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Portfolio (Quarterly) Guide ↗
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Page 67 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/13/2026 Strategic Financial Concepts, LLC Mar 2026 $405M 298 EDGAR ↗
5/13/2026 Hollow Brook Wealth Management LLC Mar 2026 $392M 70 EDGAR ↗
5/13/2026 Inlet Private Wealth, LLC Mar 2026 $392M 128 EDGAR ↗
5/13/2026 GSG Advisors LLC Mar 2026 $385M 137 EDGAR ↗
5/13/2026 Rosenblum Silverman Sutton S F Inc /ca Mar 2026 $382M 76 EDGAR ↗
5/13/2026 McMill Wealth Management Mar 2026 $376M 61 EDGAR ↗
5/13/2026 Acumen Wealth Advisors, LLC Mar 2026 $372M 513 EDGAR ↗
5/13/2026 Fusion Capital, LLC Mar 2026 $371M 104 EDGAR ↗
5/13/2026 Donoghue Forlines LLC Mar 2026 $361M 118 EDGAR ↗
5/13/2026 MIC Capital Management UK LLP Mar 2026 $352M 18 EDGAR ↗
5/13/2026 Kingdom Financial Group LLC. Mar 2026 $349M 865 EDGAR ↗
5/13/2026 Lloyd Advisory Services, LLC. Mar 2026 $349M 581 EDGAR ↗
5/13/2026 Ballast Advisors Llc Mar 2026 $344M 394 EDGAR ↗
5/13/2026 Verger Capital Management LLC Mar 2026 $339M 13 EDGAR ↗
5/13/2026 Martin Investment Management, LLC Mar 2026 $334M 46 EDGAR ↗
5/13/2026 Atlas Wealth LLC Mar 2026 $334M 115 EDGAR ↗
5/13/2026 DG Capital Management, LLC Mar 2026 $326M 25 EDGAR ↗
5/13/2026 Taylor Hoffman Capital Management LLC Mar 2026 $325M 116 EDGAR ↗
5/13/2026 Athos Capital Ltd Mar 2026 $324M 44 EDGAR ↗
5/13/2026 Kirtland Hills Capital Management, Llc Mar 2026 $315M 156 EDGAR ↗
Page 67 of 507  ·  10,139 filings
← Prev 1… 65 66 67 68 69 …507 Next →