Largest Portfolios by Value
Filing on Oct 22, 2025
Q3 2025
Compass Planning Associates Inc
- VTV
- SPY
- BIV
- BSV
- VEU
- VGSH
- VTI
Filing on Nov 14, 2025
Q3 2025
Connective Capital Management, LLC
- QQQ
- ISRG
- AVGO
- MSFT
- QLD
- AAPL
- IWO
Filing on Nov 10, 2025
Q3 2025
Filing on Jan 05, 2026
Q4 2025
City Center Advisors, LLC
- SPYG
- SPYV
- MINT
- XLG
- XLU
- XLV
- EFA
Filing on Jan 14, 2026
Q4 2025
Filing on Jan 14, 2026
Q4 2025
Filing on Oct 20, 2025
Q3 2025
Quest 10 Wealth Builders, Inc.
- VOO
- IVV
- VUG
- VTV
- IYW
- GLD
- IWY
Filing on Oct 29, 2025
Q3 2025
Variant Private Wealth, LLC
- AAPL
- GBTC
- MSFT
- ARKK
- IVV
- URTY
- IUSV
Filing on Nov 13, 2025
Q3 2025
Stonehaven Wealth & Tax Solutions, LLC
- SPLG
- BBIN
- AGG
- SDVY
- UCON
- FVD
- FTCS
Filing on Nov 12, 2025
Q3 2025
Northstar Financial Companies, Inc.
- IWB
- V
- AAPL
- VOOG
- MSFT
- VEA
- VB
Filing on Aug 13, 2024
Q2 2024
Fmfe Wealth Management, LLC
- DFAT
- DFUV
- DFUS
- DFIV
- DFAS
- MSFT
- DFAC
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Divco West Real Estate Services, LLC
- BXP
- KRC
- BDN
- HPP
Filing on Oct 21, 2025
Q3 2025
Measured Risk Portfolios, Inc.
- SFM
- XHLF
- TFLO
- AAPL
- ABBV
- DUK
- O
Filing on Dec 02, 2025
Q3 2025
Filing on Jan 16, 2026
Q4 2025
Verus Wealth Management, LLC
- VOO
- MUB
- VCIT
- BND
- VTEB
- SPHY
- VONV
Filing on Jan 14, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025