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Portfolio (Quarterly) Guide ↗
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Page 322 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/6/2026 Ignite Planners, LLC Dec 2025 $654M 405 EDGAR ↗
2/6/2026 Elk River Wealth Management LLC Dec 2025 $622M — EDGAR ↗
2/6/2026 Cornerstone Management, Inc. Dec 2025 $613M — EDGAR ↗
2/6/2026 New World Advisors LLC Dec 2025 $585M — EDGAR ↗
2/6/2026 Prevail Innovative Wealth Advisors, Llc Dec 2025 $558M — EDGAR ↗
2/6/2026 Stieven Capital Advisors, L.P. Dec 2025 $539M 38 EDGAR ↗
2/6/2026 Steadview Capital Management LLC Dec 2025 $531M — EDGAR ↗
2/6/2026 Great Diamond Partners, LLC Dec 2025 $520M 227 EDGAR ↗
2/6/2026 Rockport Wealth LLC Dec 2025 $514M 99 EDGAR ↗
2/6/2026 Poehling Capital Management, INC. Dec 2025 $489M 141 EDGAR ↗
2/6/2026 Keudell/Morrison Wealth Management Dec 2025 $476M — EDGAR ↗
2/6/2026 Wendel SE Dec 2025 $470M 1 EDGAR ↗
2/6/2026 Verde Capital Management Dec 2025 $469M — EDGAR ↗
2/6/2026 Graticule Asia Macro Advisors LLC Dec 2025 $449M — EDGAR ↗
2/6/2026 Wolff Financial Management LLC Dec 2025 $445M 101 EDGAR ↗
2/6/2026 Summit Wealth Group, LLC Dec 2025 $428M 119 EDGAR ↗
2/6/2026 Windmill Hill Asset Management Ltd Dec 2025 $427M — EDGAR ↗
2/6/2026 Midwest Professional Planners, LTD. Dec 2025 $422M 142 EDGAR ↗
2/6/2026 Watchman Group, Inc. Dec 2025 $419M 77 EDGAR ↗
2/6/2026 Technology Crossover Management VIII, Ltd. Dec 2025 $411M 5 EDGAR ↗
Page 322 of 507  ·  10,135 filings
← Prev 1… 320 321 322 323 324 …507 Next →