Largest Portfolios by Value
Filing on Apr 16, 2025
Q1 2025
Morey & Quinn Wealth Partners, LLC
- BRK-B
- FTCS
- AAPL
- NVDA
- FVD
- UNP
- MSFT
Filing on May 06, 2025
Q1 2025
Spring Vest Wealth Management LLC
- VCIT
- BRK-B
- SPY
- VUSB
- VCSH
- SCHV
- DFCF
Filing on Apr 11, 2025
Q1 2025
Northwest Financial Advisors
- AAPL
- MSFT
- LPLA
- QQQ
- AMZN
- VIG
- SPHQ
Filing on May 05, 2025
Q1 2025
Northeast Planning Associates, Inc. / Nh /
- GDX
- SLV
- USTB
- JPST
- XLE
- UITB
- TLT
Filing on Apr 28, 2025
Q1 2025
Holcombe Financial, Inc.
- SCHO
- AAPL
- CLTL
- STIP
- OVT
- AVUS
- AVDE
Filing on Apr 18, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Arrowstreet Capital, Limited Partnership
- AAPL
- NVDA
- META
- MSFT
- AMZN
- NFLX
- SHOP
Filing on May 12, 2025
Q1 2025
Gkv Capital Management Co., Inc.
- VTV
- IEF
- BND
- EFA
- IGM
- SPHQ
- SPSB
Filing on May 13, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Bay Capital Advisors, LLC
- SPLG
- QQQ
- IWF
- VYM
- IJR
- SPDW
- BKLN
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Two West Capital Advisors LLC
- DFAU
- BNDW
- DFAC
- DFAI
- SCHP
- DFAE
- IVV
Filing on Apr 21, 2025
Q1 2025
Guided Capital Wealth Management, LLC
- USFR
- QUAL
- RDVY
- DEED
- FXR
- IWM
- JGRO
Filing on May 02, 2025
Q1 2025
Accredited Investor Services, LLC
- AVUS
- DFAX
- FBCG
- AVUV
- DFAC
- VTEB
- SUB
Filing on May 14, 2025
Q1 2025
Filing on Jan 09, 2024
Q4 2023
Filing on Apr 16, 2025
Q1 2025
David Wealth Management LLC
- DFAC
- DFAX
- DFSD
- DFUS
- DFNM
- DFCF
- DHR
Filing on May 15, 2025
Q1 2025
Michelson Medical Research Foundation, Inc.
- MTN
- IJS
- RTO
- GDX
- IVE
- IVV
- VEA