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Portfolio (Quarterly) Guide ↗
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Page 11 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/18/2026 Strait & Sound Wealth Management LLC Mar 2026 $269M 180 EDGAR ↗
5/18/2026 Ariadne Wealth Management, LP Mar 2026 $223M 249 EDGAR ↗
5/18/2026 Twin Lakes Capital Management, LLC Mar 2026 $220M 221 EDGAR ↗
5/18/2026 Unconventional Investor, LLC Mar 2026 $211M 46 EDGAR ↗
5/18/2026 Adalta Capital Management LLC Mar 2026 $209M 120 EDGAR ↗
5/18/2026 Ma Investment Partnership, LP Mar 2026 $208M 10 EDGAR ↗
5/18/2026 TAM Capital Management Inc. Mar 2026 $205M 7 EDGAR ↗
5/18/2026 Strategic Planning, Inc. Mar 2026 $199M 54 EDGAR ↗
5/18/2026 Barnes Wealth Management Group, Inc Mar 2026 $197M 184 EDGAR ↗
5/18/2026 Cassady Wealth & Retirement Planning, LLC Mar 2026 $193M 101 EDGAR ↗
5/18/2026 Chokshi & Queen Wealth Advisors, Inc Mar 2026 $187M 64 EDGAR ↗
5/18/2026 Graney & King, LLC Mar 2026 $186M 370 EDGAR ↗
5/18/2026 Claris Financial LLC Mar 2026 $183M 178 EDGAR ↗
5/18/2026 Gould Capital, LLC Mar 2026 $165M 204 EDGAR ↗
5/18/2026 Capital & Planning, Llc Mar 2026 $165M 172 EDGAR ↗
5/18/2026 RIHO Partners, LLC Mar 2026 $159M 14 EDGAR ↗
5/18/2026 Wilson & Boucher Capital Management, LLC Mar 2026 $151M 114 EDGAR ↗
5/18/2026 Constant Guidance Financial LLC Mar 2026 $145M 42 EDGAR ↗
5/18/2026 Anchor Capital Management Group Inc Mar 2026 $144M 17 EDGAR ↗
5/18/2026 Encore Global Management, LP Mar 2026 $143M 70 EDGAR ↗
Page 11 of 507  ·  10,136 filings
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