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Portfolio (Quarterly) Guide ↗
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Page 205 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 Keystone Financial Planning, Inc. Mar 2026 $374M 40 EDGAR ↗
4/9/2026 Central Valley Advisors, Llc Mar 2026 $366M 226 EDGAR ↗
4/9/2026 Elmwood Wealth Management, Inc. Mar 2026 $362M 180 EDGAR ↗
4/9/2026 WealthCare Investment Partners, LLC Mar 2026 $360M 191 EDGAR ↗
4/9/2026 OFS Enterprise LLC Mar 2026 $340M 94 EDGAR ↗
4/9/2026 Veery Capital, LLC Mar 2026 $326M 96 EDGAR ↗
4/9/2026 LifeGuide Financial Advisors, LLC Mar 2026 $313M 46 EDGAR ↗
4/9/2026 Planned Solutions, Inc. Mar 2026 $306M 139 EDGAR ↗
4/9/2026 DHJJ Financial Advisors, Ltd. Mar 2026 $302M 1,081 EDGAR ↗
4/9/2026 Pacifica Partners Inc. Mar 2026 $301M 474 EDGAR ↗
4/9/2026 Key Client Fiduciary Advisors, LLC Mar 2026 $294M 216 EDGAR ↗
4/9/2026 Veracity Capital LLC Mar 2026 $280M 201 EDGAR ↗
4/9/2026 Victrix Investment Advisors Mar 2026 $275M 107 EDGAR ↗
4/9/2026 Firethorn Wealth Partners, Llc Mar 2026 $273M 191 EDGAR ↗
4/9/2026 Sculati Wealth Management, LLC Mar 2026 $271M 116 EDGAR ↗
4/9/2026 PW Nova Financial Services LLC Dec 2025 $264M 110 EDGAR ↗
4/9/2026 Choice Wealth Advisors LLC Mar 2026 $255M 35 EDGAR ↗
4/9/2026 Wealth Quarterback LLC Mar 2026 $254M 163 EDGAR ↗
4/9/2026 Selby Wealth Management, LLC Mar 2026 $254M 81 EDGAR ↗
4/9/2026 Red Spruce Capital, LLC Mar 2026 $244M 94 EDGAR ↗
Page 205 of 507  ·  10,139 filings
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