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Portfolio (Quarterly) Guide ↗
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Page 336 of 507  ·  10,135 filings
← Prev 1… 334 335 336 337 338 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/4/2026 Sloy Dahl & Holst, LLC Dec 2025 $833M — EDGAR ↗
2/4/2026 D'Orazio & Associates, Inc. Dec 2025 $782M 296 EDGAR ↗
2/4/2026 Liberty Wealth Management Llc Dec 2025 $775M 249 EDGAR ↗
2/4/2026 Brio Consultants, LLC Dec 2025 $770M — EDGAR ↗
2/4/2026 Summit Wealth Group Llc / Co Dec 2025 $754M 273 EDGAR ↗
2/4/2026 Gcq Funds Management Pty Ltd Dec 2025 $726M — EDGAR ↗
2/4/2026 Biltmore Family Office, LLC Dec 2025 $724M 331 EDGAR ↗
2/4/2026 Gratus Wealth Advisors, LLC Dec 2025 $721M 128 EDGAR ↗
2/4/2026 Cannon Financial Strategists, Inc. Dec 2025 $719M — EDGAR ↗
2/4/2026 Rollins Financial Advisors, LLC Dec 2025 $681M 151 EDGAR ↗
2/4/2026 Tsfg, Llc Dec 2025 $669M 856 EDGAR ↗
2/4/2026 HORAN Wealth, LLC Dec 2025 $651M 178 EDGAR ↗
2/4/2026 Horizon Wealth Management, LLC Dec 2025 $644M 127 EDGAR ↗
2/4/2026 Global Wealth Management Investment Advisory, Inc. Dec 2025 $624M — EDGAR ↗
2/4/2026 Austin Asset Management Co Inc Dec 2025 $609M 76 EDGAR ↗
2/4/2026 Garrett Wealth Advisory Group, LLC Dec 2025 $529M — EDGAR ↗
2/4/2026 Lafayette Investments, Inc. Dec 2025 $529M 156 EDGAR ↗
2/4/2026 Drive Wealth Management, Llc Dec 2025 $512M 703 EDGAR ↗
2/4/2026 JSF Financial, LLC Dec 2025 $482M 132 EDGAR ↗
2/4/2026 Mascoma Wealth Management LLC Dec 2025 $466M 495 EDGAR ↗
Page 336 of 507  ·  10,135 filings
← Prev 1… 334 335 336 337 338 …507 Next →