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Portfolio (Quarterly) Guide ↗
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Page 210 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/8/2026 Castle Rock Wealth Management, LLC Mar 2026 $462M 262 EDGAR ↗
4/8/2026 Fermata Advisors, LLC Mar 2026 $444M 232 EDGAR ↗
4/8/2026 Doliver Advisors, Lp Mar 2026 $440M 180 EDGAR ↗
4/8/2026 Whitcomb & Hess, Inc. Mar 2026 $429M 64 EDGAR ↗
4/8/2026 Bill Few Associates, Inc. Mar 2026 $417M 212 EDGAR ↗
4/8/2026 Legacy Wealth Asset Management, LLC Mar 2026 $411M 374 EDGAR ↗
4/8/2026 RDA Financial Network Mar 2026 $400M 273 EDGAR ↗
4/8/2026 Roberts Wealth Advisors, LLC Mar 2026 $394M 110 EDGAR ↗
4/8/2026 Boltwood Capital Management Mar 2026 $392M 184 EDGAR ↗
4/8/2026 BOS Asset Management, LLC Mar 2026 $392M 200 EDGAR ↗
4/8/2026 Cadent Capital Advisors, LLC Mar 2026 $386M 201 EDGAR ↗
4/8/2026 Accel Wealth Management Mar 2026 $383M 290 EDGAR ↗
4/8/2026 Ccg Wealth Management, Llc Mar 2026 $369M 136 EDGAR ↗
4/8/2026 Bond & Devick Financial Network, Inc. Mar 2026 $358M 188 EDGAR ↗
4/8/2026 Sandbox Financial Partners, LLC Mar 2026 $356M 117 EDGAR ↗
4/8/2026 Presidio Capital Management, LLC Mar 2026 $344M 79 EDGAR ↗
4/8/2026 WealthBridge Investment Counsel Inc. Mar 2026 $328M 42 EDGAR ↗
4/8/2026 Sharper & Granite LLC Mar 2026 $293M 107 EDGAR ↗
4/8/2026 Warner Financial, Inc Mar 2026 $292M 135 EDGAR ↗
4/8/2026 Mma Asset Management Llc Mar 2026 $284M 179 EDGAR ↗
Page 210 of 507  ·  10,139 filings
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