Largest Portfolios by Value
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
Filing on Oct 22, 2025
Q3 2025
Milestones Private Investment Advisors LLC
- SMH
- FXU
- QQQM
- TLT
- XLK
- XLY
- STLG
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Aspetuck Financial Management LLC
- NVDA
- FLRN
- MSFT
- FTEC
- IJR
- GOOGL
- AAPL
Filing on May 02, 2023
Q1 2023
True Capital Management
- AAPL
- PLTR
- VIG
- QQQ
- META
- NVDA
- TSLA
Filing on Oct 14, 2025
Q3 2025
Tabr Capital Management, LLC
- IBDR
- IBDS
- VXUS
- IWC
- OEF
- IWR
- PULS