Largest Portfolios by Value
Filing on Oct 15, 2025
Q3 2025
Kingstone Capital Partners Texas, LLC
- SGOV
- NVDA
- META
- MSFT
- EVT
- AMZN
- AAPL
Filing on Oct 21, 2025
Q3 2025
Vannoy Advisory Group, Inc.
- DFAC
- DFIC
- BND
- DFEM
- VTI
- AVUS
- DFAR
Filing on Aug 14, 2025
Q2 2025
Acorn Capital Advisors, LLC
- URGN
- YMAB
- PBYI
- CADL
- TRVI
- TERN
- TARA
Filing on Nov 10, 2025
Q3 2025
Rochester Wealth Strategies, LLC
- VTV
- VUG
- VWO
- VEA
- SPAB
- IJR
- IJH
Filing on Nov 06, 2025
Q3 2025
Valpey Financial Services, LLC
- VUG
- VTV
- SCHG
- BNDX
- SCHV
- VXUS
- VEU
Filing on Nov 12, 2025
Q3 2025
Victory Capital Management Inc
- NVDA
- MSFT
- AAPL
- AMZN
- GOOGL
- AVGO
- LLY
Filing on Nov 12, 2025
Q3 2025
Fairtree Asset Management (Pty) LTD
- KKS.F
- MSFT
- GOOG
- GOVT
- JD
- AMZN
- AAPL
Filing on Oct 22, 2025
Q3 2025
Cedar Point Capital Partners, LLC
- MGK
- FNDX
- DFUS
- VFQY
- JCPB
- DFAS
- DFIV
Filing on Nov 10, 2025
Q3 2025
Lummis Asset Management, LP
- MTDR
- AAPL
- ORCL
- MSFT
- GOOG
- GD
- BSM
Filing on Nov 06, 2025
Q3 2025
Financially Speaking Inc
- XLK
- SPMO
- SCHG
- JPST
- GDXJ
- XME
- FLDR
Filing on Oct 27, 2025
Q3 2025
Eq Wealth Advisors, LLC
- CGMS
- BRK-B
- SCHP
- CGGR
- DFIV
- BNDX
- DISV
Filing on Oct 08, 2025
Q3 2025
Retirement Wealth Solutions LLC
- VOO
- VEA
- IVV
- VWO
- BNDX
- DYNF
- BSV
Filing on Oct 22, 2025
Q3 2025
Wilson & Boucher Capital Management, LLC
- VTI
- AAPL
- SCHB
- VB
- VO
- VEU
- ORCL
Filing on Nov 14, 2025
Q3 2025
Twin Lions Management LLC
- CACC
- MBUU
- DG
- OZK
- BSVN
- SEB
- SYF
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Whipplewood Advisors, LLC
- JAAA
- BALT
- TSLA
- VIG
- JEPI
- ARKK
- MTUM
Filing on Nov 14, 2025
Q3 2025
Argosy Lionbridge Management, LLC
- REXR
- AIV
- WRE
- FR
- LEN
- IRT
- H
Filing on Oct 09, 2025
Q3 2025
Breakthru Advisory Services, LLC
- IVV
- XLI
- SPY
- SCHZ
- IWM
- NVDA
- EFA