Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 4/17/2026 | LMG Wealth Partners, LLC | Mar 2026 | $549M | 154 | EDGAR ↗ |
| 4/17/2026 | Kirr Marbach & Co Llc /In/ | Mar 2026 | $549M | 57 | EDGAR ↗ |
| 4/17/2026 | Coerente Capital Management | Mar 2026 | $537M | 47 | EDGAR ↗ |
| 4/17/2026 | Gibson Capital, LLC | Mar 2026 | $537M | 132 | EDGAR ↗ |
| 4/17/2026 | Baker Chad R | Mar 2026 | $530M | 56 | EDGAR ↗ |
| 4/17/2026 | Community Bank & Trust, Waco, Texas | Mar 2026 | $505M | 161 | EDGAR ↗ |
| 4/17/2026 | Independent Investors Inc | Mar 2026 | $504M | 70 | EDGAR ↗ |
| 4/17/2026 | BCS Wealth Management | Mar 2026 | $490M | 248 | EDGAR ↗ |
| 4/17/2026 | Verde Capital Management | Mar 2026 | $468M | 69 | EDGAR ↗ |
| 4/17/2026 | Weaver Capital Management LLC | Mar 2026 | $461M | 174 | EDGAR ↗ |
| 4/17/2026 | Blankinship & Foster, LLC | Mar 2026 | $452M | 75 | EDGAR ↗ |
| 4/17/2026 | Essex Bank | Mar 2026 | $452M | 553 | EDGAR ↗ |
| 4/17/2026 | Prentice Wealth Management LLC | Mar 2026 | $443M | 117 | EDGAR ↗ |
| 4/17/2026 | Stewardship Advisors, LLC | Mar 2026 | $435M | 168 | EDGAR ↗ |
| 4/17/2026 | WealthBridge Capital Management, LLC | Mar 2026 | $434M | 221 | EDGAR ↗ |
| 4/17/2026 | High Net Worth Advisory Group LLC | Mar 2026 | $429M | 244 | EDGAR ↗ |
| 4/17/2026 | Brave Asset Management Inc | Mar 2026 | $427M | 161 | EDGAR ↗ |
| 4/17/2026 | Total Clarity Wealth Management, Inc. | Mar 2026 | $426M | 311 | EDGAR ↗ |
| 4/17/2026 | Outlook Wealth Advisors, LLC | Mar 2026 | $413M | 310 | EDGAR ↗ |
| 4/17/2026 | Legacy Wealth Partners, LLC | Mar 2026 | $399M | 176 | EDGAR ↗ |