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Portfolio (Quarterly) Guide ↗
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Page 496 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
10/22/2025 DT Investment Partners, LLC Sep 2025 $1.2B — EDGAR ↗
10/22/2025 Alpine Bank Wealth Management Sep 2025 $711M — EDGAR ↗
10/22/2025 Capital Advantage, Inc. Sep 2025 $665M — EDGAR ↗
10/22/2025 Brickley Wealth Management Sep 2025 $574M — EDGAR ↗
10/22/2025 RV Capital AG Sep 2025 $546M — EDGAR ↗
10/22/2025 West Paces Advisors Inc. Sep 2025 $502M — EDGAR ↗
10/22/2025 Augustine Asset Management Inc Sep 2025 $497M — EDGAR ↗
10/22/2025 Old Second National Bank Of Aurora Sep 2025 $485M — EDGAR ↗
10/22/2025 Family Investment Center, Inc. Sep 2025 $482M — EDGAR ↗
10/22/2025 GoalVest Advisory LLC Sep 2025 $472M — EDGAR ↗
10/22/2025 Stuart Chaussee & Associates, Inc. Sep 2025 $458M — EDGAR ↗
10/22/2025 TriaGen Wealth Management LLC Sep 2025 $383M — EDGAR ↗
10/22/2025 KG&L Capital Management,LLC Sep 2025 $374M — EDGAR ↗
10/22/2025 Stone Summit Wealth LLC Sep 2025 $353M — EDGAR ↗
10/22/2025 Kercheville Advisors, LLC Sep 2025 $331M — EDGAR ↗
10/22/2025 Members Advisory Group LLC Sep 2025 $283M — EDGAR ↗
10/22/2025 Biltmore Wealth Management, LLC Sep 2025 $262M — EDGAR ↗
10/22/2025 Bryant Woods Investment Advisors, LLC Sep 2025 $256M — EDGAR ↗
10/22/2025 New England Capital Financial Advisors LLC Sep 2025 $235M — EDGAR ↗
10/22/2025 Harbor Island Capital LLC Sep 2025 $234M — EDGAR ↗
Page 496 of 507  ·  10,136 filings
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