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Portfolio (Quarterly) Guide ↗
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Page 152 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/23/2026 Weber Capital Management Llc /Adv Mar 2026 $100M 14 EDGAR ↗
4/23/2026 Oregon Pacific Wealth Management, LLC Mar 2026 $96M 125 EDGAR ↗
4/23/2026 Catalyst Investment Management LLC Mar 2026 $90M 65 EDGAR ↗
4/23/2026 Integrated Wealth Management Mar 2026 $87M 95 EDGAR ↗
4/23/2026 Walleye Partners, LLC Mar 2026 $81M 54 EDGAR ↗
4/23/2026 Omnitrust Wealth Management, Inc Mar 2026 $77M 119 EDGAR ↗
4/23/2026 PayPay Securities Corp Mar 2026 $3M 301 EDGAR ↗
4/23/2026 NJ State Employees Deferred Compensation Plan Mar 2026 — 1 EDGAR ↗
4/22/2026 Independence Asset Advisors, LLC Mar 2026 $276.6B 24 EDGAR ↗
4/22/2026 Applied Capital LLC Mar 2026 $267.9B 51 EDGAR ↗
4/22/2026 Creekside Partners Mar 2026 $242.9B 183 EDGAR ↗
4/22/2026 Peak Financial Advisors Llc Mar 2026 $230.7B 70 EDGAR ↗
4/22/2026 Wilkins Miller Wealth Management, LLC Mar 2026 $165.3B 89 EDGAR ↗
4/22/2026 Vannoy Advisory Group, Inc. Mar 2026 $158.0B 28 EDGAR ↗
4/22/2026 MFA Wealth Services Mar 2026 $151.0B 123 EDGAR ↗
4/22/2026 Shum Financial Group, Inc. Mar 2026 $141.4B 93 EDGAR ↗
4/22/2026 Portus Wealth Advisors, LLC Mar 2026 $106.2B 568 EDGAR ↗
4/22/2026 Janney Montgomery Scott LLC Mar 2026 $40.4B 2,740 EDGAR ↗
4/22/2026 Fort Washington Investment Advisors Inc /Oh/ Mar 2026 $18.1B 457 EDGAR ↗
4/22/2026 Abn Amro Bank N.V. Mar 2026 $9.3B 228 EDGAR ↗
Page 152 of 507  ·  10,135 filings
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