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Portfolio (Quarterly) Guide ↗
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Page 390 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 David Kennon Inc Dec 2025 $281M — EDGAR ↗
1/26/2026 B&I Capital AG Dec 2025 $281M — EDGAR ↗
1/26/2026 Sonata Capital Group Inc Dec 2025 $277M — EDGAR ↗
1/26/2026 LifeWealth Investments, LLC Jun 2025 $275M 151 EDGAR ↗
1/26/2026 Zullo Investment Group, Inc. Dec 2025 $273M — EDGAR ↗
1/26/2026 Thomas Story & Son Llc Dec 2025 $269M — EDGAR ↗
1/26/2026 River Street Advisors LLC Dec 2025 $267M — EDGAR ↗
1/26/2026 Grey Rock Energy Management, LLC Dec 2025 $260M — EDGAR ↗
1/26/2026 Sellwood Investment Partners LLC Dec 2025 $256M — EDGAR ↗
1/26/2026 Trellis Wealth Advisors LLC Dec 2025 $256M — EDGAR ↗
1/26/2026 Elevation Capital Advisory, LLC Dec 2025 $245M — EDGAR ↗
1/26/2026 Tribridge Partners Financial LLC Dec 2025 $238M — EDGAR ↗
1/26/2026 Client First Capital LLC Dec 2025 $237M — EDGAR ↗
1/26/2026 Cottage Street Advisors LLC Dec 2025 $236M — EDGAR ↗
1/26/2026 Integrated Capital Management, LLC Dec 2025 $233M — EDGAR ↗
1/26/2026 WJ Interests, LLC Dec 2025 $232M — EDGAR ↗
1/26/2026 Second Half Financial Partners, LLC Dec 2025 $225M — EDGAR ↗
1/26/2026 Transcendent Capital Group LLC Dec 2025 $221M — EDGAR ↗
1/26/2026 Grand Wealth Management, Llc Dec 2025 $221M — EDGAR ↗
1/26/2026 Peoples Financial Services Corp. Dec 2025 $214M — EDGAR ↗
Page 390 of 507  ·  10,136 filings
← Prev 1… 388 389 390 391 392 …507 Next →