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Portfolio (Quarterly) Guide ↗
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Page 369 of 507  ·  10,135 filings
← Prev 1… 367 368 369 370 371 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/29/2026 Bravias Capital Group, LLC Dec 2025 $165M 108 EDGAR ↗
1/29/2026 Camelot Portfolios, LLC Dec 2025 $163M — EDGAR ↗
1/29/2026 Axecap Investments, LLC Dec 2025 $162M 73 EDGAR ↗
1/29/2026 Peoples Bank /Oh Dec 2025 $161M 143 EDGAR ↗
1/29/2026 Strategent Financial, LLC Dec 2025 $158M — EDGAR ↗
1/29/2026 Silver Oak Wealth Advisors Services, Llc Dec 2025 $155M 36 EDGAR ↗
1/29/2026 Rareview Capital LLC Dec 2025 $154M — EDGAR ↗
1/29/2026 Brindle & Bay Financial Advisors, LLC Dec 2025 $150M 68 EDGAR ↗
1/29/2026 Merkkuri Wealth Advisors LLC Dec 2025 $147M 80 EDGAR ↗
1/29/2026 Koa Wealth Management, LLC Dec 2025 $146M 58 EDGAR ↗
1/29/2026 Blodgett Wealth Advisors, Llc Dec 2025 $143M 61 EDGAR ↗
1/29/2026 Coquina Private Wealth LLC Dec 2025 $125M — EDGAR ↗
1/29/2026 Washington Capital Management, Inc Dec 2025 $123M — EDGAR ↗
1/29/2026 Hestia Capital Management, LLC Dec 2025 $121M — EDGAR ↗
1/29/2026 Investment Management Corp /Va/ /Adv Dec 2025 $119M 53 EDGAR ↗
1/29/2026 Eagle Wealth Advisors LLC Dec 2025 $117M 91 EDGAR ↗
1/29/2026 Approach Retirement Advisors, LLC Dec 2025 $116M — EDGAR ↗
1/29/2026 Hegarty Advisors, LLC Dec 2025 $115M — EDGAR ↗
1/29/2026 M Wealth Management, LLC Dec 2025 $115M 48 EDGAR ↗
1/29/2026 Directional Asset Management Dec 2025 $114M 93 EDGAR ↗
Page 369 of 507  ·  10,135 filings
← Prev 1… 367 368 369 370 371 …507 Next →