Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 1/26/2026 | Cwm, Llc | Dec 2025 | $36.9B | — | EDGAR ↗ |
| 1/26/2026 | Valmark Advisers, Inc. | Dec 2025 | $8.1B | — | EDGAR ↗ |
| 1/26/2026 | Welch Group, LLC | Dec 2025 | $2.6B | — | EDGAR ↗ |
| 1/26/2026 | PFG Investments, LLC | Dec 2025 | $2.1B | — | EDGAR ↗ |
| 1/26/2026 | Campbell Newman Asset Management Inc | Dec 2025 | $1.4B | — | EDGAR ↗ |
| 1/26/2026 | Means Investment Co., Inc. | Dec 2025 | $1.2B | — | EDGAR ↗ |
| 1/26/2026 | Private Trust Co Na | Dec 2025 | $1.1B | — | EDGAR ↗ |
| 1/26/2026 | Swf Llc | Dec 2025 | $989M | — | EDGAR ↗ |
| 1/26/2026 | Greenwood Capital Associates Llc | Dec 2025 | $921M | — | EDGAR ↗ |
| 1/26/2026 | Dupont Capital Management Corp | Dec 2025 | $887M | — | EDGAR ↗ |
| 1/26/2026 | Baxter Bros Inc | Dec 2025 | $864M | — | EDGAR ↗ |
| 1/26/2026 | Strid Group, LLC | Dec 2025 | $803M | — | EDGAR ↗ |
| 1/26/2026 | Hendershot Investments Inc. | Dec 2025 | $784M | — | EDGAR ↗ |
| 1/26/2026 | Nottingham Advisors, Inc. | Dec 2025 | $718M | — | EDGAR ↗ |
| 1/26/2026 | Kelman-Lazarov, Inc. | Dec 2025 | $700M | — | EDGAR ↗ |
| 1/26/2026 | West Wealth Group, LLC | Dec 2025 | $482M | — | EDGAR ↗ |
| 1/26/2026 | Trinity Legacy Partners, LLC | Dec 2025 | $436M | — | EDGAR ↗ |
| 1/26/2026 | Quattro Financial Advisors Llc | Dec 2025 | $335M | — | EDGAR ↗ |
| 1/26/2026 | Ferguson Shapiro LLC | Dec 2025 | $325M | — | EDGAR ↗ |
| 1/26/2026 | LifeWealth Investments, LLC | Sep 2025 | $304M | 147 | EDGAR ↗ |