Largest Portfolios by Value

Robinson Smith Wealth Advisors LLC

• SCHB
• IUSV
• JNJ
• CGMU
• TFLO
• DFAU
• SCHO

Accelerate Investment Advisors LLC

• SPLG
• AGG
• IDEV
• FBND
• VO
• IVV
• AAPL

Lion Long Term Partners LP

• TPL
• CVEO

Persistent Asset Partners LTD

• CNC
• ALHC
• UNH
• REGN
• PNTG
• LLY
• EHAB

American Alpha Advisors, LLC

• EFA
• COWZ
• RSP
• NOBL
• PHYL
• SPY
• VTV

Baring Financial LLC

• IVV
• BIL
• DFAI
• RSP
• VOE
• QQQ
• DFAC

Durante & Waters, LLC

• IVV
• ITOT
• IVE
• AGG
• SHY
• BRK-A
• VTI

Tt Capital Management LLC

• JAAA
• SGOV
• JBBB
• VICI
• ARE
• ORCC
• CCI

Authentikos Wealth Advisory, LLC

• JANZ
• XUSP
• SFLR
• SIXO
• TUA
• SPD
• AAPL

Kuhn & CO Investment Counsel

• FNDF
• AAPL
• CGGR
• VTV
• NVDA
• VUG
• WFC

Naples Money Management LLC

• SPY
• NVDA
• NFLX
• MSFT
• TER
• CRS
• META

Legacy Advisory Services, LLC

• SHV
• SPLG
• TLT
• USMV
• QUAL
• SGOV
• IWX

Accredited Wealth Management, LLC

• IXUS
• MOAT
• SCHD
• FBND
• VIG
• VIGI
• VXF

Chan Zuckerberg Initiative, LLC

• VTV
• VGK

Primecap Management CO

• LLY
• AMGN
• BSX
• MSFT
• KLAC
• MU
• AZN

Align Wealth Management, LLC

• DFAC
• VGLT
• DFAT
• MUB
• DFAX
• DFIC
• DFEM

Blue Investment Opportunities, LLC Project Breeze Series 1

Sky Mountain Capital Management, Inc.

• USFR
• GLD
• MSTR
• NKE
• VYM
• AAPL
• VUG