Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Three Cord True Wealth Management, LLC
- SPYG
- RECS
- JAAA
- AVLV
- FNX
- IOO
- AVUV
Filing on May 02, 2025
Q1 2025
Jdh Wealth Management, LLC
- DFAC
- DFAT
- DFIV
- DFUV
- DFUS
- DFAS
- DFIC
Filing on Apr 25, 2025
Q1 2025
Longview Financial Advisors, Inc.
- COWZ
- IQLT
- SPGP
- FYLD
- ICOW
- INFL
- CTA
Filing on May 07, 2025
Q1 2025
Seneschal Advisors, LLC
- BIV
- VTI
- DFUS
- DFUV
- BNDX
- DFAT
- DFAS
Filing on Apr 16, 2025
Q1 2025
Signature Resources Capital Management, LLC
- AVUS
- DFAC
- DFSD
- DFIC
- AVDE
- DFAU
- DFAI
Filing on Apr 23, 2025
Q1 2025
Aspetuck Financial Management LLC
- NVDA
- FLRN
- MSFT
- IJR
- FTEC
- AAPL
- USFR
Filing on Apr 15, 2025
Q1 2025
Ipsen Advisor Group LLC
- FLO
- DBEF
- IMCV
- IMCG
- ILCG
- ISCG
- JPSE
Filing on May 05, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Candelo Capital Management LP
- TDY
- PWR
- CW
- LNG
- PTC
- TRP
- MMM
Filing on May 06, 2025
Q1 2025
White & CO Financial Planning Inc
- SCHX
- SCHA
- SCHM
- SCHF
- SCHC
- SCHI
- SPLB
Filing on May 15, 2025
Q1 2025
Wealth Trak Capital Management LLC
- SPLG
- GBIL
- SPEM
- SPDW
- SPYG
- IEF
- AAAU
Filing on May 01, 2025
Q1 2025
Berbice Capital Management LLC
- NVDA
- META
- MSFT
- AMZN
- V
- MA
- AVGO
Filing on Apr 29, 2025
Q1 2025
Fortune Financial Advisors, LLC
- USMV
- MOAT
- VGSH
- ORLY
- MA
- AAPL
- GOOGL
Filing on May 12, 2025
Q1 2025
Lighthouse Financial LLC
- NVDA
- VCLT
- VCSH
- JEPQ
- QQQ
- IVV
- IVE
Filing on May 08, 2025
Q1 2025
Fiduciary Wealth Partners, LLC
- VOO
- VEA
- VB
- VO
- QQQ
- SPY
- AAPL
Filing on May 14, 2025
Q1 2025
Elwood Capital Partners LP
- UNH
- UNH
- MSFT
- UNH
- PM
- AMZN
- TPX