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Portfolio (Quarterly) Guide ↗
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Page 178 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 Warren Street Wealth Advisors, LLC Mar 2026 $393M 129 EDGAR ↗
4/16/2026 Hartford Financial Management Inc. Mar 2026 $392M 344 EDGAR ↗
4/16/2026 Scott & Selber, Inc. Mar 2026 $387M 91 EDGAR ↗
4/16/2026 Gradient Capital Advisors, LLC Mar 2026 $386M 177 EDGAR ↗
4/16/2026 Lifelong Wealth Advisors, Inc. Mar 2026 $376M 90 EDGAR ↗
4/16/2026 EdgeRock Capital LLC Mar 2026 $370M 126 EDGAR ↗
4/16/2026 Evexia Wealth Llc Mar 2026 $364M 84 EDGAR ↗
4/16/2026 Sterling Investment Counsel, LLC Mar 2026 $357M 196 EDGAR ↗
4/16/2026 Henrickson Nauta Wealth Advisors, Inc. Mar 2026 $356M 106 EDGAR ↗
4/16/2026 Tactive Advisors, LLC Mar 2026 $355M 268 EDGAR ↗
4/16/2026 BridgePort Financial Solutions, LLC Mar 2026 $353M 231 EDGAR ↗
4/16/2026 Weybosset Research & Management Llc Mar 2026 $347M 33 EDGAR ↗
4/16/2026 Prairiewood Capital, LLC Mar 2026 $346M 77 EDGAR ↗
4/16/2026 Intergy Private Wealth, LLC Mar 2026 $341M 123 EDGAR ↗
4/16/2026 Sweeney & Michel, Llc Mar 2026 $340M 145 EDGAR ↗
4/16/2026 Solitude Financial Services Mar 2026 $338M 39 EDGAR ↗
4/16/2026 Baron Wealth Management LLC Mar 2026 $334M 279 EDGAR ↗
4/16/2026 Genesis Private Wealth, Llc Mar 2026 $318M 182 EDGAR ↗
4/16/2026 Vert Asset Management LLC Mar 2026 $315M 48 EDGAR ↗
4/16/2026 jvl associates llc Mar 2026 $298M 63 EDGAR ↗
Page 178 of 507  ·  10,135 filings
← Prev 1… 176 177 178 179 180 …507 Next →