CIK 2094533
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.
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.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | CHIEF COMPLIANCE OFFICER | 2023-01 | Fusion Capital, LLC, Providence Wealth Advisors, LLC, Rothschild Wealth LLC, Poehling Capital Management, INC., Waterloo Capital, L.P., Midwest Professional Planners, LTD., Acorn Wealth Advisors, LLC, PINKERTON WEALTH, LLC, Fairhaven Wealth Management, LLC, Orchard Capital Management, LLC, Stevard, LLC, Forum Private Client Group LLC, Left Brain Wealth Management, LLC, LEGACY FINANCIAL GROUP, INC., PAX Financial Group, LLC, |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
