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Portfolio (Quarterly) Guide ↗
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Page 179 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 Monument Capital Management Mar 2026 $399M 217 EDGAR ↗
4/16/2026 PW Nova Financial Services LLC Mar 2026 $399M 193 EDGAR ↗
4/16/2026 Fortem Financial Group, Llc Mar 2026 $399M 173 EDGAR ↗
4/16/2026 RFG Holdings, Inc. Mar 2026 $397M 70 EDGAR ↗
4/16/2026 Warren Street Wealth Advisors, LLC Mar 2026 $393M 129 EDGAR ↗
4/16/2026 Hartford Financial Management Inc. Mar 2026 $392M 344 EDGAR ↗
4/16/2026 Scott & Selber, Inc. Mar 2026 $387M 91 EDGAR ↗
4/16/2026 Gradient Capital Advisors, LLC Mar 2026 $386M 177 EDGAR ↗
4/16/2026 Lifelong Wealth Advisors, Inc. Mar 2026 $376M 90 EDGAR ↗
4/16/2026 EdgeRock Capital LLC Mar 2026 $370M 126 EDGAR ↗
4/16/2026 Evexia Wealth Llc Mar 2026 $364M 84 EDGAR ↗
4/16/2026 Sterling Investment Counsel, LLC Mar 2026 $357M 196 EDGAR ↗
4/16/2026 Henrickson Nauta Wealth Advisors, Inc. Mar 2026 $356M 106 EDGAR ↗
4/16/2026 Tactive Advisors, LLC Mar 2026 $355M 268 EDGAR ↗
4/16/2026 BridgePort Financial Solutions, LLC Mar 2026 $353M 231 EDGAR ↗
4/16/2026 Weybosset Research & Management Llc Mar 2026 $347M 33 EDGAR ↗
4/16/2026 Prairiewood Capital, LLC Mar 2026 $346M 77 EDGAR ↗
4/16/2026 Intergy Private Wealth, LLC Mar 2026 $341M 123 EDGAR ↗
4/16/2026 Sweeney & Michel, Llc Mar 2026 $340M 145 EDGAR ↗
4/16/2026 Solitude Financial Services Mar 2026 $338M 39 EDGAR ↗
Page 179 of 507  ·  10,139 filings
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