Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Hara Capital LLC 2025 Q4 1/15/2026
OxenFree Capital LLC 2025 Q4 1/15/2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2025 Q4 1/15/2026
Lewis Asset Management, LLC 2025 Q4 1/15/2026
White Wing Wealth Management 2025 Q4 1/15/2026
BARLOW WEALTH PARTNERS, LLC 2025 Q4 1/15/2026
Cobblestone Asset Management LLC 2025 Q4 1/15/2026
MFA Wealth Services 2025 Q4 1/15/2026
Frank, Rimerman Advisors LLC 2025 Q4 1/15/2026
Alpine Bank Wealth Management 2025 Q4 1/15/2026
25 LLC 2025 Q4 1/15/2026
JP Wealth Management, Inc. 2025 Q4 1/15/2026
Monument Group Wealth Advisors, LLC 2025 Q4 1/15/2026
McGlone Suttner Wealth Management, Inc. 2025 Q4 1/15/2026
Great Waters Wealth Management 2025 Q4 1/15/2026
RCS Financial Planning, LLC 2025 Q4 1/15/2026
Hofer & Associates. Inc 2025 Q4 1/15/2026
Rochester Wealth Strategies, LLC 2025 Q4 1/15/2026
Aquamarine Zurich AG 2025 Q4 1/15/2026
Crane Advisory, LLC 2025 Q4 1/15/2026
Fortitude Family Office, LLC 2025 Q4 1/15/2026
Lodestone Wealth Management LLC 2025 Q4 1/15/2026
ALM First Financial Advisors, LLC 2025 Q4 1/15/2026
Essential Planning, LLC. 2025 Q4 1/15/2026
Bricktown Capital, LLC 2025 Q4 1/15/2026
Presidio Capital Management, LLC 2025 Q4 1/15/2026
Warwick Investment Management, Inc. 2025 Q4 1/15/2026
Range Financial Group LLC 2025 Q4 1/15/2026
Retireful, LLC 2025 Q4 1/15/2026
My Personal CFO, LLC 2025 Q4 1/15/2026
apricus wealth, LLC 2025 Q4 1/15/2026
Nilsine Partners, LLC 2025 Q4 1/15/2026
BetterWealth, LLC 2025 Q4 1/15/2026
Pinnacle Wealth Management, LLC 2025 Q4 1/15/2026
KRS Capital Management, LLC 2025 Q4 1/15/2026
DIXON FNANCIAL SERVICES, INC. 2025 Q4 1/15/2026
PineStone Asset Management Inc. 2025 Q4 1/15/2026
Fifth Third Wealth Advisors LLC 2025 Q4 1/15/2026
Burns Matteson Capital Management, LLC 2025 Q4 1/15/2026
Allspring Global Investments Holdings, LLC 2025 Q4 1/15/2026
J. Safra Sarasin Holding AG 2025 Q4 1/15/2026
ENZI WEALTH 2025 Q4 1/15/2026
DB Fitzpatrick & Co, Inc 2025 Q4 1/15/2026
Heirloom Wealth Management 2025 Q4 1/15/2026
Dominguez Wealth Management Solutions, Inc. 2025 Q4 1/15/2026
Cherry Creek Investment Advisors, Inc. 2025 Q4 1/15/2026
MOTIVE WEALTH ADVISORS 2025 Q4 1/15/2026
RiverTree Advisors, LLC 2025 Q4 1/15/2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC 2025 Q4 1/15/2026
Guided Capital Wealth Management, LLC 2025 Q4 1/15/2026
DEFINED WEALTH MANAGEMENT, LLC 2025 Q4 1/15/2026
COREPATH WEALTH PARTNERS LLC 2025 Q4 1/15/2026
Cohen Investment Advisors LLC 2025 Q4 1/15/2026
Bank of Finland 2025 Q4 1/15/2026
4J Wealth Management LLC 2025 Q4 1/15/2026
Solitude Financial Services 2025 Q4 1/15/2026
Gleason Group, Inc. 2025 Q4 1/15/2026
MTC Wealth Management LLC 2025 Q4 1/15/2026
Northstar Advisory Group, LLC 2025 Q4 1/15/2026
ACT WEALTH MANAGEMENT, LLC 2025 Q4 1/15/2026
REBALANCE, LLC 2025 Q4 1/15/2026
Royal Fund Management, LLC 2025 Q4 1/15/2026
Cannon Advisors, Inc. 2025 Q4 1/15/2026
Wealth Quarterback LLC 2025 Q4 1/15/2026
HARRELL INVESTMENT PARTNERS, LLC 2025 Q4 1/15/2026
Alhambra Investment Management LLC 2025 Q4 1/15/2026
PFG Private Wealth Management, LLC 2025 Q4 1/15/2026
Professional Financial Advisors, LLC 2025 Q4 1/15/2026
Euro Pacific Asset Management, LLC 2025 Q4 1/15/2026
Gunderson Capital Management Inc. 2025 Q4 1/15/2026
Savior LLC 2025 Q4 1/15/2026
WealthNavi Inc. 2025 Q4 1/15/2026
ERn Financial, LLC 2025 Q4 1/15/2026
Maltin Wealth Management, Inc. 2025 Q4 1/15/2026
ACIMA PRIVATE WEALTH, LLC 2025 Q4 1/15/2026
Signature Wealth Management Group 2025 Q4 1/15/2026
Stewardship Advisors, LLC 2025 Q4 1/15/2026
Towerpoint Wealth, LLC 2025 Q4 1/15/2026
James Hambro & Partners LLP 2025 Q4 1/15/2026
Santori & Peters, Inc. 2025 Q4 1/15/2026
Nikulski Financial, Inc. 2025 Q4 1/15/2026
Uncommon Cents Investing LLC 2025 Q4 1/15/2026
Columbus Macro, LLC 2025 Q4 1/15/2026
Refined Wealth Management 2025 Q4 1/15/2026
Fulcrum Capital LLC 2025 Q4 1/15/2026
Founders Capital Management 2025 Q4 1/15/2026
Polianta Ltd 2025 Q4 1/15/2026
Trinity Wealth Management, LLC 2025 Q4 1/15/2026
Members Trust Co 2025 Q4 1/15/2026
William Marsh Rice University 2025 Q4 1/15/2026
Mn Services Vermogensbeheer B.V. 2025 Q4 1/15/2026
Econ Financial Services Corp 2025 Q4 1/15/2026
GFG Capital, LLC 2025 Q4 1/15/2026
Private Advisory Group LLC 2025 Q4 1/15/2026
Trust Co 2025 Q4 1/15/2026
Ironwood Financial, llc 2025 Q4 1/15/2026
BTC Capital Management, Inc. 2025 Q4 1/15/2026
Archford Capital Strategies, LLC 2025 Q4 1/15/2026
Brookstone Capital Management 2025 Q4 1/15/2026
Retirement Systems of Alabama 2025 Q4 1/15/2026