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Portfolio (Quarterly) Guide ↗
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Page 200 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/10/2026 Level Financial Advisors Mar 2026 $392M 92 EDGAR ↗
4/10/2026 Quadratic Capital Management LLC Mar 2026 $383M 2 EDGAR ↗
4/10/2026 Briaud Financial Planning Inc Mar 2026 $381M 38 EDGAR ↗
4/10/2026 Aquire Wealth Advisors, LLC Mar 2026 $381M 49 EDGAR ↗
4/10/2026 Windsor Capital Management, LLC Mar 2026 $355M 123 EDGAR ↗
4/10/2026 Legacy Wealth Management, LLC / MS Mar 2026 $351M 106 EDGAR ↗
4/10/2026 Bouvel Investment Partners, LLC Mar 2026 $345M 78 EDGAR ↗
4/10/2026 Field & Main Bank Mar 2026 $344M 326 EDGAR ↗
4/10/2026 Claris Advisors, Llc / Mo / Mar 2026 $334M 70 EDGAR ↗
4/10/2026 McCollum Christoferson Group LLC Mar 2026 $333M 77 EDGAR ↗
4/10/2026 Impact Capital Partners LLC Mar 2026 $331M 276 EDGAR ↗
4/10/2026 HT Partners LLC Mar 2026 $330M 55 EDGAR ↗
4/10/2026 Quaker Wealth Management, LLC Mar 2026 $320M 975 EDGAR ↗
4/10/2026 PFW Advisors LLC Mar 2026 $318M 118 EDGAR ↗
4/10/2026 Lifestyle Asset Management, Inc. Mar 2026 $306M 134 EDGAR ↗
4/10/2026 MKT Advisors LLC Mar 2026 $298M 157 EDGAR ↗
4/10/2026 Capital Investment Management, Inc. Dec 2025 $286M 120 EDGAR ↗
4/10/2026 Rede Wealth, LLC Mar 2026 $278M 109 EDGAR ↗
4/10/2026 Henry James International Management Inc. Mar 2026 $277M 94 EDGAR ↗
4/10/2026 Tounjian Advisory Partners, Llc Mar 2026 $277M 150 EDGAR ↗
Page 200 of 507  ·  10,139 filings
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