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Portfolio (Quarterly) Guide ↗
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Page 205 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 Meritas Wealth Management, LLC Mar 2026 $221M 60 EDGAR ↗
4/9/2026 Tealwood Asset Management Inc Mar 2026 $220M 118 EDGAR ↗
4/9/2026 PFS Partners, LLC Mar 2026 $218M 590 EDGAR ↗
4/9/2026 Rockingstone Advisors LLC Mar 2026 $218M 113 EDGAR ↗
4/9/2026 Clarity Capital Advisors, LLC Mar 2026 $215M 95 EDGAR ↗
4/9/2026 Epiq Partners, Llc Mar 2026 $214M 83 EDGAR ↗
4/9/2026 Allodium Investment Consultants, LLC Mar 2026 $209M 52 EDGAR ↗
4/9/2026 Aletheian Wealth Advisors LLC Mar 2026 $205M 97 EDGAR ↗
4/9/2026 Olistico Wealth, LLC Mar 2026 $203M 341 EDGAR ↗
4/9/2026 Constitution Capital LLC Mar 2026 $200M 61 EDGAR ↗
4/9/2026 Point Windward Advisors Inc. Mar 2026 $200M 94 EDGAR ↗
4/9/2026 Shearwater Capital LLC Mar 2026 $191M 71 EDGAR ↗
4/9/2026 Ptm Wealth Management, Llc Mar 2026 $189M 56 EDGAR ↗
4/9/2026 Baron Financial Group, LLC Mar 2026 $185M 53 EDGAR ↗
4/9/2026 Meriwether Wealth & Planning, LLC Mar 2026 $183M 126 EDGAR ↗
4/9/2026 Tilia Fiduciary Partners, Inc. Mar 2026 $182M 115 EDGAR ↗
4/9/2026 Walnut Private Equity Partners, Llc Mar 2026 $181M 14 EDGAR ↗
4/9/2026 Taylor & Morgan Wealth Management, LLC Mar 2026 $175M 79 EDGAR ↗
4/9/2026 Ehrlich Financial Group Mar 2026 $174M 112 EDGAR ↗
4/9/2026 Herbst Group, Llc Mar 2026 $162M 59 EDGAR ↗
Page 205 of 507  ·  10,135 filings
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