Largest Portfolios by Value
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Tassel Capital Management, Inc.
- DFIC
- DFCF
- DUHP
- DFAS
- DFAU
- DFAX
- DFUS
Filing on Nov 12, 2025
Q3 2025
Hibernia Wealth Partners, LLC
- BIL
- SPY
- DIVO
- BUFR
- XLSR
- FISR
- JNK
Filing on Nov 07, 2025
Q3 2025
Marshall & Sterling Wealth Advisors Inc.
- VCIT
- DGRW
- MOAT
- RSP
- VGT
- VIG
- VUG
Filing on Oct 16, 2025
Q3 2025
Decision Map Wealth Management, LLC
- IVV
- SPYG
- SPYV
- IEFA
- TTAC
- HEFA
- IEMG
Filing on Nov 04, 2025
Q3 2025
Fearless Solutions, LLC Dba Best Invest
- CALF
- HYLS
- AAPL
- COWZ
- IWM
- CGCP
- IAU
Filing on Oct 30, 2025
Q3 2025
Coordinated Financial Services, Inc.
- IVV
- SPY
- VTI
- GLD
- EFA
- VB
- SCHD
Filing on Aug 06, 2025
Q2 2025
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Panoramic Capital Partners, LLC
- IVV
- OEF
- IJR
- IJH
- MSFT
- AAPL
- NVDA
Filing on Oct 23, 2025
Q3 2025
Sarver Vrooman Wealth Advisors
- IBDW
- SCHD
- IBDR
- DGRW
- USMV
- DBEF
- BSMU
Filing on Nov 04, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Mustard Seed Financial, LLC
- BSV
- VCSH
- VUG
- BIV
- VTV
- VTEB
- VXUS
Filing on Aug 13, 2025
Q2 2025
Harvest Investment Advisors, LLC
- QQQ
- EFA
- IWM
- ONEQ
- EEM
- VWO
- EMXC
Filing on Feb 12, 2025
Q4 2024
Kiely Wealth Advisory Group, Inc.
- USFR
- RSP
- VO
- TFLO
- SHYG
- VOO
- BSV
Filing on Jul 27, 2023
Q2 2023
Carlsbad Wealth Advisory Group, Inc.
- SCHX
- SCHG
- SCHV
- VEA
- SCHP
- BIV
- BSV
Filing on Oct 02, 2025
Q3 2025
St. Louis Financial Planners Asset Management, LLC
- BIL
- TFLO
- BSCP
- PLTR
- AVGO
- ORCL
- UNH
Filing on Oct 09, 2025
Q3 2025
Shotwell Rutter Baer Inc
- VTI
- AVLV
- VCIT
- VEA
- AVUV
- AVEM
- MUNI