Filing on Nov 14, 2024 Q3 2024

Polus Capital Management LTD

  • IWM
  • SPY
  • EWJ
  • XHB
  • XRT
Polus Capital Management LTD's Q3 2024 Portfolio
Filing on Oct 15, 2025 Q3 2025

Wealthspring Capital LLC

  • SVIIW
  • SVIIR
Wealthspring Capital LLC's Q3 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Compass Wealth Management LLC

  • AVGO
  • RSP
  • JPM
  • DHR
  • AEIS
  • APD
  • STZ
Compass Wealth Management LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Archer Investment Corp

  • FTCS
  • QQQ
  • SPLG
  • RSP
  • NFTY
  • MSFT
  • AAPL
Archer Investment Corp's Q2 2025 Portfolio
Filing on Aug 06, 2025 Q2 2025

Grey Fox Wealth Advisors, LLC

  • VTV
  • VUG
  • VEA
  • AGG
  • VBR
  • VO
  • VCSH
Grey Fox Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Oct 17, 2025 Q3 2025

Mattson Financial Services, LLC

  • SPLG
  • NVDA
  • MSFT
  • AMZN
  • GOOG
  • AAPL
  • META
Mattson Financial Services, LLC's Q3 2025 Portfolio
Filing on May 14, 2025 Q1 2025

Reverence Capital Partners, L.P.

Reverence Capital Partners, L.P.'s Q1 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Dimensional Fund Advisors LP

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • JPM
  • GOOGL
Dimensional Fund Advisors LP's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Talos Asset Management LP

  • NVDA
  • TXN
  • WDC
  • GLW
  • MCHP
  • JBL
  • STX
Talos Asset Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Alliance Wealth Advisors, LLC /Ut

  • BIL
  • MSFT
  • ORCL
  • SHY
  • V
  • SPEM
  • GLDM
Alliance Wealth Advisors, LLC /Ut's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Gavilan Investment Partners LLC

  • META
  • AMZN
  • MELI
  • SHOP
  • SPOT
  • CPNG
  • ASML
Gavilan Investment Partners LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Artia Global Partners LP

  • VRNA
  • INSM
  • ARGX
  • LLY
  • BSX
  • MRUS
  • DGX
Artia Global Partners LP's Q2 2025 Portfolio
Filing on Aug 01, 2025 Q2 2025

Sherborne Investors Management LP

  • NAVI
Sherborne Investors Management LP's Q2 2025 Portfolio
Filing on Jul 21, 2025 Q2 2025

Ashton Thomas Securities, LLC

  • VOO
  • NVDA
  • MSFT
  • VEA
  • META
  • OMFL
  • AMZN
Ashton Thomas Securities, LLC's Q2 2025 Portfolio
Filing on May 10, 2024 Q1 2024

Imprint Wealth LLC

  • UNP
  • MSFT
  • VTI
  • AAPL
  • NVDA
  • VOO
  • AMZN
Imprint Wealth LLC's Q1 2024 Portfolio
Filing on Aug 14, 2025 Q2 2025

Dkrt Investments Corp.

  • JPM
  • GS
  • A
  • ELV
  • CNI
  • FDX
  • TFX
Dkrt Investments Corp.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Financial & Tax Architects, LLC

  • BIL
  • EFA
  • SPY
  • IEF
  • VTI
  • AGG
  • VTIP
Financial & Tax Architects, LLC's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Integris Wealth Management, LLC

  • BSV
  • IVV
  • VEA
  • VTI
  • DISV
  • DFEM
  • DFSV
Integris Wealth Management, LLC's Q3 2025 Portfolio