Largest Portfolios by Value
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
New Dimensions Wealth Management, LLC
- DFAC
- DFIC
- DFUV
- DFEM
- DFIP
- DFSD
- VTIP
Filing on Oct 27, 2025
Q3 2025
Mountain Hill Investment Partners Corp.
- FBND
- IVV
- NVDA
- UPS
- PFF
- AMZN
- XLU
Filing on Nov 13, 2025
Q3 2025
Broyhill Asset Management
- SHY
- PM
- IQV
- FISV
- DLTR
- KOF
- VVV
Filing on Jan 14, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
M Wealth Management, LLC
- DFAU
- PULS
- TOTL
- VXUS
- SCHP
- DFAC
- USFR
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 13, 2026
Q4 2025
Filing on Jan 08, 2026
Q4 2025
Waycross Investment Management CO
- IEFA
- IBTK
- IBTJ
- DUHP
- FCNCA
- BSCU
- BSCV
Filing on Jan 15, 2026
Q4 2025
Filing on Jan 08, 2026
Q4 2025
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Manufacturers Life Insurance Company, The
- MSFT
- NVDA
- AMZN
- AAPL
- GOOGL
- RY
- META
Filing on Nov 13, 2025
Q3 2025
Sellaronda Global Management LP
- CCCS
- OKTA
- PCOR
- AMZN
- HAS
Filing on Jan 15, 2026
Q4 2025
Cassilly Financial Group LLC
- IEFA
- VUG
- VTV
- IVV
- SCHZ
- SPLG
- IUSB
Filing on Nov 14, 2025
Q3 2025
Windsor Advisory Group, LLC
- PAYX
- WOR
- BRK-A
- IVV
- AAPL
- BRK-B
- VT