Institutions with $100M to $1B AUM (7401 funds)

Wilson Asset Management

CIK 0001914472

Total reported value

$364.1M

37 stks

2026-06-30

Concentration16.4

Portfolio Stability55.8

Sector conviction55.1

Sage Financial Management Group, Inc.

CIK 0001762086

Total reported value

$364.0M

61 stks

2026-06-30

Concentration31.8

Portfolio Stability11.5

Sector conviction53.3

Elevated Capital Advisors, LLC

CIK 0001802387

Total reported value

$363.6M

849 stks

2026-06-30

Concentration5.2

Portfolio Stability29.5

Sector conviction59.9

Tilson Financial Group, Inc.

CIK 0001964820

Total reported value

$363.6M

86 stks

2026-06-30

Concentration21.1

Sector conviction62.1

Reliant Wealth Planning

CIK 0001823393

Total reported value

$363.6M

54 stks

2026-06-30

Concentration36.2

Marshall Financial Group Inc /adv

CIK 0000701189

Total reported value

$363.5M

53 stks

2025-09-30

Stale — no recent filing

Concentration23.2

Portfolio Stability13.8

Sector conviction86.5

AIMZ Investment Advisors, LLC

CIK 0001630365

Total reported value

$363.5M

153 stks

2026-06-30

Concentration7.9

Portfolio Stability19.3

Sector conviction71.6

Anfield Capital Management, LLC

CIK 0001602020

Total reported value

$363.5M

715 stks

2026-03-31

Concentration14.3

Portfolio Stability34.6

Sector conviction50.3

GFG Capital, LLC

CIK 0001638520

Total reported value

$363.4M

155 stks

2026-06-30

Concentration11.9

Portfolio Stability38.9

Glynn Capital Management LLC

CIK 0000911270

Total reported value

$363.4M

43 stks

2026-06-30

Concentration36.5

Portfolio Stability77.8

Raub Brock Capital Management LP

CIK 0001554656

Total reported value

$363.3M

45 stks

2026-06-30

Concentration25.6

Sector conviction64.6

Paragon Wealth Strategies, LLC

CIK 0001680638

Total reported value

$363.3M

40 stks

2023-12-31

Stale — no recent filing

Concentration36.6

Purus Wealth Management, LLC

CIK 0001844250

Total reported value

$363.2M

171 stks

2026-06-30

Concentration14.7

Sector conviction98.5

Urban Financial Advisory Corp

CIK 0002005378

Total reported value

$362.9M

54 stks

2026-06-30

Concentration55.4

Westbourne Investment Advisors, Inc.

CIK 0001650092

Total reported value

$362.7M

120 stks

2026-06-30

Concentration12.1

Sector conviction54.7

Hamel Associates, Inc.

CIK 0001599760

Total reported value

$362.7M

92 stks

2026-06-30

Concentration10.8

Portfolio Stability17.9

Sector conviction38.8

O'Brien Greene & Co. Inc

CIK 0001768635

Total reported value

$362.4M

199 stks

2026-06-30

Concentration9.9

Sector conviction41.4

Wealth Management Associates, Inc.

CIK 0002067339

Total reported value

$362.4M

254 stks

2026-06-30

Concentration10.8

Portfolio Stability33.9

Sector conviction84.2

Millington Securities, LLC

CIK 0001449088

Total reported value

$362.4M

404 stks

2026-03-31

Concentration7.0

Sector conviction38.0

Foresite Capital Management V, LLC

CIK 0001792206

Total reported value

$362.2M

9 stks

2026-06-30

Portfolio Stability31.1

American Research & Management Co.

CIK 0001506796

Total reported value

$362.2M

425 stks

2022-09-30

Stale — no recent filing

Concentration7.7

Sector conviction59.4

Alteri Wealth LLC

CIK 0002054980

Total reported value

$362.1M

296 stks

2026-06-30

Concentration6.8

Portfolio Stability30.1

Sector conviction73.7

Saxon Interests, Inc.

CIK 0001905867

Total reported value

$362.0M

238 stks

2026-06-30

Concentration8.0

Portfolio Stability40.0

Sector conviction53.0

Francisco Partners Management, LP

CIK 0001197853

Total reported value

$361.4M

3 stks

2026-06-30

Portfolio Stability21.3

Pamplona Capital Management, LLC

CIK 0001554913

Total reported value

$361.3M

5 stks

2026-06-30

Portfolio Stability55.0

Solitude Financial Services

CIK 0001839890

Total reported value

$361.2M

42 stks

2026-06-30

Concentration46.8

Portfolio Stability9.0

Sector conviction66.5

ParaFi Capital LP

CIK 0001919332

Total reported value

$361.2M

24 stks

2026-06-30

Concentration48.9

Portfolio Stability52.2

HT Partners LLC

CIK 0001552999

Total reported value

$361.1M

53 stks

2026-06-30

Portfolio Stability9.7

Sector conviction84.3

Mass General Brigham, Inc

CIK 0001678378

Total reported value

$361.1M

6 stks

2026-06-30

Portfolio Stability42.7

WT Wealth Management

CIK 0001780507

Total reported value

$361.1M

138 stks

2026-06-30

Concentration9.5

Portfolio Stability29.3

Sector conviction64.9

Demars Financial Group, LLC

CIK 0001723115

Total reported value

$360.9M

113 stks

2026-06-30

Concentration31.4

Portfolio Stability29.3

Sector conviction56.2

Lawson Kroeker Investment Management Inc/ne

CIK 0001013701

Total reported value

$360.6M

59 stks

2026-06-30

Concentration17.3

Portfolio Stability17.6

Sector conviction50.3

Spectrum Asset Management, Inc.

CIK 0001632078

Total reported value

$360.4M

130 stks

2026-06-30

Concentration13.0

Portfolio Stability32.1

Sector conviction46.9

Kentucky Farm Bureau Mutual Insurance Co

CIK 0002131132

Total reported value

$360.4M

69 stks

2026-06-30

Concentration26.5

Portfolio Stability14.6

Sector conviction37.3

Equita Financial Network, Inc.

CIK 0001994461

Total reported value

$360.2M

95 stks

2026-06-30

Concentration23.2

Portfolio Stability13.6

Morling Financial Advisors, LLC

CIK 0001905198

Total reported value

$360.0M

123 stks

2026-06-30

Concentration28.6

Sector conviction96.5

HHG & Company, LLC

CIK 0001307203

Total reported value

$360.0M

134 stks

2016-03-31

Stale — no recent filing

Concentration10.1

Portfolio Stability21.9

Sector conviction53.3

MADDEN SECURITIES Corp

CIK 0001803566

Total reported value

$360.0M

118 stks

2026-06-30

Concentration11.1

Portfolio Stability25.9

Sector conviction68.8

Barometer Capital Management Inc.

CIK 0001536890

Total reported value

$359.8M

136 stks

2026-06-30

Concentration8.5

Sector conviction64.8

PL Capital Advisors, LLC

CIK 0001569147

Total reported value

$359.8M

31 stks

2026-06-30

Concentration41.5

Portfolio Stability19.3

Gen-Wealth Partners Inc

CIK 0002023375

Total reported value

$359.7M

722 stks

2026-06-30

Concentration6.9

Portfolio Stability28.2

Sector conviction38.1

Bridge Creek Capital Management LLC

CIK 0001670903

Total reported value

$359.6M

116 stks

2025-09-30

Stale — no recent filing

Concentration6.7

Portfolio Stability17.3

Sector conviction44.7

3d Asset Management, Inc

CIK 0001359371

Total reported value

$359.6M

76 stks

2020-09-30

Stale — no recent filing

Concentration23.8

Portfolio Stability8.7

Bryant Woods Investment Advisors, LLC

CIK 0001910641

Total reported value

$359.6M

85 stks

2026-06-30

Concentration42.5

Portfolio Stability28.9

Resurgent Financial Advisors LLC

CIK 0001912339

Total reported value

$359.5M

316 stks

2026-06-30

Concentration5.9

Portfolio Stability38.9

Sector conviction54.5

Horizon Investment Services, LLC

CIK 0001426940

Total reported value

$359.5M

143 stks

2026-06-30

Concentration9.5

Portfolio Stability39.9

Sector conviction98.9

Man Investment Partners

CIK 0001633312

Total reported value

$359.3M

6 stks

2026-06-30

Scale Management, LLC

CIK 0001424874

Total reported value

$359.2M

3 stks

2020-12-31

Stale — no recent filing

Ostrum Asset Management U.s., LLC

CIK 0001696259

Total reported value

$359.2M

33 stks

2019-03-31

Stale — no recent filing

Concentration25.0

Portfolio Stability67.8

Sector conviction72.4

Freedom Investment Management, Inc.

CIK 0001566653

Total reported value

$359.2M

156 stks

2026-06-30

Concentration24.5

Portfolio Stability10.4

HNP Capital LLC

CIK 0001767841

Total reported value

$359.0M

128 stks

2023-03-31

Stale — no recent filing

Concentration12.2

Sector conviction65.9

Burnham Asset Management CORP /ny/

CIK 0000866035

Total reported value

$359.0M

202 stks

2016-06-30

Stale — no recent filing

Concentration9.2

Portfolio Stability48.9

Sector conviction46.1

Hutchin Hill Capital, LP

CIK 0001482799

Total reported value

$358.5M

366 stks

2017-12-31

Stale — no recent filing

Concentration3.9

PCA Investment Advisory Services Inc.

CIK 0001977044

Total reported value

$358.4M

59 stks

2026-06-30

Concentration22.8

Portfolio Stability19.3

Sector conviction89.6

Members Advisory Group LLC

CIK 0001908587

Total reported value

$358.2M

42 stks

2026-06-30

Concentration21.1

Extract Advisors LLC

CIK 0001703148

Total reported value

$357.9M

31 stks

2026-06-30

Concentration80.0

Portfolio Stability89.1

Portland Investment Counsel Inc.

CIK 0001081668

Total reported value

$357.9M

58 stks

2026-06-30

Concentration34.8

Portfolio Stability29.3

Sector conviction63.0

Greystone Financial Group, LLC

CIK 0001845302

Total reported value

$357.9M

74 stks

2026-06-30

Concentration10.7

Sector conviction53.0

Providence First Trust Co

CIK 0001713735

Total reported value

$357.6M

196 stks

2026-06-30

Concentration6.7

Portfolio Stability42.0

Sector conviction51.6

Metropolitan Life Insurance Co/ny

CIK 0000728618

Total reported value

$357.4M

11 stks

2026-06-30

Concentration94.0

Portfolio Stability8.6

Sentry LLC

CIK 0002004474

Total reported value

$357.4M

132 stks

2026-06-30

Concentration45.2

Portfolio Stability24.8

Permit Capital, LLC

CIK 0001313978

Total reported value

$357.4M

20 stks

2026-06-30

Concentration51.3

Portfolio Stability22.7

Sector conviction64.6

Menlo Ventures Management, L.P.

CIK 0001911541

Total reported value

$357.4M

3 stks

2026-06-30

Portfolio Stability8.9

Barrett & Company, Inc.

CIK 0000887602

Total reported value

$357.2M

707 stks

2026-06-30

Concentration11.7

Portfolio Stability22.6

Sector conviction56.3

Price Wealth, LLC

CIK 0001534691

Total reported value

$357.2M

447 stks

2020-09-30

Stale — no recent filing

Concentration21.9

Portfolio Stability14.3

Guardian Wealth Management, LLC

CIK 0002095373

Total reported value

$356.7M

30 stks

2026-06-30

Concentration27.3

Portfolio Stability9.4

Sector conviction76.5

Incline Global Management LLC

CIK 0001567195

Total reported value

$356.6M

20 stks

2026-06-30

Concentration22.8

Chesapeake Wealth Management

CIK 0001730383

Total reported value

$356.5M

275 stks

2026-06-30

Concentration7.4

Portfolio Stability13.7

Sector conviction53.6

Crestmont Private Wealth LLC

CIK 0001873372

Total reported value

$356.5M

105 stks

2026-06-30

Concentration38.7

Portfolio Stability20.0

Sector conviction46.3

BT Wealth Management LLC

CIK 0001767863

Total reported value

$356.4M

65 stks

2022-06-30

Stale — no recent filing

Concentration44.2

Sector conviction72.1

Bank Of Stockton

CIK 0001387723

Total reported value

$356.3M

137 stks

2026-06-30

Concentration22.8

Portfolio Stability18.0

Sector conviction56.9

Cora Capital Advisors LLC

CIK 0001964530

Total reported value

$356.3M

145 stks

2026-06-30

Concentration21.5

Portfolio Stability19.9

Sector conviction74.8

Ascension Capital Advisors, Inc.

CIK 0001689227

Total reported value

$356.1M

97 stks

2026-06-30

Concentration30.8

Sector conviction68.8

TigerOak Management, L.L.C.

CIK 0002052586

Total reported value

$356.0M

139 stks

2026-06-30

Concentration18.3

Portfolio Stability15.6

Sector conviction95.5

BCR Wealth Strategies, LLC

CIK 0001908380

Total reported value

$355.9M

32 stks

2026-06-30

Concentration51.7

Sector conviction74.1

eCIO, Inc.

CIK 0001830823

Total reported value

$355.9M

46 stks

2026-06-30

Concentration38.8

Neumann Advisory Hong Kong Ltd

CIK 0001727862

Total reported value

$355.9M

6 stks

2026-06-30

Portfolio Stability16.2

Eaton-Cambridge Inc.

CIK 0002011052

Total reported value

$355.8M

70 stks

2026-06-30

Concentration63.4

Portfolio Stability11.2

Genesis Private Wealth, LLC

CIK 0001965529

Total reported value

$355.8M

192 stks

2026-06-30

Concentration8.0

Sector conviction52.3

Core Wealth Management, Inc.

CIK 0001965150

Total reported value

$355.8M

42 stks

2026-06-30

Concentration99.9

Sector conviction63.3

Sandbox Financial Partners, LLC

CIK 0001844892

Total reported value

$355.6M

117 stks

2026-03-31

Concentration16.2

Portfolio Stability14.7

Hi-Line Capital Management, LLC

CIK 0001776074

Total reported value

$355.5M

32 stks

2026-06-30

Concentration18.6

Portfolio Stability30.8

Sector conviction46.3

Commonwealth Bank Of Australia

CIK 0000008565

Total reported value

$355.4M

2 stks

2026-06-30

Portfolio Stability42.5

Rise Advisors, LLC

CIK 0001831316

Total reported value

$355.3M

103 stks

2026-06-30

Concentration28.9

Portfolio Stability24.6

Sector conviction77.2

TFR Capital, LLC.

CIK 0002059325

Total reported value

$355.3M

165 stks

2026-06-30

Concentration7.6

Sector conviction67.3

One Wealth Capital Management, LLC

CIK 0002050308

Total reported value

$355.1M

233 stks

2026-06-30

Concentration12.3

Portfolio Stability50.1

Sector conviction81.5

Watershed Private Wealth LLC

CIK 0001965271

Total reported value

$355.1M

120 stks

2026-06-30

Concentration22.4

Sector conviction87.1

FSB Premier Wealth Management, Inc.

CIK 0000887748

Total reported value

$354.9M

257 stks

2026-06-30

Concentration4.7

Portfolio Stability20.4

Sector conviction41.3

Oxbow Capital Management

CIK 0001713269

Total reported value

$354.8M

4 stks

2026-06-30

Portfolio Stability85.4

Towarzystwo Funduszy Inwestycyjnych Pzu SA

CIK 0002071170

Total reported value

$354.8M

690 stks

2026-06-30

Concentration16.8

Sector conviction82.4

Lowell Blake & Associates Inc.

CIK 0001816635

Total reported value

$354.8M

62 stks

2023-09-30

Stale — no recent filing

Concentration16.9

Sector conviction46.7

Firetrail Investments Pty LTD

CIK 0001943822

Total reported value

$354.7M

32 stks

2026-06-30

Concentration17.2

Portfolio Stability28.0

Sector conviction72.7

Santori & Peters, Inc.

CIK 0001730959

Total reported value

$354.6M

83 stks

2026-06-30

Concentration97.6

Portfolio Stability10.9

Anchor @ 65 Pte. Ltd.

CIK 0001993962

Total reported value

$354.5M

2 stks

2026-06-30

Portfolio Stability20.9

Advisor Resource Council

CIK 0001820879

Total reported value

$354.5M

276 stks

2026-06-30

Concentration34.8

Sector conviction61.8

Hansberger Global Investors Inc/fl

CIK 0001044910

Total reported value

$354.4M

26 stks

2014-06-30

Stale — no recent filing

Concentration42.2

Portfolio Stability37.1

Wheelhouse Advisory Group LLC

CIK 0001998946

Total reported value

$354.4M

55 stks

2026-06-30

Concentration27.3

Portfolio Stability16.3

Sector conviction55.3

Timonier Family Office, LTD.

CIK 0002038170

Total reported value

$354.1M

57 stks

2026-06-30

Concentration27.7

Portfolio Stability12.7

Essential Planning, LLC.

CIK 0001949824

Total reported value

$353.9M

87 stks

2026-06-30

Concentration26.6

Sector conviction71.9

TSA Wealth Managment LLC

CIK 0001963669

Total reported value

$353.6M

119 stks

2026-06-30

Concentration17.4

Sector conviction73.4

Somerset Trust Co

CIK 0001597099

Total reported value

$353.6M

232 stks

2026-06-30

Concentration6.5

Portfolio Stability17.8

Sector conviction44.6

INCA Investments LLC

CIK 0001513137

Total reported value

$353.4M

10 stks

2026-06-30

Concentration53.2

Minot Capital, LP

CIK 0001835714

Total reported value

$353.3M

6 stks

2024-09-30

Stale — no recent filing

Autumn Glory Partners, LLC

CIK 0001911621

Total reported value

$352.9M

359 stks

2026-06-30

Concentration8.0

Portfolio Stability39.8

Sector conviction39.7

Olde Wealth Management, LLC

CIK 0001840760

Total reported value

$352.9M

119 stks

2026-06-30

Concentration21.6

Portfolio Stability13.1

Midwest Heritage Bank, FSB

CIK 0001906805

Total reported value

$352.8M

53 stks

2026-06-30

Concentration32.0

Portfolio Stability12.7

Sector conviction71.3

AXS Investments LLC

CIK 0001801467

Total reported value

$352.7M

193 stks

2026-06-30

Concentration96.1

Portfolio Stability62.2

jvl associates llc

CIK 0001915765

Total reported value

$352.5M

79 stks

2026-06-30

Concentration30.1

Portfolio Stability17.4

Sector conviction97.6

FFG Partners, LLC

CIK 0002045972

Total reported value

$352.4M

42 stks

2026-06-30

Concentration17.5

Portfolio Stability72.0

Sector conviction73.3

Seven Post Investment Office LP

CIK 0001554308

Total reported value

$352.3M

42 stks

2026-06-30

Concentration42.7

Portfolio Stability14.4

Keeler & Nadler Financial Planning & Wealth Management

CIK 0002035883

Total reported value

$352.3M

85 stks

2026-06-30

Concentration17.5

Portfolio Stability22.5

Centerpoint Advisors, LLC

CIK 0001733788

Total reported value

$352.2M

425 stks

2026-06-30

Concentration40.8

Sector conviction71.5

Sunpointe, LLC

CIK 0002012181

Total reported value

$352.0M

281 stks

2026-06-30

Concentration5.5

Portfolio Stability31.3

Sector conviction67.1

Financial Life Advisors

CIK 0001730813

Total reported value

$351.7M

61 stks

2026-06-30

Concentration26.0

Sector conviction60.5

Precocity Capital LP

CIK 0001671811

Total reported value

$351.7M

41 stks

2018-12-31

Stale — no recent filing

Concentration13.3

SW Investment Management LLC

CIK 0001824821

Total reported value

$351.6M

5 stks

2026-06-30

Concentration84.7

Portfolio Stability39.0

Palisades Investment Partners, LLC

CIK 0001427373

Total reported value

$351.6M

53 stks

2026-06-30

Concentration12.8

Sector conviction93.1

Colonial River Investments, LLC

CIK 0001845859

Total reported value

$351.5M

249 stks

2026-06-30

Concentration6.3

Portfolio Stability52.3

Sector conviction83.1

Everpar Advisors LLC

CIK 0002010410

Total reported value

$351.5M

302 stks

2026-06-30

Concentration6.5

Sector conviction52.8

Kirtland Hills Capital Management, LLC

CIK 0002019084

Total reported value

$351.5M

166 stks

2026-06-30

Concentration7.6

Portfolio Stability18.0

Sector conviction69.8

Gerald Baker Financial Group LLC

CIK 0002133489

Total reported value

$351.4M

126 stks

2026-06-30

Concentration11.2

Sector conviction37.6

Shelter Haven Capital Management, L.P.

CIK 0001757975

Total reported value

$351.3M

11 stks

2021-12-31

Stale — no recent filing

Concentration64.1

Whitegate Investment Counselors, Inc.

CIK 0001667102

Total reported value

$351.3M

76 stks

2026-06-30

Concentration18.1

Portfolio Stability12.3

Sector conviction76.0

LifeGuide Financial Advisors, LLC

CIK 0001908585

Total reported value

$351.2M

47 stks

2026-06-30

Concentration44.9

Portfolio Stability12.5

Sector conviction67.5

Tree Line Advisors

CIK 0001535096

Total reported value

$351.1M

3 stks

2026-06-30

Portfolio Stability40.6

Spectrum Wealth Advisory Group, LLC

CIK 0001776821

Total reported value

$351.1M

543 stks

2026-06-30

Concentration25.1

Portfolio Stability48.9

Sector conviction86.5

Jamison Eaton & Wood Inc /nj

CIK 0000886920

Total reported value

$351.1M

113 stks

2015-03-31

Stale — no recent filing

Concentration7.2

Portfolio Stability8.8

Sector conviction47.0

Beacon Bridge Wealth Partners, LLC

CIK 0001965468

Total reported value

$351.0M

105 stks

2026-06-30

Concentration10.9

Sector conviction59.0

Yakira Capital Management, Inc.

CIK 0001584639

Total reported value

$351.0M

202 stks

2026-06-30

Concentration8.6

Portfolio Stability73.0

Sector conviction55.4

Pegasus Asset Management, Inc.

CIK 0001729049

Total reported value

$351.0M

75 stks

2026-06-30

Concentration14.5

Portfolio Stability21.2

Sector conviction51.4

StrongBox Wealth, LLC

CIK 0001812155

Total reported value

$350.9M

267 stks

2026-06-30

Concentration10.8

Portfolio Stability15.7

Sector conviction40.5

Fieldview Capital Management, LLC

CIK 0002040221

Total reported value

$350.7M

507 stks

2026-06-30

Concentration1.6

Sector conviction47.0

Davis-rea LTD.

CIK 0001482171

Total reported value

$350.7M

45 stks

2026-06-30

Concentration18.0

Portfolio Stability39.6

Sector conviction54.5

MTM Investment Management, LLC

CIK 0001831416

Total reported value

$350.5M

708 stks

2026-06-30

Concentration4.8

Sector conviction38.6

Engrave Wealth Partners LLC

CIK 0001806222

Total reported value

$350.3M

80 stks

2023-12-31

Stale — no recent filing

Concentration27.8

First Niagara Bank

CIK 0001061304

Total reported value

$350.2M

398 stks

2016-06-30

Stale — no recent filing

Concentration6.9

Portfolio Stability7.7

Sector conviction52.3

Stonehill Capital Management LLC

CIK 0001266227

Total reported value

$350.1M

15 stks

2026-06-30

Portfolio Stability80.0

Attestor Capital Ltd

CIK 0001830731

Total reported value

$350.1M

5 stks

2026-06-30

Oxler Private Wealth LLC

CIK 0001846002

Total reported value

$350.0M

93 stks

2026-06-30

Concentration24.8

Portfolio Stability15.0

Sector conviction60.8

PKO BP BANKOWY Universal Pension Society JSC

CIK 0002055875

Total reported value

$349.9M

13 stks

2026-06-30

Portfolio Stability50.9

Kirkwood Financial Services

CIK 0001814128

Total reported value

$349.9M

42 stks

2026-06-30

Concentration47.9

Sector conviction90.0

Your Advocates Ltd., LLP

CIK 0001774437

Total reported value

$349.9M

210 stks

2026-06-30

Concentration46.3

Sector conviction99.0

Tradition Asset Management LLC

CIK 0001778396

Total reported value

$349.8M

178 stks

2020-06-30

Stale — no recent filing

Concentration5.1

Portfolio Stability27.3

Sector conviction63.1

Pineridge Advisors LLC

CIK 0002012421

Total reported value

$349.8M

460 stks

2025-09-30

Stale — no recent filing

Concentration57.9

Portfolio Stability46.7

Sector conviction88.2

Cornerstone Retirement Group, Inc.

CIK 0001791803

Total reported value

$349.8M

33 stks

2023-09-30

Stale — no recent filing

Sector conviction85.8

Kb Financial Partners, LLC

CIK 0001864910

Total reported value

$349.6M

581 stks

2023-09-30

Stale — no recent filing

Concentration26.5

Sector conviction49.4

MGB Wealth Management, LLC

CIK 0002015822

Total reported value

$349.6M

308 stks

2025-12-31

Stale — no recent filing

Concentration14.3

Portfolio Stability17.2

Yukon Wealth Management, Inc.

CIK 0002065849

Total reported value

$349.4M

132 stks

2026-06-30

Concentration16.1

Portfolio Stability77.1

Arrowroot Family Office, LLC

CIK 0002017744

Total reported value

$349.3M

174 stks

2026-06-30

Concentration9.4

Sector conviction62.9