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Portfolio (Quarterly) Guide ↗
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Page 456 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Marotta Asset Management Dec 2025 $540M 102 EDGAR ↗
1/7/2026 Lynch & Associates/In Dec 2025 $529M 124 EDGAR ↗
1/7/2026 Permanent Capital Management, LP Dec 2025 $513M 157 EDGAR ↗
1/7/2026 WESPAC Advisors SoCal, LLC Dec 2025 $496M 110 EDGAR ↗
1/7/2026 Harbour Capital Advisors, LLC Dec 2025 $491M 275 EDGAR ↗
1/7/2026 Precedent Wealth Partners, Llc Dec 2025 $477M 171 EDGAR ↗
1/7/2026 Noble Family Wealth, LLC Dec 2025 $474M 80 EDGAR ↗
1/7/2026 IAM Advisory, LLC Dec 2025 $450M 104 EDGAR ↗
1/7/2026 Parisi Gray Wealth Management Dec 2025 $440M 135 EDGAR ↗
1/7/2026 Hilltop National Bank Dec 2025 $414M 1,040 EDGAR ↗
1/7/2026 KFA Private Wealth Group, LLC Dec 2025 $411M 151 EDGAR ↗
1/7/2026 BCGM Wealth Management, LLC Dec 2025 $392M 175 EDGAR ↗
1/7/2026 TrueWealth Advisors, LLC Dec 2025 $386M 241 EDGAR ↗
1/7/2026 Aquire Wealth Advisors, LLC Dec 2025 $385M 49 EDGAR ↗
1/7/2026 Next Level Private LLC Dec 2025 $382M 161 EDGAR ↗
1/7/2026 Sandbox Financial Partners, LLC Dec 2025 $361M 123 EDGAR ↗
1/7/2026 Keystone Financial Planning, Inc. Dec 2025 $345M 44 EDGAR ↗
1/7/2026 Yeomans Consulting Group, Inc. Dec 2025 $341M 113 EDGAR ↗
1/7/2026 Impact Capital Partners LLC Dec 2025 $337M 272 EDGAR ↗
1/7/2026 Brady Family Wealth, Llc Dec 2025 $324M 108 EDGAR ↗
Page 456 of 507  ·  10,139 filings
← Prev 1… 454 455 456 457 458 …507 Next →