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Portfolio (Quarterly) Guide ↗
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Page 427 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Spirit Of America Management Corp/Ny Dec 2025 $472M 383 EDGAR ↗
1/15/2026 Raub Brock Capital Management LP Dec 2025 $449M 40 EDGAR ↗
1/15/2026 Stewardship Advisors, LLC Dec 2025 $433M — EDGAR ↗
1/15/2026 Heirloom Wealth Management Dec 2025 $433M — EDGAR ↗
1/15/2026 Fortitude Family Office, LLC Dec 2025 $430M — EDGAR ↗
1/15/2026 Nikulski Financial, Inc. Dec 2025 $418M — EDGAR ↗
1/15/2026 Clg Llc Dec 2025 $402M — EDGAR ↗
1/15/2026 Westmount Partners, LLC Dec 2025 $401M 246 EDGAR ↗
1/15/2026 Sollinda Capital Management LLC Dec 2025 $391M 74 EDGAR ↗
1/15/2026 Independence Financial Advisors, LLC Dec 2025 $364M 55 EDGAR ↗
1/15/2026 Windsor Capital Management, LLC Dec 2025 $362M — EDGAR ↗
1/15/2026 Westend Capital Management, LLC Dec 2025 $357M 238 EDGAR ↗
1/15/2026 Highline Wealth Partners Llc Dec 2025 $355M — EDGAR ↗
1/15/2026 Parkwoods Wealth Partners, LLC Dec 2025 $340M 112 EDGAR ↗
1/15/2026 Presidio Capital Management, LLC Dec 2025 $333M 76 EDGAR ↗
1/15/2026 Acima Private Wealth, Llc Dec 2025 $322M 176 EDGAR ↗
1/15/2026 25 Llc Dec 2025 $315M — EDGAR ↗
1/15/2026 Act Wealth Management, Llc Dec 2025 $306M — EDGAR ↗
1/15/2026 Solitude Financial Services Dec 2025 $303M 38 EDGAR ↗
1/15/2026 Santori & Peters, Inc. Dec 2025 $293M 71 EDGAR ↗
Page 427 of 507  ·  10,136 filings
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