Largest Portfolios by Value
Filing on Jul 25, 2025
Q2 2025
Wealth Advisory Team LLC
- ACIO
- DRSK
- DFUS
- DBEF
- UCON
- VYM
- BIV
Filing on Apr 11, 2023
Q1 2023
Catalyst Wealth Management, LLC
- AAPL
- MSFT
- FVD
- FTCS
- RDVY
- COWZ
- XLE
Filing on Nov 13, 2025
Q3 2025
Rd Lewis Holdings, Inc.
- AMZN
- AAPL
- WMT
- GOOG
- NVDA
- AXON
- MSFT
Filing on Aug 12, 2025
Q2 2025
Safe Harbor Fiduciary, LLC
- SPY
- QQQ
- JEPI
- AAPL
- QDPL
- PTLC
- IWM
Filing on Jan 15, 2026
Q4 2025
Haven Capital Group, Inc.
- AVGO
- AAPL
- NVDA
- IDXX
- ROP
- ABBV
- MSFT
Filing on Oct 28, 2025
Q3 2025
Filing on Jan 13, 2026
Q4 2025
Q Fund Management (Hong Kong) LTD
- GOOG
- TSLA
- HOOD
- MU
- INTC
- AFRM
- IEF
Filing on Nov 12, 2025
Q3 2025
Prairieview Wealth Partners, LLC
- IVV
- AGG
- IWR
- MUB
- VTV
- VTWO
- SPYG
Filing on Nov 14, 2025
Q3 2025
Wasserstein Debt Opportunities Management, L.P.
Filing on Nov 14, 2025
Q3 2025
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
- NVDA
- MSFT
- AAPL
- AMZN
- META
- GOOGL
- JPM
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 07, 2026
Q4 2025
Stonebridge Wealth Management, LLC
- USFR
- DDLS
- DHS
- DTH
- DGS
- DEW
- DES
Filing on Oct 31, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Fiscal Wisdom Wealth Management, LLC
- GORO
- EXK
- SKE
- DC
- SPLG
- EQX
- SVM
Filing on Oct 28, 2025
Q3 2025
Filing on Jan 06, 2026
Q4 2025
Board Of The Pension Protection Fund
- CNC
- TWLO
- ZM
- PCG
- GM
- FOXA
- FOX
Filing on Jul 23, 2025
Q2 2025
Bingham Private Wealth, LLC
- MSFT
- AMZN
- AVGO
- BIL
- NVDA
- SPY
- AAPL