Filing on Jul 25, 2025 Q2 2025

Wealth Advisory Team LLC

  • ACIO
  • DRSK
  • DFUS
  • DBEF
  • UCON
  • VYM
  • BIV
Wealth Advisory Team LLC's Q2 2025 Portfolio
Filing on Apr 11, 2023 Q1 2023

Catalyst Wealth Management, LLC

  • AAPL
  • MSFT
  • FVD
  • FTCS
  • RDVY
  • COWZ
  • XLE
Catalyst Wealth Management, LLC's Q1 2023 Portfolio
Filing on Nov 13, 2025 Q3 2025

Rd Lewis Holdings, Inc.

  • AMZN
  • AAPL
  • WMT
  • GOOG
  • NVDA
  • AXON
  • MSFT
Rd Lewis Holdings, Inc.'s Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Safe Harbor Fiduciary, LLC

  • SPY
  • QQQ
  • JEPI
  • AAPL
  • QDPL
  • PTLC
  • IWM
Safe Harbor Fiduciary, LLC's Q2 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Haven Capital Group, Inc.

  • AVGO
  • AAPL
  • NVDA
  • IDXX
  • ROP
  • ABBV
  • MSFT
Haven Capital Group, Inc.'s Q4 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Curat Global, LLC

  • XLK
  • IVV
  • IJH
  • IJR
  • AMAT
  • ITOT
  • XLI
Curat Global, LLC's Q3 2025 Portfolio
Filing on Jan 13, 2026 Q4 2025

Q Fund Management (Hong Kong) LTD

  • GOOG
  • TSLA
  • HOOD
  • MU
  • INTC
  • AFRM
  • IEF
Q Fund Management (Hong Kong) LTD's Q4 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Prairieview Wealth Partners, LLC

  • IVV
  • AGG
  • IWR
  • MUB
  • VTV
  • VTWO
  • SPYG
Prairieview Wealth Partners, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Wasserstein Debt Opportunities Management, L.P.

Wasserstein Debt Opportunities Management, L.P.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • JPM
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Kitching Partners, LLC

  • VIG
  • VEA
  • SDY
  • VUSB
  • VOO
  • SHYG
  • IAU
Kitching Partners, LLC's Q3 2025 Portfolio
Filing on Jan 07, 2026 Q4 2025

Stonebridge Wealth Management, LLC

  • USFR
  • DDLS
  • DHS
  • DTH
  • DGS
  • DEW
  • DES
Stonebridge Wealth Management, LLC's Q4 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Conquis Financial LLC

  • VOO
  • DFAX
  • VIG
  • SCHF
  • DFAC
  • BIV
  • IJR
Conquis Financial LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Stifel Financial Corp

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • JPM
Stifel Financial Corp's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Fiscal Wisdom Wealth Management, LLC

  • GORO
  • EXK
  • SKE
  • DC
  • SPLG
  • EQX
  • SVM
Fiscal Wisdom Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Bxm Wealth LLC

  • AVGO
  • QQQ
  • AAPL
  • NVDA
  • TQQQ
  • VOO
  • GOOGL
Bxm Wealth LLC's Q3 2025 Portfolio
Filing on Jan 06, 2026 Q4 2025

Board Of The Pension Protection Fund

  • CNC
  • TWLO
  • ZM
  • PCG
  • GM
  • FOXA
  • FOX
Board Of The Pension Protection Fund's Q4 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Bingham Private Wealth, LLC

  • MSFT
  • AMZN
  • AVGO
  • BIL
  • NVDA
  • SPY
  • AAPL
Bingham Private Wealth, LLC's Q2 2025 Portfolio