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Portfolio (Quarterly) Guide ↗
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Page 91 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/11/2026 Wealth Management Strategies, Inc. Mar 2026 $221M 40 EDGAR ↗
5/11/2026 William Marsh Rice University Mar 2026 $221M 2 EDGAR ↗
5/11/2026 Accent Capital Management, LLC Mar 2026 $206M 338 EDGAR ↗
5/11/2026 Fairfield University Mar 2026 $200M 4 EDGAR ↗
5/11/2026 International City Management Association Retirement Corp Mar 2026 $195M 6 EDGAR ↗
5/11/2026 Exit Wealth Advisors, LLC. Mar 2026 $195M 131 EDGAR ↗
5/11/2026 Treasure Coast Financial Planning Mar 2026 $194M 48 EDGAR ↗
5/11/2026 Bantamac Capital, Llc Mar 2026 $186M 74 EDGAR ↗
5/11/2026 Hansen & Associates Financial Group, Inc. Mar 2026 $186M 42 EDGAR ↗
5/11/2026 Investments & Financial Planning, LLC Mar 2026 $184M 36 EDGAR ↗
5/11/2026 Andera Partners Mar 2026 $177M 7 EDGAR ↗
5/11/2026 Momentous Wealth Management, Inc. Mar 2026 $175M 41 EDGAR ↗
5/11/2026 Karnit Road Accident Victims Compensation Fund Mar 2026 $170M 17 EDGAR ↗
5/11/2026 Lummis Asset Management, LP Mar 2026 $167M 194 EDGAR ↗
5/11/2026 Accordant Advisory Group Inc Mar 2026 $161M 238 EDGAR ↗
5/11/2026 Steinberg Asset Management Llc Mar 2026 $154M 40 EDGAR ↗
5/11/2026 Rahlfs Capital, Llc Mar 2026 $136M 86 EDGAR ↗
5/11/2026 Lionshead Wealth Management, LLC Mar 2026 $136M 108 EDGAR ↗
5/11/2026 Fairway Financial, LLC Mar 2026 $132M 23 EDGAR ↗
5/11/2026 Clarendon Private LLC Mar 2026 $130M 119 EDGAR ↗
Page 91 of 507  ·  10,139 filings
← Prev 1… 89 90 91 92 93 …507 Next →