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Portfolio (Quarterly) Guide ↗
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Page 312 of 507  ·  10,139 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Murphy & Mullick Capital Management Corp Dec 2025 $139M EDGAR ↗
2/10/2026 Up Strategic Wealth Investment Advisors Llc Dec 2025 $138M EDGAR ↗
2/10/2026 Womack Financial LLC Dec 2025 $135M EDGAR ↗
2/10/2026 MJT & Associates Financial Advisory Group, Inc. Dec 2025 $134M 446 EDGAR ↗
2/10/2026 Sage Investment Advisers LLC Dec 2025 $133M EDGAR ↗
2/10/2026 Cogent Private Wealth, Inc. Dec 2025 $131M 98 EDGAR ↗
2/10/2026 Clear Point Advisors Inc. Dec 2025 $129M EDGAR ↗
2/10/2026 SBI Holdings USA, Inc. Dec 2025 $128M 1 EDGAR ↗
2/10/2026 Core Wealth Advisors, Llc Dec 2025 $127M 32 EDGAR ↗
2/10/2026 Kennon-Green & Company, LLC Dec 2025 $126M EDGAR ↗
2/10/2026 Yunqi Capital Ltd Dec 2025 $125M EDGAR ↗
2/10/2026 Phillips Wealth Planners LLC Dec 2025 $125M EDGAR ↗
2/10/2026 Palatine Hill Wealth Management, LLC Dec 2025 $124M EDGAR ↗
2/10/2026 IF Advisors, LLC Dec 2025 $123M 41 EDGAR ↗
2/10/2026 Blueline Advisors Llc Dec 2025 $123M EDGAR ↗
2/10/2026 Evolution Wealth Management Inc. Dec 2025 $121M 747 EDGAR ↗
2/10/2026 Godfrey Financial Associates, Inc. Dec 2025 $115M EDGAR ↗
2/10/2026 MY Wealth Management Inc. Dec 2025 $115M EDGAR ↗
2/10/2026 NewCorp Financial Services, Inc. Dec 2025 $113M EDGAR ↗
2/10/2026 Prospect Financial Group LLC Dec 2025 $108M 62 EDGAR ↗
Page 312 of 507  ·  10,139 filings