Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Alpha Advisors, Llc/Va
- SGOV
- JCPB
- BBUS
- JGRO
- AAPL
- JPIE
- PHYS
Filing on Nov 12, 2025
Q3 2025
Virtus Fixed Income Advisers, LLC
- VABS
- BLHY
- SEIX
- HYG
- JNK
- SJNK
- BKLN
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Fortune Financial Advisors, LLC
- USMV
- MOAT
- GOOGL
- VGSH
- ORLY
- AAPL
- MA
Filing on Oct 30, 2025
Q3 2025
Legacy Advisory Services, LLC
- SHV
- SPLG
- SGOV
- USMV
- QUAL
- IWX
- IVV
Filing on Oct 20, 2025
Q3 2025
White & CO Financial Planning Inc
- SCHX
- SCHA
- SCHM
- SCHF
- SCHC
- SCHI
- SPLB
Filing on Nov 03, 2025
Q3 2025
Avant Financial Advisors LLC
- VTI
- VEA
- DFSV
- AVEM
- MUNI
- AVDV
- DFUS
Filing on Jan 26, 2023
Q4 2022
Filing on Oct 23, 2025
Q3 2025
Cathy Pareto & Associates, Inc
- AAPL
- COWZ
- JPST
- SCHV
- EUSC
- VB
- SCHM
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Cannon Wealth Management Services, LLC
- SPLG
- CGUS
- JCPB
- SPYV
- PVAL
- SPTS
- SPSB
Filing on Oct 21, 2025
Q3 2025
Kagan Cocozza Asset Management
- SPLG
- SPAB
- SPDW
- SPIB
- VIG
- VO
- AGG
Filing on Nov 13, 2025
Q3 2025
Orca Wealth Management, LLC
- AAPL
- ORI
- RTX
- CSCO
- AVGO
- QCOM
- AZN
Filing on Nov 17, 2025
Q3 2025
Opulen Financial Group LLC
- SPY
- SCHD
- IQLT
- AMZN
- IVV
- VXF
- VOO
Filing on Aug 20, 2025
Q2 2025
North Dallas Bank & Trust CO
- MSFT
- MUB
- AAPL
- EFA
- AMZN
- GOOGL
- NVDA
Filing on Oct 20, 2025
Q3 2025
Leibman Financial Services, Inc.
- USFR
- INDA
- AVDV
- ARE
- BRK-B
- URI
- TSM
Filing on Nov 14, 2025
Q3 2025
Geo Sphere Capital Management, LLC
- NESR
- CCJ
- SOI
- CVE
- NXE
- DK
- GLNG