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Portfolio (Quarterly) Guide ↗
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Page 399 of 507  ·  10,135 filings
← Prev 1… 397 398 399 400 401 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Old North State Wealth Management, LLC Dec 2025 $213M — EDGAR ↗
1/23/2026 Tower View Wealth Management LLC Dec 2025 $202M 176 EDGAR ↗
1/23/2026 Pinnacle Wealth Management Group, Inc. Dec 2025 $200M 126 EDGAR ↗
1/23/2026 Aua Capital Management, Llc Dec 2025 $199M 80 EDGAR ↗
1/23/2026 Successful Portfolios LLC Dec 2025 $196M — EDGAR ↗
1/23/2026 Destiny Capital Corp/CO Dec 2025 $194M 54 EDGAR ↗
1/23/2026 Visionary Horizons, LLC Dec 2025 $193M 113 EDGAR ↗
1/23/2026 Smallwood Wealth Investment Management, LLC Dec 2025 $191M 521 EDGAR ↗
1/23/2026 Meridian Financial Advisors, LLC Dec 2025 $184M 142 EDGAR ↗
1/23/2026 Bayhunt Capital LLC Dec 2025 $181M — EDGAR ↗
1/23/2026 Ervin Investment Management, LLC Dec 2025 $178M 44 EDGAR ↗
1/23/2026 Warburton Capital Management, LLC Dec 2025 $177M — EDGAR ↗
1/23/2026 Financial Designs Corp Dec 2025 $177M 23 EDGAR ↗
1/23/2026 Kellett Wealth Advisors, LLC Dec 2025 $175M 79 EDGAR ↗
1/23/2026 Lam Group, Inc. Dec 2025 $175M — EDGAR ↗
1/23/2026 Sfm, Llc Dec 2025 $171M — EDGAR ↗
1/23/2026 Ariston Services Group Dec 2025 $170M 70 EDGAR ↗
1/23/2026 Penn Mutual Asset Management Dec 2025 $167M — EDGAR ↗
1/23/2026 Allen Wealth Management, Llc Dec 2025 $166M — EDGAR ↗
1/23/2026 Legend Financial Advisors, Inc. Dec 2025 $165M — EDGAR ↗
Page 399 of 507  ·  10,135 filings
← Prev 1… 397 398 399 400 401 …507 Next →