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Portfolio (Quarterly) Guide ↗
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Page 389 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 West Wealth Group, LLC Dec 2025 $482M — EDGAR ↗
1/26/2026 Keystone Wealth Services, LLC Dec 2025 $475M — EDGAR ↗
1/26/2026 Marion Wealth Management Dec 2025 $450M — EDGAR ↗
1/26/2026 Roof Eidam Maycock Peralta, LLC Dec 2025 $441M — EDGAR ↗
1/26/2026 Trinity Legacy Partners, LLC Dec 2025 $436M — EDGAR ↗
1/26/2026 Diversified Management Inc Dec 2025 $428M — EDGAR ↗
1/26/2026 Monument Capital Management Dec 2025 $402M — EDGAR ↗
1/26/2026 Opal Wealth Advisors, LLC Dec 2025 $384M — EDGAR ↗
1/26/2026 Level Financial Advisors Dec 2025 $378M — EDGAR ↗
1/26/2026 Luminvest Wealth Management LLC Dec 2025 $360M — EDGAR ↗
1/26/2026 Heritage Wealth Management, Inc. Dec 2025 $360M — EDGAR ↗
1/26/2026 Quattro Financial Advisors Llc Dec 2025 $335M — EDGAR ↗
1/26/2026 Seneca Financial Advisors LLC Dec 2025 $329M — EDGAR ↗
1/26/2026 Ferguson Shapiro LLC Dec 2025 $325M — EDGAR ↗
1/26/2026 Prairiewood Capital, LLC Dec 2025 $322M — EDGAR ↗
1/26/2026 Towne Trust Company, N.A Dec 2025 $321M — EDGAR ↗
1/26/2026 Berkeley, Inc Dec 2025 $314M — EDGAR ↗
1/26/2026 DORVAL Corp Dec 2025 $313M — EDGAR ↗
1/26/2026 LifeWealth Investments, LLC Sep 2025 $304M 147 EDGAR ↗
1/26/2026 Spectrum Asset Management, Inc. (NB/CA) Dec 2025 $300M — EDGAR ↗
Page 389 of 507  ·  10,136 filings
← Prev 1… 387 388 389 390 391 …507 Next →