Filing on Oct 14, 2025 Q3 2025

Mjt & Associates Financial Advisory Group, Inc.

  • ITOT
  • IVW
  • SCHD
  • STIP
  • DON
  • JPST
  • EMXC
Mjt & Associates Financial Advisory Group, Inc.'s Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Arbor Fi Advisors, LLC

  • IVV
  • SPYG
  • DFCF
  • VYM
  • DFAI
  • DYNF
  • DUHP
Arbor Fi Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025
Filing on Apr 11, 2025 Q1 2025

Lpf Advisors LLC

  • VTI
  • BND
  • QQQ
  • VCIT
  • FBND
  • VOE
  • TLT
Lpf Advisors LLC's Q1 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Kropog Financial Group, LLC

  • VOOG
  • BIV
  • QQQ
  • CGDV
  • VYM
  • XLU
  • VTI
Kropog Financial Group, LLC's Q3 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Elm3 Financial Group, LLC

  • NVDA
  • AMZN
  • AVGO
  • MSFT
  • QQQ
  • MTUM
  • LLY
Elm3 Financial Group, LLC's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Madison Park Capital Advisors, LLC

  • VXUS
  • VUG
  • SPY
  • MSFT
  • AAPL
  • MDY
  • BRK-B
Madison Park Capital Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Cfc Planning CO LLC

  • AAPL
  • CSCO
  • AXP
  • DIS
  • UNH
  • PM
  • SCCO
Cfc Planning CO LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Wilmar Advisors LLC

  • QQQ
  • AAPL
  • SPY
  • META
  • MDY
  • AMZN
  • GOOGL
Wilmar Advisors LLC's Q3 2025 Portfolio
Filing on Oct 24, 2025 Q3 2025

Tandem Investment Partners LLC

  • SPY
  • SPLG
  • VXUS
  • VGT
  • COWZ
  • VTI
  • MDY
Tandem Investment Partners LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Schroder Investment Management Group

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • META
  • AVGO
  • AMZN
Schroder Investment Management Group's Q3 2025 Portfolio
Filing on Oct 10, 2025 Q3 2025

Fortitude Financial, LLC

  • COOK
  • SLYG
  • IMCG
  • DYNF
  • SPSM
  • FRDM
  • SBRA
Fortitude Financial, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Journey Beyond Wealth, LLC

  • VOO
  • VEU
  • VXF
  • VEA
  • VUG
  • VTV
  • VWO
Journey Beyond Wealth, LLC's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Van Weelden Wealth Management, LLC

  • BIL
  • TBIL
  • GBIL
  • SGOV
  • SHV
  • PG
  • PHYS
Van Weelden Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Wealth Trak Capital Management LLC

  • SPLG
  • SPEM
  • SPDW
  • AAAU
  • SPYG
  • SPAB
  • DYNF
Wealth Trak Capital Management LLC's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Orba Wealth Advisors, L.L.C.

  • AAPL
  • SPY
  • ULST
  • SPDW
  • QQQ
  • DGRW
  • FPE
Orba Wealth Advisors, L.L.C.'s Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Runnymede Capital Advisors, Inc.

  • ROM
  • QQQ
  • AMZN
  • MSFT
  • NVDA
  • AAPL
  • IYW
Runnymede Capital Advisors, Inc.'s Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Uptown Financial Advisors LLC

  • VUG
  • VO
  • IJR
  • SPYV
  • SPEM
  • BSV
  • SPYG
Uptown Financial Advisors LLC's Q3 2025 Portfolio