Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Img Wealth Management, Inc.
- BUFR
- CGDV
- BUFQ
- BUFD
- QQQ
- FTCS
- VOO
Filing on Nov 04, 2025
Q3 2025
Three Cord True Wealth Management, LLC
- SPYG
- RECS
- AVLV
- JAAA
- FNX
- IDMO
- AVUV
Filing on Oct 07, 2025
Q3 2025
Silvia Mccoll Wealth Management, LLC
- CGDV
- AAPL
- VBR
- CVX
- IJH
- MSFT
- CGGO
Filing on Dec 02, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Allen Wealth Management, LLC
- VTV
- FNDX
- AMLP
- VDE
- CVX
- XOM
- LMT
Filing on Dec 01, 2025
Q3 2025
Somnio Financial Group, LLC
- IVV
- VEU
- VO
- AGG
- VNQ
- IJR
- JNK
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Northwestern Mutual Wealth Management CO
- IVV
- BND
- IJH
- SCHF
- IJR
- RSP
- FBND
Filing on Nov 12, 2025
Q3 2025
Reyes Financial Architecture, Inc.
- USFR
- GLD
- BIL
- SMH
- SLV
- GLDM
- ARKK
Filing on Oct 31, 2025
Q3 2025
Antonelli Financial Advisors, LLC
- QQQ
- VTV
- AAPL
- EFA
- FDN
- VCLT
- IVV
Filing on Oct 15, 2025
Q3 2025
Sagace Wealth Management LLC
- VCIT
- VO
- VCLT
- RSP
- BIV
- VEA
- SCHP
Filing on Nov 07, 2025
Q3 2025
Wernau Asset Management Inc.
- SPY
- AAPL
- SPY
- AAPL
- BRK-B
- MSFT
- GOOG
Filing on Oct 14, 2025
Q3 2025
Accelerate Investment Advisors LLC
- SPLG
- IDEV
- AGG
- FBND
- VO
- IVV
- VWO
Filing on Oct 22, 2025
Q3 2025
Accordant Advisory Group Inc
- FPI
- PHYS
- OUNZ
- COWZ
- PSLV
- JAAA
- FLBR
Filing on Oct 15, 2025
Q3 2025
Cogent Blue Wealth Advisors, LLC
- AVDV
- VGIT
- ITOT
- DUHP
- IDEV
- DIHP
- DFAT
Filing on Oct 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Mid Atlantic Capital Management, Inc.
- IVV
- SPY
- VUG
- IWF
- VYM
- SPYG
- VEA
Filing on Oct 29, 2025
Q3 2025
Cravens & CO Advisors, LLC
- DFAC
- DFEM
- DFIC
- DBND
- VMBS
- VGIT
- VGSH