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Portfolio (Quarterly) Guide ↗
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Page 226 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/18/2026 Wealth Intelligence, LLC Dec 2025 $202M — EDGAR ↗
2/18/2026 Braeburn Wealth Management LLC Dec 2025 $196M — EDGAR ↗
2/18/2026 Andrews Advisory Associates, LLC Dec 2025 $188M — EDGAR ↗
2/18/2026 Vermillion & White Wealth Management Group, LLC Dec 2025 $184M — EDGAR ↗
2/18/2026 Garton & Associates Financial Advisors LLC Dec 2025 $179M — EDGAR ↗
2/18/2026 Veradace Capital Management LLC Dec 2025 $164M — EDGAR ↗
2/18/2026 Kastel Capital Advisors, LLC Dec 2025 $163M — EDGAR ↗
2/18/2026 Beartown Capital Management, LLC Dec 2025 $138M — EDGAR ↗
2/18/2026 Grand Central Investment Group Dec 2025 $138M — EDGAR ↗
2/18/2026 Troutman Wealth Management, LLC Dec 2025 $121M — EDGAR ↗
2/18/2026 North Capital, Inc. Dec 2025 $116M — EDGAR ↗
2/18/2026 Kitching Partners, Llc Dec 2025 $110M — EDGAR ↗
2/18/2026 Sunstone Asset Management, L.P. Dec 2025 $104M — EDGAR ↗
2/18/2026 Corecam AG Dec 2025 $102M — EDGAR ↗
2/18/2026 Standard Family Office LLC Dec 2025 $94M — EDGAR ↗
2/18/2026 Obsidian Cio, Llc Dec 2025 $68M — EDGAR ↗
2/18/2026 Lynrock Lake LP Dec 2025 $509,000 — EDGAR ↗
2/17/2026 Fmr Llc Dec 2025 $1.96T — EDGAR ↗
2/17/2026 Susquehanna International Group, Llp Dec 2025 $868.0B — EDGAR ↗
2/17/2026 Northern Trust Corp Dec 2025 $784.4B — EDGAR ↗
Page 226 of 507  ·  10,135 filings
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