Largest Portfolios by Value

Red Mountain Financial, LLC

• SCHD
• AAPL
• JPIE
• BRK-B
• FBND
• JMUB
• NVDA

Cf Capital LLC

• RWAY
• BCAT
• ECAT
• CION
• BSTZ
• BRSP
• BMEZ

Baer Investment Advisory LLC

• ITOT
• QQQ
• AMZN
• TSM
• AAPL
• CSGP
• MSFT

Petros Family Wealth, LLC

• SPY
• AAPL
• UNH
• MSFT
• NVDA
• GOOG
• QGRO

Grant Private Wealth Management Inc

• NVDA
• AMZN
• META
• AAPL
• TSLA
• NFLX
• MSFT

Palacios Wealth Management, LLC

• NVDA
• JEPQ
• AVGO
• RYLD
• AMZN
• AAPL
• META

Tilt Investment Management Holdings, Pbc

• AAPL
• MSFT
• NVDA
• GOOGL
• TSLA
• AVGO
• UNH

Prairieview Wealth Partners, LLC

• IVV
• AGG
• IWR
• VTV
• VTWO
• SPYG
• VTEB

Stone Ridge Holdings Group LP

Marathon Strategic Advisors, LLC

• SPLG
• IVV
• SPEM
• SPDW
• SPMD
• VEA
• VNQI

Nordea Investment Management Ab

• AAPL
• MSFT
• NVDA
• GOOGL
• AMZN
• GOOG
• MA

Life Goal Wealth Advisors

• DGRO
• CGGO
• VUG
• ACWF
• BND
• JPIE
• LRGF

Clarity Wealth Development LLC

• VTI
• DFSV
• VEA
• SCHR
• DFEM
• NUDM
• AAPL

Bfi Infinity Ltd.

• VTI
• GDX
• IWM
• URNM
• MSFT
• ROBO
• KLAC

Ramiah Investment Group

• RSP
• QQQ
• SPY
• ILF
• SLV
• UGA
• VTI

Stonehaven Wealth & Tax Solutions, LLC

• SPLG
• BBIN
• AGG
• SDVY
• UCON
• GSUS
• SPEM

Legacy Solutions, LLC

• SPLG
• IUSG
• SPDW
• IUSV
• MOAT
• CGGR
• IVOO

Dai Ichi Life Holdings, Inc.

• IGSB
• LQD
• VGSH
• EMB
• VNQ
• TIP
• IAGG