Largest Portfolios by Value

Brass Tax Wealth Management, Inc

• VOO
• VB
• DBEF
• VTI
• SCHG
• BND
• PSMO

Gallagher Benefit Services, Inc.

• AGG
• VBR
• IUSV
• VIOV
• SHYG
• IEFA
• DGRO

Burling Wealth Partners, LLC

• AAPL
• MSFT
• AMZN
• VO
• JPM
• BX
• IJR

Orrstown Financial Services Inc

• IVV
• OMFL
• JAVA
• AVUV
• JEPI
• JGRO
• MSFT

Vy Capital Management Co. Ltd.

Oak Hill Advisors LP

• VAL
• XPRO
• SABR
• JQC
• HYT
• IHRT
• DSU

Altiora Financial Group, LLC

• DFAC
• DFSD
• DFAX
• SCHO
• SGOV
• VTI
• SCHR

Bearing Point Capital, LLC

• AAPL
• NVDA
• MSFT
• V
• JPM
• AMZN
• PANW

Milestone Asset Management, LLC

• LQDH
• FLTR
• BUFR
• BSJP
• FLRN
• PULS
• SPY

Laffer Tengler Investments

• AVGO
• MSFT
• GS
• WMT
• AXP
• ABBV
• JPM

Westside Investment Management, Inc.

• VYM
• AAPL
• VTI
• QQQ
• AMZN
• MSFT
• UBER

Impact Partnership Wealth, LLC

• BIL
• QQQ
• VGK
• SPMD
• SGOV
• VTV
• SPTS

Foguth Wealth Management, Llc.

• QYLD
• SPY
• DIVB
• QQQM
• MOAT
• AGG
• KNG

Call To Action Foundation

• VOO

Anchor @ 65 Pte. Ltd.

• AVPT
• TUYA

Aa Financial Advisors, LLC

• VB
• CGDV
• VT
• CGCP
• VTI
• CGUS
• BSCR

Koch, Inc.

• GETY
• CMP
• CMTG
• SLI

Silver Oak Wealth Management LLC

• VOO
• IVW
• VO
• SPYG
• IJR
• VEA
• SPYV