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Portfolio (Quarterly) Guide ↗
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Page 79 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/12/2026 WESCAP Management Group, Inc. Mar 2026 $508M 107 EDGAR ↗
5/12/2026 West Wealth Group, LLC Mar 2026 $506M 130 EDGAR ↗
5/12/2026 Holderness Investments Co Mar 2026 $498M 252 EDGAR ↗
5/12/2026 Riggs Asset Managment Co. Inc. Mar 2026 $486M 127 EDGAR ↗
5/12/2026 Ithaka Group Llc Mar 2026 $482M 38 EDGAR ↗
5/12/2026 Longfellow Investment Management Co Llc Mar 2026 $480M 243 EDGAR ↗
5/12/2026 Leading Edge Financial Planning LLC Mar 2026 $475M 72 EDGAR ↗
5/12/2026 Coyle Financial Counsel LLC Mar 2026 $473M 113 EDGAR ↗
5/12/2026 Intel Corp Mar 2026 $470M 3 EDGAR ↗
5/12/2026 Alliance Wealth Advisors, LLC /UT Mar 2026 $462M 228 EDGAR ↗
5/12/2026 Adams Wealth Management Mar 2026 $455M 145 EDGAR ↗
5/12/2026 Marion Wealth Management Mar 2026 $451M 146 EDGAR ↗
5/12/2026 First Wilshire Securities Management Inc Mar 2026 $444M 85 EDGAR ↗
5/12/2026 Operose Advisors LLC Mar 2026 $431M 593 EDGAR ↗
5/12/2026 Hunter Perkins Capital Management, LLC Mar 2026 $427M 143 EDGAR ↗
5/12/2026 Paradigm Asset Management Co Llc Mar 2026 $426M 424 EDGAR ↗
5/12/2026 Serenity Capital Management Pte. Ltd. Mar 2026 $414M 10 EDGAR ↗
5/12/2026 Channel Wealth Llc Mar 2026 $413M 175 EDGAR ↗
5/12/2026 Long Corridor Asset Management Ltd Mar 2026 $411M 38 EDGAR ↗
5/12/2026 Palumbo Wealth Management LLC Mar 2026 $410M 221 EDGAR ↗
Page 79 of 507  ·  10,135 filings
← Prev 1… 77 78 79 80 81 …507 Next →