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Portfolio (Quarterly) Guide ↗
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Page 505 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
10/8/2025 Integrated Capital Management, Inc. Sep 2025 $143M — EDGAR ↗
10/8/2025 Moulton Wealth Management, Inc Sep 2025 $137M — EDGAR ↗
10/8/2025 Hedges Asset Management LLC Sep 2025 $131M — EDGAR ↗
10/8/2025 Guided Capital Wealth Management, LLC Sep 2025 $117M — EDGAR ↗
10/8/2025 Charis Legacy Partners, LLC Sep 2025 $67M — EDGAR ↗
10/7/2025 Union Bancaire Privee, UBP SA Sep 2025 $7.0B — EDGAR ↗
10/7/2025 St Germain D J Co Inc Sep 2025 $2.5B — EDGAR ↗
10/7/2025 Traphagen Investment Advisors Llc Sep 2025 $1.2B — EDGAR ↗
10/7/2025 GuoLine Advisory Pte Ltd Sep 2025 $1.0B — EDGAR ↗
10/7/2025 Graves Light Lenhart Wealth, Inc. Sep 2025 $901M — EDGAR ↗
10/7/2025 Oak Thistle LLC Sep 2025 $656M — EDGAR ↗
10/7/2025 Sawyer & Company, Inc Sep 2025 $265M — EDGAR ↗
10/7/2025 Team Financial Group, LLC Sep 2025 $216M — EDGAR ↗
10/7/2025 FOCUS Wealth Advisors, LLC Sep 2025 $208M — EDGAR ↗
10/7/2025 Norway Savings Bank Sep 2025 $207M — EDGAR ↗
10/7/2025 Hardin Capital Partners, LLC Sep 2025 $186M — EDGAR ↗
10/7/2025 Grant Private Wealth Management Inc Sep 2025 $162M — EDGAR ↗
10/7/2025 Graphene Investments SAS Sep 2025 $158M — EDGAR ↗
10/6/2025 Nilsine Partners, LLC Sep 2025 $1.1B — EDGAR ↗
10/6/2025 Boston Standard Wealth Management, LLC Sep 2025 $595M — EDGAR ↗
Page 505 of 507  ·  10,136 filings
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