Filing on Oct 29, 2025 Q3 2025

Boomfish Wealth Group, LLC

  • BIL
  • MOAT
  • AGG
  • NVDA
  • MSFT
  • TLT
  • AAPL
Boomfish Wealth Group, LLC's Q3 2025 Portfolio
Filing on Oct 28, 2025 Q3 2025

Charter Capital Management, Llc\De

  • IJH
  • VYM
  • PRF
  • DFAI
  • FDRR
  • CGGR
  • VOO
Charter Capital Management, Llc\De's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Walnut Level Capital LLC

  • MEOH
  • AVO
  • DAR
  • ADM
  • MEOH
  • OEC
  • OEC
Walnut Level Capital LLC's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Kentucky Trust CO

  • MSFT
  • AAPL
  • USB
  • JPM
  • DNP
  • PFF
  • SO
Kentucky Trust CO's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Spectrum Investment Advisors, Inc.

  • DFAU
  • VOO
  • DFAI
  • PLW
  • MBB
  • VBR
  • DFAE
Spectrum Investment Advisors, Inc.'s Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Pullen Investment Management, LLC

  • VOO
  • VTI
  • SCHB
  • MSFT
  • HII
  • CVX
  • LINC
Pullen Investment Management, LLC's Q3 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Rule One Partners, LLC

  • NFLX
  • SFM
  • OXY
  • LULU
  • ASML
Rule One Partners, LLC's Q2 2025 Portfolio
Filing on Jul 17, 2025 Q2 2025

Hansen & Associates Financial Group, Inc.

  • SHV
  • FTSM
  • EEM
  • BRK-B
  • COST
  • EFA
  • V
Hansen & Associates Financial Group, Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Nvp Associates, LLC

  • TALK
  • OPEN
Nvp Associates, LLC's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Granite Fo LLC

  • SPY
  • VIG
  • BRK-A
  • VYM
  • BRK-B
  • MDY
  • MU
Granite Fo LLC's Q3 2025 Portfolio
Filing on Jul 31, 2025 Q2 2025

Future You Wealth LLC

  • IVV
  • VEA
  • DLN
  • SHV
  • VTI
  • SHY
  • VOO
Future You Wealth LLC's Q2 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Principal Financial Group Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • TDG
  • AVGO
  • GOOGL
Principal Financial Group Inc's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Wfa Asset Management Corp

  • SCHD
  • SPYG
  • XMHQ
  • BBLU
  • IWL
  • RWJ
  • RSP
Wfa Asset Management Corp's Q3 2025 Portfolio
Filing on Oct 27, 2025 Q3 2025

Sharp Financial Services, LLC

  • IYY
  • AGG
  • VGIT
  • GLD
  • VOO
  • XLK
  • XLC
Sharp Financial Services, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Clarity Capital Advisors, LLC

  • DFAU
  • VTI
  • AVUS
  • VTIP
  • VXUS
  • AVDE
  • BSV
Clarity Capital Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 03, 2025 Q3 2025

Hfg Wealth Management, LLC

  • IAPR
  • MRSK
  • FTGC
  • IGLD
  • BUFR
  • SFLR
  • DFAU
Hfg Wealth Management, LLC's Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Index Venture Growth Associates Iv LTD

Index Venture Growth Associates Iv LTD's Q2 2025 Portfolio
Filing on Oct 31, 2025 Q3 2025

Brueske Advisory Services, LLC

  • QQQM
  • GOVT
  • JHEM
  • FYC
  • MSFT
  • QQQ
  • COST
Brueske Advisory Services, LLC's Q3 2025 Portfolio