Largest Portfolios by Value

Grey Street Capital, LLC

• LLY
• NVDA
• ACN
• MSFT
• AAPL
• VRTX
• META

Blue Stem Wealth Partners, LLC

• IVV
• VUG
• RECS
• SCHF
• GOVT
• VMBS
• FNDX

Caliber Wealth Management, LLC / Ks

• IVV
• AVUS
• VTI
• MSFT
• AVDE
• IJH
• VOO

Forest Avenue Capital Management LP

• CRS
• CEG
• VST
• CNM
• RCL
• XPO
• BBWI

Hill Investment Group Partners, LLC

• DFIC
• AVIG
• DFEM
• AVDV
• DFAC
• DFIP
• AVRE

Cvc Management Holdings Ii Ltd.

• WOOF
• ADV

Consolidated Portfolio Review Corp

• AAPL
• MSFT
• BIV
• MSTR
• VUG
• IWF
• VTV

Coppell Advisory Solutions LLC

• BRNY
• LAD
• FTSM
• BUFR
• SRLN
• BND
• FIXD

Boulay Financial Advisors, LLC

• IWY
• MOAT
• FNDX

Paradigm Operations LP

• COIN

Wgi Dm, LLC

Wealth Plan Partners, LLC

• AAPL
• BRK-B
• BUFR
• COWZ
• DGRO
• SECT
• HEQT

Cullen Investment Group, Ltd.

• BRK-B
• MSFT
• AAPL
• WMT
• JPM
• ETN
• AVGO

Fieldview Capital Management, LLC

• NWSA
• PAYX
• COST
• DIS
• MTN
• ACN
• CHK

Mosaic Family Wealth Partners, LLC

• VUG
• DBEF
• VBK
• VTV
• DFEM
• DFSV
• DFAT

Onyx Point Global Management LP

• PR
• CHRD
• VST
• OXYWS
• HNRG
• GLNG
• ASTL

Leo Wealth, LLC

• JNJ
• AFRM
• ESGV
• VSGX
• GSLC
• AVUS
• AMZN

Private Wealth Asset Management, LLC

• IEMG
• IEFA
• IJH
• IVV
• BRK-B
• IJR
• AAPL