Largest Portfolios by Value
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
Filing on Nov 12, 2025
Q3 2025
Alpha Advisors, Llc/Va
- SGOV
- JCPB
- BBUS
- JGRO
- AAPL
- JPIE
- PHYS
Filing on Jan 13, 2026
Q4 2025
Lionshead Wealth Management, LLC
- DFAI
- AAPL
- BIV
- JAAA
- SPHQ
- DFAT
- SPYG
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