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Portfolio (Quarterly) Guide ↗
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Page 184 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/15/2026 Radnor Capital Management, LLC Mar 2026 $676M 308 EDGAR ↗
4/15/2026 Regatta Capital Group, Llc Mar 2026 $661M 215 EDGAR ↗
4/15/2026 Brady Martz Wealth Solutions, LLC Mar 2026 $587M 195 EDGAR ↗
4/15/2026 Heirloom Wealth Management Mar 2026 $555M 87 EDGAR ↗
4/15/2026 Milestone Asset Management, Llc Mar 2026 $543M 291 EDGAR ↗
4/15/2026 Verum Partners LLC Mar 2026 $527M 176 EDGAR ↗
4/15/2026 Bernardo Wealth Planning LLC Mar 2026 $511M 129 EDGAR ↗
4/15/2026 Scott Capital Advisors, LLC Mar 2026 $493M 58 EDGAR ↗
4/15/2026 Cranbrook Wealth Management, LLC Mar 2026 $492M 385 EDGAR ↗
4/15/2026 Silverlake Wealth Management Llc Mar 2026 $479M 377 EDGAR ↗
4/15/2026 WESPAC Advisors SoCal, LLC Mar 2026 $470M 119 EDGAR ↗
4/15/2026 Wolff Financial Management LLC Mar 2026 $453M 103 EDGAR ↗
4/15/2026 Weil Company, Inc. Mar 2026 $445M 115 EDGAR ↗
4/15/2026 Home Federal Bank Of Tennessee Mar 2026 $400M 152 EDGAR ↗
4/15/2026 LongView Wealth Management Mar 2026 $398M 247 EDGAR ↗
4/15/2026 Polunin Capital Partners Ltd Mar 2026 $385M 16 EDGAR ↗
4/15/2026 Adamsbrown Wealth Consultants Llc Mar 2026 $378M 138 EDGAR ↗
4/15/2026 ShankerValleau Wealth Advisors, Inc. Mar 2026 $355M 39 EDGAR ↗
4/15/2026 Snider Financial Group Mar 2026 $331M 102 EDGAR ↗
4/15/2026 Cisco Systems, Inc. Mar 2026 $317M 3 EDGAR ↗
Page 184 of 507  ·  10,135 filings
← Prev 1… 182 183 184 185 186 …507 Next →