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Portfolio (Quarterly) Guide ↗
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Page 332 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/5/2026 Arbor Trust Wealth Advisors, Llc Dec 2025 $229M — EDGAR ↗
2/5/2026 Compass Financial Group, Inc. Dec 2025 $227M — EDGAR ↗
2/5/2026 Pacific Sun Financial Corp Dec 2025 $208M — EDGAR ↗
2/5/2026 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Dec 2025 $205M — EDGAR ↗
2/5/2026 Bayshore Capital Advisors, LLC Dec 2025 $200M — EDGAR ↗
2/5/2026 Yardley Wealth Management LLC Dec 2025 $188M — EDGAR ↗
2/5/2026 Everstar Asset Management, LLC Dec 2025 $187M — EDGAR ↗
2/5/2026 Millennium Capital Advisors, LLC Dec 2025 $170M — EDGAR ↗
2/5/2026 Investidor Profissional Gestao de Recursos Ltda. Dec 2025 $167M — EDGAR ↗
2/5/2026 Fingerlakes Wealth Management, Inc. Dec 2025 $157M — EDGAR ↗
2/5/2026 State of Wisconsin - Board of Commissioners of Public Lands Dec 2025 $155M — EDGAR ↗
2/5/2026 Teton Advisors, LLC Dec 2025 $144M — EDGAR ↗
2/5/2026 Aspire Growth Partners LLC Dec 2025 $144M — EDGAR ↗
2/5/2026 Littlejohn Financial Services, Inc. Dec 2025 $136M — EDGAR ↗
2/5/2026 Williams & Novak, LLC Dec 2025 $133M — EDGAR ↗
2/5/2026 Whi Trust Co Llc Dec 2025 $130M — EDGAR ↗
2/5/2026 Aegis Wealth Management, Inc. Dec 2025 $127M — EDGAR ↗
2/5/2026 BluePrint Investing LLC Dec 2025 $126M — EDGAR ↗
2/5/2026 Cauble & Harre Wealth Management, Inc. Dec 2025 $119M — EDGAR ↗
2/5/2026 Sherman Asset Management, Inc. Dec 2025 $118M — EDGAR ↗
Page 332 of 507  ·  10,135 filings
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