Largest Portfolios by Value
Filing on Jan 12, 2026
Q4 2025
Round Angle Advisors LLC
- GLD
- SLV
- IJH
- VTV
- AAPL
- AVGO
- NOBL
Filing on Nov 14, 2025
Q3 2025
Perissos Private Wealth Management, LLC
- QQQ
- IVV
- BXSL
- VWO
- IWM
- JEPI
- GLD
Filing on Jan 16, 2026
Q4 2025
Wall Street Financial Group, Inc.
- VGT
- QQQM
- NVDA
- IVV
- AAPL
- VFH
- MSFT
Filing on Oct 27, 2025
Q3 2025
Littlejohn Financial Services, Inc.
- QQQ
- IBHF
- IBHI
- ITA
- USMV
- IBHH
- TFLO
Filing on Oct 09, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Clayton Financial Group LLC
- VUG
- VTV
- VOT
- VOE
- VBR
- IJT
- IEFA
Filing on Nov 03, 2025
Q3 2025
Aspire Growth Partners LLC
- VOO
- AAPL
- VOOV
- MSFT
- QQQM
- CGUS
- CGDV
Filing on Nov 14, 2025
Q3 2025
Balanced Rock Investment Advisor
- DFSI
- RAFE
- USXF
- ESGU
- SPHQ
- DMXF
- ESGD
Filing on Oct 14, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Rik Saylor Financial, Inc.
- QQQ
- BIL
- TLT
- IVW
- MTUM
- IVE
- USMV
Filing on Nov 03, 2025
Q3 2025
Stage Harbor Financial, LLC
- VUG
- MUB
- EFV
- IWF
- VTEB
- ACWX
- IVV
Filing on Oct 30, 2025
Q3 2025
Broadwater Capital Management LLC
- MSFT
- AAPL
- GOOGL
- MCD
- GOOG
- WMT
- JNJ
Filing on Nov 03, 2025
Q3 2025
Agh Wealth Advisors, LLC
- SPY
- AVDE
- GLD
- QQQM
- NVDA
- MSFT
- AAPL
Filing on Nov 06, 2025
Q3 2025
Magnolia Private Wealth, LLC
- AVUS
- AVDE
- JAAA
- TUA
- GDE
- FNDX
- AVEM
Filing on Nov 04, 2025
Q3 2025
Jacksonville Wealth Management, LLC
- SPY
- NVDA
- QQQ
- RSP
- DIA
- IWM
- AAPL
Filing on Nov 14, 2025
Q3 2025
Cornerstone Select Advisors, LLC
- AVGO
- NVDA
- AAPL
- MSFT
- T
- PLTR
- BAC
Filing on Nov 04, 2025
Q3 2025
Spring Vest Wealth Management LLC
- VCIT
- BRK-B
- SPY
- VUSB
- VCSH
- DFCF
- DFAI
Filing on Oct 28, 2025
Q3 2025
Sage Oak Financial, LLC
- DFAC
- DFSD
- DFIC
- DFCF
- DFEM
- SPUS
- WWJD