Sutton Place Investors reports $212.36M in Q3 holdings
Sutton Place Investors LLC has disclosed $212.36 million in holdings as of September 30, 2026, reflecting its investment strategies and market positioning.
Polaris Investment Advisors Reports $156.4M in 13F-HR Filing
Polaris Investment Advisors, LLC filed its 13F-HR, showing $156.4 million in assets under management as of September 30, 2026. Key holdings include major tech firms.
Continuum Wealth Advisors Reports $306.9 Million in Assets
Continuum Wealth Advisors, LLC reveals $306.9 million in assets under management in its latest 13F-HR filing, showcasing its investment strategies.
Stanley-Laman Group reports $915 million in investments
Stanley-Laman Group reveals its latest 13F-HR filing, showcasing a $915 million investment portfolio, highlighting trends in asset management.
WP Trust Reports Financials for WP Large Cap Income Plus Fund
WP Trust's recent filing details its financial position and portfolio performance for the WP Large Cap Income Plus Fund, highlighting assets and liabilities.
Steinberganna Wealth Management Reports $232.6M in Holdings
Steinberganna Wealth Management's latest 13F-HR filing shows $232.6 million in holdings, reflecting its investment strategies as of September 30, 2026.
Next Level Private LLC reveals $519 million in holdings
Next Level Private LLC files 13F-HR, revealing holdings valued at over $519 million, reflecting its investment strategy in major corporations.
Kinetics Portfolios Trust Files Updated Semi-Annual Report
Kinetics Portfolios Trust has submitted an updated semi-annual report, emphasizing compliance and transparency in its investment practices.
MKT Advisors LLC reports $311.6 million in latest 13F-HR
MKT Advisors LLC's recent 13F-HR filing shows a portfolio valued at $311.6 million, reflecting its investment strategy and key holdings.
LVM Capital Management reveals latest investment holdings
LVM Capital Management Ltd files 13F-HR, detailing significant holdings and investment strategies in key sectors, impacting the financial industry.
Marrick Wealth reports $142.4 million in holdings for Q3
Marrick Wealth, LLC discloses $142.4 million in holdings as of September 30, 2026, highlighting its investment strategy in key sectors.
Kathmere Capital Management reveals $2B in quarterly holdings
Kathmere Capital Management discloses over $2 billion in investments as of September 30, 2026, showcasing its strategic portfolio management.
Atlantic Edge Private Wealth Management reports $486M in assets
Atlantic Edge Private Wealth Management's latest 13F report shows $486.55 million in assets, highlighting key investments in major companies.
Farnam Financial reports $135.5 million in holdings
Farnam Financial LLC reveals $135.5 million in holdings in its latest 13F-HR filing, showcasing investments in major companies like Apple and Amazon.
MEMBERS WEALTH LLC files 13F-HR with $200M in holdings
MEMBERS WEALTH LLC discloses $200M in investments in its latest 13F-HR filing, reflecting its strategic positioning in the financial services sector.
McCarthy Asset Management reveals $209M in latest 13F-HR
McCarthy Asset Management disclosed $209M in assets under management in its latest 13F-HR filing, highlighting key investments in tech giants.
Lifelong Wealth Advisors reports $431.96 million in holdings
Lifelong Wealth Advisors, Inc. disclosed its investment holdings totaling $431.96 million, highlighting its focus on technology and healthcare sectors.
Tidal Trust III reveals asset details in NPORT-P filing
Tidal Trust III files NPORT-P, disclosing $4.27 million in assets, highlighting transparency in the investment industry.
LPWM LLC reveals latest 13F-HR filing with major investments
LPWM LLC's recent 13F-HR filing shows significant investments in tech giants like Alphabet, Amazon, and Apple, signaling strategic industry trends.
Long Island Wealth Management reports $256M in assets in 13F
Long Island Wealth Management, Inc. files 13F-HR, reporting $256 million in assets under management as of September 30, 2026.