Largest Portfolios by Value
Filing on Oct 14, 2025
Q3 2025
Mjt & Associates Financial Advisory Group, Inc.
- ITOT
- IVW
- SCHD
- STIP
- DON
- JPST
- EMXC
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Apr 11, 2025
Q1 2025
Filing on Nov 10, 2025
Q3 2025
Kropog Financial Group, LLC
- VOOG
- BIV
- QQQ
- CGDV
- VYM
- XLU
- VTI
Filing on Oct 21, 2025
Q3 2025
Elm3 Financial Group, LLC
- NVDA
- AMZN
- AVGO
- MSFT
- QQQ
- MTUM
- LLY
Filing on Nov 03, 2025
Q3 2025
Madison Park Capital Advisors, LLC
- VXUS
- VUG
- SPY
- MSFT
- AAPL
- MDY
- BRK-B
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Tandem Investment Partners LLC
- SPY
- SPLG
- VXUS
- VGT
- COWZ
- VTI
- MDY
Filing on Nov 12, 2025
Q3 2025
Schroder Investment Management Group
- MSFT
- NVDA
- GOOGL
- AAPL
- META
- AVGO
- AMZN
Filing on Oct 10, 2025
Q3 2025
Fortitude Financial, LLC
- COOK
- SLYG
- IMCG
- DYNF
- SPSM
- FRDM
- SBRA
Filing on Oct 28, 2025
Q3 2025
Journey Beyond Wealth, LLC
- VOO
- VEU
- VXF
- VEA
- VUG
- VTV
- VWO
Filing on Nov 03, 2025
Q3 2025
Van Weelden Wealth Management, LLC
- BIL
- TBIL
- GBIL
- SGOV
- SHV
- PG
- PHYS
Filing on Nov 14, 2025
Q3 2025
Wealth Trak Capital Management LLC
- SPLG
- SPEM
- SPDW
- AAAU
- SPYG
- SPAB
- DYNF
Filing on Nov 03, 2025
Q3 2025
Orba Wealth Advisors, L.L.C.
- AAPL
- SPY
- ULST
- SPDW
- QQQ
- DGRW
- FPE
Filing on Nov 05, 2025
Q3 2025
Runnymede Capital Advisors, Inc.
- ROM
- QQQ
- AMZN
- MSFT
- NVDA
- AAPL
- IYW
Filing on Oct 15, 2025
Q3 2025
Uptown Financial Advisors LLC
- VUG
- VO
- IJR
- SPYV
- SPEM
- BSV
- SPYG