Largest Portfolios by Value
Filing on Oct 17, 2025
Q3 2025
1900 Wealth Management LLC
- SPLG
- JAAA
- JMUB
- DFUS
- IVV
- SPMD
- QUAL
Filing on Nov 14, 2025
Q3 2025
Icon Wealth Advisors, LLC
- IVV
- DYNF
- IVW
- MSFT
- IUSB
- ACN
- EFV
Filing on Nov 14, 2025
Q3 2025
Stony Point Capital LLC
- DASH
- GOOGL
- TSLA
- TSM
- SHOP
- NVDA
- GRMN
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 07, 2025
Q3 2025
Bridgewater Advisors Inc.
- JPST
- AVLV
- AVUS
- VCIT
- VTI
- AAPL
- DFAI
Filing on Jan 08, 2026
Q4 2025
Filing on Oct 29, 2025
Q3 2025
Financial Advisory Service, Inc.
- JEPI
- RSP
- EFG
- MDYV
- AVLV
- MDYG
- AAPL
Filing on Oct 15, 2025
Q3 2025
Founders Financial Securities LLC
- SPYG
- SPYV
- VO
- NVDA
- VEA
- IJR
- XLK
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Stonebridge Capital Advisors LLC
- AAPL
- VCSH
- MSFT
- GOOGL
- IVV
- AMZN
- VCIT
Filing on Oct 14, 2025
Q3 2025
Berger Financial Group, Inc
- SCHD
- SCHG
- SCHX
- LMBS
- AAPL
- JCPB
- HTRB
Filing on Jan 29, 2024
Q4 2023
Baystate Wealth Management LLC
- IWY
- SPDW
- PRF
- IVV
- AGG
- VTV
- OMFL
Filing on Nov 14, 2025
Q3 2025
Motley Fool Wealth Management, LLC
- AMZN
- GOOG
- META
- MELI
- NFLX
- BKNG
- MA
Filing on Oct 09, 2025
Q3 2025
Baskin Financial Services Inc.
- GOOG
- AAPL
- MSFT
- NFLX
- COST
- V
- RACE
Filing on Oct 27, 2025
Q3 2025
Polaris Capital Management, LLC
- BPOP
- VIPS
- JAZZ
- UTHR
- MKSI
- CVS
- NOMD
Filing on Nov 12, 2025
Q3 2025
Fountain Vest China Capital Partners Gp3 Ltd.
- QFIN