Largest Portfolios by Value
Filing on Nov 07, 2025
Q3 2025
Goehring & Rozencwajg Associates, LLC
- CCJ
- RRC
- SDRL
- LEU
- NTR
- VAL
- AGI
Filing on Nov 10, 2025
Q3 2025
Catalyst Financial Partners LLC
- IVV
- STT
- IEFA
- IJR
- IJH
- AAPL
- NVDA
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 02, 2025
Q3 2025
Central Pacific Bank Trust Division
- IVV
- MSFT
- SPY
- NVDA
- AAPL
- AMZN
- IUSB
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 Nov 14, 2025
Q3 2025
Susquehanna International Group, LLP
- SPY
- SPY
- NVDA
- TSLA
- TSLA
- QQQ
- QQQ
Filing on Nov 10, 2025
Q3 2025
Disciplina Capital Management LLC
- AGG
- ITOT
- TLT
- IEFA
- AVUS
- USRT
- EMLP
Filing on Nov 14, 2025
Q3 2025
Hill Investment Group Partners, LLC
- DFIC
- AVIG
- DFEM
- AVDV
- DFIP
- AVRE
- DFIV
Filing on Aug 12, 2025
Q2 2025
Atlas Capital Advisors LLC
- PG
- VGK
- PLMR
- VSS
- SPEM
- MSFT
- XLK
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Nov 06, 2025
Q3 2025
Arista Wealth Management, LLC
- DFAU
- VOOG
- DFSV
- VCIT
- DFAI
- VGSH
- VGIT
Filing on Nov 14, 2025
Q3 2025
Onyx Point Global Management LP
- PR
- CHRD
- OXYWS
- RIOT
- VST
Filing on Oct 20, 2025
Q3 2025
Absolute Investment Advisers LLC
- PHD
- JEQ
- ZTR
- JQC
- UTG
- RFMZ
- BHK