Largest Portfolios by Value
Filing on Jul 31, 2025
Q2 2025
Pko Investment Management Joint Stock CO
- IVV
- AAPL
- NVDA
- MSFT
- AMZN
- GOOGL
- VOO
Filing on Jul 30, 2025
Q2 2025
Caliber Wealth Management, LLC / Ks
- IVV
- MSFT
- AVUS
- VTI
- IWF
- AGG
- IJH
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 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 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