Largest Portfolios by Value
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
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Jdh Wealth Management, LLC
- DFAC
- DFIV
- DFAT
- DFUV
- DFUS
- DFAS
- DFAU
Filing on Nov 12, 2025
Q3 2025
Flavin Financial Services, Inc.
- JPST
- FBND
- MSFT
- TFLR
- IBTH
- AAPL
- FDHY
Filing on Oct 09, 2025
Q3 2025
Gibson Wealth Advisors LLC
- VTI
- BND
- VOO
- VXUS
- NSC
- VEU
- VB
Filing on Nov 14, 2025
Q3 2025
Disciplined Investors, L.L.C.
- IDV
- SCHB
- VUG
- VEU
- VXUS
- XLK
- AAPL
Filing on Nov 04, 2025
Q3 2025
Illumine Investment Management, LLC
- DASH
- IBKR
- JPST
- APP
- COST
- AMD
- WRB