Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Price T Rowe Associates Inc
- NVDA
- MSFT
- AAPL
- AMZN
- META
- AVGO
- GOOGL
Filing on Nov 12, 2025
Q3 2025
Great Lakes Retirement, Inc.
- SPAB
- NVDA
- GSEW
- VCIT
- GOOGL
- MSFT
- FIXD
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Nwf Advisory Services Inc.
- VOO
- BRK-B
- XLK
- AAPL
- SDY
- BABA
- GOOG
Filing on Nov 03, 2025
Q3 2025
Golden State Wealth Management, LLC
- IVV
- SPY
- AAPL
- AGG
- NVDA
- FVD
- QQQ
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Barlow Wealth Partners, Inc.
- GOOG
- MSFT
- NVDA
- HLI
- V
- COST
- AAPL
Filing on Nov 05, 2025
Q3 2025
Caliber Wealth Management, LLC / Ks
- IVV
- AVUS
- IWF
- VTI
- AGG
- IJH
- VOO
Filing on Feb 05, 2024
Q4 2023
First Ascent Asset Management, LLC
- VOO
- VTI
- VTEB
- DFAC
- IUSB
- SPDW
- VXUS
Filing on Nov 14, 2025
Q3 2025
Pureheart Capital Pte Ltd.
- GLD
- TSLA
- QQQ
- IAU
- SLB
- OIH
- BKR
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 Nov 12, 2025
Q3 2025
Rovida Investment Management LTD
- KTOS
- BA
- NTB
- NVDA
- IBKR
- IWM
- BEKE
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Blue Stem Wealth Partners, LLC
- IVV
- VUG
- SCHF
- FNDX
- SPEM
- IJH
- RECS
Filing on Oct 21, 2025
Q3 2025
Cascade Financial Partners, LLC
- LLY
- AAPL
- VEA
- IVV
- PEP
- IEMG
- NVDA