Filing on Nov 06, 2025 Q3 2025

Eagle Bluffs Wealth Management LLC

  • BBN
  • NBB
  • EMXC
  • IDV
  • NVDA
  • NAD
  • JEPQ
Eagle Bluffs Wealth Management LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Swf LLC

  • VOO
  • BRK-B
  • IJH
  • IJR
  • QQQ
  • BRK-A
  • DFAI
Swf LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Everest Management Corp.

  • DFUS
  • GOOGL
  • GOOG
  • VOO
  • AVGO
  • AAPL
  • MSFT
Everest Management Corp.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Fusion Family Wealth LLC

  • VOO
  • RWL
  • VEA
  • VWO
  • VB
  • RWJ
  • RWK
Fusion Family Wealth LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Fortress Financial Group, LLC

  • IUSG
  • IUSV
  • RSP
  • IJS
  • IJT
  • GSLC
  • IJR
Fortress Financial Group, LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Dravo Bay LLC

  • SCHG
  • SCHV
  • VEA
  • DFCF
  • DFSD
  • VUG
  • DISV
Dravo Bay LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Tiff Advisory Services Inc

  • XLF
  • NVDA
  • VT
  • AAPL
  • VGLT
  • VFH
  • XLK
Tiff Advisory Services Inc's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Pca Investment Advisory Services Inc.

  • IVV
  • IUSV
  • DFAS
  • IUSG
  • VTV
  • VUG
  • FBND
Pca Investment Advisory Services Inc.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Cadence Wealth Management LLC

  • TLT
  • SLV
  • XOP
  • IEF
  • GLD
  • CEF
  • XLE
Cadence Wealth Management LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

May Barnhard Investments LLC

  • SCHX
  • SCHG
  • VO
  • IJR
  • SCHV
  • IJS
  • QQQ
May Barnhard Investments LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Cannon Financial Strategists, Inc.

  • DFIC
  • SLYV
  • SPYG
  • AVLV
  • BIV
  • VUG
  • SPIP
Cannon Financial Strategists, Inc.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Mid Atlantic Capital Management, Inc.

  • IVV
  • SPY
  • VUG
  • IWF
  • VYM
  • SPYG
  • VEA
Mid Atlantic Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Lexington Partners L.P.

  • NABL
  • IOT
  • ALEC
Lexington Partners L.P.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Joel Adams & Associates, Inc.

  • VOO
  • AGG
  • EAGG
  • VSGX
  • VTEB
  • IEFA
  • VXUS
Joel Adams & Associates, Inc.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Reverence Capital Partners, L.P.

Reverence Capital Partners, L.P.'s Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Asset Planning Corporation

  • DFCF
  • BRK-B
  • DFAI
  • DUHP
  • VCIT
  • VIOV
  • DFNM
Asset Planning Corporation's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Lodge Hill Capital, LLC

  • OC
  • APO
  • MHK
  • CSL
  • BLDR
  • ALK
  • BC
Lodge Hill Capital, LLC's Q3 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Rothschild Capital Partners, LLC

  • AAPL
  • JPM
  • AMZN
  • GOOGL
  • MSFT
  • GLD
  • XLI
Rothschild Capital Partners, LLC's Q3 2025 Portfolio