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Portfolio (Quarterly) Guide ↗
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Page 456 of 506  ·  10,114 filings
← Prev 1… 454 455 456 457 458 …506 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Bay Rivers Group Dec 2025 $247M 97 EDGAR ↗
1/7/2026 IMPACTfolio, LLC Dec 2025 $238M 36 EDGAR ↗
1/7/2026 Melone Private Wealth, LLC Dec 2025 $236M 58 EDGAR ↗
1/7/2026 Exeter Financial, LLC Dec 2025 $235M 97 EDGAR ↗
1/7/2026 New England Research & Management, Inc. Dec 2025 $229M 144 EDGAR ↗
1/7/2026 Tealwood Asset Management Inc Dec 2025 $223M 119 EDGAR ↗
1/7/2026 Lakeridge Wealth Management LLC Dec 2025 $220M 156 EDGAR ↗
1/7/2026 Epiq Partners, Llc Dec 2025 $214M 75 EDGAR ↗
1/7/2026 Innova Wealth Partners Dec 2025 $198M 151 EDGAR ↗
1/7/2026 Lake Hills Wealth Management, LLC Dec 2025 $192M 58 EDGAR ↗
1/7/2026 Envision Financial LLC Dec 2025 $189M 42 EDGAR ↗
1/7/2026 Corsicana & Co. Dec 2025 $178M 259 EDGAR ↗
1/7/2026 Pps&V Asset Management Consultants, Inc. Dec 2025 $172M 41 EDGAR ↗
1/7/2026 Baring Financial LLC Dec 2025 $164M 70 EDGAR ↗
1/7/2026 Panoramic Capital Partners, LLC Dec 2025 $163M 62 EDGAR ↗
1/7/2026 St. Louis Financial Planners Asset Management, LLC Dec 2025 $163M 43 EDGAR ↗
1/7/2026 DecisionMap Wealth Management, LLC Dec 2025 $162M 134 EDGAR ↗
1/7/2026 VERITY Wealth Advisors Dec 2025 $161M 82 EDGAR ↗
1/7/2026 Sterling Manor Financial, LLC Dec 2025 $160M 35 EDGAR ↗
1/7/2026 Retirement Wealth Solutions LLC Dec 2025 $158M 760 EDGAR ↗
Page 456 of 506  ·  10,114 filings
← Prev 1… 454 455 456 457 458 …506 Next →