Filing on Oct 23, 2025 Q3 2025

Lakewood Asset Management LLC

  • BRK-B
  • FNDX
  • BIL
  • VT
  • AZO
  • EBAY
  • WSM
Lakewood Asset Management LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Moneywise, Inc.

  • MRSK
  • SCHX
  • SPY
  • IWV
  • ITOT
  • VV
  • IEFA
Moneywise, Inc.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Bay Colony Advisory Group, Inc D

  • CGDV
  • VTI
  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • IVV
Bay Colony Advisory Group, Inc D's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Conway Capital Management, Inc.

  • AAPL
  • NFLX
  • AMZN
  • NVDA
  • COST
  • MA
  • GOOG
Conway Capital Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Grace & White Inc

  • UNM
  • AIT
  • SIG
  • INGR
  • FSLR
  • RE
  • NUE
Grace & White Inc 's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Campbell Newman Asset Management Inc

  • MSFT
  • AAPL
  • AVGO
  • KLAC
  • APH
  • ETN
  • MA
Campbell Newman Asset Management Inc's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Planned Solutions, Inc.

  • FNDX
  • ITOT
  • MOAT
  • JPIE
  • IVW
  • QQQ
  • STLG
Planned Solutions, Inc.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Family Capital Trust CO

  • ADBE
  • JPM
  • GOOGL
  • AGG
  • IEFA
  • IMTM
  • AAPL
Family Capital Trust CO's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Miller Wealth Advisors, LLC

  • AMZN
  • AAPL
  • XOM
  • GOOG
  • GOOGL
  • MSFT
  • NVDA
Miller Wealth Advisors, LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Asset Planning,Inc

  • AMZN
  • TDG
  • LLY
  • ALL
  • AAPL
  • COST
  • NVDA
Asset Planning,Inc's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025
Filing on Oct 23, 2025 Q3 2025

Joseph Group Capital Management

  • JCPB
  • DFAI
  • SCHP
  • VXUS
  • DEW
  • MOAT
  • CIBR
Joseph Group Capital Management's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Essex LLC

  • VCIT
  • XLK
  • SCHX
  • SJNK
  • VCSH
  • SCHM
  • SCHF
Essex LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Webster Bank, N. A.

  • SPY
  • VOO
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • JPM
Webster Bank, N. A.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Cortland Associates Inc

  • WTW
  • KD
  • V
  • BKNG
  • AMZN
  • FCNCA
  • RYAAY
Cortland Associates Inc's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Canaan Partners Xi LLC

  • TYRA
  • RLYB
Canaan Partners Xi LLC's Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Vermillion Wealth Management, Inc.

  • DFUS
  • BND
  • DFCF
  • DFAI
  • VGT
  • DFAS
  • VIG
Vermillion Wealth Management, Inc.'s Q3 2025 Portfolio
Filing on Oct 23, 2025 Q3 2025

Guidance Point Advisors, LLC

  • JPM
  • IVV
  • IVW
  • IEFA
  • IJH
  • IJR
  • IVE
Guidance Point Advisors, LLC's Q3 2025 Portfolio