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Portfolio (Quarterly) Guide ↗
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Page 370 of 507  ·  10,137 filings
← Prev 1… 368 369 370 371 372 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/29/2026 Silver Oak Wealth Advisors Services, Llc Dec 2025 $155M 36 EDGAR ↗
1/29/2026 Rareview Capital LLC Dec 2025 $154M — EDGAR ↗
1/29/2026 Brindle & Bay Financial Advisors, LLC Dec 2025 $150M 68 EDGAR ↗
1/29/2026 Merkkuri Wealth Advisors LLC Dec 2025 $147M 80 EDGAR ↗
1/29/2026 Koa Wealth Management, LLC Dec 2025 $146M 58 EDGAR ↗
1/29/2026 Blodgett Wealth Advisors, Llc Dec 2025 $143M 61 EDGAR ↗
1/29/2026 Coquina Private Wealth LLC Dec 2025 $125M — EDGAR ↗
1/29/2026 Washington Capital Management, Inc Dec 2025 $123M — EDGAR ↗
1/29/2026 Hestia Capital Management, LLC Dec 2025 $121M — EDGAR ↗
1/29/2026 Investment Management Corp /Va/ /Adv Dec 2025 $119M 53 EDGAR ↗
1/29/2026 Eagle Wealth Advisors LLC Dec 2025 $117M 91 EDGAR ↗
1/29/2026 Approach Retirement Advisors, LLC Dec 2025 $116M — EDGAR ↗
1/29/2026 Hegarty Advisors, LLC Dec 2025 $115M — EDGAR ↗
1/29/2026 M Wealth Management, LLC Dec 2025 $115M 48 EDGAR ↗
1/29/2026 Directional Asset Management Dec 2025 $114M 93 EDGAR ↗
1/29/2026 Quest 10 Wealth Builders, Inc. Dec 2025 $112M — EDGAR ↗
1/29/2026 High Point Wealth Management, LLC Dec 2025 $107M 247 EDGAR ↗
1/29/2026 Weber Capital Management Llc /Adv Dec 2025 $106M — EDGAR ↗
1/29/2026 Hobbs Wealth Management, LLC Dec 2025 $103M 21 EDGAR ↗
1/29/2026 State of New Jersey Common Pension Fund E Dec 2025 $91M 1 EDGAR ↗
Page 370 of 507  ·  10,137 filings
← Prev 1… 368 369 370 371 372 …507 Next →