Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Wellspring Financial Advisors, LLC
- IVV
- VYM
- IEFA
- VTI
- AAAU
- SGOV
- SHY
Filing on Apr 28, 2025
Q1 2025
North Of South Capital LLP
- BABA
- JD
- YMM
- TSM
- KT
- VIPS
- ATHM
Filing on Jul 11, 2025
Q2 2025
Filing on Feb 05, 2024
Q4 2023
First Ascent Asset Management, LLC
- VOO
- VTI
- VTEB
- DFAC
- IUSB
- SPDW
- VXUS
Filing on May 14, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Pacific Life Fund Advisors LLC
- IWD
- IWP
- IWN
- EFV
- IWS
- VONG
- AVDE
Filing on Nov 13, 2024
Q3 2024
First Trust Investment Solutions L.P.
- PWR
- AAPL
- META
- NVDA
- BRK-B
- MSFT
- LLY
Filing on Jul 16, 2025
Q2 2025
Spirepoint Private Client, LLC
- UPS
- MSFT
- AAPL
- PLTR
- AVGO
- CLH
- NVDA
Filing on Jan 28, 2025
Q4 2024
Filing on Apr 18, 2025
Q1 2025
Pko Investment Management Joint Stock CO
- IVV
- QQQM
- MSFT
- QQQE
- AAPL
- NVDA
- AMZN
Filing on Jul 10, 2025
Q2 2025
Three Seasons Wealth, LLC
- AMZN
- TSLA
- AAPL
- MSFT
- QQQ
- IVW
- SPY
Filing on May 06, 2025
Q1 2025
A16z Perennial Management, L.P.
- COIN
- NU
- XHLF
- ABNB
- OKTA
- COIN
- MUB
Filing on May 15, 2025
Q1 2025
Titleist Asset Management, LLC
- SGOV
- TSLA
- NVDA
- IJH
- IWM
- DIVZ
- RSP
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Mufg Securities Americas Inc.
- AAPL
- MSFT
- NVDA
- AMZN
- META
- BRK-B
- GOOGL
Filing on May 09, 2025
Q1 2025
Syntegra Private Wealth Group, LLC
- LGLV
- SPTM
- SPYG
- XMHQ
- ICOW
- JPIE
- JMEE
Filing on Apr 16, 2025
Q1 2025
Azzad Asset Management Inc /Adv
- AAPL
- NVDA
- MSFT
- META
- GOOGL
- TSLA
- KLAC
Filing on Jul 18, 2025
Q2 2025
Tanager Wealth Management LLP
- XHLF
- ITOT
- VEA
- VTI
- BKAG
- VGK
- AGG