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Portfolio (Quarterly) Guide ↗
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Page 438 of 507  ·  10,121 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/13/2026 Roberts Wealth Advisors, LLC Dec 2025 $383M 99 EDGAR ↗
1/13/2026 Butensky & Cohen Financial Security, Inc Dec 2025 $370M 131 EDGAR ↗
1/13/2026 Adamsbrown Wealth Consultants Llc Dec 2025 $359M 125 EDGAR ↗
1/13/2026 Trinity Financial Advisors LLC Dec 2025 $358M 95 EDGAR ↗
1/13/2026 FC Advisory LLC Dec 2025 $348M 117 EDGAR ↗
1/13/2026 ForthRight Wealth Management, LLC Dec 2025 $348M 71 EDGAR ↗
1/13/2026 Corbyn Investment Management Inc/Md Dec 2025 $342M 69 EDGAR ↗
1/13/2026 Cherrydale Wealth Management, Llc Dec 2025 $329M 79 EDGAR ↗
1/13/2026 Stephens Consulting, LLC Dec 2025 $309M 476 EDGAR ↗
1/13/2026 Argentarii, LLC Dec 2025 $307M 199 EDGAR ↗
1/13/2026 Flagstar Advisors Inc Dec 2025 $299M 177 EDGAR ↗
1/13/2026 CPA Asset Management Group, LLC Dec 2025 $285M 106 EDGAR ↗
1/13/2026 Stableford Capital Ii Llc Dec 2025 $277M 145 EDGAR ↗
1/13/2026 Daily Journal Corp Dec 2025 $277M 4 EDGAR ↗
1/13/2026 Avaii Wealth Management, Llc Dec 2025 $276M 144 EDGAR ↗
1/13/2026 Balanced Wealth Group Llc Dec 2025 $273M 72 EDGAR ↗
1/13/2026 Stonehearth Capital Management, LLC Dec 2025 $270M 96 EDGAR ↗
1/13/2026 First Financial Corp /In/ Dec 2025 $265M 420 EDGAR ↗
1/13/2026 NerdWallet Wealth Partners, LLC Dec 2025 $223M 61 EDGAR ↗
1/13/2026 Team Financial Group, LLC Dec 2025 $220M 267 EDGAR ↗
Page 438 of 507  ·  10,121 filings
← Prev 1… 436 437 438 439 440 …507 Next →