Largest Portfolios by Value
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 18, 2025
Q3 2025
Copley Financial Group, Inc.
- SECT
- SPAB
- COWZ
- PSFF
- ECOW
- GLDM
- MOAT
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
Filing on Nov 12, 2025
Q3 2025
Comprehensive Financial Planning, Inc./Pa
- JAAA
- AAPL
- META
- NVDA
- MSFT
- VOO
- XLG
Filing on Nov 04, 2025
Q3 2025
Jones Financial Companies Lllp
- VUG
- AGG
- IVV
- VTV
- VOO
- IEFA
- IWR
Filing on Nov 14, 2025
Q3 2025
Fma Wealth Management, LLC
- VEA
- JCPB
- IWF
- JPIE
- IWD
- SMLF
- JHMM
Filing on Nov 07, 2025
Q3 2025
Brightwater Advisory LLC
- SCHF
- SCHP
- SPY
- SCHB
- FNDB
- VB
- VIG
Filing on Nov 10, 2025
Q3 2025
Persistent Asset Partners LTD
- CNC
- IEF
- UNH
- CVS
- REGN
- PDD
- BMRN
Filing on Oct 21, 2025
Q3 2025
Accredited Investor Services, LLC
- AVUS
- DFAX
- FBCG
- AVUV
- DFAC
- IAU
- SPY
Filing on Nov 05, 2025
Q3 2025
Filing on Oct 22, 2024
Q3 2024
Gunn & CO Investment Management, Inc.
- AAPL
- MSFT
- GOOG
- BRK-B
- WMT
- JPM
- HD
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Grantvest Financial Group LLC
- CSHI
- SGOV
- AAPL
- VOO
- AMZN
- MGV
- JEPI