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Portfolio (Quarterly) Guide ↗
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Page 475 of 507  ·  10,139 filings
← Prev 1… 473 474 475 476 477 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
11/12/2025 Virtus Wealth Solutions LLC Sep 2025 $520M — EDGAR ↗
11/12/2025 PKS Advisory Services, LLC Sep 2025 $479M — EDGAR ↗
11/12/2025 Technology Crossover Management VIII, Ltd. Sep 2025 $452M — EDGAR ↗
11/12/2025 Headwater Capital Co Ltd Sep 2025 $409M — EDGAR ↗
11/12/2025 BCGM Wealth Management, LLC Sep 2025 $384M — EDGAR ↗
11/12/2025 Kaleidoscope Capital Lp Sep 2025 $350M — EDGAR ↗
11/12/2025 Mcdonald Partners Llc Sep 2025 $335M — EDGAR ↗
11/12/2025 360 Financial, Inc. Sep 2025 $311M — EDGAR ↗
11/12/2025 Sava Penzisko Drushtvo A.D. Skopje Sep 2025 $305M — EDGAR ↗
11/12/2025 Walled Lake Planning & Wealth Management, Llc Sep 2025 $305M — EDGAR ↗
11/12/2025 Fi3 Financial Advisors, Llc Sep 2025 $296M — EDGAR ↗
11/12/2025 Regents Gate Capital LLP Sep 2025 $282M — EDGAR ↗
11/12/2025 Sunpointe, LLC Sep 2025 $277M — EDGAR ↗
11/12/2025 Aspen Investment Management Inc Sep 2025 $259M — EDGAR ↗
11/12/2025 Wealthstar Advisors, LLC Sep 2025 $254M — EDGAR ↗
11/12/2025 RFP Financial Group LLC Sep 2025 $246M — EDGAR ↗
11/12/2025 Tumwater Wealth Management, LLC Sep 2025 $225M — EDGAR ↗
11/12/2025 AAF Wealth Management, LLC Sep 2025 $221M — EDGAR ↗
11/12/2025 Aletheian Wealth Advisors LLC Sep 2025 $215M — EDGAR ↗
11/12/2025 Mader & Shannon Wealth Management, Inc. Sep 2025 $204M — EDGAR ↗
Page 475 of 507  ·  10,139 filings
← Prev 1… 473 474 475 476 477 …507 Next →