Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Four Thought Financial Partners, LLC
- MSFT
- AVGO
- NVDA
- AMT
- AAPL
- JPM
- VOO
Filing on Oct 20, 2025
Q3 2025
Stonebridge Financial Group, LLC
- SMMU
- DGRO
- CGCP
- USFR
- GLD
- USTB
- AAPL
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Turtle Creek Wealth Advisors, LLC
- VOO
- IEFA
- AAPL
- NVDA
- MSFT
- JPM
- AMZN
Filing on Oct 06, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Knollwood Investment Advisory, LLC
- NVDA
- MSFT
- AMZN
- META
- AAPL
- GOOG
- PLTR
Filing on Oct 09, 2025
Q3 2025
Signal Advisors Wealth, LLC
- SPLG
- ACIO
- VEA
- BKAG
- NVDA
- SPY
- DRSK
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Wellspring Financial Advisors, LLC
- IVV
- IEFA
- AAAU
- VYM
- VTI
- SOXX
- XLV
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Pictet North America Advisors Sa
- BUR
- GLD
- TSM
- SIHY
- MSFT
- SONY
- GOOGL
Filing on Nov 14, 2025
Q3 2025
Adar1 Capital Management, LLC
- KROS
- PTGX
- ROIV
- SPY
- IMVT
- ETNB
- SPY
Filing on Oct 16, 2025
Q3 2025
Syntegra Private Wealth Group, LLC
- SPYG
- LGLV
- SPTM
- VOO
- JMEE
- JPIE
- QQQM
Filing on Nov 12, 2025
Q3 2025
49 Wealth Management, LLC
- SPLG
- IEFA
- DIVZ
- VTV
- IEMG
- VGSH
- QUAL
Filing on Aug 13, 2025
Q2 2025