Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Summit Investment Advisors, Inc.
- BSJP
- BSCR
- IWF
- IBHF
- BSJQ
- IBDS
- IWB
Filing on Apr 22, 2025
Q1 2025
Van Weelden Wealth Management, LLC
- BIL
- TBIL
- SGOV
- SHV
- PG
- PHYS
- MSFT
Filing on Apr 09, 2024
Q4 2023
Nalls Sherbakoff Group, LLC
- SCHB
- SCHF
- IGSB
- VNQ
- SCHZ
- AAPL
- CSTR
Filing on Apr 21, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Square Peg Capital Pty LTD
- MNDY
- SQ
- DUOL
- SPOT
- PCOR
- DDOG
- SNOW
Filing on May 15, 2025
Q1 2025
Trace Wealth Advisors, LLC
- VTI
- AVUS
- VEA
- AVDE
- AVUV
- PG
- TILT
Filing on May 12, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Silver Oak Wealth Advisors Services, LLC
- ESGV
- GSIE
- VTIP
- DUHP
- AVLV
- IMCG
- AVEM
Filing on Apr 14, 2025
Q1 2025
Arbor Wealth Advisors LLC
- VTV
- VXUS
- VB
- VBR
- VTI
- DFAC
- BWA
Filing on May 08, 2025
Q1 2025
Cannon Wealth Management Services, LLC
- SPLG
- JCPB
- CGUS
- SPYV
- PVAL
- SPTS
- SPSB
Filing on Nov 08, 2024
Q3 2024
Crystalline Management Inc.
- HYG
- GATO
- MCAA
- LCW
- BABA
- TLGY
- PETQ
Filing on Apr 23, 2025
Q1 2025
Riverbend Wealth Management, LLC
- IVV
- DGRW
- AAPL
- QQQ
- BRK-B
- DGRO
- MSFT
Filing on May 08, 2025
Q1 2025
Orca Wealth Management, LLC
- AAPL
- ORI
- AZN
- QCOM
- CSCO
- RTX
- PM
Filing on Apr 24, 2025
Q1 2025
Hartmann Taylor Wealth Management, LLC
- VTV
- CGGR
- CGDV
- CGMU
- VXUS
- VEU
- SCHB
Filing on May 15, 2025
Q1 2025
Seven Six Capital Management, LLC
- GPK
- BERY
- BYD
- PRGO
- CCK
- LEG
- WHR
Filing on Apr 23, 2025
Q1 2025
Img Wealth Management, Inc.
- BUFR
- CGDV
- BUFQ
- BUFD
- QQQ
- FTCS
- VOO
Filing on Apr 09, 2025
Q1 2025
Filing on Apr 18, 2025
Q1 2025
Cushing Capital Partners, LLC
- ACIO
- DRSK
- CGUS
- SPLG
- IAU
- VEA
- JUCY