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Portfolio (Quarterly) Guide ↗
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Page 355 of 507  ·  10,135 filings
← Prev 1… 353 354 355 356 357 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 VanWeelden Wealth Management, LLC Dec 2025 $127M 21 EDGAR ↗
2/2/2026 Blalock Williams, Llc Dec 2025 $125M 135 EDGAR ↗
2/2/2026 Broussard Financial Group LLC Dec 2025 $123M 34 EDGAR ↗
2/2/2026 Madrid Wealth Management, LLC Dec 2025 $123M 72 EDGAR ↗
2/2/2026 Chung Wu Investment Group, LLC Dec 2025 $122M 263 EDGAR ↗
2/2/2026 Blake Schutter Theil Wealth Advisors, LLC Dec 2025 $122M 107 EDGAR ↗
2/2/2026 Fulcrum Wealth Advisors, Llc Dec 2025 $122M 70 EDGAR ↗
2/2/2026 Sandro Wealth Management LLC Dec 2025 $121M 93 EDGAR ↗
2/2/2026 CM Management, LLC Dec 2025 $119M 62 EDGAR ↗
2/2/2026 Sparta 24 Ltd. Dec 2025 $117M 9 EDGAR ↗
2/2/2026 Ativo Capital Management LLC Dec 2025 $114M 55 EDGAR ↗
2/2/2026 WJ Financial Advisors LLC Dec 2025 $112M 115 EDGAR ↗
2/2/2026 Robocap Asset Management Ltd Dec 2025 $112M 25 EDGAR ↗
2/2/2026 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies Dec 2025 $107M 66 EDGAR ↗
2/2/2026 Fullerton Advisors, LLC Dec 2025 $100M 54 EDGAR ↗
2/2/2026 Inkwell Capital Llc Dec 2025 $98M 29 EDGAR ↗
2/2/2026 Account Management Llc Dec 2025 $93M 22 EDGAR ↗
2/2/2026 Apeiron Capital Ltd Dec 2025 $86M 5 EDGAR ↗
2/2/2026 Spectrum Asset Management, Inc. Dec 2025 $79M 4 EDGAR ↗
2/2/2026 Lattice Capital Management, LLC Dec 2025 $71M 21 EDGAR ↗
Page 355 of 507  ·  10,135 filings
← Prev 1… 353 354 355 356 357 …507 Next →