Largest Portfolios by Value
Filing on Oct 21, 2025
Q3 2025
Filing on Oct 10, 2025
Q3 2025
Rockwood Wealth Management, LLC
- DFAC
- AVDE
- MEAR
- SPSB
- AVUS
- DFIC
- DFEM
Filing on Oct 15, 2025
Q3 2025
Petredis Investment Advisors LLC
- MGK
- XLF
- NVDA
- MSFT
- AAPL
- VEA
- MGV
Filing on Jul 29, 2025
Q2 2025
International Assets Investment Management, LLC
- AAPL
- NVDA
- AMZN
- MSFT
- QQQ
- PLTR
- SPY
Filing on Oct 10, 2025
Q3 2025
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Catalytic Wealth Ria, LLC
- META
- CRM
- MSFT
- NVDA
- AAPL
- GOOG
- AMZN
Filing on Oct 08, 2025
Q3 2025
Filing on Jul 25, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Nebula Research & Development LLC
- WMT
- ALL
- OTIS
- MSFT
- CMG
- HUBS
- GWW
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Mufg Securities Americas Inc.
- NVDA
- MSFT
- AAPL
- AMZN
- META
- AVGO
- GOOGL
Filing on Jul 28, 2025
Q2 2025
Credit Industriel Et Commercial
- XLE
- GOOG
- SMH
- FXI
- QQQ
- AMZN
- XLY
Filing on Oct 15, 2025
Q3 2025
Tritonpoint Wealth, LLC
- AAPL
- VUG
- MSFT
- AMZN
- GOOGL
- GOOG
- JPM
Filing on Aug 12, 2025
Q2 2025
Insigneo Advisory Services, LLC
- AAPL
- NVDA
- SPY
- AMZN
- MSFT
- BRK-B
- TT
Filing on Jul 22, 2025
Q2 2025
Heck Capital Advisors, LLC
- IVV
- VTI
- RSP
- SPY
- ONEQ
- IEFA
- DIA
Filing on Oct 15, 2025
Q3 2025
Global X Japan Co., Ltd.
- QYLD
- PFFD
- NVDA
- AVGO
- AAPL
- MSFT
- META