Foundation Wealth Management reveals latest 13F holdings
Foundation Wealth Management, LLC's recent 13F filing shows significant investments in major tech companies, reflecting its strategic focus in the financial sector.
Tuttle Capital Management reports $229.6M in Q3 holdings
Tuttle Capital Management's latest 13F-HR filing reveals a portfolio valued at $229.6 million as of September 30, 2026, showcasing key investments.
Andina Capital Management reports Q3 holdings of $69.4 million
Andina Capital Management's latest filing reveals Q3 holdings valued at $69.4 million, showcasing investments in major tech firms like Apple and Amazon.
Brookstone Capital Management reports $10 billion in assets
Brookstone Capital Management's latest filing shows over $10 billion in assets as of September 30, 2026, reflecting its strong market position.
Sara-Bay Financial Reports Q3 2026 Holdings Valued at $383M
Sara-Bay Financial's Q3 2026 filing shows a portfolio worth over $383 million, highlighting investments in major companies like Amazon and Abbott Labs.
Sage Investment Advisers reveals latest portfolio holdings
Sage Investment Advisers LLC has filed its 13F-HR report, showcasing its investment strategy and diverse portfolio as of September 30, 2026.
Bitwise Funds Trust to Remove ETF from NYSE Arca Listing
Bitwise Funds Trust announces the removal of its ETF from NYSE Arca, effective October 26, 2026, amid ongoing shifts in the investment landscape.
Gerber, LLC reports $219.6M portfolio in latest filing
Gerber, LLC discloses a portfolio valued at $219.6 million in its latest 13F-HR filing, emphasizing investments in technology and healthcare sectors.
Investors Exchange LLC Files Amendment to Registration Statement
Investors Exchange LLC has filed an amendment to its registration statement, reflecting ongoing developments in the security and commodity brokerage industry.
Burford Brothers reports $274.5 million in holdings
Burford Brothers, Inc. files 13F-HR showing $274.5 million in holdings as of September 30, 2026, reflecting its investment strategies in the financial sector.
Total Investment Management Inc. Reports $1B in Holdings
Total Investment Management Inc. files its 13F-HR report, revealing over $1 billion in assets under management as of September 30, 2026.
Marietta Wealth Management reveals $944.8 million in holdings
Marietta Wealth Management's latest SEC filing shows $944.8 million in holdings, highlighting its investment strategies and major positions in the market.
ProFunds Files New Registration Statement with SEC
ProFunds submits a new registration statement, enhancing transparency and compliance in the investment sector, impacting investor confidence.
AdamsBrown Wealth Consultants Reports Q3 2026 Holdings
AdamsBrown Wealth Consultants LLC reveals its Q3 2026 holdings, totaling approximately $548 million, highlighting investment strategies in ETFs.
Stash Investments Reports $341.5M in Latest Holdings
Stash Investments, LLC reveals $341.5 million in holdings as of September 30, 2026, in its latest 13F-HR filing, showcasing its investment strategy.
Revisor Wealth Management reports $404 million in assets
Revisor Wealth Management LLC's latest 13F-HR filing reveals over $404 million in assets under management, showcasing its investment strategies.
CPA Asset Management Group Reports $357M in Holdings
CPA Asset Management Group, LLC reports $357 million in holdings as of September 30, 2026, showcasing its investment strategies and market position.
Salus Financial Advisors reports $209.5M in assets in 13F-HR
Salus Financial Advisors, LLC reports $209.5 million in assets under management as of September 30, 2026, in its latest 13F-HR filing.
Redwood Family Wealth reports $113 million in holdings
Redwood Family Wealth LLC disclosed $113 million in investments as of September 30, 2026, showcasing its strategic portfolio management.
Briaud Financial Planning reports $453 million in holdings
Briaud Financial Planning Inc. reveals $453 million in holdings in its latest SEC filing, indicating strategic asset management.