Largest Portfolios by Value
Filing on Jan 09, 2024
Q4 2023
Filing on Jan 16, 2026
Q4 2025
R.H. Investment Group, LLC
- MA
- PM
- WMT
- GOOG
- WFC
- TRV
- AAPL
Filing on Jan 12, 2023
Q4 2022
Filing on Nov 06, 2025
Q3 2025
Santa Clara Valley Transportation Authority
- IEMG
- SHY
- USIG
- USHY
Filing on Nov 05, 2025
Q3 2025
Hobbs Wealth Management, LLC
- SPLG
- QUAL
- DYNF
- IVW
- XLG
- EFV
- IVE
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
State Farm Mutual Automobile Insurance CO
- LLY
- CAT
- AAPL
- JNJ
- ITW
- MSFT
- WMT
Filing on Nov 06, 2025
Q3 2025
Graver Capital Management, LLC
- DFUS
- MOAT
- DFAT
- DFAI
- DFCF
- DFAE
- SCHB
Filing on Nov 04, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Bretton Capital Management, LLC
- GOOG
- AZO
- PGR
- AXP
- JPM
- UNH
- TJX
Filing on Oct 28, 2025
Q3 2025
Red Crane Wealth Management, LLC
- SIXJ
- SPYV
- SGOV
- SPYG
- VOO
- VO
- KAPR
Filing on Nov 12, 2024
Q3 2024
Naples Money Management LLC
- SPY
- NVDA
- NFLX
- MSFT
- TER
- CRS
- META
Filing on Oct 31, 2025
Q3 2025
Poinciana Advisors Group, LLC
- AVUV
- VGIT
- DFAC
- AVDV
- VTIP
- DFIV
- AVEM
Filing on Jan 08, 2026
Q4 2025
Post Resch Tallon Group Inc.
- IVV
- IWV
- QQQ
- BNL
- IJR
- VIG
- COWZ
Filing on Jan 09, 2023
Q4 2022
Align Wealth Management, LLC
- DFAC
- VGLT
- DFAT
- MUB
- DFAX
- DFIC
- DFEM
Filing on Aug 14, 2025
Q2 2025
Principia Wealth Advisory, LLC
- SPTM
- QQQ
- VEU
- DBMF
- VWO
- EYPT
- EMXC
Filing on Nov 14, 2025
Q3 2025
University Of Wisconsin Foundation
- NU
- AKRO
- RNA
- NVDA
- MSFT
- AAPL
- DYN
Filing on Nov 10, 2025
Q3 2025