Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Destination Wealth Management
- AAPL
- AGG
- IJR
- SDY
- MSFT
- TLH
- LQDH
Filing on Nov 12, 2025
Q3 2025
Creative One Wealth, LLC
- VUG
- VEA
- AAPL
- VTV
- NVDA
- AMZN
- MSFT
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Chicago Partners Investment Group LLC
- VOO
- VO
- NVDA
- BRK-B
- DFUS
- AAPL
- VUG
Filing on Nov 14, 2025
Q3 2025
Snowden Capital Advisors LLC
- NVDA
- AAPL
- MSFT
- AMZN
- SPLG
- AVGO
- TSLA
Filing on Jul 16, 2025
Q2 2025
Black Point Wealth Management
- BRK-B
- PHYS
- DFAC
- MSFT
- BUFG
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Farmers & Merchants Investments Inc
- IVV
- VEA
- NNI
- IJR
- MSFT
- IJH
- AAPL
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Richard Bernstein Advisors LLC
- IQLT
- JMBS
- VTV
- FTEC
- SPTI
- SPTS
- EMXC
Filing on Jul 16, 2025
Q2 2025
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
- NVDA
- MSFT
- AVGO
- PCAR
- V
- UL
- EMR
Filing on Nov 14, 2025
Q3 2025
Toms Capital Investment Management LP
- SPY
- RSP
- UNP
- UNP
- FCX
- TSM
- CRS
Filing on Nov 04, 2025
Q3 2025
Van Berkom & Associates Inc.
- ENSG
- LAUR
- SNEX
- LOPE
- VCTR
- MMS
- EEFT
Filing on Nov 14, 2025
Q3 2025
Southpoint Capital Advisors LP
- BDX
- W
- MSFT
- CHRW
- TMO
- CEG
- AMZN
Filing on Nov 12, 2025
Q3 2025
Meiji Yasuda Life Insurance CO
- LQD
- SPYD
- VCLT
- NVDA
- XLC
- MSFT
- AAPL
Filing on Oct 31, 2025
Q3 2025
Avantax Planning Partners, Inc.
- SCHG
- SCHV
- SCHD
- SCHZ
- SCHF
- JPIB
- SPTL
Filing on Dec 02, 2024
Q3 2024
Filing on Nov 10, 2025
Q3 2025