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Portfolio (Quarterly) Guide ↗
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Page 287 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/12/2026 Nightview Capital, Llc Dec 2025 $226M — EDGAR ↗
2/12/2026 Tandem Wealth Advisors LLC Dec 2025 $223M — EDGAR ↗
2/12/2026 Alpha Family Trust Dec 2025 $219M — EDGAR ↗
2/12/2026 Mosley Wealth Management Dec 2025 $219M — EDGAR ↗
2/12/2026 Knott David M Jr Dec 2025 $216M — EDGAR ↗
2/12/2026 Pacific Wealth Management Dec 2025 $215M — EDGAR ↗
2/12/2026 Fox Hill Wealth Management Dec 2025 $215M — EDGAR ↗
2/12/2026 Signet Investment Advisory Group, Inc. Dec 2025 $215M — EDGAR ↗
2/12/2026 Bank of Jackson Hole Trust Dec 2025 $211M — EDGAR ↗
2/12/2026 Keeler Thomas Management LLC Dec 2025 $210M — EDGAR ↗
2/12/2026 First International Bank of Israel Ltd. Dec 2025 $209M — EDGAR ↗
2/12/2026 SMA Capital LLC Dec 2025 $209M — EDGAR ↗
2/12/2026 Arbiter Partners Capital Management LLC Dec 2025 $205M — EDGAR ↗
2/12/2026 McDonough Capital Management, Inc Dec 2025 $204M 51 EDGAR ↗
2/12/2026 Asset Advisory Group, Inc. Dec 2025 $200M 120 EDGAR ↗
2/12/2026 Declaration Partners LP Dec 2025 $200M 1 EDGAR ↗
2/12/2026 Resurgent Financial Advisors LLC Dec 2025 $199M — EDGAR ↗
2/12/2026 Fairfield University Dec 2025 $199M — EDGAR ↗
2/12/2026 Athena Investment Management Dec 2025 $195M — EDGAR ↗
2/12/2026 Peninsula Asset Management Inc Dec 2025 $195M — EDGAR ↗
Page 287 of 507  ·  10,132 filings
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