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Portfolio (Quarterly) Guide ↗
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Page 331 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/5/2026 Tilson Financial Group, Inc. Dec 2025 $325M — EDGAR ↗
2/5/2026 Donoghue Forlines LLC Dec 2025 $323M — EDGAR ↗
2/5/2026 Passive Capital Management, LLC. Dec 2025 $320M — EDGAR ↗
2/5/2026 USAdvisors Wealth Management, LLC Dec 2025 $304M — EDGAR ↗
2/5/2026 United Bank Dec 2025 $295M — EDGAR ↗
2/5/2026 First Citizens Asset Management, Inc. Dec 2025 $286M — EDGAR ↗
2/5/2026 Sculati Wealth Management, LLC Dec 2025 $284M — EDGAR ↗
2/5/2026 Hendley & Co Inc Dec 2025 $280M — EDGAR ↗
2/5/2026 Stonebridge Financial Planning Group, LLC Dec 2025 $277M — EDGAR ↗
2/5/2026 Armor Investment Advisors, LLC Dec 2025 $272M — EDGAR ↗
2/5/2026 Wind River Trust Co Dec 2025 $268M — EDGAR ↗
2/5/2026 Triton Wealth Management, PLLC Dec 2025 $266M — EDGAR ↗
2/5/2026 Heathbridge Capital Management Ltd. Dec 2025 $262M — EDGAR ↗
2/5/2026 Landmark Wealth Management, LLC Dec 2025 $261M — EDGAR ↗
2/5/2026 Proactive Wealth Strategies LLC Dec 2025 $252M — EDGAR ↗
2/5/2026 Mount Lucas Management LP Dec 2025 $250M — EDGAR ↗
2/5/2026 HighMark Wealth Management LLC Dec 2025 $245M — EDGAR ↗
2/5/2026 BlueChip Wealth Advisors LLC Dec 2025 $238M — EDGAR ↗
2/5/2026 626 Financial, LLC Dec 2025 $232M — EDGAR ↗
2/5/2026 Johnson & White Wealth Management, LLC Dec 2025 $230M — EDGAR ↗
Page 331 of 507  ·  10,135 filings
← Prev 1… 329 330 331 332 333 …507 Next →