Largest Portfolios by Value
Filing on May 15, 2024
Q1 2024
Coppell Advisory Solutions Corp.
- FIXD
- FTSM
- KNG
- JPM
- NVDA
- META
- BUFR
Filing on May 15, 2025
Q1 2025
Filing on Jul 21, 2025
Q2 2025
Filing on May 15, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Oasis Management CO Ltd.
- QQQ
- NVDA
- APLD
- FXI
- VNET
- STRS
- ALGM
Filing on May 15, 2025
Q1 2025
Orion Resource Partners LP
- EQX
- SAND
- SKE
- DC
- SLSSF
- IAUX
- IE
Filing on May 09, 2025
Q1 2025
Charles Schwab Investment Management Inc
- AAPL
- MSFT
- NVDA
- AMZN
- FNDX
- META
- GOOGL
Filing on May 12, 2025
Q1 2025
Victory Financial Group, LLC
- IWY
- SCHD
- IMCG
- FVD
- FDVV
- XLK
- VOO
Filing on May 14, 2025
Q1 2025
Filing on Jul 25, 2025
Q2 2025
Commonwealth Financial Services, LLC
- SPY
- FIXD
- QQQ
- IVV
- UCON
- QMOM
- MSFT
Filing on Apr 22, 2025
Q1 2025
Assured Partners Investment Advisors, LLC
- FDVV
- FBCG
- FEX
- AAPL
- FNX
- MSFT
- FSMD
Filing on Jul 24, 2025
Q2 2025
Filing on May 14, 2025
Q1 2025
Vega Investment Solutions
- PG
- LLY
- PPG
- TXN
- MSFT
- NVDA
- PANW
Filing on Apr 28, 2025
Q1 2025
Yelin Lapidot Holdings Management Ltd.
- QQQM
- XLF
- SPY
- XLV
- ZIM
- META
- RSP
Filing on Jul 14, 2025
Q2 2025
Brady Martz Wealth Solutions, LLC
- ITOT
- SCHV
- SCHG
- SCHD
- VGIT
- SCHF
- DFSD
Filing on Apr 24, 2025
Q1 2025
Fulcrum Asset Management LLP
- WMT
- MCK
- ABC
- AAPL
- CAH
- NVDA
- MSFT
Filing on Jul 09, 2025
Q2 2025
Tounjian Advisory Partners, LLC
- AAPL
- MSFT
- NVDA
- FTGS
- VNLA
- AMZN
- META