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
Filing on Oct 13, 2023 Q3 2023

Key Bridge Compliance, LLC

  • SPY
  • IJH
  • IJJ
  • SPLG
  • AAPL
  • IDV
  • LLY
Key Bridge Compliance, LLC's Q3 2023 Portfolio
Filing on Aug 13, 2025 Q2 2025

Smart Wealth LLC

  • NVDA
  • VGSH
  • JEPI
  • RDVY
  • BRK-B
  • FJUL
  • FJAN
Smart Wealth LLC's Q2 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Evexia Wealth LLC

  • AVGO
  • KLAC
  • MSFT
  • INTU
  • HUBB
  • PH
  • LLY
Evexia Wealth LLC's Q2 2025 Portfolio
Filing on Jul 18, 2025 Q2 2025

Ewa, LLC

  • LRGF
  • IVW
  • QUAL
  • IVE
  • IUSB
  • NVDA
  • MSFT
Ewa, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Corigliano Investment Advisers, LLC

  • CTRA
  • GPOR
  • AR
  • IMO
  • MUR
  • MPC
  • RRC
Corigliano Investment Advisers, LLC's Q2 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

Van Strum & Towne Inc.

  • MSFT
  • VTIP
  • ADP
  • VCSH
  • VOO
  • JPM
  • GOOGL
Van Strum & Towne Inc.'s Q2 2025 Portfolio
Filing on Aug 05, 2025 Q2 2025

360 Financial, Inc.

  • VIG
  • QQQM
  • XSVM
  • QUAL
  • SYLD
  • PAVE
  • QQQ
360 Financial, Inc.'s Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Watershed Private Wealth LLC

  • IVV
  • NVDA
  • AGG
  • VUG
  • QUAL
  • EFV
  • VTV
Watershed Private Wealth LLC's Q3 2025 Portfolio
Filing on Nov 08, 2024 Q3 2024

Etfidea, LLC

  • DGRO
  • VUG
  • IWF
  • VBK
  • IJS
  • IWS
  • MDYG
Etfidea, LLC's Q3 2024 Portfolio
Filing on May 07, 2025 Q1 2025

Passive Capital Management, Llc.

  • VNQ
  • DFAC
  • VTEB
  • SCHO
  • AVUS
  • DFIC
  • AVDE
Passive Capital Management, Llc.'s Q1 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Sequent Planning LLC

  • QDEC
  • BGLD
  • TIP
  • VTI
  • GLD
  • XLK
  • AMZN
Sequent Planning LLC's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Meredith Wealth Planning

  • AVUV
  • DUHP
  • AVDV
  • MTUM
  • AVES
  • DIHP
  • AVGE
Meredith Wealth Planning's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 14, 2025 Q2 2025

Rivermont Capital Management LP

  • TPR
  • SXT
  • WTW
  • CEG
  • SPOT
  • NWSA
  • CLH
Rivermont Capital Management LP's Q2 2025 Portfolio
Filing on Aug 07, 2025 Q2 2025

Prime Buchholz LLC

  • VT
  • BND
  • VEA
  • ESGV
  • EMXC
  • VSGX
  • VWO
Prime Buchholz LLC's Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Global View Capital Management LLC

  • QLD
  • SPLG
  • USFR
  • DDM
  • SSO
  • RPG
  • HYG
Global View Capital Management LLC's Q2 2025 Portfolio
Filing on Jul 29, 2025 Q2 2025

Fairway Wealth LLC

  • VOO
  • QQQ
  • RSP
  • DLN
  • IVV
  • VTIP
  • VEA
Fairway Wealth LLC's Q2 2025 Portfolio