Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Consolidated Portfolio Review Corp
- AAPL
- MSFT
- BIV
- VUG
- IWF
- VTV
- MSTR
Filing on Nov 14, 2025
Q3 2025
Scopia Capital Management LP
- SPY
- CC
- AMZN
- RRX
- CTVA
- LIVN
- ENS
Filing on Oct 14, 2025
Q3 2025
Jamison Private Wealth Management, Inc.
- NVDA
- AAPL
- MSFT
- VMC
- JPM
- BX
- UPS
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Goldman Sachs Group Inc
- NVDA
- MSFT
- AAPL
- SPY
- AMZN
- TSLA
- META
Filing on Nov 04, 2025
Q3 2025
Premier Path Wealth Partners, LLC
- AAPL
- XLK
- MSFT
- NVDA
- XLF
- AMZN
- ACWX
Filing on Oct 30, 2025
Q3 2025
Triad Wealth Partners, LLC
- FBND
- BUFR
- DYNF
- IVW
- IVE
- QUAL
- VOO
Filing on Oct 21, 2025
Q3 2025
Brookwood Investment Group LLC
- NVDA
- VTI
- VUG
- AAPL
- AMZN
- MSFT
- AVGO
Filing on Nov 12, 2025
Q3 2025
Provenance Wealth Advisors, LLC
- ITOT
- MOAT
- VIG
- VXUS
- JGRO
- AGG
- EEM
Filing on Nov 12, 2025
Q3 2025
Phocas Financial Corp.
- ATGE
- PRIM
- WTFC
- NXST
- TTMI
- SKYW
- SNEX
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Absolute Gestao De Investimentos Ltda.
- CYBR
- EEM
- GTLS
- EWZ
- EMXC
- VRNA
- K
Filing on Nov 10, 2025
Q3 2025
Parr Mcknight Wealth Management Group, LLC
- IVV
- MSFT
- AAPL
- BND
- IUSB
- JPM
- AVGO
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Manchester Global Management (Uk) LTD
- GOOGL
- AMZN
- ADI
- MSFT
- SNOW
- MDB
- TSM
Filing on Nov 14, 2025
Q3 2025
Massar Capital Management, LP
- QQQ
- MARA
- MARA
- COIN
- COIN
- MSTR
- MSTR
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Cullen Investment Group, Ltd.
- AAPL
- BRK-B
- MSFT
- WMT
- JPM
- AVGO
- ETN