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Portfolio (Quarterly) Guide ↗
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Page 344 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/3/2026 Alta Wealth Advisors LLC Dec 2025 $299M — EDGAR ↗
2/3/2026 Providence First Trust Co Dec 2025 $289M — EDGAR ↗
2/3/2026 Lumbard & Kellner, LLC Dec 2025 $286M — EDGAR ↗
2/3/2026 Strengthening Families & Communities, LLC Dec 2025 $281M — EDGAR ↗
2/3/2026 Mma Asset Management Llc Dec 2025 $281M — EDGAR ↗
2/3/2026 Highlander Partners, L.P. Dec 2025 $279M — EDGAR ↗
2/3/2026 Arcadia Wealth Management, LLC Dec 2025 $269M — EDGAR ↗
2/3/2026 Gallacher Capital Management LLC Dec 2025 $259M — EDGAR ↗
2/3/2026 SFG Wealth Management, LLC. Dec 2025 $255M — EDGAR ↗
2/3/2026 Parker Financial LLC Dec 2025 $247M — EDGAR ↗
2/3/2026 Redwood Wealth Management Group, LLC Dec 2025 $239M — EDGAR ↗
2/3/2026 Heartland Bank & Trust Co Dec 2025 $236M — EDGAR ↗
2/3/2026 Western Standard LLC Dec 2025 $217M — EDGAR ↗
2/3/2026 Bernzott Capital Advisors Dec 2025 $210M — EDGAR ↗
2/3/2026 Pilgrim Partners Asia Pte Ltd Dec 2025 $209M — EDGAR ↗
2/3/2026 Birch Capital Management, LLC Dec 2025 $200M — EDGAR ↗
2/3/2026 Sowa Financial Group, Inc. Dec 2025 $192M — EDGAR ↗
2/3/2026 Sterling Investment Management, Llc Dec 2025 $176M — EDGAR ↗
2/3/2026 Kingstone Capital Partners Texas, LLC Dec 2025 $171M — EDGAR ↗
2/3/2026 Navigoe, LLC Dec 2025 $162M — EDGAR ↗
Page 344 of 507  ·  10,135 filings
← Prev 1… 342 343 344 345 346 …507 Next →