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Portfolio (Quarterly) Guide ↗
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Page 428 of 507  ·  10,136 filings
← Prev 1… 426 427 428 429 430 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Shrier Wealth Management, Llc Dec 2025 $254M — EDGAR ↗
1/15/2026 Towerpoint Wealth, LLC Dec 2025 $253M — EDGAR ↗
1/15/2026 Maltin Wealth Management, Inc. Dec 2025 $251M 132 EDGAR ↗
1/15/2026 Bernard Wealth Management Corp. Dec 2025 $246M 356 EDGAR ↗
1/15/2026 Lodestone Wealth Management LLC Dec 2025 $246M 850 EDGAR ↗
1/15/2026 Signature Wealth Management Group Dec 2025 $245M 106 EDGAR ↗
1/15/2026 Cherry Creek Investment Advisors, Inc. Dec 2025 $234M 117 EDGAR ↗
1/15/2026 RCS Financial Planning, LLC Dec 2025 $232M — EDGAR ↗
1/15/2026 Boit C F David Dec 2025 $231M — EDGAR ↗
1/15/2026 PFG Private Wealth Management, LLC Dec 2025 $229M 74 EDGAR ↗
1/15/2026 Dixon Fnancial Services, Inc. Dec 2025 $226M — EDGAR ↗
1/15/2026 Cobblestone Asset Management LLC Dec 2025 $223M 70 EDGAR ↗
1/15/2026 MOR Wealth Management, LLC Dec 2025 $219M — EDGAR ↗
1/15/2026 Cohen Investment Advisors LLC Dec 2025 $217M 78 EDGAR ↗
1/15/2026 One Plus One Wealth Management, Llc Dec 2025 $217M 101 EDGAR ↗
1/15/2026 Sage Capital Management, LLC Dec 2025 $216M 161 EDGAR ↗
1/15/2026 Alhambra Investment Management LLC Dec 2025 $215M — EDGAR ↗
1/15/2026 Arcadia Investment Advisors Llc Dec 2025 $215M 82 EDGAR ↗
1/15/2026 MTC Wealth Management LLC Dec 2025 $213M — EDGAR ↗
1/15/2026 Kieckhefer Group Llc Dec 2025 $210M 54 EDGAR ↗
Page 428 of 507  ·  10,136 filings
← Prev 1… 426 427 428 429 430 …507 Next →