Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
Switch Point Financial Planning, LLC
- DFAC
- DFIC
- DFEM
- DFAT
- DFUV
- DFSD
- CDNS
Filing on Feb 05, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Eq Wealth Advisors, LLC
- BRK-B
- CGMS
- EDV
- SCHP
- CGGR
- DFSV
- DFIV
Filing on Feb 12, 2025
Q4 2024
Qsv Equity Investors LLC
- DOCS
- DORM
- GBCI
- PRGS
- INVA
- BRC
- OZK
Filing on Feb 13, 2024
Q4 2023
Filing on Feb 11, 2025
Q4 2024
Bretton Capital Management, LLC
- GOOG
- PGR
- AXP
- AZO
- JPM
- TJX
- NVR
Filing on Feb 03, 2025
Q4 2024
Post Resch Tallon Group Inc.
- IVV
- IWV
- QQQ
- DMRC
- BNL
- VIG
- IJR
Filing on Jan 14, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Cushing Capital Partners, LLC
- ACIO
- DRSK
- CGUS
- JUCY
- CGXU
- SPLG
- FV
Filing on Feb 12, 2025
Q4 2024
Disciplined Investors, L.L.C.
- SCHB
- IDV
- VUG
- VEU
- DFSV
- AAPL
- VYM
Filing on Feb 14, 2025
Q4 2024
Cornerstone Select Advisors, LLC
- AVGO
- NVDA
- AAPL
- MSFT
- CVX
- BAC
- ARCC
Filing on Feb 14, 2025
Q4 2024
Square Wave Partners, L.P.
- AXON
- FICO
- VEEV
- TW
- IT
- EFX
- MCO
Filing on Jan 22, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 22, 2025
Q4 2024
Accordant Advisory Group Inc
- FPI
- SYLD
- COWZ
- OUNZ
- PHYS
- PSLV
- GRID
Filing on Jan 30, 2025
Q4 2024
Centerpoint Advisory Group
- AAPL
- JGRO
- VIG
- NVDA
- OMFL
- IWF
- DSTL
Filing on Feb 04, 2025
Q4 2024
National Pension Service
- AAPL
- NVDA
- MSFT
- PBUS
- AMZN
- META
- IVV
Filing on Feb 14, 2025
Q4 2024
Twin Lions Management LLC
- CACC
- MBUU
- DG
- BSVN
- OZK
- RM
- PATK