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Portfolio (Quarterly) Guide ↗
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Page 57 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/14/2026 Weaver C. Barksdale & Associates, Inc. Mar 2026 $105M 62 EDGAR ↗
5/14/2026 JHP Wealth Management, LLC Mar 2026 $105M 32 EDGAR ↗
5/14/2026 JHP Wealth Management, LLC Dec 2025 $103M — EDGAR ↗
5/14/2026 Redwood Family Wealth LLC Mar 2026 $102M 102 EDGAR ↗
5/14/2026 Marble Bar Asset Management LLP Mar 2026 $102M 30 EDGAR ↗
5/14/2026 E&R Wealth Management, LLC Mar 2026 $100M 12 EDGAR ↗
5/14/2026 Financial Network Wealth Advisors LLC Mar 2026 $98M 772 EDGAR ↗
5/14/2026 Broadhurst Jeffrey B Mar 2026 $98M 41 EDGAR ↗
5/14/2026 Ballast Financial Advisors LLC Mar 2026 $98M 68 EDGAR ↗
5/14/2026 John & Kathleen Schreiber Foundation Mar 2026 $98M 4 EDGAR ↗
5/14/2026 Standard Family Office LLC Mar 2026 $97M 31 EDGAR ↗
5/14/2026 Ankerstar Wealth, LLC Mar 2026 $95M 961 EDGAR ↗
5/14/2026 Aspirean Wealth, LLC Mar 2026 $92M 18 EDGAR ↗
5/14/2026 Guilbault Capital LLC Mar 2026 $91M 67 EDGAR ↗
5/14/2026 Guilbault Capital LLC Dec 2025 $89M 62 EDGAR ↗
5/14/2026 Brooklands Fund Management Ltd Mar 2026 $89M 63 EDGAR ↗
5/14/2026 RD Finance Ltd Mar 2026 $88M 29 EDGAR ↗
5/14/2026 Point Break Capital Management, LLC Mar 2026 $88M 13 EDGAR ↗
5/14/2026 Greenline Wealth Management LLC Mar 2026 $87M 94 EDGAR ↗
5/14/2026 August Group Capital Ltd Mar 2026 $86M 93 EDGAR ↗
Page 57 of 507  ·  10,139 filings
← Prev 1… 55 56 57 58 59 …507 Next →