Q1 2026 13F Detailed Holdings
-
Location
-
Phoenix, AZ
-
Holdings as of
-
3/31/2026
-
Value ($000)
-
$8,071,344
-
Num holdings
-
1,616
-
Date filed
-
5/11/2026
-
Form type
-
13F-HR
-
Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
Oxford Wealth Group, LLC |
028-24186 |
| 2 |
MILESTONE ASSET MANAGEMENT, LLC |
028-22816 |
| 3 |
Elite Income Advisors, Inc. |
028-26006 |
| 4 |
RWM Capital, LLC |
028-21755 |
| 5 |
Diversified Planning Strategies Advisors LLC |
028-26225 |
| 6 |
DONATO WEALTH MANAGEMENT, PLLC |
028-26760 |
| 7 |
Orion Porfolio Solutions, LLC |
028-11877 |