Largest Portfolios by Value
Filing on Oct 15, 2025
Q3 2025
Uptown Financial Advisors LLC
- VUG
- VO
- IJR
- SPYV
- SPEM
- BSV
- SPYG
Filing on Aug 06, 2025
Q2 2025
Summit Investment Advisors, Inc.
- BSJP
- IWF
- BSCR
- IBHF
- BSJQ
- IBDS
- IWB
Filing on Aug 04, 2025
Q2 2025
Shorepath Capital Management LLC
- GS
- META
- BAC
- AAPL
- V
- DELL
- BRK-B
Filing on Nov 07, 2025
Q3 2025
Alexander Randolph Advisory, Inc.
- NEAR
- ISTB
- RMT
- EDD
- GOOGL
- CVS
- WBD
Filing on Nov 14, 2025
Q3 2025
Virtue Asset Management LLC
- AAPL
- NVDA
- MSFT
- DFUS
- GOOG
- VB
- DFUV
Filing on Jan 13, 2026
Q4 2025
Geremia Financial Services, LLC
- NVDA
- GS
- AAPL
- F
- META
- SOXX
- MSFT
Filing on Aug 12, 2025
Q2 2025
Boreal Capital Management LLC
- QUAL
- SPY
- NVDA
- AAPL
- QQQ
- MSFT
- AMZN
Filing on Jul 22, 2025
Q2 2025
Hickory Asset Management, Inc.
- VOO
- QQQ
- RDVY
- QQQM
- DJUL
- VYM
- VTV
Filing on Nov 14, 2025
Q3 2025
Allium Financial Advisors, LLC
- BRK-A
- IVV
- RWAY
- NVDA
- AAPL
- EEM
- MSFT
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Defined Financial Planning LLC
- SCHG
- DGRW
- JVAL
- DDWM
- AGGY
- SECT
- SPDW
Filing on Nov 06, 2025
Q3 2025
Ag Asset Advisory, LLC
- META
- DFUS
- DFUV
- DFIV
- MINT
- DFAT
- DFAS
Filing on Nov 07, 2025
Q3 2025
Phillips Wealth Planners LLC
- VOO
- MSFT
- JPM
- AVGO
- XLK
- ABBV
- WMB
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Chung Wu Investment Group, LLC
- IVV
- MSFT
- DIA
- AAPL
- SPYI
- JPM
- EOS
Filing on Nov 13, 2025
Q3 2025
Vista Cima Wealth Management LLC
- QQQ
- SCHG
- VO
- DGRO
- XMHQ
- SMLF
- SPDW
Filing on Oct 22, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025