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Portfolio (Quarterly) Guide ↗
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Page 340 of 507  ·  10,139 filings
← Prev 1… 338 339 340 341 342 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/4/2026 Mirabaud Asset Management Ltd Dec 2025 $216M 43 EDGAR ↗
2/4/2026 GGM Financial LLC Dec 2025 $206M — EDGAR ↗
2/4/2026 Gray Private Wealth, LLC Dec 2025 $205M — EDGAR ↗
2/4/2026 Birchbrook, Inc. Dec 2025 $201M 298 EDGAR ↗
2/4/2026 Foundry Financial Group, Inc. Dec 2025 $200M 66 EDGAR ↗
2/4/2026 One Wealth Map LLC Dec 2025 $197M 77 EDGAR ↗
2/4/2026 HealthCor Partners Management LP Dec 2025 $195M 3 EDGAR ↗
2/4/2026 Dag Ventures, Llc Dec 2025 $189M — EDGAR ↗
2/4/2026 BankPlus Wealth Management LLC Dec 2025 $181M 111 EDGAR ↗
2/4/2026 Asahi Life Asset Management Co., Ltd. Dec 2025 $179M 156 EDGAR ↗
2/4/2026 CAP Partners, LLC Dec 2025 $176M 143 EDGAR ↗
2/4/2026 Heronetta Management, L.P. Dec 2025 $173M 25 EDGAR ↗
2/4/2026 Dynamic Wealth Strategies, LLC Dec 2025 $168M 250 EDGAR ↗
2/4/2026 Pandora Wealth, Inc. Dec 2025 $165M 224 EDGAR ↗
2/4/2026 Clark Wealth Partners Dec 2025 $164M — EDGAR ↗
2/4/2026 Ballast Rock Private Wealth LLC Dec 2025 $160M 171 EDGAR ↗
2/4/2026 Heritage Wealth Management, Inc. /CA/ Dec 2025 $157M 91 EDGAR ↗
2/4/2026 Sentry Investment Management Llc Dec 2025 $152M — EDGAR ↗
2/4/2026 Certior Financial Group, Llc Dec 2025 $148M — EDGAR ↗
2/4/2026 Tsai Capital Corp Dec 2025 $147M — EDGAR ↗
Page 340 of 507  ·  10,139 filings
← Prev 1… 338 339 340 341 342 …507 Next →