Q2 2026 13F Detailed Holdings
-
Location
-
Phoenix, AZ
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Holdings as of
-
6/30/2026
-
Value ($000)
-
$9,715,143
-
Num holdings
-
1,687
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Date filed
-
8/14/2026
-
Form type
-
13F-HR
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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 |
MILESTONE ASSET MANAGEMENT, LLC |
028-22816 |
| 2 |
Elite Income Advisors, Inc. |
028-26006 |
| 3 |
RWM Capital, LLC |
028-21755 |
| 4 |
Diversified Planning Strategies Advisors LLC |
028-26225 |
| 5 |
DONATO WEALTH MANAGEMENT, PLLC |
028-26760 |
| 6 |
Orion Porfolio Solutions, LLC |
028-11877 |