Next Level Wealth Planning reveals $245 million in holdings
Next Level Wealth Planning, LLC disclosed $245 million in holdings in its latest 13F filing, showcasing its investment strategies across various sectors.
VCI Wealth Management reports $418.5 million in assets
VCI Wealth Management LLC disclosed $418.5 million in assets under management as of September 30, 2026, highlighting its investment strategy.
Garde Capital reports $1.8 billion in latest 13F-HR filing
Garde Capital, Inc. files 13F-HR, revealing over $1.8 billion in investments, including major holdings in tech and consumer goods.
ETF Opportunities Trust sets new effective date for funds
ETF Opportunities Trust files a post-effective amendment, establishing a new effective date for its funds, signaling strategic updates in the ETF market.
New Capital Management reveals latest investment holdings
New Capital Management LP's recent filing shows substantial investments in major companies, reflecting strategic choices in the investment management industry.
Tucker Asset Management reports $405M in holdings for Q3 2026
Tucker Asset Management LLC discloses over $405 million in holdings as of September 30, 2026, showcasing its investment strategies in key sectors.
Gaddis Premier Wealth Advisors reports $186.67M in assets
Gaddis Premier Wealth Advisors LLC has filed its 13F-HR, reporting $186.67 million in assets under management as of September 30, 2026.
Simplify Exchange Traded Funds files new prospectus for ETF
Simplify Exchange Traded Funds has filed a new prospectus for its ETF, merging equity and Bitcoin strategies, reflecting industry trends in investment products.
Simplify Exchange Traded Funds updates Bitcoin Strategy ETF prospectus
Simplify Exchange Traded Funds has filed a new prospectus for its Bitcoin Strategy ETF, detailing investment strategies and fees.
Optima Capital files 13F-HR with diverse Q3 holdings
Optima Capital LLC's 13F-HR filing reveals diverse investments in ETFs and major stocks like Amazon and Alphabet for Q3 2026.
Hubbell Strickland Wealth Management reports $279.7M holdings
Hubbell Strickland Wealth Management, LLC disclosed $279.7 million in assets in its latest SEC filing, showcasing its investment strategies and market position.
DecisionMap Wealth Management reports $182.58M in assets
DecisionMap Wealth Management, LLC files 13F-HR, revealing $182.58 million in assets under management as of September 30, 2026.
Prairie Wealth Advisors reports $464.7M in holdings
Prairie Wealth Advisors, Inc. disclosed its investment holdings valued at $464.7 million as of September 30, 2026, in its latest SEC filing.
Trek Financial reveals latest investment holdings in 13F filing
Trek Financial, LLC's recent 13F filing discloses major investments in tech and consumer sectors, impacting the financial services industry.
Fidelity Covington Trust Files New Prospectus for ETF
Fidelity Covington Trust updates its ETF prospectus, focusing on cryptocurrency and digital payments, signaling growth in the investment sector.
Global X Funds reveals financial details in NPORT-P filing
Global X Funds discloses financial health and investment strategies in its latest NPORT-P filing, crucial for investors and competitors in the ETF market.
Global X Funds reports strong asset position in latest filing
Global X Funds files NPORT-P report revealing strong asset position of $277.77 million, reflecting trends in the investment management industry.
ADE, LLC Reports $246 Million Investment Portfolio Growth
ADE, LLC's recent filing shows a $246 million investment portfolio, reflecting growth and diversification in key sectors.
Simplify Exchange Traded Funds files certification on prospectus
Simplify Exchange Traded Funds certifies consistency of its prospectus documents, reinforcing its commitment to regulatory compliance in the investment sector.
Archvest Wealth Advisors reports Q3 2026 holdings update
Archvest Wealth Advisors, Inc. reveals its Q3 2026 holdings, totaling approximately $199.4 million, showcasing investments in major companies.