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Portfolio (Quarterly) Guide ↗
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Page 404 of 507  ·  10,136 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/22/2026 Weaver Capital Management LLC Dec 2025 $474M EDGAR ↗
1/22/2026 Madrona Financial Services, LLC Dec 2025 $468M EDGAR ↗
1/22/2026 DeDora Capital, Inc. Dec 2025 $422M EDGAR ↗
1/22/2026 Hill Island Financial Llc Dec 2025 $418M EDGAR ↗
1/22/2026 tru Independence LLC Dec 2025 $397M EDGAR ↗
1/22/2026 Ifrah Financial Services, Inc. Dec 2025 $389M EDGAR ↗
1/22/2026 BOCHK Asset Management Ltd Dec 2025 $374M EDGAR ↗
1/22/2026 WealthBridge Investment Counsel Inc. Dec 2025 $333M EDGAR ↗
1/22/2026 Intergy Private Wealth, LLC Dec 2025 $331M EDGAR ↗
1/22/2026 Squire Investment Management Company, LLC Dec 2025 $330M EDGAR ↗
1/22/2026 Fiduciary Planning LLC Dec 2025 $329M EDGAR ↗
1/22/2026 JCIC Asset Management Inc. Dec 2025 $327M EDGAR ↗
1/22/2026 Investment Advisory Services Inc /Tx /Adv Dec 2025 $320M EDGAR ↗
1/22/2026 Bear Mountain Capital, Inc. Dec 2025 $310M EDGAR ↗
1/22/2026 Richardson Financial Services Inc. Dec 2025 $309M EDGAR ↗
1/22/2026 TSA Wealth Managment LLC Dec 2025 $302M EDGAR ↗
1/22/2026 Castle Wealth Management Llc Dec 2025 $302M EDGAR ↗
1/22/2026 Encompass Wealth Advisors, Llc Dec 2025 $294M EDGAR ↗
1/22/2026 Glass Jacobson Investment Advisors llc Dec 2025 $278M EDGAR ↗
1/22/2026 Searcy Financial Services Inc /Adv Dec 2025 $270M EDGAR ↗
Page 404 of 507  ·  10,136 filings