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Portfolio (Quarterly) Guide ↗
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Page 186 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/15/2026 Adamsbrown Wealth Consultants Llc Mar 2026 $378M 138 EDGAR ↗
4/15/2026 ShankerValleau Wealth Advisors, Inc. Mar 2026 $355M 39 EDGAR ↗
4/15/2026 Snider Financial Group Mar 2026 $331M 102 EDGAR ↗
4/15/2026 Cisco Systems, Inc. Mar 2026 $317M 3 EDGAR ↗
4/15/2026 Hutchens & Kramer Investment Management Group, LLC Mar 2026 $317M 149 EDGAR ↗
4/15/2026 Roberts Financial Services LLC Mar 2026 $314M 31 EDGAR ↗
4/15/2026 Purus Wealth Management, LLC Mar 2026 $314M 157 EDGAR ↗
4/15/2026 Consolidated Capital Management, Llc Mar 2026 $310M 74 EDGAR ↗
4/15/2026 Eaton Financial Holdings Company, LLC Mar 2026 $305M 125 EDGAR ↗
4/15/2026 Nepsis Inc. Mar 2026 $299M 29 EDGAR ↗
4/15/2026 Access Financial Services, Inc. Mar 2026 $282M 95 EDGAR ↗
4/15/2026 Fluent Financial, LLC Mar 2026 $273M 43 EDGAR ↗
4/15/2026 RJA Asset Management LLC Mar 2026 $272M 4 EDGAR ↗
4/15/2026 Register Financial Advisors LLC Mar 2026 $271M 387 EDGAR ↗
4/15/2026 Zullo Investment Group, Inc. Mar 2026 $264M 158 EDGAR ↗
4/15/2026 Trellis Wealth Advisors LLC Mar 2026 $263M 47 EDGAR ↗
4/15/2026 Hatch Cove Capital, Llc Mar 2026 $262M 19 EDGAR ↗
4/15/2026 DLK Investment Management, LLC Mar 2026 $253M 92 EDGAR ↗
4/15/2026 Tribridge Partners Financial LLC Mar 2026 $242M 80 EDGAR ↗
4/15/2026 Mainsail Financial Group, LLC Mar 2026 $240M 62 EDGAR ↗
Page 186 of 507  ·  10,139 filings
← Prev 1… 184 185 186 187 188 …507 Next →