Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 4/1/2026.

Manager Period Date filed
Bluesphere Advisors LLC 2026 Q1 4/22/2026
Barnes Dennig Private Wealth Management LLC 2026 Q1 4/22/2026
Rolek Wealth Management LLC 2026 Q1 4/22/2026
Genesee Capital Advisors, LLC 2026 Q1 4/22/2026
RAINEY & RANDALL WEALTH ADVISORS INC. 2026 Q1 4/22/2026
Sendero Wealth Management, LLC 2026 Q1 4/22/2026
Grove Street Fiduciary, LLC 2026 Q1 4/22/2026
Kapstone Financial Advisors LLC 2026 Q1 4/22/2026
Avantra Family Wealth, Inc. 2026 Q1 4/22/2026
J. Team Financial, Inc. 2026 Q1 4/22/2026
KENNEDY INVESTMENT GROUP, INC. 2026 Q1 4/22/2026
Atlantic Edge Private Wealth Management, LLC 2026 Q1 4/22/2026
Aureum Wealth Management, LLC 2026 Q1 4/22/2026
Quintet Private Bank (Europe) S.A. 2026 Q1 4/22/2026
James Hambro & Partners LLP 2026 Q1 4/22/2026
NORRIS PERNE & FRENCH LLP/MI 2026 Q1 4/22/2026
MATAURO, LLC 2026 Q1 4/22/2026
ABN AMRO Bank N.V. 2026 Q1 4/22/2026
Employees Provident Fund Board 2009 Q1 4/22/2026
BRAUN STACEY ASSOCIATES INC 2026 Q1 4/22/2026
Harbor Asset Planning, Inc. 2026 Q1 4/22/2026
Employees Provident Fund Board 2009 Q2 4/22/2026
Traveka Wealth, LLC 2026 Q1 4/22/2026
JIM SAULNIER & ASSOCIATES, LLC 2026 Q1 4/22/2026
Employees Provident Fund Board 2009 Q4 4/22/2026
Union Bancaire Privee, UBP SA 2026 Q1 4/22/2026
Realta Investment Advisors 2026 Q1 4/22/2026
Employees Provident Fund Board 2009 Q3 4/22/2026
Summerhill Capital Management lnc. 2026 Q1 4/22/2026
Sterling Capital Management LLC 2026 Q1 4/22/2026
Towne Trust Company, N.A 2026 Q1 4/22/2026
Yoder Wealth Management, Inc. 2026 Q1 4/22/2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2026 Q1 4/22/2026
Pictet Asset Management Holding SA 2026 Q1 4/22/2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2026 Q1 4/22/2026
Border to Coast Pensions Partnership Ltd 2026 Q1 4/22/2026
Employees Provident Fund Board 2010 Q2 4/22/2026
Employees Provident Fund Board 2010 Q1 4/22/2026
Employees Provident Fund Board 2010 Q4 4/22/2026
Employees Provident Fund Board 2010 Q3 4/22/2026
Metropolis Capital Ltd 2026 Q1 4/22/2026
APEIRON CAPITAL Ltd 2026 Q1 4/22/2026
CALEDONIA INVESTMENTS PLC 2026 Q1 4/22/2026
BWM Planning, LLC 2026 Q1 4/21/2026
Two Point Capital Management, Inc. 2026 Q1 4/21/2026
Ketron Financial 2026 Q1 4/21/2026
Pflug Koory, LLC 2026 Q1 4/21/2026
BankPlus Wealth Management LLC 2026 Q1 4/21/2026
Hidden Cove Wealth Management, LLC 2026 Q1 4/21/2026
PharVision Advisers, LLC 2026 Q1 4/21/2026
FSA Investment Group, LLC 2026 Q1 4/21/2026
Broadway Wealth Solutions, Inc. 2026 Q1 4/21/2026
GAGNON SECURITIES LLC 2026 Q1 4/21/2026
Gagnon Advisors, LLC 2026 Q1 4/21/2026
FULCRUM WEALTH ADVISORS, LLC 2026 Q1 4/21/2026
PDS Planning, Inc 2026 Q1 4/21/2026
Oak Wealth Advisors LLC 2026 Q1 4/21/2026
PINNACLE ASSOCIATES LTD 2026 Q1 4/21/2026
STOLZ & ASSOCIATES, PS 2026 Q1 4/21/2026
Financial Planning Navigators CORP 2026 Q1 4/21/2026
Biltmore Wealth Management, LLC 2026 Q1 4/21/2026
Sherrill & Hutchins Financial Advisory, Inc 2026 Q1 4/21/2026
Navigation Wealth Management, Inc. 2026 Q1 4/21/2026
Sitrin Capital Management LLC 2026 Q1 4/21/2026
Morey & Quinn Wealth Partners, LLC 2026 Q1 4/21/2026
Creekside Partners 2026 Q1 4/21/2026
LYNWOOD PRICE CAPITAL MANAGEMENT LP 2026 Q1 4/21/2026
Madrid Wealth Management, LLC 2026 Q1 - RESTATEMENT 4/21/2026
DECISION INVESTMENTS, INC 2026 Q1 4/21/2026
Trilogy Capital Inc. 2026 Q1 4/21/2026
Spectrum Asset Management, Inc. (NB/CA) 2026 Q1 4/21/2026
MONTGOMERY INVESTMENT MANAGEMENT INC 2026 Q1 4/21/2026
Larry Mathis Financial Planning, LLC 2026 Q1 4/21/2026
My Personal CFO, LLC 2026 Q1 4/21/2026
SEMITAM BONAM LLC 2026 Q1 4/21/2026
Hofer & Associates. Inc 2026 Q1 4/21/2026
Fund Resources Investment Holding Group Co Ltd 2026 Q1 4/21/2026
Benchmark Financial, LLC 2026 Q1 4/21/2026
MFA Wealth Services 2026 Q1 4/21/2026
Citrine Capital LLC 2026 Q1 4/21/2026
Foundry Financial LLC 2026 Q1 4/21/2026
Foundation Wealth Management, LLC\PA 2026 Q1 4/21/2026
ASO GROUP Ltd 2026 Q1 4/21/2026
Shotwell Rutter Baer Inc 2026 Q1 4/21/2026
Fearless Solutions, LLC dba Best Invest 2026 Q1 4/21/2026
Mason & Associates, LLC 2026 Q1 4/21/2026
ROMANO BROTHERS AND COMPANY 2026 Q1 4/21/2026
Powers Advisory Group, LLC 2026 Q1 4/21/2026
Echo Wealth Management, LLC 2026 Q1 4/21/2026
Sicart Associates LLC 2026 Q1 4/21/2026
Fullerton Advisors, LLC 2026 Q1 4/21/2026
HF Advisory Group, LLC 2026 Q1 4/21/2026
Pinnacle Wealth Management Advisory Group, LLC 2026 Q1 4/21/2026
Crown Wealth Group, LLC 2026 Q1 4/21/2026
WEALTH EFFECTS LLC 2026 Q1 4/21/2026
Delta Wealth Advisors LLC 2026 Q1 4/21/2026
Sequent Planning LLC 2026 Q1 4/21/2026
Towneley Capital Management, Inc / DE 2026 Q1 4/21/2026
Welch Group, LLC 2026 Q1 4/21/2026
VCI Wealth Management LLC 2026 Q1 4/21/2026