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Portfolio (Quarterly) Guide ↗
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Page 435 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/14/2026 Catalyst Private Wealth, Llc Dec 2025 $229M — EDGAR ↗
1/14/2026 Chris Bulman Inc Dec 2025 $226M — EDGAR ↗
1/14/2026 Ironwood Wealth Management, Inc. Dec 2025 $223M — EDGAR ↗
1/14/2026 Sander Capital Advisors Inc Dec 2025 $210M — EDGAR ↗
1/14/2026 Point Windward Advisors Inc. Dec 2025 $209M — EDGAR ↗
1/14/2026 Meritas Wealth Management, LLC Dec 2025 $208M — EDGAR ↗
1/14/2026 Sterling Investment Advisors Llc /Adv Dec 2025 $207M — EDGAR ↗
1/14/2026 Baugh & Associates, LLC Dec 2025 $203M — EDGAR ↗
1/14/2026 Allodium Investment Consultants, LLC Dec 2025 $197M — EDGAR ↗
1/14/2026 Enterprise Financial Services Corp Dec 2025 $197M — EDGAR ↗
1/14/2026 True Vision MN LLC Dec 2025 $197M — EDGAR ↗
1/14/2026 Smith Thornton Advisors LLC Dec 2025 $197M — EDGAR ↗
1/14/2026 Disciplined Equity Management, Inc. Dec 2025 $193M — EDGAR ↗
1/14/2026 Kaufman Rossin Wealth, LLC Dec 2025 $192M — EDGAR ↗
1/14/2026 First County Bank /CT/ Dec 2025 $191M — EDGAR ↗
1/14/2026 First City Capital Management, Inc. Dec 2025 $189M — EDGAR ↗
1/14/2026 Wolff Wiese Magana Llc Dec 2025 $183M — EDGAR ↗
1/14/2026 Longview Financial Advisors LLC Dec 2025 $181M — EDGAR ↗
1/14/2026 InTrack Investment Management Inc Dec 2025 $179M — EDGAR ↗
1/14/2026 Emergent Wealth Advisors, LLC Dec 2025 $178M — EDGAR ↗
Page 435 of 507  ·  10,135 filings
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