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Portfolio (Quarterly) Guide ↗
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Page 381 of 507  ·  10,135 filings
← Prev 1… 379 380 381 382 383 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/27/2026 Sterling Financial Planning, Inc. Dec 2025 $332M — EDGAR ↗
1/27/2026 Shayne & Jacobs, Llc Dec 2025 $330M 117 EDGAR ↗
1/27/2026 Veery Capital, LLC Dec 2025 $326M — EDGAR ↗
1/27/2026 Purus Wealth Management, LLC Dec 2025 $321M 150 EDGAR ↗
1/27/2026 Able Wealth Management LLC Dec 2025 $316M 113 EDGAR ↗
1/27/2026 Jeppson Wealth Management, Llc Dec 2025 $316M 225 EDGAR ↗
1/27/2026 Tred Avon Family Wealth, Llc Dec 2025 $307M 258 EDGAR ↗
1/27/2026 Family Capital Trust Co Dec 2025 $306M 87 EDGAR ↗
1/27/2026 Juncture Wealth Strategies, Llc Dec 2025 $304M 134 EDGAR ↗
1/27/2026 Jackson, Grant Investment Advisers, Inc. Dec 2025 $304M 395 EDGAR ↗
1/27/2026 Leisure Capital Management Dec 2025 $302M 153 EDGAR ↗
1/27/2026 TFR Capital, LLC. Dec 2025 $302M 161 EDGAR ↗
1/27/2026 Hamilton Capital Partners, Llc Dec 2025 $301M 36 EDGAR ↗
1/27/2026 Beacon Bridge Wealth Partners, LLC Dec 2025 $301M 98 EDGAR ↗
1/27/2026 Vert Asset Management LLC Dec 2025 $301M 46 EDGAR ↗
1/27/2026 Aspiring Ventures, LLC Dec 2025 $294M 153 EDGAR ↗
1/27/2026 Silver Coast Investments LLC Dec 2025 $290M 129 EDGAR ↗
1/27/2026 Keeler & Nadler Financial Planning & Wealth Management Dec 2025 $288M — EDGAR ↗
1/27/2026 Benson Investment Management Company, Inc. Dec 2025 $286M 50 EDGAR ↗
1/27/2026 Autumn Glory Partners, LLC Dec 2025 $285M 257 EDGAR ↗
Page 381 of 507  ·  10,135 filings
← Prev 1… 379 380 381 382 383 …507 Next →