Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Capstone Capital Wealth Advisors
- DFAC
- DFIC
- DFEM
- VCSH
- VTEB
- VCIT
- AAPL
Filing on Apr 30, 2025
Q1 2025
Alpha Financial Partners, LLC
- IVV
- AGG
- IJH
- MUB
- SPLG
- IXUS
- IJR
Filing on May 14, 2025
Q1 2025
Gibson Wealth Advisors LLC
- VTI
- BND
- VOO
- VXUS
- NSC
- XOM
- VB
Filing on May 06, 2025
Q1 2025
Redwood Park Advisors LLC
- GBIL
- META
- GLD
- SPY
- AGG
- USMV
- TSLA
Filing on May 12, 2025
Q1 2025
Mustard Seed Financial, LLC
- BSV
- BIV
- VCSH
- VUG
- VTV
- VXUS
- DFAI
Filing on May 15, 2025
Q1 2025
Fairtree Asset Management (Pty) LTD
- KKS.F
- FCX
- PDD
- JD
- MSFT
- GOVT
- GOOG
Filing on May 13, 2025
Q1 2025
Leigh Baldwin & Co., LLC
- NVDA
- AAPL
- IWF
- DGRO
- VEEV
- AMZN
- CGCP
Filing on Apr 14, 2025
Q1 2025
Kingstone Capital Partners Texas, LLC
- NVDA
- AAPL
- EVT
- MSFT
- JEPI
- META
- AMZN
Filing on Apr 22, 2025
Q1 2025
Antonelli Financial Advisors, LLC
- QQQ
- VTV
- AAPL
- EFA
- FDN
- AMZN
- VCLT
Filing on Apr 18, 2025
Q1 2025
Jp Wealth Management, Inc.
- DFAC
- QQQM
- STEW
- QQEW
- TSI
- QQQ
- IAU
Filing on May 13, 2025
Q1 2025
Tower Trust & Investment CO
- AAPL
- GII
- NVDA
- MSFT
- META
- AMZN
- JPM
Filing on Apr 30, 2025
Q1 2025
Silphium Asset Management LTD
- WMT
- COST
- FISV
- CME
- BRO
- MSFT
- AMZN
Filing on Apr 15, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Koa Wealth Management, LLC
- BRK-B
- AAPL
- SGOV
- GOOGL
- HALO
- SHY
- AMT
Filing on Apr 24, 2025
Q1 2025
Paragon Capital Management Inc
- SHV
- IEF
- BIL
- JAAA
- GOVT
- TOTL
- DIA
Filing on Apr 22, 2025
Q1 2025
Comprehensive Money Management Services LLC
- VTIP
- VNQI
- VPU
- ICSH
- VWOB
- WY
- VTI
Filing on Apr 30, 2025
Q1 2025
Prodigy Asset Management LLC
- VIG
- TSPA
- DFAU
- DFAI
- VTI
- BRK-B
- MSFT
Filing on May 13, 2025
Q1 2025
Pollock Investment Advisors, LLC
- FTCS
- SELV
- ORLY
- MA
- DFAC
- TJX
- LMT