Largest Portfolios by Value
Filing on Jul 16, 2025
Q2 2025
Form Wealth Advisors, LLC
- IVV
- DYNF
- IEFA
- AGG
- QQQ
- IJH
- DGRO
Filing on Oct 21, 2025
Q3 2025
Goldstein Advisors, LLC
- ITOT
- GSLC
- JGRO
- QUAL
- DBMF
- BOND
- TAXF
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
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Morgan Stanley Institutional Investment Advisors LLC
- WM
- ENB
- NHC
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Rit Capital Partners PLC
- MSFT
- AMZN
- ICE
- CPNG
- RNR
- GLNG
- CRM
Filing on Oct 20, 2025
Q3 2025
Absolute Investment Advisers LLC
- PHD
- JEQ
- ZTR
- JQC
- UTG
- RFMZ
- BHK
Filing on Jul 16, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Disciplina Capital Management LLC
- AGG
- ITOT
- TLT
- IEFA
- AVUS
- USRT
- IVV
Filing on Oct 14, 2025
Q3 2025
Jamison Private Wealth Management, Inc.
- NVDA
- AAPL
- MSFT
- VMC
- JPM
- BX
- UPS
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Quadcap Wealth Management, LLC
- JQUA
- DFUS
- AAPL
- CGCP
- MSFT
- AMZN
- NVDA