Filing on Nov 14, 2025 Q3 2025

Kp Management LLC

  • NVDA
  • AVGO
  • AAPL
  • TSM
  • ASML
  • HEI
  • GOOGL
Kp Management LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Cove Private Wealth, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • GOOG
  • JPM
Cove Private Wealth, LLC's Q3 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 Nov 14, 2025 Q3 2025

Palo Duro Investment Partners, LP

  • AR
  • CHRD
  • GPOR
  • PR
  • EQT
  • BKR
  • CRC
Palo Duro Investment Partners, LP's Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Ark & Tlk Investments, LLC

  • DFAC
  • DFUS
  • DFIC
  • DFAX
  • TFLO
  • IWF
  • VGSH
Ark & Tlk Investments, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Concord Investment Counsel Inc.

  • NVDA
  • AAPL
  • AMZN
  • XLI
  • GOOGL
  • MSFT
  • NFLX
Concord Investment Counsel Inc.'s Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Orion Investment CO

  • MSFT
  • PLTR
  • QCOM
  • REGN
  • IONQ
  • IONS
  • PH
Orion Investment CO's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Aurdan Capital Management, LLC

  • IUSG
  • VIG
  • IVV
  • VXF
  • PVAL
  • VGIT
  • LOW
Aurdan Capital Management, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025
Filing on Nov 13, 2025 Q3 2025

Pine Harbor Wealth Management, LLC

  • DFUS
  • PULS
  • DFIC
  • QQQ
  • VTI
  • AVUV
  • DFSD
Pine Harbor Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Berkeley, Inc

  • DSTL
  • IHDG
  • V
  • IDHQ
  • NVR
  • LOW
  • MKL
Berkeley, Inc's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

360 Financial, Inc.

  • VIG
  • QQQM
  • QUAL
  • XSVM
  • PAVE
  • NLR
  • KCE
360 Financial, Inc.'s Q3 2025 Portfolio
Filing on Oct 03, 2025 Q3 2025

Cambridge Financial Group, LLC

  • DFAC
  • DFIC
  • DFAT
  • DFEM
  • DFEV
  • DFAX
  • SCHG
Cambridge Financial Group, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Core Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFAR
  • DFIP
  • DFNM
  • NEE
Core Wealth Management, Inc.'s Q3 2025 Portfolio
Filing on Dec 01, 2025 Q3 2025

Payne Capital Management, LLC

  • SCHF
  • MLPX
  • VWO
  • VEA
  • SCHG
  • VUG
  • BCI
Payne Capital Management, LLC's Q3 2025 Portfolio
Filing on Nov 24, 2025 Q3 2025

Greenfield Seitz Capital Management, LLC

  • CVE
  • NVDA
  • BIL
  • RMD
  • ETN
  • HIMS
  • SU
Greenfield Seitz Capital Management, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Corigliano Investment Advisers, LLC

  • AR
  • EQT
  • CTRA
  • CVE
  • IMO
  • VLO
  • DINO
Corigliano Investment Advisers, LLC's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Pioneer Wealth Management Group

  • DFAU
  • SCHZ
  • DFAI
  • VCIT
  • DFAE
  • SCHH
  • DFAS
Pioneer Wealth Management Group's Q3 2025 Portfolio