Largest Portfolios by Value
Filing on Feb 03, 2025
Q4 2024
Rw Investment Management LLC
- VTI
- DFIC
- DFAT
- BSV
- VCSH
- DFUV
- DFEM
Filing on Feb 25, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 29, 2025
Q4 2024
Root Financial Partners, LLC
- DFUS
- DFAI
- DFUV
- DFAE
- DFSV
- DFCF
- DFSD
Filing on Jan 27, 2025
Q4 2024
Financial Synergies Wealth Advisors, Inc.
- IVV
- VUG
- VO
- VTV
- EFV
- EFG
- VEA
Filing on Mar 13, 2025
Q4 2024
Pko Investment Management Joint Stock CO
- IVV
- QQQM
- QQQE
- MSFT
- VOO
- NVDA
- AAPL
Filing on Feb 13, 2025
Q4 2024
Strategies Wealth Advisors, LLC
- VUG
- VTV
- SPDW
- DGRO
- QUAL
- VBK
- IEFA
Filing on Jan 28, 2025
Q4 2024
Global X Japan Co., Ltd.
- QYLD
- AVGO
- PFFD
- NVDA
- TSLA
- AMZN
- AAPL
Filing on Jan 27, 2025
Q4 2024
Spirepoint Private Client, LLC
- UPS
- AAPL
- MSFT
- CLH
- AVGO
- NVDA
- PLTR
Filing on Feb 14, 2025
Q4 2024
Sone Capital Management, LLC
- WM
- WTW
- ROP
- PEP
- SHW
- BSY
- SNPS
Filing on Jan 17, 2025
Q4 2024
Barlow Wealth Partners, Inc.
- GOOG
- MSFT
- HLI
- V
- COST
- AAPL
- CEG
Filing on Jan 21, 2025
Q4 2024
Linden Thomas Advisory Services, LLC
- NVDA
- AAPL
- META
- MSFT
- AVGO
- CRM
- APP
Filing on Feb 14, 2025
Q4 2024
Mufg Securities Americas Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- META
- TSLA
- GOOGL
Filing on Feb 12, 2025
Q4 2024
Atlas Capital Advisors LLC
- PG
- XLK
- MSFT
- AAPL
- SPEM
- PLMR
- XLF
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Rockbridge Investment Management, Lcc
- SCHZ
- DFAC
- SPTM
- BND
- VCSH
- IEFA
- DFIC
Filing on Jan 16, 2025
Q4 2024
Great Waters Wealth Management
- DFUS
- DFAX
- DFCF
- DFAS
- DFSD
- BND
- DFAT
Filing on Jan 24, 2025
Q4 2024
Absolute Investment Advisers LLC
- ACP
- AVK
- BIGZ
- ZTR
- INSI
- DMA
- MEGI