Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 4/13/2026 | Shira Ridge Wealth Management | Mar 2026 | $253M | 79 | EDGAR ↗ |
| 4/13/2026 | Cordant, Inc. | Mar 2026 | $246M | 75 | EDGAR ↗ |
| 4/13/2026 | Physician Wealth Solutions Inc. | Mar 2026 | $242M | 45 | EDGAR ↗ |
| 4/13/2026 | Bay Rivers Group | Mar 2026 | $240M | 109 | EDGAR ↗ |
| 4/13/2026 | TradeWell Securities, LLC. | Mar 2026 | $237M | 50 | EDGAR ↗ |
| 4/13/2026 | Armstrong, Fleming & Moore, Inc | Mar 2026 | $236M | 108 | EDGAR ↗ |
| 4/13/2026 | Chris Bulman Inc | Mar 2026 | $228M | 150 | EDGAR ↗ |
| 4/13/2026 | Ironwood Wealth Management, Inc. | Mar 2026 | $223M | 31 | EDGAR ↗ |
| 4/13/2026 | Sound Stewardship, LLC | Mar 2026 | $218M | 63 | EDGAR ↗ |
| 4/13/2026 | Mitchell Sinkler & Starr/Pa | Mar 2026 | $217M | 143 | EDGAR ↗ |
| 4/13/2026 | PKO BP BANKOWY Universal Pension Society JSC | Mar 2026 | $214M | 13 | EDGAR ↗ |
| 4/13/2026 | Arwa Llc | Mar 2026 | $202M | 149 | EDGAR ↗ |
| 4/13/2026 | Spring Capital Management, Llc | Mar 2026 | $198M | 49 | EDGAR ↗ |
| 4/13/2026 | Wynn Capital, LLC | Mar 2026 | $195M | 107 | EDGAR ↗ |
| 4/13/2026 | Clayton Financial Group LLC | Mar 2026 | $195M | 630 | EDGAR ↗ |
| 4/13/2026 | Ayrshire Capital Management LLC | Mar 2026 | $193M | 50 | EDGAR ↗ |
| 4/13/2026 | Harrington Investments, INC | Mar 2026 | $190M | 84 | EDGAR ↗ |
| 4/13/2026 | Catalyst Private Wealth, Llc | Mar 2026 | $185M | 76 | EDGAR ↗ |
| 4/13/2026 | Successful Portfolios LLC | Mar 2026 | $181M | 188 | EDGAR ↗ |
| 4/13/2026 | Wolff Wiese Magana Llc | Mar 2026 | $181M | 983 | EDGAR ↗ |