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Portfolio (Quarterly) Guide ↗
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Page 350 of 507  ·  10,135 filings
← Prev 1… 348 349 350 351 352 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Triune Financial Partners, LLC Dec 2025 $428M 49 EDGAR ↗
2/2/2026 VELA Investment Management, LLC Dec 2025 $425M 169 EDGAR ↗
2/2/2026 Summit Wealth & Retirement Planning, Inc. Dec 2025 $425M 112 EDGAR ↗
2/2/2026 MilWealth Group LLC Dec 2025 $420M 74 EDGAR ↗
2/2/2026 Oak Harbor Wealth Partners, Llc Dec 2025 $416M 278 EDGAR ↗
2/2/2026 RIA Advisory Group LLC Dec 2025 $416M 143 EDGAR ↗
2/2/2026 Hussman Strategic Advisors, Inc. Dec 2025 $414M 252 EDGAR ↗
2/2/2026 Total Clarity Wealth Management, Inc. Dec 2025 $414M 300 EDGAR ↗
2/2/2026 AIGH Capital Management LLC Dec 2025 $413M 68 EDGAR ↗
2/2/2026 Addison Capital Co Dec 2025 $400M 142 EDGAR ↗
2/2/2026 Sherborne Investors Management LP Dec 2025 $383M 1 EDGAR ↗
2/2/2026 Bay Harbor Wealth Management, LLC Dec 2025 $383M 1,317 EDGAR ↗
2/2/2026 Access Investment Management LLC Dec 2025 $372M 167 EDGAR ↗
2/2/2026 Cerro Pacific Wealth Advisors LLC Dec 2025 $371M 153 EDGAR ↗
2/2/2026 Elite Wealth Management, Inc. Dec 2025 $367M 53 EDGAR ↗
2/2/2026 Advanced Asset Management Advisors Inc Dec 2025 $366M 81 EDGAR ↗
2/2/2026 Core Alternative Capital Dec 2025 $363M 213 EDGAR ↗
2/2/2026 Farmers & Merchants Trust Co of Chambersburg PA Dec 2025 $357M 333 EDGAR ↗
2/2/2026 Peregrine Asset Advisers, Inc. Dec 2025 $354M 175 EDGAR ↗
2/2/2026 WT Wealth Management Dec 2025 $348M 132 EDGAR ↗
Page 350 of 507  ·  10,135 filings
← Prev 1… 348 349 350 351 352 …507 Next →