Filing on Nov 10, 2025 Q3 2025

Td Asset Management Inc

  • NVDA
  • MSFT
  • RY
  • AAPL
  • TD
  • META
  • BMO
Td Asset Management Inc's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Blalock Williams, LLC

  • LLY
  • IVV
  • DYNF
  • IVW
  • QUAL
  • MSFT
  • NVDA
Blalock Williams, LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

New Dimensions Wealth Management, LLC

  • DFAC
  • DFIC
  • DFUV
  • DFEM
  • DFIP
  • DFSD
  • VTIP
New Dimensions Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Mountain Hill Investment Partners Corp.

  • FBND
  • IVV
  • NVDA
  • UPS
  • PFF
  • AMZN
  • XLU
Mountain Hill Investment Partners Corp.'s Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Broyhill Asset Management

  • SHY
  • PM
  • IQV
  • FISV
  • DLTR
  • KOF
  • VVV
Broyhill Asset Management's Q3 2025 Portfolio
Filing on Jan 14, 2026 Q4 2025

Russia Partners Management, LLC

  • SEMR
Russia Partners Management, LLC's Q4 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Ehrenkranz Partners L.P.

  • XBI
  • EWY
  • JAAA
  • SPY
  • VOO
  • RSP
  • VO
Ehrenkranz Partners L.P.'s Q3 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

M Wealth Management, LLC

  • DFAU
  • PULS
  • TOTL
  • VXUS
  • SCHP
  • DFAC
  • USFR
M Wealth Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Bain Capital Venture Investors, LLC

Bain Capital Venture Investors, LLC's Q3 2025 Portfolio
Filing on Jan 13, 2026 Q4 2025

Legacy Solutions, LLC

  • SPLG
  • SPDW
  • IUSG
  • IUSV
  • CGGR
  • MOAT
  • IVOO
Legacy Solutions, LLC's Q4 2025 Portfolio
Filing on Jan 08, 2026 Q4 2025

Waycross Investment Management CO

  • IEFA
  • IBTK
  • IBTJ
  • DUHP
  • FCNCA
  • BSCU
  • BSCV
Waycross Investment Management CO's Q4 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Powerhouse Assets LLC

  • IVV
  • VOO
  • ICSH
  • VTV
  • IEFA
  • EMXC
  • DFSD
Powerhouse Assets LLC's Q4 2025 Portfolio
Filing on Jan 08, 2026 Q4 2025

Lwm Advisors Inc

  • IWD
  • IWF
  • EFA
  • SHY
  • IWO
  • IWN
  • EEM
Lwm Advisors Inc's Q4 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Ifs Group,Llc

  • QDPL
  • FVD
  • FTCS
  • PULS
  • AGGH
  • NVDA
  • RDVY
Ifs Group,Llc's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Manufacturers Life Insurance Company, The

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • GOOGL
  • RY
  • META
Manufacturers Life Insurance Company, The's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Sellaronda Global Management LP

  • CCCS
  • OKTA
  • PCOR
  • AMZN
  • HAS
Sellaronda Global Management LP's Q3 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Cassilly Financial Group LLC

  • IEFA
  • VUG
  • VTV
  • IVV
  • SCHZ
  • SPLG
  • IUSB
Cassilly Financial Group LLC's Q4 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Windsor Advisory Group, LLC

  • PAYX
  • WOR
  • BRK-A
  • IVV
  • AAPL
  • BRK-B
  • VT
Windsor Advisory Group, LLC's Q3 2025 Portfolio