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Portfolio (Quarterly) Guide ↗
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Page 219 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/2/2026 Stash Investments, LLC Mar 2026 $258M 5 EDGAR ↗
4/2/2026 Aspect Partners, LLC Mar 2026 $245M 957 EDGAR ↗
4/2/2026 Noble Wealth Management PBC Mar 2026 $199M 588 EDGAR ↗
4/2/2026 Byrne Asset Management LLC Mar 2026 $171M 569 EDGAR ↗
4/2/2026 LBJ Family Wealth Advisors, Ltd. Mar 2026 $171M 28 EDGAR ↗
4/2/2026 McAlister, Sweet & Associates, Inc. Mar 2026 $161M 32 EDGAR ↗
4/2/2026 Cassady Wealth & Retirement Planning, LLC Dec 2025 $153M 97 EDGAR ↗
4/2/2026 Horizons Wealth Management Mar 2026 $152M 173 EDGAR ↗
4/2/2026 Seven Fleet Capital Management LP Dec 2025 $148M 87 EDGAR ↗
4/2/2026 MJT & Associates Financial Advisory Group, Inc. Mar 2026 $136M 442 EDGAR ↗
4/2/2026 Ares Financial Consulting, LLC Mar 2026 $127M 1,066 EDGAR ↗
4/2/2026 NorthAvenue LLC Dec 2025 $121M 375 EDGAR ↗
4/2/2026 Ahara Advisors LLC Dec 2025 $110M 50 EDGAR ↗
4/2/2026 Fulcrum Equity Management Mar 2026 $103M 128 EDGAR ↗
4/2/2026 Lvm Capital Management Ltd/Mi Mar 2026 — — EDGAR ↗
4/1/2026 Confluence Investment Management Llc Mar 2026 $6.4B 414 EDGAR ↗
4/1/2026 Neville Rodie & Shaw Inc Mar 2026 $1.4B 336 EDGAR ↗
4/1/2026 Bangor Savings Bank Mar 2026 $1.3B 711 EDGAR ↗
4/1/2026 First Financial Bank - Trust Division Mar 2026 $1.2B 392 EDGAR ↗
4/1/2026 Beacon Financial Group Dec 2025 $1.0B 348 EDGAR ↗
Page 219 of 507  ·  10,139 filings
← Prev 1… 217 218 219 220 221 …507 Next →