Advisor Holdings (13F) News

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Quarterly 13F holdings disclosures from RIAs and wealth managers, tracking advisor allocations to alternative investments.

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Date

Wealth Manager / RIA Advisor Holdings (13F)

Straight Path Wealth Management Discloses $428 Million In Holdings

Jul 27, 2026

Wealth Manager / RIA Advisor Holdings (13F)

Epiq Partners Discloses $214 Million Portfolio With 83 Holdings for Q1 2026

Apr 9, 2026

Wealth Manager / RIA Advisor Holdings (13F)

Highline Wealth Partners Reports $392 Million In U.S. Equity Holdings

Apr 6, 2026

Wealth Manager / RIA Advisor Holdings (13F)

Telligent Fund Discloses $117 Million in U.S. Equity Holdings

Nov 12, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Pursue Wealth Discloses $182M Portfolio

Nov 10, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Acuitas Investments Discloses $155.8M in Holdings

Nov 4, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Ashford Advisors Reports $452M in Equity Holdings in Q3

Nov 4, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Benjamin Edwards Inc. Discloses Nearly $8.85 Billion in Assets

Oct 24, 2025

Wealth Manager / RIA Advisor Holdings (13F)

TI-Trust Reports $158.9 Million in Holdings for Q3

Oct 23, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Buttonwood Financial Discloses $290M Portfolio

Oct 22, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Cantor Fitzgerald Reports $1.47 Billion in Equity Holdings for Q3

Oct 21, 2025

Wealth Manager / RIA Advisor Holdings (13F)

CIM Reports $743M in Equity Holdings for Q2

Aug 20, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Ashford Capital Reports $851M in Q2 Equity Holdings

Aug 19, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Benjamin Edwards Reports $7.85B in Holdings Across 1,697 Positions

Aug 15, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Eventide Discloses $5.7 Billion in Equity Holdings for Q2

Aug 15, 2025

Wealth Manager / RIA Advisor Holdings (13F)

Capital Square Reports $187.6 Million in Managed Assets for Q2

Aug 12, 2025

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