Largest Portfolios by Value
Filing on Aug 09, 2024
Q1 2024
Grey Street Capital, LLC
- LLY
- NVDA
- ACN
- MSFT
- AAPL
- VRTX
- META
Filing on Aug 06, 2025
Q2 2025
Filing on Oct 14, 2025
Q3 2025
High Probability Advisors, LLC
- GSLC
- MTUM
- DUHP
- GSIE
- NYF
- DIHP
- USMV
Filing on Aug 11, 2025
Q2 2025
Parr Mcknight Wealth Management Group, LLC
- IVV
- MSFT
- AAPL
- BND
- IUSB
- JPM
- IEFA
Filing on Aug 14, 2025
Q2 2025
Talon Private Wealth, LLC
- BKAG
- DRSK
- JAAA
- VGSH
- UDEC
- UFEB
- UJAN
Filing on Jul 29, 2025
Q2 2025
Arista Wealth Management, LLC
- DFAU
- VOOG
- DFSV
- VCIT
- DFAI
- VGSH
- VGIT
Filing on Jul 17, 2025
Q2 2025
Consolidated Portfolio Review Corp
- AAPL
- MSFT
- BIV
- MSTR
- VUG
- IWF
- VTV
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 04, 2025
Q2 2025
Premier Path Wealth Partners, LLC
- XLK
- AAPL
- MSFT
- NVDA
- AMZN
- XLF
- USIG
Filing on Oct 20, 2025
Q3 2025
Mc Glone Suttner Wealth Management, Inc.
- DFAC
- IUSV
- SCHX
- AVUS
- FBND
- DFIV
- CGCP
Filing on Oct 14, 2025
Q3 2025
Filing on Aug 05, 2025
Q2 2025
Strategic Financial Concepts, LLC
- SPYG
- SPTI
- SPYV
- SPMB
- SPIB
- SPDW
- AVUS
Filing on Oct 22, 2025
Q3 2025
Alpine Bank Wealth Management
- SPMO
- JCPB
- USFR
- GDE
- SPHQ
- VUG
- IVV
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Goldman Sachs Group Inc
- NVDA
- MSFT
- SPY
- AAPL
- SPY
- META
- AMZN
Filing on Aug 13, 2025
Q2 2025
Foresight Group LTD Liability Partnership
- ADSK
- TRMB
- XYL
- ECL
- MSA
- STE
- AZN
Filing on Aug 14, 2025
Q2 2025