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Portfolio (Quarterly) Guide ↗
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Page 315 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/9/2026 Syverson Strege & Co Dec 2025 $423M — EDGAR ↗
2/9/2026 Redmond Asset Management, LLC Dec 2025 $392M — EDGAR ↗
2/9/2026 Flagstone Financial Management Dec 2025 $390M — EDGAR ↗
2/9/2026 Premier Financial Group Dec 2025 $384M — EDGAR ↗
2/9/2026 Eaton Financial Holdings Company, LLC Dec 2025 $372M — EDGAR ↗
2/9/2026 Arq Wealth Advisors, Llc Dec 2025 $371M — EDGAR ↗
2/9/2026 Narus Financial Partners, LLC Sep 2025 $366M 171 EDGAR ↗
2/9/2026 Endeavour Capital Advisors Inc Dec 2025 $359M — EDGAR ↗
2/9/2026 Global Assets Advisory, LLC Dec 2025 $350M — EDGAR ↗
2/9/2026 Boundless Plain Holdings Ltd Dec 2025 $314M — EDGAR ↗
2/9/2026 Sensible Money, LLC Dec 2025 $313M — EDGAR ↗
2/9/2026 Washington State Investment Board Dec 2025 $310M — EDGAR ↗
2/9/2026 Lind Value II ApS Dec 2025 $310M — EDGAR ↗
2/9/2026 Goepper Burkhardt LLC Dec 2025 $307M — EDGAR ↗
2/9/2026 Ghe, Llc Dec 2025 $302M — EDGAR ↗
2/9/2026 Berkshire Capital Holdings Inc Dec 2025 $302M — EDGAR ↗
2/9/2026 Strategic Equity Management Dec 2025 $295M — EDGAR ↗
2/9/2026 Powell Investment Advisors, LLC Dec 2025 $290M — EDGAR ↗
2/9/2026 Wealth Advisors of Tampa Bay, LLC Dec 2025 $290M — EDGAR ↗
2/9/2026 Morris Financial Concepts, Inc. Dec 2025 $286M — EDGAR ↗
Page 315 of 507  ·  10,135 filings
← Prev 1… 313 314 315 316 317 …507 Next →