Largest Portfolios by Value
Filing on Oct 20, 2025
Q3 2025
Shum Financial Group, Inc.
- EFV
- AAPL
- QUAL
- MSFT
- IGLB
- SPSM
- SDY
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Arbor Wealth Advisors LLC
- VTV
- VXUS
- VB
- VBR
- VTI
- BWA
- DFAC
Filing on Oct 14, 2025
Q3 2025
Mendota Financial Group, LLC
- DFUS
- DFAI
- DFAS
- IGIB
- RSP
- SGOV
- IVV
Filing on Nov 02, 2023
Q3 2023
Wealth Spring Partners, LLC
- AGG
- DFAC
- IYK
- IVV
- PHO
- BNDX
- AAPL
Filing on Oct 06, 2025
Q3 2025
Hickory Point Bank & Trust
- ITOT
- SPY
- IEFA
- VGIT
- MSFT
- NVDA
- AGG
Filing on Nov 05, 2025
Q3 2025
Trace Wealth Advisors, LLC
- VTI
- AVUS
- VEA
- AVDE
- AVUV
- PG
- AVEM
Filing on Oct 27, 2025
Q3 2025
Retirement Planning Group, LLC / Ny
- QQQ
- JEPI
- RWL
- PAVE
- QYLD
- JCE
- RECS
Filing on Oct 15, 2025
Q3 2025
Paragon Capital Management Inc
- IEF
- SHV
- BIL
- JAAA
- GOVT
- TOTL
- DIA
Filing on Oct 27, 2025
Q3 2025
Avantra Family Wealth, Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- FJUN
- WFC
- AVGO
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 19, 2025
Q3 2025
Up Strategic Wealth Investment Advisors LLC
- VEA
- SCHX
- IWB
- NVDA
- AAPL
- ITOT
- MSFT
Filing on Nov 13, 2025
Q3 2025
Black Cypress Capital Management, LLC
- WCC
- USB
- HAL
- SLB
- META
- WFC
- FBHS
Filing on Oct 29, 2025
Q3 2025
Rolek Wealth Management LLC
- VUG
- VOO
- VTI
- QQQM
- VGT
- ITOT
- MGK
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Ridgeline Wealth Planning, LLC
- SPLG
- JPST
- CGGO
- CGDV
- DYNF
- QQQ
- CGGR