Filing on Oct 29, 2025 Q3 2025

Cabot Wellington, LLC

  • VTI
  • IEFA
  • IEMG
  • VB
  • VT
Cabot Wellington, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Groupe Des Assurances Du Credit Mutuel

  • CRH.L
Groupe Des Assurances Du Credit Mutuel's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Squire Investment Management Company, LLC

  • DFAC
  • ITOT
  • DFAT
  • DFIV
  • AVDV
  • DFEM
  • IDEV
Squire Investment Management Company, LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Rossby Financial, Lcc

  • FRDM
  • SMMD
  • GRNB
  • AAPL
  • NVDA
  • BIV
  • VDC
Rossby Financial, Lcc's Q3 2025 Portfolio
Filing on Nov 03, 2025 Q3 2025

Luminvest Wealth Management LLC

  • VTI
  • VXUS
  • VEU
  • VTEB
  • BND
  • BNDX
  • VCIT
Luminvest Wealth Management LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Passive Capital Management, Llc.

  • DFAC
  • VNQ
  • SCHO
  • AVUS
  • DFIC
  • VTEB
  • AVDE
Passive Capital Management, Llc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Verity Asset Management, Inc.

  • SPY
  • IVV
  • IBM
  • MSFT
  • VXUS
  • IAU
  • BSJQ
Verity Asset Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Seneca Financial Advisors LLC

  • VIG
  • SCHG
  • GOVT
  • STIP
  • SCHM
  • VTEB
  • VXUS
Seneca Financial Advisors LLC's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Starr Indemnity & Liability CO

  • GLD
  • IDEV
  • IVOO
  • IJR
Starr Indemnity & Liability CO's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Index Venture Growth Associates Iv LTD

Index Venture Growth Associates Iv LTD's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Timonier Family Office, Ltd.

  • DUHP
  • DFUV
  • DFAU
  • DFUS
  • DFAS
  • DFIC
  • DFSV
Timonier Family Office, Ltd.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Yukon Wealth Management, Inc.

  • NVDA
  • IVV
  • DVY
  • AAPL
  • SCHD
  • VIG
  • MSFT
Yukon Wealth Management, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Boone Capital Management LLC

  • MDT
  • MIRM
  • IONS
  • BBIO
  • CI
  • NBIX
  • UNH
Boone Capital Management LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Sava Penzisko Drushtvo A.D. Skopje

  • URTH
  • IXN
  • FNCL
  • IJH
  • IHAK
  • VPL
  • GDX
Sava Penzisko Drushtvo A.D. Skopje's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Highland Peak Capital, LLC

  • OI
  • SIMO
  • OC
  • AXL
  • GEO
  • WDC
  • STX
Highland Peak Capital, LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Flagship Wealth Advisors, LLC

  • QQQ
  • VUG
  • VYM
  • SPY
  • FDVV
  • EPS
  • VTV
Flagship Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Borer Denton & Associates, Inc.

  • MSFT
  • BRK-B
  • COST
  • AAPL
  • ORCL
  • HD
  • ABBV
Borer Denton & Associates, Inc.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Etesian Wealth Advisors, Inc.

  • USFR
  • MOAT
  • UCON
  • VEA
  • IVV
  • SPY
  • AAPL
Etesian Wealth Advisors, Inc.'s Q3 2025 Portfolio