Largest Portfolios by Value
Filing on Oct 07, 2025
Q3 2025
Canandaigua National Trust CO Of Florida
- LLY
- SPY
- IUSV
- SPYG
- FNDF
- MSFT
- MDYV
Filing on Nov 13, 2025
Q3 2025
Life Plan Financial, LLC
- IAU
- SPYG
- XLP
- XLB
- SWAN
- VGIT
- MSFT
Filing on Nov 14, 2025
Q3 2025
Signal Tree Financial Partners LLC
- VOO
- VEA
- RSP
- VB
- BSV
- VWO
- SCHD
Filing on Jan 16, 2026
Q4 2025
Stephen J. Garry & Associates, LLC
- VUG
- IAU
- VOO
- BND
- BIV
- SPY
- VTV
Filing on Nov 12, 2025
Q3 2025
Planwiser Financial, LLC
- AVUS
- IVV
- VTV
- VUG
- AVLV
- SPDW
- IGIB
Filing on Nov 07, 2025
Q3 2025
Filing on Jan 16, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025
University Of Pittsburgh Of The Commonwealth System Of Higher Education
- IEMG
- LEU
Filing on Oct 14, 2025
Q3 2025
Summit Financial Consulting LLC
- LQD
- HYG
- IYF
- IYW
- IYZ
- EEM
- IVW
Filing on Nov 10, 2025
Q3 2025
Constant Guidance Financial LLC
- SPY
- BRK-B
- XLK
- XLC
- IEF
- AAPL
- PNC
Filing on Jul 18, 2025
Q2 2025
Centricity Wealth Management, LLC
- VOO
- EFA
- JPST
- IBDT
- IBDS
- IVV
- VOOG
Filing on Oct 15, 2025
Q3 2025
Park Capital Management, LLC / Wi
- HTRB
- NVDA
- IJR
- AAPL
- SPY
- QQQ
- MSFT
Filing on Oct 09, 2025
Q3 2025
Marathon Strategic Advisors, LLC
- SPMD
- SPLG
- SPEM
- IVV
- SPDW
- VEA
- VNQI
Filing on Nov 03, 2025
Q3 2025
National Pension Service
- NVDA
- AAPL
- MSFT
- AMZN
- META
- PBUS
- AVGO
Filing on Oct 09, 2025
Q3 2025
Filing on Jan 15, 2026
Q4 2025
Paller Financial Services Inc
- MOAT
- QTUM
- QUAL
- PTF
- MDY
- QQQ
- HDV
Filing on Nov 05, 2025
Q3 2025
Carbahal Olsen Financial Services Group, LLC
- IVV
- QQQ
- IVW
- IEFA
- AGG
- FDVV
- IVE
Filing on Nov 04, 2025
Q3 2025
Christian Investment Advisors, Inc.
- TPLC
- TPHD
- USFR
- IBD
- ISMD
- TPSC
- TPIF