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Portfolio (Quarterly) Guide ↗
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Page 422 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/16/2026 Worth Financial Advisory Group, LLC Dec 2025 $206M 180 EDGAR ↗
1/16/2026 Birchcreek Wealth Management, LLC Dec 2025 $204M 113 EDGAR ↗
1/16/2026 Swp Financial Llc Dec 2025 $199M — EDGAR ↗
1/16/2026 Sharp Wealth Advisory, LLC Dec 2025 $199M 113 EDGAR ↗
1/16/2026 Washington University Dec 2025 $198M 5 EDGAR ↗
1/16/2026 Keystone Financial Group, Inc. Dec 2025 $191M 136 EDGAR ↗
1/16/2026 Elemental Capital Partners LLC Dec 2025 $188M 7 EDGAR ↗
1/16/2026 Walker Asset Management, LLC Dec 2025 $186M — EDGAR ↗
1/16/2026 Cassia Capital Partners, LLC Dec 2025 $185M 63 EDGAR ↗
1/16/2026 HFG Wealth Management, LLC Dec 2025 $181M 52 EDGAR ↗
1/16/2026 Taylor & Morgan Wealth Management, LLC Dec 2025 $178M — EDGAR ↗
1/16/2026 Ledgewood Wealth Advisors, LLC Dec 2025 $174M — EDGAR ↗
1/16/2026 Melfa Wealth Management, Inc. Dec 2025 $174M — EDGAR ↗
1/16/2026 Herbst Group, Llc Dec 2025 $170M — EDGAR ↗
1/16/2026 Catalina Capital Group, LLC Dec 2025 $165M — EDGAR ↗
1/16/2026 M3 Advisory Group, LLC Dec 2025 $164M 142 EDGAR ↗
1/16/2026 Bay Capital Advisors, LLC Dec 2025 $164M 111 EDGAR ↗
1/16/2026 Crew Capital Management, Ltd Dec 2025 $159M 111 EDGAR ↗
1/16/2026 CogentBlue Wealth Advisors, LLC Dec 2025 $147M 75 EDGAR ↗
1/16/2026 Integrated Financial Solutions, Inc. Sep 2025 $145M 26 EDGAR ↗
Page 422 of 507  ·  10,135 filings
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