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Portfolio (Quarterly) Guide ↗
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Page 433 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/14/2026 Verum Partners LLC Dec 2025 $496M — EDGAR ↗
1/14/2026 Crumly & Associates Inc. Dec 2025 $477M — EDGAR ↗
1/14/2026 Lantz Financial LLC Dec 2025 $474M — EDGAR ↗
1/14/2026 Hourglass Capital, Llc Dec 2025 $464M — EDGAR ↗
1/14/2026 Kraft, Davis & Associates, LLC Dec 2025 $446M — EDGAR ↗
1/14/2026 Shulman DeMeo Asset Management LLC Dec 2025 $441M — EDGAR ↗
1/14/2026 Weil Company, Inc. Dec 2025 $435M — EDGAR ↗
1/14/2026 Hunter Perkins Capital Management, LLC Dec 2025 $432M — EDGAR ↗
1/14/2026 Cornerstone Wealth Advisors, Inc. Dec 2025 $430M — EDGAR ↗
1/14/2026 Whitcomb & Hess, Inc. Dec 2025 $424M — EDGAR ↗
1/14/2026 Trustees of Dartmouth College Dec 2025 $393M — EDGAR ↗
1/14/2026 Prosperity Planning, Inc. Dec 2025 $382M — EDGAR ↗
1/14/2026 Centennial Wealth Advisory LLC Dec 2025 $378M — EDGAR ↗
1/14/2026 EdgeRock Capital LLC Dec 2025 $376M — EDGAR ↗
1/14/2026 Elevatus Welath Management Dec 2025 $366M — EDGAR ↗
1/14/2026 Bond & Devick Financial Network, Inc. Dec 2025 $355M — EDGAR ↗
1/14/2026 Neumann Capital Management, LLC Dec 2025 $346M — EDGAR ↗
1/14/2026 Trust Co Of Oklahoma Dec 2025 $343M — EDGAR ↗
1/14/2026 Congress Park Capital LLC Dec 2025 $335M — EDGAR ↗
1/14/2026 Baron Wealth Management LLC Dec 2025 $325M — EDGAR ↗
Page 433 of 507  ·  10,136 filings
← Prev 1… 431 432 433 434 435 …507 Next →