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Portfolio (Quarterly) Guide ↗
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Page 388 of 507  ·  10,137 filings
← Prev 1… 386 387 388 389 390 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 Swf Llc Dec 2025 $989M — EDGAR ↗
1/26/2026 Greenwood Capital Associates Llc Dec 2025 $921M — EDGAR ↗
1/26/2026 Provenance Wealth Advisors, LLC Dec 2025 $902M — EDGAR ↗
1/26/2026 Dupont Capital Management Corp Dec 2025 $887M — EDGAR ↗
1/26/2026 Baxter Bros Inc Dec 2025 $864M — EDGAR ↗
1/26/2026 Slow Capital, Inc. Dec 2025 $837M — EDGAR ↗
1/26/2026 Consolidated Investment Group LLC Dec 2025 $836M — EDGAR ↗
1/26/2026 Strid Group, LLC Dec 2025 $803M — EDGAR ↗
1/26/2026 United Advisor Group, LLC Dec 2025 $802M — EDGAR ↗
1/26/2026 Hendershot Investments Inc. Dec 2025 $784M — EDGAR ↗
1/26/2026 Phocas Financial Corp. Dec 2025 $769M 148 EDGAR ↗
1/26/2026 BlueSky Wealth Advisors, LLC Dec 2025 $758M — EDGAR ↗
1/26/2026 Nottingham Advisors, Inc. Dec 2025 $718M — EDGAR ↗
1/26/2026 Kelman-Lazarov, Inc. Dec 2025 $700M — EDGAR ↗
1/26/2026 Austin Wealth Management, LLC Dec 2025 $677M — EDGAR ↗
1/26/2026 Quadrant Private Wealth Management, LLC Dec 2025 $610M — EDGAR ↗
1/26/2026 SeaBridge Investment Advisors LLC Dec 2025 $606M — EDGAR ↗
1/26/2026 Generali Powszechne Towarzystwo Emerytalne Dec 2025 $585M — EDGAR ↗
1/26/2026 Discipline Wealth Solutions, LLC Dec 2025 $539M — EDGAR ↗
1/26/2026 Bernardo Wealth Planning LLC Dec 2025 $525M — EDGAR ↗
Page 388 of 507  ·  10,137 filings
← Prev 1… 386 387 388 389 390 …507 Next →