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Portfolio (Quarterly) Guide ↗
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Page 338 of 507  ·  10,135 filings
← Prev 1… 336 337 338 339 340 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/4/2026 Buttonwood Financial Advisors Inc. Dec 2025 $300M — EDGAR ↗
2/4/2026 Gallatin Point Capital LLC Dec 2025 $293M — EDGAR ↗
2/4/2026 INCA Investments LLC Dec 2025 $286M 9 EDGAR ↗
2/4/2026 Strait & Sound Wealth Management LLC Dec 2025 $269M 149 EDGAR ↗
2/4/2026 Blackhawk Capital Partners, LLC Dec 2025 $266M — EDGAR ↗
2/4/2026 Summit Investment Advisory Services, LLC Dec 2025 $265M 82 EDGAR ↗
2/4/2026 Long Road Investment Counsel, LLC Dec 2025 $264M 79 EDGAR ↗
2/4/2026 Continuum Wealth Advisors, Llc Dec 2025 $259M 78 EDGAR ↗
2/4/2026 Prosperitas Financial LLC Dec 2025 $257M 78 EDGAR ↗
2/4/2026 Flagship Private Wealth, LLC Dec 2025 $254M 113 EDGAR ↗
2/4/2026 Aubrey Capital Management Ltd Dec 2025 $254M 53 EDGAR ↗
2/4/2026 Investors Asset Management Of Georgia Inc /Ga/ /Adv Dec 2025 $242M 184 EDGAR ↗
2/4/2026 Raelipskie Partnership Dec 2025 $239M 117 EDGAR ↗
2/4/2026 Win Advisors, Inc Dec 2025 $236M — EDGAR ↗
2/4/2026 ESG Planning DBA Harper Investing Dec 2025 $232M 65 EDGAR ↗
2/4/2026 Dogwood Wealth Management LLC Dec 2025 $227M 766 EDGAR ↗
2/4/2026 Twin Lakes Capital Management, LLC Dec 2025 $225M 226 EDGAR ↗
2/4/2026 Leicht Financial Planning & Wealth Management, Inc. Dec 2025 $224M 13 EDGAR ↗
2/4/2026 Cascade Wealth Advisors, Inc Dec 2025 $217M — EDGAR ↗
2/4/2026 Mirabaud Asset Management Ltd Dec 2025 $216M 43 EDGAR ↗
Page 338 of 507  ·  10,135 filings
← Prev 1… 336 337 338 339 340 …507 Next →