Filing on Aug 14, 2025 Q2 2025

Byrne Financial Freedom, LLC

  • AMZN
  • ARKK
  • GOOG
  • MSFT
  • PLTR
  • NEA
  • AAPL
Byrne Financial Freedom, LLC's Q2 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Bank Of Jackson Hole Trust

  • IWF
  • NVDA
  • EFA
  • AAPL
  • IJH
  • MSFT
  • IVV
Bank Of Jackson Hole Trust's Q3 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Chris Bulman Inc

  • QQQ
  • VOO
  • AAPL
  • RDVY
  • BUFR
  • PJUN
  • FICS
Chris Bulman Inc's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Sphera Management Technology Funds LTD

  • QQQ
  • META
  • AMZN
  • MSFT
  • AMD
  • NVDA
  • AVGO
Sphera Management Technology Funds LTD's Q2 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Urban Financial Advisory Corp

  • SPY
  • IJH
  • PICB
  • FNDX
  • VCSH
  • IEFA
  • EEM
Urban Financial Advisory Corp's Q2 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Mokan Wealth Management Inc.

  • VGSH
  • BIL
  • BILS
  • VGT
  • AVGO
  • BRK-B
  • AAPL
Mokan Wealth Management Inc.'s Q3 2025 Portfolio
Filing on Jul 24, 2025 Q2 2025

M1 Capital Management LLC

  • IVW
  • AAPL
  • IVE
  • SPLG
  • QUAL
  • EFV
  • DYNF
M1 Capital Management LLC's Q2 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q3 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Brentview Investment Management LLC

  • MSFT
  • CME
  • AAPL
  • TT
  • JPM
  • PM
  • ORCL
Brentview Investment Management LLC's Q2 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Kiker Wealth Management, LLC

  • OUNZ
  • IWM
  • PDBC
  • DAPP
  • NLR
  • IGSB
  • CIBR
Kiker Wealth Management, LLC's Q3 2025 Portfolio
Filing on Oct 15, 2025 Q3 2025

Higgins & Schmidt Wealth Strategies LLC

  • SPYG
  • SPYV
  • SPDW
  • SPMD
  • AVEM
  • SPTI
  • IVW
Higgins & Schmidt Wealth Strategies LLC's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Immersion Corp

  • FPH
  • MX
  • UEIC
  • NNDM
  • MRAM
  • PLCE
  • MRVI
Immersion Corp's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Dmkc Advisory Services, LLC

  • VOO
  • MSFT
  • BAC
  • VHT
  • WFC
  • PFG
  • DE
Dmkc Advisory Services, LLC's Q3 2025 Portfolio
Filing on Jul 28, 2025 Q2 2025

Galilei Investment Office LLP

  • SPY
  • VOO
  • VGK
  • NOBL
  • IGSB
  • META
  • VT
Galilei Investment Office LLP's Q2 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Plan A Wealth LLC

  • OAIM
  • BRK-A
  • TPSC
  • IBD
  • NVDA
  • SCHO
  • VGIT
Plan A Wealth LLC's Q3 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Scalar Gauge Management, LLC

  • BL
  • AVGO
  • FIX
  • FN
  • AXON
  • PD
  • SNOW
Scalar Gauge Management, LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Swp Financial LLC

  • IVV
  • VTV
  • VUG
  • IUSB
  • DYNF
  • QUAL
  • AAPL
Swp Financial LLC's Q3 2025 Portfolio
Filing on Aug 15, 2025 Q2 2025

Ironclad Investments LLC

  • IVV
  • VOO
  • SPY
Ironclad Investments LLC's Q2 2025 Portfolio