<strong>Topel & Distasi Wealth Management LLC</strong> Portfolio Shifts in Q2 2026InsiderSet·6d agoVTVVUG
Ccg Wealth Management Llc Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales ObservedInsiderSet·6d agoQQQSPYG
Centerpoint Advisors LLC Activity Analysis Q1 2026: New Purchases & SalesInsiderSet·Aug 8, 2026IJHIVV
Trifecta Capital Advisors Q2 2026 Portfolio Activity: Notable Purchases and SalesInsiderSet·Aug 6, 2026AAPLAMZN
Oakwell Private Wealth Management Q2 2026 Portfolio Activity: Focus on ETFs and TechnologyInsiderSet·Aug 5, 2026VTIVEA
Fulton Breakefield Broenniman Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 5, 2026AAPLGOOGL
Jhp Wealth Management Llc Portfolio Activity: Significant Buys & Sells in Q2 2026InsiderSet·Aug 4, 2026VOOVEA
Cahaba Wealth Management: Significant Purchases & Sales Observed for Q2 2026 PortfolioInsiderSet·Aug 3, 2026IXUSIJH
Arrow Financial Corp Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 3, 2026QQQIJH
Lgl Partners LLC Portfolio Adjustments in Q2 2026: Focus on ETF Sales and PurchasesInsiderSet·Jul 28, 2026SPYQQQ
Fft Wealth Management Llc Q2 2026 Portfolio Activity: Heavy Focus on S&P 500 & Growth ETFsInsiderSet·Jul 28, 2026QQQIVV
Wilshire Advisors Llc Portfolio Analysis for Q2 2026: Major Holdings and Allocation InsightsInsiderSet·Jul 28, 2026IEFAIJH
Investor Activity Report: Wealth Architects LLC's Significant Changes in Portfolio Holdings During Q2 2026InsiderSet·Jul 25, 2026IVVLRCX
Sage Financial Group Q2 Portfolio Activity: Strategic Shifts and Significant Holdings ChangesInsiderSet·Jul 22, 2026VTVIJH
Fiduciary Alliance Llc Portfolio Shifts in Q2 2026: Strategic Buys and SellsInsiderSet·Jul 22, 2026MSFTAAPL
Venturi Wealth Management Increases Portfolio Exposure with Major ETF PurchasesInsiderSet·Jul 21, 2026AAPLIEFA
Cjm Wealth Advisers Q2 Portfolio Shift: Focus on Dividend & Tech, Minor Adjustments in IndicesInsiderSet·Jul 19, 2026QQQVTV
Amplius Wealth Advisors Q2 2026: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 19, 2026RECSPVAL
Ironwood Financial Investor Activity Analysis: Q2 2026 Portfolio ShiftsInsiderSet·Jul 19, 2026AAPLIJH
Global Trust Wealth Management Llc Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 19, 2026SPYQQQ
Single Point Partners Q2 2026: Major Purchases in Vanguard ETFs and iShares Core FundsInsiderSet·Jul 18, 2026IEFAIJH
Berman Mcaleer Llc Q2 2026 Portfolio Activity: Significant Purchases ObservedInsiderSet·Jul 18, 2026VOEDFAI
Cooke Wealth Management Q2 Portfolio Activity: ETF Rebalances & Minor AdjustmentsInsiderSet·Jul 18, 2026VTISCHR
City National Bank Of Florida Portfolio Shift: Concentrated in US Equities & Emerging MarketsInsiderSet·Jul 17, 2026AAPLNVDA
Nestegg Advisors Inc Q2 2026 Portfolio Activity: Significant Increases in ETF HoldingsInsiderSet·Jul 16, 2026SCHGIWD
Southern Capital Advisors LLC Q2 2026 Portfolio Activity: Focus on Growth ETFsInsiderSet·Jul 16, 2026IEFAIVV
Ironwood Wealth Management Top Holdings Analysis: June 2026 Portfolio SnapshotInsiderSet·Jul 16, 2026IVVIUSV
Fort Henry Capital Portfolio Analysis: Concentration in Broad ETF HoldingsInsiderSet·Jul 16, 2026IVVAGG
Roth Financial Partners Portfolio Analysis: Concentration in ETFs Dominates HoldingsInsiderSet·Jul 16, 2026SPYIEFA
Blue Square Asset Management Q2 2026: Focus on US Equities and ETF GrowthInsiderSet·Jul 16, 2026QQQNVDA
Neumann Capital Management Q2 2026: Strategic ETF Purchases and Minor AdjustmentsInsiderSet·Jul 15, 2026IJHVNQ
Park Capital Management Q2 2026 Portfolio Activity: Focus on SPY, QQQ and New Small-Cap HoldingsInsiderSet·Jul 14, 2026AAPLSPY
Holland Advisory Services Inc Investment Activity Analysis: Q2 Changes DetailedInsiderSet·Jul 14, 2026AAPLVTI
RTD Financial Advisors Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 14, 2026IJHIVV
Abound Wealth Management Q2 2026 Portfolio Activity: Focus on Tech Buys, Financial SellsInsiderSet·Jul 13, 2026VEAIVV
G&S Capital Llc Investment Activity in Q2 2026: New Purchases and Significant ReductionsInsiderSet·Jul 13, 2026SPYQQQ
Afg Fiduciary Services Portfolio Shifts: Heavy S&P 500 ETF Sales, Focus on GrowthInsiderSet·Jul 12, 2026SPYAMD
Melone Private Wealth Q2 2026 Filing: Munis, ETFs Dominate Portfolio ActivityInsiderSet·Jul 12, 2026CGDVUSFR
Valeo Financial Advisors Portfolio Shifts in Q1 2026: Focus on Emerging Markets and TechnologyInsiderSet·Jul 10, 2026SPYIJH
Twin Cities Retirement Group Portfolio Concentration Analysis: Heavy Exposure in Vanguard FundsInsiderSet·Jul 10, 2026VEAVCIT
Baron Wealth Management Llc Activity in Q2 2026: Significant Buys & Sells ObservedInsiderSet·Jul 9, 2026AAPLSNA
Financial Enhancement Group Llc Q2 2026 Portfolio Activity: Focus on ETF PurchasesInsiderSet·Jul 9, 2026AVDEJSI
Graves Light Lenhart Wealth Inc.: ETF Purchases & Stock Sales in Q2 2026InsiderSet·Jul 8, 2026BRK-BIEFA
Cedar Mountain Advisors Increases Exposure to Growth ETFs and Bonds in Q2 2026InsiderSet·Jul 5, 2026QQQIWD
Richard S. Fuld's Q1 Portfolio Highlights Significant Increases in IEFA and XETYX ETFsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld Portfolio Analysis: Concentration in ETFs and Fixed IncomeInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld's Top Holdings: Analysis of Matrix Private Capital Investments as of March 31, 2026InsiderSet·May 16, 2026VTVVUG
Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld's Matrix Private Capital Portfolio Shows Significant Quarterly ShiftsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld's Top Holdings: Matrix Private Capital Investments AnalysisInsiderSet·May 16, 2026VTVVUG
Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFsInsiderSet·May 16, 2026VTVVUG
Richard S. Fuld March 2026 Portfolio Update: Matrix Private Capital HoldingsInsiderSet·May 16, 2026VTVVUG