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Portfolio (Quarterly) Guide ↗
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Page 429 of 507  ·  10,131 filings
← Prev 1… 427 428 429 430 431 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Counterweight Ventures, LLC Dec 2025 $178M — EDGAR ↗
1/15/2026 Delta Capital Management Llc Dec 2025 $178M 99 EDGAR ↗
1/15/2026 Birch Financial Group, Llc Dec 2025 $175M — EDGAR ↗
1/15/2026 QSM Asset Management Ltd Dec 2025 $175M — EDGAR ↗
1/15/2026 4J Wealth Management LLC Dec 2025 $175M 98 EDGAR ↗
1/15/2026 KRS Capital Management, LLC Dec 2025 $174M 115 EDGAR ↗
1/15/2026 Financial Planning Hawaii, Inc. Dec 2025 $174M 128 EDGAR ↗
1/15/2026 Defined Wealth Management, Llc Dec 2025 $173M 109 EDGAR ↗
1/15/2026 White Wing Wealth Management Dec 2025 $168M 35 EDGAR ↗
1/15/2026 Investment Partners Asset Management, Inc. Dec 2025 $161M — EDGAR ↗
1/15/2026 GEN Financial Management, INC. Dec 2025 $159M — EDGAR ↗
1/15/2026 Vannoy Advisory Group, Inc. Dec 2025 $158M 29 EDGAR ↗
1/15/2026 RiverTree Advisors, LLC Dec 2025 $157M — EDGAR ↗
1/15/2026 LeConte Wealth Management, LLC Dec 2025 $153M — EDGAR ↗
1/15/2026 LifeGoal Investments, LLC Dec 2025 $150M 75 EDGAR ↗
1/15/2026 Corepath Wealth Partners Llc Dec 2025 $149M 42 EDGAR ↗
1/15/2026 Pinnacle Wealth Management, LLC Dec 2025 $148M 39 EDGAR ↗
1/15/2026 Hartmann Taylor Wealth Management, LLC Dec 2025 $148M 53 EDGAR ↗
1/15/2026 MFA Wealth Services Dec 2025 $148M — EDGAR ↗
1/15/2026 Aquamarine Zurich AG Dec 2025 $148M 7 EDGAR ↗
Page 429 of 507  ·  10,131 filings
← Prev 1… 427 428 429 430 431 …507 Next →