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Portfolio (Quarterly) Guide ↗
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Page 96 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/8/2026 Lorne Steinberg Wealth Management Inc. Mar 2026 $422M 68 EDGAR ↗
5/8/2026 Sands Capital Alternatives, LLC Mar 2026 $421M 21 EDGAR ↗
5/8/2026 Tillman Hartley LLC Mar 2026 $398M 146 EDGAR ↗
5/8/2026 Somerville Kurt F Mar 2026 $379M 402 EDGAR ↗
5/8/2026 MPS Loria Financial Planners, LLC Mar 2026 $379M 94 EDGAR ↗
5/8/2026 Capco Asset Management, LLC Mar 2026 $367M 27 EDGAR ↗
5/8/2026 Princeton Capital Management Llc Mar 2026 $367M 139 EDGAR ↗
5/8/2026 Comprehensive Financial Consultants Institutional, Inc. Mar 2026 $337M 193 EDGAR ↗
5/8/2026 Stephens Greth Foundation Mar 2026 $320M 4 EDGAR ↗
5/8/2026 Red Lighthouse Investment Management, Llc Mar 2026 $296M 80 EDGAR ↗
5/8/2026 Deseret Mutual Benefit Administrators Mar 2026 $294M 508 EDGAR ↗
5/8/2026 Wilkerson Advisory Group LLC Mar 2026 $291M 617 EDGAR ↗
5/8/2026 Stonebridge Financial Planning Group, LLC Mar 2026 $272M 171 EDGAR ↗
5/8/2026 1776 Wealth LLC Mar 2026 $254M 146 EDGAR ↗
5/8/2026 Retirement Planning Co of New England, Inc. Mar 2026 $246M 248 EDGAR ↗
5/8/2026 Elevation Capital Advisory, LLC Mar 2026 $235M 65 EDGAR ↗
5/8/2026 Matisse Capital Mar 2026 $234M 190 EDGAR ↗
5/8/2026 Core Wealth Partners LLC Mar 2026 $215M 180 EDGAR ↗
5/8/2026 Grand Wealth Management, Llc Mar 2026 $212M 87 EDGAR ↗
5/8/2026 Marshall Investment Management, Llc Mar 2026 $208M 274 EDGAR ↗
Page 96 of 507  ·  10,139 filings
← Prev 1… 94 95 96 97 98 …507 Next →