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Portfolio (Quarterly) Guide ↗
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Page 372 of 507  ·  10,137 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/28/2026 Turtle Creek Wealth Advisors, LLC Dec 2025 $1.3B — EDGAR ↗
1/28/2026 Windward Capital Management Co /Ca Dec 2025 $1.3B — EDGAR ↗
1/28/2026 Salomon & Ludwin, LLC Dec 2025 $1.1B — EDGAR ↗
1/28/2026 Cornerstone Advisory, LLC Dec 2025 $1.0B — EDGAR ↗
1/28/2026 CPC Advisors, LLC Dec 2025 $990M — EDGAR ↗
1/28/2026 U S Global Investors Inc Dec 2025 $934M — EDGAR ↗
1/28/2026 Financial Plan, Inc. Dec 2025 $871M — EDGAR ↗
1/28/2026 FORM Wealth Advisors, LLC Dec 2025 $854M — EDGAR ↗
1/28/2026 Arkansas Financial Group, Inc. Dec 2025 $694M — EDGAR ↗
1/28/2026 SilverOak Wealth Management LLC Dec 2025 $638M — EDGAR ↗
1/28/2026 Rather & Kittrell, Inc. Dec 2025 $621M — EDGAR ↗
1/28/2026 North Point Portfolio Managers Corp/Oh Dec 2025 $591M — EDGAR ↗
1/28/2026 Tufton Capital Management Dec 2025 $572M — EDGAR ↗
1/28/2026 Amarillo National Bank Dec 2025 $569M — EDGAR ↗
1/28/2026 Columbia Asset Management Dec 2025 $563M — EDGAR ↗
1/28/2026 Milestone Asset Management, Llc Dec 2025 $530M — EDGAR ↗
1/28/2026 Serenus Wealth Advisors, LLC Dec 2025 $517M — EDGAR ↗
1/28/2026 Paradice Investment Management LLC Dec 2025 $513M — EDGAR ↗
1/28/2026 Cranbrook Wealth Management, LLC Dec 2025 $507M — EDGAR ↗
1/28/2026 Builder Investment Group Inc /Adv Dec 2025 $463M — EDGAR ↗
Page 372 of 507  ·  10,137 filings
← Prev 1… 370 371 372 373 374 …507 Next →