Filing on Aug 14, 2025 Q2 2025

Sophron Capital Management L.P.

  • ADC
  • GLPI
  • AVB
  • MTH
  • ESS
  • ELS
  • WH
Sophron Capital Management L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Jul 31, 2025 Q2 2025

Envestnet Asset Management Inc

  • IVV
  • VOO
  • IUSB
  • QUAL
  • VEA
  • MSFT
  • AGG
Envestnet Asset Management Inc's Q2 2025 Portfolio
Filing on Jul 30, 2025 Q2 2025

En Rich Financial Partners LLC

  • DFEM
  • DFIC
  • DFAT
  • VOO
  • FBND
  • DFAS
  • VO
En Rich Financial Partners LLC's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • VBK
  • CGDV
Cjm Wealth Advisers, Ltd.'s Q3 2025 Portfolio
Filing on Jul 15, 2025 Q2 2025

Eaton Financial Holdings Company, LLC

  • USFR
  • TSPA
  • FTEC
  • VDC
  • JEPI
  • SPYV
  • HYGW
Eaton Financial Holdings Company, LLC's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • DFAS
Kooman & Associates's Q3 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

Empirical Asset Management, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • IYW
  • SGOL
  • META
Empirical Asset Management, LLC's Q2 2025 Portfolio
Filing on Oct 22, 2025 Q3 2025

Endeavor Private Wealth, Inc.

  • IUSB
  • IVE
  • AVUS
  • VO
  • QUAL
  • IVV
  • IVW
Endeavor Private Wealth, Inc.'s Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Brady Family Wealth, LLC

  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • LOW
  • SYK
  • V
Brady Family Wealth, LLC's Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Central Valley Advisors, LLC

  • VTWO
  • AAPL
  • VOO
  • BALT
  • BSCS
  • MSFT
  • BSCT
Central Valley Advisors, LLC's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Wealth High Governance Capital Ltda

  • NRG
  • AVGO
  • ONON
  • AMZN
  • MSFT
  • CCL
  • META
Wealth High Governance Capital Ltda's Q2 2025 Portfolio
Filing on Aug 06, 2025 Q2 2025

Regimen Wealth, LLC

  • HDV
  • FBND
  • VTEB
  • USFR
  • AGG
  • FDVV
  • SCHD
Regimen Wealth, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Brown Wealth Management, LLC

  • VTV
  • VUG
  • IVV
  • BIV
  • VEA
  • SUB
  • MUB
Brown Wealth Management, LLC's Q2 2025 Portfolio
Filing on Jul 28, 2025 Q2 2025

Broad Peak Investment Advisers Pte LTD

  • U
  • META
  • ANSS
  • LITE
  • NKE
  • BOOT
  • TPR
Broad Peak Investment Advisers Pte LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Clg LLC

  • IVV
  • CVX
  • DLN
  • AAPL
  • CGGR
  • RDVY
  • CGDV
Clg LLC's Q2 2025 Portfolio
Filing on Jul 14, 2025 Q2 2025

Narus Financial Partners, LLC

  • WMT
  • GLD
  • XLK
  • NVDA
  • VEA
  • VO
  • VTI
Narus Financial Partners, LLC's Q2 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Pure Portfolios Holdings LLC

  • SGOL
  • SCHX
  • SCHF
  • SCHR
  • SCHE
  • SLYV
  • SCHO
Pure Portfolios Holdings LLC's Q3 2025 Portfolio