Largest Portfolios by Value
Filing on Oct 21, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Westchester Capital Management, LLC
- COOP
- K
- CYBR
- SPY
- GTLS
- TECK
- FYBR
Filing on Nov 13, 2025
Q3 2025
Ally Invest Advisors Inc.
- IVV
- VEA
- BNDX
- IEF
- IJH
- VWO
- VMBS
Filing on Jan 15, 2026
Q4 2025
Btc Capital Management, Inc.
- NVDA
- BND
- MSFT
- AAPL
- EFA
- GOOGL
- IWF
Filing on Oct 19, 2022
Q3 2022
Roosevelt Investment Group LLC
- IEFA
- AAPL
- MSFT
- BRKB
- VTV
- GOOGL
- UNH
Filing on Jul 22, 2022
Q2 2022
Altium Wealth Management LLC
- VOO
- IEFA
- IJH
- IEMG
- VEA
- AAPL
- VO
Filing on Nov 03, 2025
Q3 2025
Private Wealth Partners, LLC
- NVDA
- AAPL
- MSFT
- GOOGL
- AMZN
- V
- JPM
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 13, 2026
Q4 2025
Kathmere Capital Management, LLC
- VEA
- VLUE
- VV
- QUAL
- MTUM
- JEPI
- VGIT
Filing on Nov 14, 2025
Q3 2025
Lombard Odier Asset Management (Usa) Corp
- SPY
- AAL
- CAR
- XOP
- GDX
- TLT
- SPY
Filing on Nov 12, 2025
Q3 2025
Soltis Investment Advisors LLC
- MSFT
- AAPL
- NVDA
- BND
- AMZN
- IVV
- JPST
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Wealth Plan Investment Management, LLC
- AAPL
- VTI
- BRK-B
- NVDA
- BIL
- GOOG
- IVV
Filing on Nov 10, 2025
Q3 2025
Lutz Financial Services LLC
- VOO
- SPYV
- IJH
- BND
- VTEB
- MDYV
- VCSH
Filing on Jan 06, 2026
Q4 2025
Advance Capital Management, Inc.
- SPLG
- CGDV
- JAAA
- SCHG
- CGGR
- SPY
- SPGM
Filing on Nov 12, 2025
Q3 2025
Creative Financial Designs Inc
- SPYV
- VTV
- VGIT
- BKIE
- VONG
- AAPL
- SPTS
Filing on Feb 10, 2025
Q4 2024
Carlson Capital Management
- DSTL
- VCSH
- BSV
- DIHP
- COWZ
- AVUV
- DFEM
Filing on Nov 14, 2025
Q3 2025
Mount Yale Investment Advisors, LLC
- VOO
- MSFT
- GLD
- AAPL
- NVDA
- AVGO
- IEFA