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Portfolio (Quarterly) Guide ↗
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Page 223 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/24/2026 Anderson Financial Strategies, LLC Dec 2025 $172M — EDGAR ↗
2/24/2026 WLTH Capital Management, LLC Dec 2025 $129M — EDGAR ↗
2/24/2026 Clear Retirement Advice LLC Dec 2025 $129M — EDGAR ↗
2/24/2026 Stone Wealth Partners Dec 2025 $112M — EDGAR ↗
2/24/2026 Lynch Investment Planning, LLC Dec 2025 $104M — EDGAR ↗
2/24/2026 Investment Insight Wealth Management, LLC Dec 2025 $102M — EDGAR ↗
2/24/2026 National Mutual Funds Management Ltd Dec 2025 $250,894 — EDGAR ↗
2/23/2026 Beaird Harris Wealth Management, LLC Dec 2025 $1.5B — EDGAR ↗
2/23/2026 Mv Capital Management, Inc. Dec 2025 $1.0B — EDGAR ↗
2/23/2026 McMill Wealth Management Dec 2025 $356M — EDGAR ↗
2/23/2026 IronBridge Private Wealth, LLC Dec 2025 $316M — EDGAR ↗
2/23/2026 GuidedMoney, LLC Dec 2025 $187M — EDGAR ↗
2/23/2026 Investments & Financial Planning, LLC Dec 2025 $186M — EDGAR ↗
2/23/2026 Arrow Capital Management, LLC Dec 2025 $172M — EDGAR ↗
2/23/2026 Forthright Family Wealth Advisory LLC Dec 2025 $159M — EDGAR ↗
2/23/2026 Monetary Solutions, Ltd Dec 2025 $102M — EDGAR ↗
2/23/2026 Vinland Capital Management Gestora de Recursos LTDA. Dec 2025 $8M — EDGAR ↗
2/23/2026 Phillip James Consulting Co. Dec 2025 $6M — EDGAR ↗
2/23/2026 Virtu Financial LLC Dec 2025 $3M — EDGAR ↗
2/20/2026 NorthCoast Asset Management LLC Dec 2025 $4.5B — EDGAR ↗
Page 223 of 507  ·  10,135 filings
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