Filing on Aug 11, 2025 Q2 2025

Sykon Capital LLC

  • SPLG
  • VXUS
  • USFR
  • XLK
  • RSP
  • QQQ
  • VOO
Sykon Capital LLC's Q2 2025 Portfolio
Filing on Aug 19, 2025 Q2 2025

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • MSFT
  • SCHM
  • RSP
  • SCHD
Cape Investment Advisory, Inc.'s Q2 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Tsa Wealth Managment LLC

  • SPLG
  • SCHZ
  • QUAL
  • OEF
  • DYNF
  • IVV
  • EFV
Tsa Wealth Managment LLC's Q2 2025 Portfolio
Filing on Jul 25, 2025 Q2 2025

Hassell Wealth Management, LLC

  • VTI
  • VEA
  • VCIT
  • BNDX
  • DFSV
  • VCSH
  • VGIT
Hassell Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 08, 2025 Q2 2025

Starr Indemnity & Liability CO

  • GLD
  • IDEV
  • IVOO
  • IJR
Starr Indemnity & Liability CO's Q2 2025 Portfolio
Filing on Oct 02, 2025 Q3 2025

Inves Trust

  • VOO
  • VEA
  • MSFT
  • IBDS
  • IBDR
  • IJJ
  • IBDT
Inves Trust's Q3 2025 Portfolio
Filing on Jul 23, 2025 Q2 2025

Canopy Partners, LLC

  • VTI
  • MSFT
  • AAPL
  • SPY
  • IEFA
  • MDY
  • DFAU
Canopy Partners, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Olympus Peak Asset Management LP

Olympus Peak Asset Management LP's Q2 2025 Portfolio
Filing on Oct 06, 2025 Q3 2025

Hf Advisory Group, LLC

  • DGRO
  • MSFT
  • FALN
  • GOOG
  • LGLV
  • BRK-B
  • JPM
Hf Advisory Group, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Bkm Wealth Management, LLC

  • IVE
  • MSFT
  • AAPL
  • VEA
  • IVW
  • DEUS
  • QQQ
Bkm Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 02, 2025 Q3 2025

Breakwater Investment Management

  • VTI
  • SCHB
  • VXUS
  • MSFT
  • BNDX
  • BND
  • SPTM
Breakwater Investment Management's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Rakuten Securities, Inc.

  • NVDA
  • TSLA
  • SOFI
  • PLTR
  • MSTR
  • APP
  • AVGO
Rakuten Securities, Inc.'s Q3 2025 Portfolio
Filing on Aug 01, 2025 Q2 2025

Rossby Financial, Lcc

  • FRDM
  • SMMD
  • BIV
  • GRNB
  • VDC
  • NVDA
  • AAPL
Rossby Financial, Lcc's Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

1248 Management, LLC

  • AMZN
  • GOOGL
  • MSFT
  • JPM
  • SPY
  • XLI
  • AAPL
1248 Management, LLC's Q2 2025 Portfolio
Filing on Jul 11, 2025 Q2 2025

Skyline Advisors, Inc.

  • VTI
  • IXUS
  • MSFT
  • IUSB
  • QUAL
  • SCHG
  • SCHD
Skyline Advisors, Inc.'s Q2 2025 Portfolio
Filing on Oct 18, 2024 Q3 2024

Cedrus LLC

  • VUG
  • FIXD
  • RDVY
  • FTCS
  • RDVI
  • LDSF
  • MGV
Cedrus LLC's Q3 2024 Portfolio
Filing on Aug 05, 2025 Q2 2025

Prosperity Wealth Management, Inc.

  • SCHX
  • SCHG
  • VOO
  • QQQ
  • MSFT
  • IUS
  • NVDA
Prosperity Wealth Management, Inc.'s Q2 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Concentrum Wealth Management

  • META
  • NVDA
  • AAPL
  • QQQ
  • FTCS
  • FV
  • FVD
Concentrum Wealth Management's Q1 2025 Portfolio