Largest Portfolios by Value
Filing on Jul 10, 2025
Q2 2025
Three Seasons Wealth, LLC
- AMZN
- TSLA
- AAPL
- MSFT
- QQQ
- IVW
- SPY
Filing on Aug 06, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Tanager Wealth Management LLP
- XHLF
- ITOT
- VEA
- VTI
- BKAG
- VGK
- AGG
Filing on Jul 28, 2025
Q2 2025
Turtle Creek Wealth Advisors, LLC
- VOO
- IEFA
- MSFT
- NVDA
- AAPL
- OWL
- IJH
Filing on Aug 14, 2025
Q2 2025
Polymer Capital Management (Us) LLC
- NVDA
- LITE
- LITE
- VRT
- FSLR
- NVDA
- VRT
Filing on Jul 25, 2025
Q2 2025
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
- AMZN
- ETN
- CYBR
- META
- AVGO
- LLY
- CYTK
Filing on Aug 04, 2025
Q2 2025
Great Lakes Retirement, Inc.
- SPAB
- NVDA
- GSEW
- VCIT
- MSFT
- FIXD
- AMZN
Filing on Nov 13, 2024
Q3 2024
Argent Financial Group, Inc.
- AAPL
- MSFT
- VEA
- ABBV
- GOOG
- SPY
- QCOM
Filing on Aug 19, 2025
Q2 2025
Coppell Advisory Solutions LLC
- BRNY
- BUFR
- FTSM
- SRLN
- BUFD
- BND
- MSFT
Filing on Jul 29, 2025
Q2 2025
Barlow Wealth Partners, Inc.
- MSFT
- GOOG
- HLI
- V
- NVDA
- COST
- AAPL
Filing on May 07, 2025
Q1 2025
Spectrum Wealth Counsel, LLC
- SPY
- IVV
- XLK
- AAPL
- RDVI
- QUAL
- IUSB
Filing on Aug 07, 2025
Q2 2025
Cascade Financial Partners, LLC
- LLY
- AAPL
- VEA
- IVV
- PEP
- PKI
- AMZN
Filing on Jul 16, 2025
Q2 2025
Form Wealth Advisors, LLC
- IVV
- DYNF
- IEFA
- AGG
- QQQ
- IJH
- DGRO
Filing on Aug 06, 2025
Q2 2025
Golden State Wealth Management, LLC
- IVV
- SPY
- AAPL
- AGG
- FVD
- QQQ
- AMZN
Filing on Aug 12, 2025
Q2 2025
Atlas Capital Advisors LLC
- PG
- VGK
- PLMR
- VSS
- SPEM
- MSFT
- XLK
Filing on Aug 14, 2025
Q2 2025
Scopia Capital Management LP
- CTVA
- RRX
- KBR
- TPX
- AMZN
- CC
- LIVN
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Blue Stem Wealth Partners, LLC
- IVV
- FNDX
- VUG
- SCHF
- SPEM
- RECS
- IJH