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Portfolio (Quarterly) Guide ↗
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Page 463 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/5/2026 Holos Integrated Wealth LLC Dec 2025 $179M 310 EDGAR ↗
1/5/2026 Marathon Mission, Inc. Dec 2025 $173M 55 EDGAR ↗
1/5/2026 Catherine Avery Investment Management LLC Dec 2025 $167M 159 EDGAR ↗
1/5/2026 Grant Private Wealth Management Inc Dec 2025 $166M 135 EDGAR ↗
1/5/2026 Catherine Avery Investment Management LLC Sep 2025 $155M 162 EDGAR ↗
1/5/2026 Horizons Wealth Management Dec 2025 $153M 172 EDGAR ↗
1/5/2026 GK Wealth Management LLC Dec 2025 $151M 196 EDGAR ↗
1/5/2026 Commons Capital, Llc Dec 2025 $149M 111 EDGAR ↗
1/5/2026 JDH Wealth Management, LLC Dec 2025 $146M 51 EDGAR ↗
1/5/2026 Kopion Asset Management, LLC Dec 2025 $140M 18 EDGAR ↗
1/5/2026 Roxbury Financial LLC Dec 2025 $111M 371 EDGAR ↗
1/5/2026 Miller Global Investments, LLC Dec 2025 $110M 247 EDGAR ↗
1/5/2026 City Center Advisors, LLC Dec 2025 $109M 157 EDGAR ↗
1/5/2026 RK Asset Management, LLC Dec 2025 $106M 23 EDGAR ↗
1/5/2026 Samson Rock Capital LLP Dec 2025 $61M 3 EDGAR ↗
1/5/2026 Aryeh Capital Management Ltd. Dec 2025 $1 1 EDGAR ↗
1/2/2026 Cacti Asset Management Llc Dec 2025 $1.7B 79 EDGAR ↗
1/2/2026 First Financial Bank - Trust Division Dec 2025 $1.2B 405 EDGAR ↗
1/2/2026 Insight Wealth Strategies, LLC Dec 2025 $872M 171 EDGAR ↗
1/2/2026 Global Wealth Strategies & Associates Dec 2025 $401M 549 EDGAR ↗
Page 463 of 507  ·  10,139 filings
← Prev 1… 461 462 463 464 465 …507 Next →