Filing on Nov 12, 2025 Q3 2025

Kim, LLC

  • SPY
  • ASPN
  • HYG
  • VSH
  • KORE
  • SMRT
  • NZF
Kim, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Four Thought Financial Partners, LLC

  • MSFT
  • AVGO
  • NVDA
  • AMT
  • AAPL
  • JPM
  • VOO
Four Thought Financial Partners, LLC's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Stonebridge Financial Group, LLC

  • SMMU
  • DGRO
  • CGCP
  • USFR
  • GLD
  • USTB
  • AAPL
Stonebridge Financial Group, LLC's Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Sovran Advisors, LLC

  • IVV
  • AAPL
  • NVDA
  • USEP
  • MSFT
  • DYNF
  • QUAL
Sovran Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Turtle Creek Wealth Advisors, LLC

  • VOO
  • IEFA
  • AAPL
  • NVDA
  • MSFT
  • JPM
  • AMZN
Turtle Creek Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 06, 2025 Q3 2025

Nilsine Partners, LLC

  • ATO
  • AAPL
  • NVDA
  • AVGO
  • FDN
  • FXU
  • SPY
Nilsine Partners, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Knollwood Investment Advisory, LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • GOOG
  • PLTR
Knollwood Investment Advisory, LLC's Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Signal Advisors Wealth, LLC

  • SPLG
  • ACIO
  • VEA
  • BKAG
  • NVDA
  • SPY
  • DRSK
Signal Advisors Wealth, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Armis Advisers, LLC

  • OVL
  • VTI
  • VEA
  • OVLH
  • VUG
  • OVT
  • QQQ
Armis Advisers, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Tlt Family Holdco Ulc

  • VOO
  • VT
  • VEA
  • BND
  • VWO
  • VLUE
  • IVLU
Tlt Family Holdco Ulc's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Wellspring Financial Advisors, LLC

  • IVV
  • IEFA
  • AAAU
  • VYM
  • VTI
  • SOXX
  • XLV
Wellspring Financial Advisors, LLC's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025
Filing on Oct 23, 2025 Q3 2025

Caldwell Trust CO

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • GOOGL
  • AMZN
  • JPM
Caldwell Trust CO's Q3 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Pictet North America Advisors Sa

  • BUR
  • GLD
  • TSM
  • SIHY
  • MSFT
  • SONY
  • GOOGL
Pictet North America Advisors Sa's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Adar1 Capital Management, LLC

  • KROS
  • PTGX
  • ROIV
  • SPY
  • IMVT
  • ETNB
  • SPY
Adar1 Capital Management, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

Syntegra Private Wealth Group, LLC

  • SPYG
  • LGLV
  • SPTM
  • VOO
  • JMEE
  • JPIE
  • QQQM
Syntegra Private Wealth Group, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

49 Wealth Management, LLC

  • SPLG
  • IEFA
  • DIVZ
  • VTV
  • IEMG
  • VGSH
  • QUAL
49 Wealth Management, LLC's Q3 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Hap Trading, LLC

  • APP
  • META
  • COIN
  • AVGO
  • NVDA
  • ABC
  • NFLX
Hap Trading, LLC's Q2 2025 Portfolio