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Portfolio (Quarterly) Guide ↗
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Page 206 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 Adirondack Capital Advisors, LLC Mar 2026 $156M 44 EDGAR ↗
4/9/2026 Somnio Financial Group, LLC Mar 2026 $152M 14 EDGAR ↗
4/9/2026 Silvia Mccoll Wealth Management, Llc Mar 2026 $152M 119 EDGAR ↗
4/9/2026 Wincap Financial Llc Mar 2026 $150M 87 EDGAR ↗
4/9/2026 VERITY Wealth Advisors Mar 2026 $150M 81 EDGAR ↗
4/9/2026 Lakehouse Capital Pty Ltd Mar 2026 $148M 13 EDGAR ↗
4/9/2026 Crocodile Capital Partners GmbH Mar 2026 $140M 12 EDGAR ↗
4/9/2026 Safir Wealth Advisors, LLC Mar 2026 $138M 19 EDGAR ↗
4/9/2026 Camelot Technology Advisors, Inc. Mar 2026 $138M 59 EDGAR ↗
4/9/2026 Dorato Capital Management Mar 2026 $135M 254 EDGAR ↗
4/9/2026 Platt Investment Counsel, LLC Mar 2026 $130M 13 EDGAR ↗
4/9/2026 Stewardship Concepts Financial Services Llc Mar 2026 $128M 62 EDGAR ↗
4/9/2026 ASL Financial, LLC Mar 2026 $125M 91 EDGAR ↗
4/9/2026 Freestate Advisors LLC Mar 2026 $125M 42 EDGAR ↗
4/9/2026 Mfg Wealth Management, Inc. Mar 2026 $121M 61 EDGAR ↗
4/9/2026 American National Bank of Texas Mar 2026 $105M 63 EDGAR ↗
4/9/2026 Pacific Capital Partners Ltd Mar 2026 $101M 38 EDGAR ↗
4/9/2026 Asset Value Investors Ltd Mar 2026 $100M 2 EDGAR ↗
4/9/2026 Yanni & Associates Investment Advisors, LLC Mar 2026 $96M 34 EDGAR ↗
4/9/2026 General Motors Holdings LLC Mar 2026 $91M 5 EDGAR ↗
Page 206 of 507  ·  10,135 filings
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