Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Guardian Wealth Advisors, LLC
- ACIO
- DRSK
- SCHX
- OSCV
- VOO
- CGDV
- BUFR
Filing on Oct 24, 2025
Q3 2025
Phillips Financial Management, LLC
- IVV
- DFCF
- DFIC
- DFSD
- IJH
- DUHP
- DFAT
Filing on Mar 07, 2025
Q3 2024
Filing on Nov 06, 2025
Q3 2025
Ameritas Advisory Services, LLC
- QQQ
- IVV
- AAPL
- IWF
- MSFT
- VOO
- SPY
Filing on Oct 22, 2025
Q3 2025
Filing on Jan 07, 2026
Q4 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Kanawha Capital Management LLC
- MSFT
- AAPL
- ORCL
- JPM
- LOW
- GOOGL
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Prescott General Partners LLC
- CACC
- W
- WRLD
- CMPR
- BTI
- LEN
- POWW
Filing on Nov 14, 2025
Q3 2025
United Services Automobile Association
- AGG
- VOO
- UITB
- VEU
- VXF
- VYM
- NEAR
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Trans Canada Capital Inc.
- VOO
- SPY
- VCSH
- XLV
- RIVN
- KBE
- PICK
Filing on Nov 13, 2025
Q3 2025
Platinum Investment Management LTD
- ICE
- GOOGL
- ABBV
- JNJ
- MRK
- MU
- AVGO
Filing on Nov 05, 2025
Q3 2025
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
- SPY
- QQQ
- XLF
- XLI
- XLC
- XLV
- EPI
Filing on Nov 14, 2025
Q3 2025
Diameter Capital Partners LP
- SATS
- SPY
- IWM
- WBD
- TDS
- CLF
- SLM
Filing on Oct 30, 2025
Q3 2025
Cornerstone Wealth Group, LLC
- NVDA
- SPY
- AAPL
- AGG
- IVV
- MSFT
- SCHX
Filing on Oct 26, 2022
Q3 2022
Wipfli Financial Advisors Llc,
- IDEV
- AVUS
- AVEM
- AVDE
- AVUV
- AVDV
- DFAT
Filing on Nov 13, 2025
Q3 2025
Landscape Capital Management, L.L.C.
- SHY
- MNST
- BRBR
- MO
- FOX
- SMG
- STZ