Filing on Nov 13, 2025 Q3 2025

Prevatt Capital LTD

  • CARG
  • CME
  • GTX
  • BKNG
  • SYY
  • V
  • HRB
Prevatt Capital LTD's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Tsa Wealth Managment LLC

  • SPLG
  • OEF
  • SCHZ
  • DYNF
  • QUAL
  • IVV
  • EFV
Tsa Wealth Managment LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Olympus Peak Asset Management LP

Olympus Peak Asset Management LP's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Xy Planning Network, Inc.

  • VTI
  • DFAC
  • VCIT
  • DFCF
  • IVV
  • VEA
  • SPY
Xy Planning Network, Inc.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Wealth Advisors Of Iowa, LLC

  • JEPQ
  • RSP
  • EFAV
  • SPLG
  • SPYV
  • USMV
  • QGRO
Wealth Advisors Of Iowa, LLC's Q3 2025 Portfolio
Filing on Oct 16, 2025 Q3 2025

25 LLC

  • VXUS
  • VBR
  • VSS
  • VCIT
  • VTV
  • VUG
  • VGIT
25 LLC's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Aspiring Ventures, LLC

  • TSLA
  • MSTR
  • NVDA
  • TSLA
  • ASML
  • AMZN
  • SCHB
Aspiring Ventures, LLC's Q3 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Parkwoods Wealth Partners, LLC

  • DFAT
  • DFUV
  • DFUS
  • DFIV
  • DFAC
  • DFAS
  • DISV
Parkwoods Wealth Partners, LLC's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Davis Investment Partners, LLC

  • RYT
  • RSP
  • RGI
  • VOT
  • APH
  • JAAA
  • AAPL
Davis Investment Partners, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Richard W. Paul & Associates, LLC

  • IUSV
  • IUSG
  • IJR
  • AGG
  • TLT
  • IEFA
  • JPIE
Richard W. Paul & Associates, LLC's Q3 2025 Portfolio
Filing on Oct 09, 2025 Q3 2025

Lifestyle Asset Management, Inc.

  • SPY
  • IBND
  • SDVY
  • AGG
  • CWB
  • SPMO
  • BUFR
Lifestyle Asset Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Twin Peaks Wealth Advisors, LLC

  • AAPL
  • META
  • DYNF
  • IVV
  • FIXD
  • BUFR
  • NVDA
Twin Peaks Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Apr 28, 2025 Q1 2025

Cibra Capital LTD

  • ITCI
  • K
  • BERY
  • HES
  • DESP
  • FYBR
  • AMED
Cibra Capital LTD's Q1 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • JMUB
  • AVUV
  • BRK-B
Stephens Consulting, LLC's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Valence8 Us LP

  • QUAL
  • QQQ
  • IQLT
  • BIL
  • EFV
  • VTV
  • SMH
Valence8 Us LP's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Thomas J. Herzfeld Advisors, Inc.

  • NRGX
  • HFRO
  • CUBA
  • JFR
  • RA
  • PFIX
  • BRW
Thomas J. Herzfeld Advisors, Inc.'s Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Barrett & Company, Inc.

  • VTI
  • IVW
  • USMV
  • NVDA
  • ILCV
  • IVV
  • AAPL
Barrett & Company, Inc.'s Q3 2025 Portfolio
Filing on Oct 29, 2025 Q3 2025

Silver Coast Investments LLC

  • IQLT
  • DGRO
  • VBR
  • SCHD
  • VWO
  • BIV
  • BNDX
Silver Coast Investments LLC's Q3 2025 Portfolio