CIK 1763958
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| HARVEY, RYAN, WADE | MEMBER, PRINCIPAL | 2012-06 | 10–25% ·◆ |
| MOEHRING, ASHLEE, DEVINA | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | 2012-06 | 10–25% ·◆ |
| RAYMOND, KEVIN, ROTHWELL | MEMBER, PRINCIPAL | 2012-06 | 10–25% ·◆ |
| WAIBEL, CHARLES, JOSEPH | MANAGING MEMBER, MANAGING PRINCIPAL | 2012-06 | 10–25% ·◆ |
| Woodward, Nicholas, Andrew | MEMBER, PRINCIPAL | 2019-01 | 5–10% ·◆ |
| GOSS, MICHAEL, EDMOND | PRESIDENT - FIDUCIENT ADVISORS LLC | 2026-06 | <5% ·◆ |
| HILZENRATH, ROBERT, JAY |
| 2026-06 |
| <5% ·◆ |
| LAMENA, MICHAEL, ANTHONY | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | 2026-06 | <5% ·◆ |
| LONG, BRAD, Leighton | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | 2026-06 | <5% ·◆ |
| MOO, VERONICA, EI CHUN | DIRECTOR - WEALTHSPIRE | 2026-06 | <5% ·◆ |
| Moceri, Lisa, Marie | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | 2026-06 | <5% ·◆ |
| NELSON, CARL, EDWARD | PRESIDENT - WEALTHSPIRE | 2026-06 | <5% ·◆ |
| SCHNEIDER, BRETT, RONALD | DIRECTOR - WEALTHSPIRE | 2026-06 | <5% ·◆ |
| YU, BRIAN, J | COMPLIANCE | 2026-06 | <5% ·◆ |
| Fitzgerald, Ryan, Edward | MEMBER, PRINCIPAL | 2021-01 | 5–10% |
| FIDUCIENT ADVISORS LLCentity | OWNER | 2026-06 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
