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Portfolio (Quarterly) Guide ↗
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Page 459 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/6/2026 Beacon Wealthcare LLC Dec 2025 $291M — EDGAR ↗
1/6/2026 Davis Investment Partners, LLC Dec 2025 $286M — EDGAR ↗
1/6/2026 Freedom Financial Partners LLC Dec 2025 $275M — EDGAR ↗
1/6/2026 Martin Capital Partners, LLC Dec 2025 $266M — EDGAR ↗
1/6/2026 Red Spruce Capital, LLC Dec 2025 $251M — EDGAR ↗
1/6/2026 Stash Investments, LLC Dec 2025 $249M — EDGAR ↗
1/6/2026 JBR Co Financial Management Inc Dec 2025 $239M — EDGAR ↗
1/6/2026 Hiley Hunt Wealth Management Dec 2025 $223M — EDGAR ↗
1/6/2026 Eagle Wealth Strategies Llc Dec 2025 $215M — EDGAR ↗
1/6/2026 Werlinich Asset Management, LLC Dec 2025 $203M — EDGAR ↗
1/6/2026 First Citizens Financial Corp Dec 2025 $202M — EDGAR ↗
1/6/2026 Stephens Group, LLC Dec 2025 $185M — EDGAR ↗
1/6/2026 Attessa Capital LLC Dec 2025 $183M — EDGAR ↗
1/6/2026 Hoffman, Alan N Investment Management Dec 2025 $177M — EDGAR ↗
1/6/2026 Ehrlich Financial Group Dec 2025 $176M — EDGAR ↗
1/6/2026 Walnut Private Equity Partners, Llc Dec 2025 $172M — EDGAR ↗
1/6/2026 Afg Fiduciary Services Limited Partnership Dec 2025 $169M — EDGAR ↗
1/6/2026 Asset Management Advisors, LLC Dec 2025 $165M — EDGAR ↗
1/6/2026 Addis & Hill, Inc Dec 2025 $165M — EDGAR ↗
1/6/2026 Arlington Capital Management, Inc. Dec 2025 $163M — EDGAR ↗
Page 459 of 506  ·  10,114 filings
← Prev 1… 457 458 459 460 461 …506 Next →