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Portfolio (Quarterly) Guide ↗
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Page 220 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/1/2026 Aspen Wealth Management LLC Mar 2026 $501M 124 EDGAR ↗
4/1/2026 Rowlandmiller & Partners.Adv Mar 2026 $493M 189 EDGAR ↗
4/1/2026 Financial Insights, Inc. Dec 2025 $298M 128 EDGAR ↗
4/1/2026 Vigilare Wealth Management Mar 2026 $296M 109 EDGAR ↗
4/1/2026 Burkett Financial Services, Llc Mar 2026 $292M 251 EDGAR ↗
4/1/2026 Beacon Wealthcare LLC Mar 2026 $284M 26 EDGAR ↗
4/1/2026 Signature Wealth Management Group Mar 2026 $263M 128 EDGAR ↗
4/1/2026 BancFirst Trust & Investment Management Mar 2026 $226M 57 EDGAR ↗
4/1/2026 GP Brinson Investments LLC Mar 2026 $220M 14 EDGAR ↗
4/1/2026 Mink Brook Asset Management LLC Mar 2026 $179M 54 EDGAR ↗
4/1/2026 Pensionfund PDN Mar 2026 $173M 76 EDGAR ↗
4/1/2026 Royalty Pharma Sub-Manager, LLC Dec 2025 $171M 4 EDGAR ↗
4/1/2026 Hamrick Investment Counsel, llc Dec 2025 $134M 184 EDGAR ↗
4/1/2026 Adelphi Trust Co Mar 2026 $123M 182 EDGAR ↗
4/1/2026 Dwr Wealth Management, Llc Dec 2025 $108M 50 EDGAR ↗
4/1/2026 Laurus Global Equity Management Inc. Mar 2026 $102M 46 EDGAR ↗
4/1/2026 Robert B. Daugherty Foundation Mar 2026 $100M 1 EDGAR ↗
4/1/2026 Pensionfund Sabic Mar 2026 $83M 77 EDGAR ↗
4/1/2026 Benjamin Joseph Floyd Dba Floyd Capital Management Mar 2026 $10M 1 EDGAR ↗
3/31/2026 Henson-Edgewater Management, LLC Dec 2025 $169M — EDGAR ↗
Page 220 of 507  ·  10,139 filings
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