Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Filing on Jul 23, 2025
Q2 2025
Independent Solutions Wealth Management, LLC
- COST
- IVW
- AAPL
- NVDA
- IVE
- AVGO
- PLTR
Filing on May 01, 2025
Q1 2025
Hughes Financial Services, LLC
- SPTM
- JCPB
- JIRE
- EMXC
- QUAL
- GINN
- SPSM
Filing on Apr 24, 2025
Q1 2025
Convergence Financial, LLC
- BIL
- SPYG
- SPAB
- FLCB
- SPYV
- MDYV
- JAVA
Filing on May 15, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Beverly Hills Private Wealth, LLC
- AAPL
- MSFT
- BRK-B
- JPM
- AMZN
- VGIT
- PM
Filing on May 13, 2025
Q1 2025
Filing on Jul 15, 2025
Q2 2025
Pacific Sage Partners, LLC
- MSFT
- SCHR
- SCHF
- VGSH
- IWD
- VTIP
- SSUS
Filing on May 12, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Noesis Capital Mangement Corp
- JPM
- GOOG
- AXP
- SYK
- APH
- TSM
- V
Filing on Jul 18, 2025
Q2 2025
Community Financial Services Group, LLC
- MSFT
- IEF
- AAPL
- AVGO
- XOM
- NVDA
- QUAL
Filing on May 13, 2025
Q1 2025
Wellington Management Group LLP
- MSFT
- AAPL
- NVDA
- UNH
- AMZN
- LLY
- AVGO
Filing on May 01, 2025
Q1 2025
Lji Wealth Management, LLC
- ITOT
- SLQD
- VTI
- ONEQ
- IWM
- FLOT
- YYY
Filing on Apr 30, 2025
Q1 2025
Austin Wealth Management, LLC
- DFAU
- DFAC
- DFNM
- MFUS
- SPYC
- DFIC
- BIL
Filing on Jul 23, 2025
Q2 2025
Tyche Wealth Partners LLC
- SPY
- PEP
- AAPL
- XOM
- MSFT
- VIG
- AMZN
Filing on Apr 30, 2025
Q1 2025
Partners In Financial Planning
- BND
- VUG
- VTV
- BNDX
- VEA
- BSV
- VBR
Filing on May 15, 2025
Q1 2025
First Turn Management, LLC
- INSM
- VRNA
- ARGX
- NUVL
- XENE
- BBIO
- MIRM