc Asset Advisors (Us) Llc Mar 2026 $464M 14 EDGAR ↗
4/27/2026 Smith & Howard Wealth Management, LLC Mar 2026 $462M 124 EDGAR ↗
4/27/2026 Bulltick Wealth Management, LLC Mar 2026 $453M 137 EDGAR ↗
4/27/2026 Beacon Financial Advisory LLC Mar 2026 $443M 402 EDGAR ↗
4/27/2026 DeDora Capital, Inc. Mar 2026 $408M 123 EDGAR ↗
4/27/2026 Keating Investment Counselors Inc Mar 2026 $404M 59 EDGAR ↗
4/27/2026 Flagstone Financial Management Mar 2026 $403M 71 EDGAR ↗
4/27/2026 CWS Financial Advisors, LLC Mar 2026 $390M 157 EDGAR ↗
4/27/2026 Revisor Wealth Management LLC Mar 2026 $362M 327 EDGAR ↗
4/27/2026 Benchmark Financial Wealth Advisors, LLC Mar 2026 $361M 133 EDGAR ↗
4/27/2026 Proathlete Wealth Management Llc Mar 2026 $361M 368 EDGAR ↗
4/27/2026 Strathmore Capital Advisors, Inc. Mar 2026 $354M 138 EDGAR ↗
4/27/2026 HTG Investment Advisors, Inc. Mar 2026 $352M 85 EDGAR ↗
4/27/2026 Ping Capital Management, Inc. Mar 2026 $350M 83 EDGAR ↗
4/27/2026 Fiduciary Planning LLC Mar 2026 $331M 76 EDGAR ↗
4/27/2026 Boyd Watterson Asset Management Llc/Oh Mar 2026 $326M 390 EDGAR ↗
4/27/2026 Quantum Private Wealth, LLC Mar 2026 $324M 165 EDGAR ↗
Page 139 of 507  ·  10,135 filings
← Prev 1… 137 138 139 140 141 …507 Next →