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Portfolio (Quarterly) Guide ↗
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Page 351 of 507  ·  10,135 filings
← Prev 1… 349 350 351 352 353 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Ping Capital Management, Inc. Dec 2025 $348M 78 EDGAR ↗
2/2/2026 Nkcfo Llc Dec 2025 $346M 91 EDGAR ↗
2/2/2026 Ironwood Wealth Management, LLC. Dec 2025 $340M 47 EDGAR ↗
2/2/2026 Verger Capital Management LLC Dec 2025 $338M 14 EDGAR ↗
2/2/2026 HTG Investment Advisors, Inc. Dec 2025 $325M 76 EDGAR ↗
2/2/2026 Pegasus Asset Management, Inc. Dec 2025 $325M 68 EDGAR ↗
2/2/2026 Whelan Financial Dec 2025 $320M 95 EDGAR ↗
2/2/2026 B.O.S.S. Retirement Advisors, LLC Dec 2025 $318M 173 EDGAR ↗
2/2/2026 Mcdonald Partners Llc Dec 2025 $317M 204 EDGAR ↗
2/2/2026 Payne Capital Management, LLC Dec 2025 $317M 81 EDGAR ↗
2/2/2026 Capital Wealth Management, Llc Dec 2025 $310M 35 EDGAR ↗
2/2/2026 Pines Wealth Management, LLC Dec 2025 $310M 225 EDGAR ↗
2/2/2026 Fairfield Financial Advisors, LTD Dec 2025 $307M 72 EDGAR ↗
2/2/2026 Your Advocates Ltd., LLP Dec 2025 $306M 240 EDGAR ↗
2/2/2026 Marks Wealth, LLC Dec 2025 $299M 21 EDGAR ↗
2/2/2026 Windward Private Wealth Management Inc. Dec 2025 $289M 44 EDGAR ↗
2/2/2026 Sawyer & Company, Inc Dec 2025 $283M 206 EDGAR ↗
2/2/2026 Vantage Point Financial LLC Dec 2025 $280M 169 EDGAR ↗
2/2/2026 Acorn Creek Capital Llc Dec 2025 $278M 77 EDGAR ↗
2/2/2026 Forza Wealth Management, LLC Dec 2025 $277M 183 EDGAR ↗
Page 351 of 507  ·  10,135 filings
← Prev 1… 349 350 351 352 353 …507 Next →