Filing on May 15, 2025 Q1 2025

Wellspring Financial Advisors, LLC

  • IVV
  • VYM
  • IEFA
  • VTI
  • AAAU
  • SGOV
  • SHY
Wellspring Financial Advisors, LLC's Q1 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

North Of South Capital LLP

  • BABA
  • JD
  • YMM
  • TSM
  • KT
  • VIPS
  • ATHM
North Of South Capital LLP's Q1 2025 Portfolio
Filing on Jul 11, 2025 Q2 2025

Bdf Gestion

  • NVDA
  • MSFT
  • AAPL
  • META
  • AVGO
  • GOOG
  • JPM
Bdf Gestion's Q2 2025 Portfolio
Filing on Feb 05, 2024 Q4 2023

First Ascent Asset Management, LLC

  • VOO
  • VTI
  • VTEB
  • DFAC
  • IUSB
  • SPDW
  • VXUS
First Ascent Asset Management, LLC's Q4 2023 Portfolio
Filing on May 14, 2025 Q1 2025

Gtcr LLC

  • SHC
  • GOGO
  • MRVI
Gtcr LLC's Q1 2025 Portfolio
Filing on Apr 29, 2025 Q1 2025

Pacific Life Fund Advisors LLC

  • IWD
  • IWP
  • IWN
  • EFV
  • IWS
  • VONG
  • AVDE
Pacific Life Fund Advisors LLC's Q1 2025 Portfolio
Filing on Nov 13, 2024 Q3 2024

First Trust Investment Solutions L.P.

  • PWR
  • AAPL
  • META
  • NVDA
  • BRK-B
  • MSFT
  • LLY
First Trust Investment Solutions L.P.'s Q3 2024 Portfolio
Filing on Jul 16, 2025 Q2 2025

Spirepoint Private Client, LLC

  • UPS
  • MSFT
  • AAPL
  • PLTR
  • AVGO
  • CLH
  • NVDA
Spirepoint Private Client, LLC's Q2 2025 Portfolio
Filing on Jan 28, 2025 Q4 2024

Htlf Bank

  • VUG
  • VTV
  • HTLF
  • ITM
  • EFV
  • EFG
  • SHM
Htlf Bank's Q4 2024 Portfolio
Filing on Apr 18, 2025 Q1 2025

Pko Investment Management Joint Stock CO

  • IVV
  • QQQM
  • MSFT
  • QQQE
  • AAPL
  • NVDA
  • AMZN
Pko Investment Management Joint Stock CO's Q1 2025 Portfolio
Filing on Jul 10, 2025 Q2 2025

Three Seasons Wealth, LLC

  • AMZN
  • TSLA
  • AAPL
  • MSFT
  • QQQ
  • IVW
  • SPY
Three Seasons Wealth, LLC's Q2 2025 Portfolio
Filing on May 06, 2025 Q1 2025

A16z Perennial Management, L.P.

  • COIN
  • NU
  • XHLF
  • ABNB
  • OKTA
  • COIN
  • MUB
A16z Perennial Management, L.P.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Titleist Asset Management, LLC

  • SGOV
  • TSLA
  • NVDA
  • IJH
  • IWM
  • DIVZ
  • RSP
Titleist Asset Management, LLC's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Psg Equity L.L.C.

  • EVCM
Psg Equity L.L.C.'s Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Mufg Securities Americas Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Mufg Securities Americas Inc.'s Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

Syntegra Private Wealth Group, LLC

  • LGLV
  • SPTM
  • SPYG
  • XMHQ
  • ICOW
  • JPIE
  • JMEE
Syntegra Private Wealth Group, LLC's Q1 2025 Portfolio
Filing on Apr 16, 2025 Q1 2025

Azzad Asset Management Inc /Adv

  • AAPL
  • NVDA
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q1 2025 Portfolio
Filing on Jul 18, 2025 Q2 2025

Tanager Wealth Management LLP

  • XHLF
  • ITOT
  • VEA
  • VTI
  • BKAG
  • VGK
  • AGG
Tanager Wealth Management LLP's Q2 2025 Portfolio