Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Gentry Private Wealth, LLC
- VOO
- VUG
- SPIB
- XNTK
- IEFA
- VGK
- NEAR
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Elevate Capital Advisors, LLC
- BIL
- PHYS
- TRV
- META
- MSFT
- HSY
- WRB
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Holcombe Financial, Inc.
- SCHO
- AAPL
- OVLH
- SCHR
- OVT
- STIP
- AVDE
Filing on Oct 21, 2025
Q3 2025
Riverbend Wealth Management, LLC
- IVV
- DGRW
- AAPL
- QQQ
- NVDA
- MSFT
- AVGO
Filing on Oct 29, 2025
Q3 2025
Sky Mountain Capital Management, Inc.
- USFR
- GLD
- NKE
- GRID
- MSTR
- AAPL
- VYM
Filing on Nov 03, 2025
Q3 2025
Rmr Capital Management, LLC
- BRK-B
- SGOV
- TSLX
- RSP
- GOOGL
- BRK-A
- COST
Filing on Oct 27, 2025
Q3 2025
Keystone Financial Services, LLC
- VOOG
- PVAL
- SPLG
- PSFF
- FLQM
- JPSE
- IVV
Filing on Nov 10, 2025
Q3 2025
Brickwood Asset Management LLP
- WU
- MAN
- NVST
- XRAY
- C
- MHK
- AVTR
Filing on Oct 31, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
1858 Wealth Management, LLC
- MSFT
- NVDA
- AAPL
- IEF
- META
- CME
- AMZN
Filing on Oct 16, 2025
Q3 2025
Collar Capital Management, LLC
- MSTR
- TSLA
- MU
- COIN
- AAPL
- UNH
- META
Filing on Oct 06, 2025
Q3 2025
Nova Wealth Management, Inc.
- SPMO
- UCON
- IWY
- NVDA
- QGRO
- OEF
- DJUL
Filing on Oct 27, 2025
Q3 2025
Genesis Wealth Advisors, LLC
- SPY
- VXUS
- IVV
- VFQY
- DYNF
- EUSA
- BND
Filing on Nov 12, 2025
Q3 2025
Chancellor Financial Group Wb LP
- AAPL
- MSFT
- IVV
- NVDA
- AMZN
- GOOGL
- V
Filing on Oct 15, 2025
Q3 2025
Dale Q Rice Investment Management LTD
- AAPL
- USD
- QLD
- QQQ
- SPY
- GOOGL
- TSLA
Filing on Nov 14, 2024
Q3 2024
Sig Growth Equity Funds LTD Partnership, Lllp
- PAYO