Largest Portfolios by Value
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Financial Synergies Wealth Advisors, Inc.
- IVV
- VUG
- VO
- VTV
- EFV
- EFG
- VEA
Filing on Aug 14, 2025
Q2 2025
Catalyst Financial Partners LLC
- STT
- IVV
- IEFA
- IJR
- IJH
- AGG
- MSFT
Filing on Aug 08, 2025
Q2 2025
Strategies Wealth Advisors, LLC
- SPDW
- VTV
- VUG
- DGRO
- QUAL
- VBK
- IEFA
Filing on Aug 14, 2025
Q2 2025
Btg Pactual Asset Management Us LLC
- SPY
- IWF
- MGK
- SPY
- MGV
- VGK
- BRK-B
Filing on Jul 31, 2025
Q2 2025
Linden Thomas Advisory Services, LLC
- NVDA
- META
- AAPL
- MSFT
- AVGO
- PLTR
- RMD
Filing on Jul 28, 2025
Q2 2025
Harbour Trust & Investment Management CO
- NVDA
- AAPL
- GOOG
- JPM
- MSFT
- COST
- OEF
Filing on Aug 13, 2025
Q2 2025
Rw Investment Management LLC
- VTI
- DFIC
- BSV
- DFAT
- VCSH
- DFEM
- DFUV
Filing on Aug 06, 2025
Q2 2025
Filing on Aug 06, 2025
Q2 2025
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 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 Aug 14, 2025
Q2 2025
Price T Rowe Associates Inc
- MSFT
- NVDA
- AAPL
- AMZN
- META
- AVGO
- NFLX
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025