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Portfolio (Quarterly) Guide ↗
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Page 460 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/6/2026 Sage Capital Advisors,llc Dec 2025 $421M — EDGAR ↗
1/6/2026 Paradiem, LLC Dec 2025 $418M — EDGAR ↗
1/6/2026 RDA Financial Network Dec 2025 $415M — EDGAR ↗
1/6/2026 Doliver Advisors, Lp Dec 2025 $400M — EDGAR ↗
1/6/2026 Great Oak Capital Partners, Llc Dec 2025 $399M — EDGAR ↗
1/6/2026 Lpwm Llc Dec 2025 $396M — EDGAR ↗
1/6/2026 ShankerValleau Wealth Advisors, Inc. Dec 2025 $369M — EDGAR ↗
1/6/2026 WealthCare Investment Partners, LLC Dec 2025 $343M — EDGAR ↗
1/6/2026 Weybosset Research & Management Llc Dec 2025 $324M — EDGAR ↗
1/6/2026 Beacon Wealthcare LLC Dec 2025 $291M — EDGAR ↗
1/6/2026 Davis Investment Partners, LLC Dec 2025 $286M — EDGAR ↗
1/6/2026 Freedom Financial Partners LLC Dec 2025 $275M — EDGAR ↗
1/6/2026 Martin Capital Partners, LLC Dec 2025 $266M — EDGAR ↗
1/6/2026 Red Spruce Capital, LLC Dec 2025 $251M — EDGAR ↗
1/6/2026 Stash Investments, LLC Dec 2025 $249M — EDGAR ↗
1/6/2026 JBR Co Financial Management Inc Dec 2025 $239M — EDGAR ↗
1/6/2026 Hiley Hunt Wealth Management Dec 2025 $223M — EDGAR ↗
1/6/2026 Eagle Wealth Strategies Llc Dec 2025 $215M — EDGAR ↗
1/6/2026 Werlinich Asset Management, LLC Dec 2025 $203M — EDGAR ↗
1/6/2026 First Citizens Financial Corp Dec 2025 $202M — EDGAR ↗
Page 460 of 507  ·  10,139 filings
← Prev 1… 458 459 460 461 462 …507 Next →