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Portfolio (Quarterly) Guide ↗
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Page 296 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/11/2026 Endeavor Private Wealth, Inc. Dec 2025 $349M — EDGAR ↗
2/11/2026 Deepwater Asset Management, Llc Dec 2025 $343M — EDGAR ↗
2/11/2026 Maestria Partners LLC Dec 2025 $341M — EDGAR ↗
2/11/2026 Argonautica Private Wealth Management, Inc Dec 2025 $341M — EDGAR ↗
2/11/2026 Hoxton Planning & Management, LLC Dec 2025 $334M — EDGAR ↗
2/11/2026 Bcwm, Llc Dec 2025 $334M — EDGAR ↗
2/11/2026 Taylor Hoffman Capital Management LLC Dec 2025 $329M — EDGAR ↗
2/11/2026 Etesian Wealth Advisors, Inc. Dec 2025 $319M — EDGAR ↗
2/11/2026 Nicollet Investment Management, Inc. Dec 2025 $316M — EDGAR ↗
2/11/2026 Lifestyle Asset Management, Inc. Dec 2025 $307M — EDGAR ↗
2/11/2026 Denver PWM, LLC Dec 2025 $299M — EDGAR ↗
2/11/2026 Sittner & Nelson, Llc Dec 2025 $283M — EDGAR ↗
2/11/2026 Curio Wealth, Llc Dec 2025 $282M — EDGAR ↗
2/11/2026 Rise Advisors, LLC Dec 2025 $280M — EDGAR ↗
2/11/2026 Arrowroot Family Office, LLC Dec 2025 $275M — EDGAR ↗
2/11/2026 Ted Buchan & Co Dec 2025 $272M — EDGAR ↗
2/11/2026 Weik Capital Management Dec 2025 $267M — EDGAR ↗
2/11/2026 1776 Wealth LLC Dec 2025 $266M — EDGAR ↗
2/11/2026 Tencap Wealth Coaching, LLC Dec 2025 $264M — EDGAR ↗
2/11/2026 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Dec 2025 $264M — EDGAR ↗
Page 296 of 507  ·  10,132 filings
← Prev 1… 294 295 296 297 298 …507 Next →