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Portfolio (Quarterly) Guide ↗
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Page 473 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/13/2025 Samjo Management, LLC Sep 2025 $262M — EDGAR ↗
11/13/2025 Crux Wealth Advisors Sep 2025 $252M — EDGAR ↗
11/13/2025 Baypointe Partners LLC Sep 2025 $219M — EDGAR ↗
11/13/2025 WealthCollab, LLC Sep 2025 $218M — EDGAR ↗
11/13/2025 Avos Capital Management, LLC Sep 2025 $214M — EDGAR ↗
11/13/2025 ESG Planning DBA Harper Investing Sep 2025 $210M — EDGAR ↗
11/13/2025 NerdWallet Wealth Partners, LLC Sep 2025 $204M — EDGAR ↗
11/13/2025 Aull & Monroe Investment Management Corp Sep 2025 $196M — EDGAR ↗
11/13/2025 Benchmark Investment Advisors LLC Sep 2025 $172M — EDGAR ↗
11/13/2025 Ulland Investment Advisors, LLC Sep 2025 $133M — EDGAR ↗
11/13/2025 Planwiser Financial, Llc Sep 2025 $126M — EDGAR ↗
11/13/2025 CM Management, LLC Sep 2025 $120M — EDGAR ↗
11/13/2025 TSG Consumer Partners LP Sep 2025 $119M — EDGAR ↗
11/13/2025 RD Lewis Holdings, Inc. Sep 2025 $107M — EDGAR ↗
11/13/2025 Mercuria Capital Strategies, LLC Sep 2025 $76M — EDGAR ↗
11/13/2025 Inclusive Capital Partners Sep 2025 $1 — —
11/12/2025 Us Bancorp \De\ Sep 2025 $84.4B — EDGAR ↗
11/12/2025 Principal Securities, Inc. Sep 2025 $6.1B — EDGAR ↗
11/12/2025 JMG Financial Group, Ltd. Sep 2025 $3.5B — EDGAR ↗
11/12/2025 Robertson Stephens Wealth Management, LLC Sep 2025 $3.3B — EDGAR ↗
Page 473 of 507  ·  10,139 filings
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