Largest Portfolios by Value
Filing on Oct 17, 2025
Q3 2025
Filing on Jan 14, 2026
Q4 2025
Camelot Technology Advisors, Inc.
- IVV
- IEFA
- PHYS
- SPY
- QQQ
- XLI
- IEMG
Filing on Oct 21, 2025
Q3 2025
Clio Asset Management LLC
- ORLY
- AZO
- BRK-B
- HLT
- CDW
- NOW
- V
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 12, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Copia Wealth Management
- SPLG
- TBIL
- GLD
- COWZ
- SPYV
- STIP
- XLG
Filing on Nov 13, 2025
Q3 2025
Filing on Jul 22, 2025
Q2 2025
David Wealth Management LLC
- DFAC
- DFAX
- DFSD
- DFUS
- DFNM
- DFCF
- DFIP
Filing on Nov 12, 2025
Q3 2025
Accredited Wealth Management, LLC
- AVUS
- IXUS
- MOAT
- SCHD
- FBND
- VIG
- VIGI
Filing on Jan 12, 2026
Q4 2025
Dkm Wealth Management, Inc.
- TBLD
- IVV
- ITOT
- AAPL
- SYLD
- QQQ
- VTI
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 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 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