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Portfolio (Quarterly) Guide ↗
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Page 430 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 LifeGoal Investments, LLC Dec 2025 $150M 75 EDGAR ↗
1/15/2026 Corepath Wealth Partners Llc Dec 2025 $149M 42 EDGAR ↗
1/15/2026 Pinnacle Wealth Management, LLC Dec 2025 $148M 39 EDGAR ↗
1/15/2026 Hartmann Taylor Wealth Management, LLC Dec 2025 $148M 53 EDGAR ↗
1/15/2026 MFA Wealth Services Dec 2025 $148M — EDGAR ↗
1/15/2026 Aquamarine Zurich AG Dec 2025 $148M 7 EDGAR ↗
1/15/2026 Paladin Wealth, LLC Dec 2025 $146M 120 EDGAR ↗
1/15/2026 Lighthouse Wealth Management Inc. Dec 2025 $146M 43 EDGAR ↗
1/15/2026 Persistent Asset Partners Ltd Sep 2025 $145M 287 EDGAR ↗
1/15/2026 Guided Capital Wealth Management, LLC Dec 2025 $143M 36 EDGAR ↗
1/15/2026 Cannon Advisors, Inc. Dec 2025 $142M 83 EDGAR ↗
1/15/2026 JP Wealth Management, Inc. Dec 2025 $141M 15 EDGAR ↗
1/15/2026 Polaris Investment Advisors, LLC Dec 2025 $138M 73 EDGAR ↗
1/15/2026 Elser Financial Planning, Inc Dec 2025 $138M — EDGAR ↗
1/15/2026 ADG Wealth Management Group, LLC Dec 2025 $132M — EDGAR ↗
1/15/2026 Paller Financial Services Inc Dec 2025 $125M 45 EDGAR ↗
1/15/2026 Lord & Richards Wealth Management, LLC Dec 2025 $116M 288 EDGAR ↗
1/15/2026 Sherman Wealth Management LLC Dec 2025 $115M 77 EDGAR ↗
1/15/2026 Powerhouse Assets LLC Dec 2025 $114M — EDGAR ↗
1/15/2026 Cassilly Financial Group LLC Dec 2025 $113M 62 EDGAR ↗
Page 430 of 507  ·  10,136 filings
← Prev 1… 428 429 430 431 432 …507 Next →