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Portfolio (Quarterly) Guide ↗
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Page 388 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 Kelman-Lazarov, Inc. Dec 2025 $700M — EDGAR ↗
1/26/2026 Austin Wealth Management, LLC Dec 2025 $677M — EDGAR ↗
1/26/2026 Quadrant Private Wealth Management, LLC Dec 2025 $610M — EDGAR ↗
1/26/2026 SeaBridge Investment Advisors LLC Dec 2025 $606M — EDGAR ↗
1/26/2026 Generali Powszechne Towarzystwo Emerytalne Dec 2025 $585M — EDGAR ↗
1/26/2026 Discipline Wealth Solutions, LLC Dec 2025 $539M — EDGAR ↗
1/26/2026 Bernardo Wealth Planning LLC Dec 2025 $525M — EDGAR ↗
1/26/2026 Kirr Marbach & Co Llc /In/ Dec 2025 $523M — EDGAR ↗
1/26/2026 West Wealth Group, LLC Dec 2025 $482M — EDGAR ↗
1/26/2026 Keystone Wealth Services, LLC Dec 2025 $475M — EDGAR ↗
1/26/2026 Marion Wealth Management Dec 2025 $450M — EDGAR ↗
1/26/2026 Roof Eidam Maycock Peralta, LLC Dec 2025 $441M — EDGAR ↗
1/26/2026 Trinity Legacy Partners, LLC Dec 2025 $436M — EDGAR ↗
1/26/2026 Diversified Management Inc Dec 2025 $428M — EDGAR ↗
1/26/2026 Monument Capital Management Dec 2025 $402M — EDGAR ↗
1/26/2026 Opal Wealth Advisors, LLC Dec 2025 $384M — EDGAR ↗
1/26/2026 Level Financial Advisors Dec 2025 $378M — EDGAR ↗
1/26/2026 Luminvest Wealth Management LLC Dec 2025 $360M — EDGAR ↗
1/26/2026 Heritage Wealth Management, Inc. Dec 2025 $360M — EDGAR ↗
1/26/2026 Quattro Financial Advisors Llc Dec 2025 $335M — EDGAR ↗
Page 388 of 507  ·  10,135 filings
← Prev 1… 386 387 388 389 390 …507 Next →