Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 4/21/2026 | Columbia Asset Management | Mar 2026 | $525M | 170 | EDGAR ↗ |
| 4/21/2026 | Grey Fox Wealth Advisors, LLC | Mar 2026 | $518M | 186 | EDGAR ↗ |
| 4/21/2026 | Towneley Capital Management, Inc / DE | Mar 2026 | $478M | 42 | EDGAR ↗ |
| 4/21/2026 | Poehling Capital Management, INC. | Mar 2026 | $475M | 155 | EDGAR ↗ |
| 4/21/2026 | Chapin Davis, Inc. | Mar 2026 | $449M | 261 | EDGAR ↗ |
| 4/21/2026 | Div Capital Phoenix Assets Ltd | Mar 2026 | $434M | 11 | EDGAR ↗ |
| 4/21/2026 | Sequent Planning LLC | Mar 2026 | $414M | 242 | EDGAR ↗ |
| 4/21/2026 | Highland Financial Advisors, LLC | Mar 2026 | $379M | 67 | EDGAR ↗ |
| 4/21/2026 | Morton Brown Family Wealth, LLC | Mar 2026 | $378M | 292 | EDGAR ↗ |
| 4/21/2026 | Compass Advisory Group LLC | Mar 2026 | $374M | 86 | EDGAR ↗ |
| 4/21/2026 | Crown Wealth Group, LLC | Mar 2026 | $340M | 145 | EDGAR ↗ |
| 4/21/2026 | WT Wealth Management | Mar 2026 | $336M | 138 | EDGAR ↗ |
| 4/21/2026 | Kooman & Associates | Mar 2026 | $335M | 51 | EDGAR ↗ |
| 4/21/2026 | Valley Forge Investment Consultants Inc Adv | Mar 2026 | $334M | 83 | EDGAR ↗ |
| 4/21/2026 | Sensible Money, LLC | Mar 2026 | $329M | 86 | EDGAR ↗ |
| 4/21/2026 | GFG Capital, LLC | Mar 2026 | $313M | 143 | EDGAR ↗ |
| 4/21/2026 | L.K. Benson & Company, P.C. | Mar 2026 | $302M | 113 | EDGAR ↗ |
| 4/21/2026 | Buttonwood Financial Advisors Inc. | Mar 2026 | $299M | 108 | EDGAR ↗ |
| 4/21/2026 | River Street Advisors LLC | Mar 2026 | $296M | 248 | EDGAR ↗ |
| 4/21/2026 | Roth Financial Partners LLC | Mar 2026 | $293M | 31 | EDGAR ↗ |