Outlook Wealth Advisors reports $470M in latest 13F-HR filing
Outlook Wealth Advisors, LLC discloses $470 million in investments in its latest 13F-HR filing, showcasing its strategic asset management approach.
Federated Hermes Adviser Series Files New Registration Statement
Federated Hermes Adviser Series files a new registration statement, signaling expansion and adaptation in the investment management sector.
Soltis Investment Advisors reports $2.19B portfolio in 13F-HR
Soltis Investment Advisors LLC reveals a portfolio worth $2.19 billion in its latest 13F-HR filing, showcasing its investment strategy and major holdings.
SS&H Financial Advisors reports Q3 2026 investment holdings
SS&H Financial Advisors, Inc. files its Q3 2026 13F-HR, detailing significant investments in major companies like Apple and Amazon.
Blueprint Investment Partners reveals $1.24B in holdings
Blueprint Investment Partners LLC discloses $1.24 billion in assets in its latest filing, reflecting strategic investments across various sectors.
Brooklands Fund Management reports Q3 2026 holdings update
Brooklands Fund Management Ltd reveals Q3 2026 holdings valued at $782.5 million, showcasing diverse investments across key sectors.
Everett Harris & Co. Reports $8.4B in Holdings for Q3 2026
Everett Harris & Co. reveals significant investment holdings totaling over $8.4 billion, showcasing a diverse portfolio in the financial services sector.
Exchange Place Advisors Trust Reports $77.1 Million in Assets
Exchange Place Advisors Trust files NPORT-P, revealing $77.1 million in assets and significant investments in major corporations.
Founders Financial Securities Reports Q3 Holdings in 13F Filing
Founders Financial Securities LLC disclosed its Q3 2026 holdings, showcasing a diverse investment strategy with significant stakes in major companies.
Exchange Place Advisors Trust Reports Financial Update
Exchange Place Advisors Trust's latest NPORT-P filing reveals total assets and net assets, reflecting a strong financial position in the investment sector.
Kelsey Financial reveals $125.4M in investments in 13F-HR
Kelsey Financial, LLC's latest 13F-HR report shows $125.4 million in investments, highlighting its focus on major tech and consumer companies.
Keeler & Nadler discloses $369 million in portfolio holdings
Keeler & Nadler Financial Planning & Wealth Management reveals its $369 million portfolio in recent SEC filing, showcasing its investment strategies.
Harbour Trust reveals $1B in holdings in latest filing
Harbour Trust & Investment Management Co reports over $1 billion in holdings as of September 30, 2026, highlighting its investment strategy and key positions.
ERn Financial Reports $613M in Latest Holdings
ERn Financial, LLC's recent SEC filing reveals over $613 million in assets, highlighting its strategic investments in various sectors.
Fractal Investments reports $882.66 million in holdings
Fractal Investments LLC disclosed its latest holdings valued at approximately $882.66 million, showcasing its strategic positioning in the investment landscape.
Columbia ETF Trust I Files Statement of Additional Information
Columbia ETF Trust I updates details on its ETFs in a new filing, impacting investors and the broader ETF market.
KW Wealth Management reports $129.6 million in holdings
KW Wealth Management LLC discloses $129.6 million in holdings as of September 30, 2026, highlighting its investment strategies and market positioning.
Touchstone ETF Trust files summary prospectus for new ETF
Touchstone ETF Trust has filed a summary prospectus for its Large Company Growth ETF, effective October 28, 2026, enhancing transparency in investment strategies.
Exchange Traded Concepts reports substantial investment holdings
Exchange Traded Concepts, LLC reveals its investment strategy through a recent filing, showcasing significant holdings in various companies.
Weinberger Asset Management reports Q3 holdings of $314.98M
Weinberger Asset Management, Inc. disclosed its Q3 2026 holdings, totaling $314.98 million, with significant investments in major tech and healthcare firms.