Largest Portfolios by Value
Filing on Nov 07, 2025
Q3 2025
Clear Creek Financial Management, LLC
- SPLG
- IVV
- SPAB
- QQQ
- SPYG
- EFA
- EEM
Filing on Jan 07, 2026
Q4 2025
Everhart Financial Group, Inc.
- VTV
- VUG
- VTI
- NVDA
- AAPL
- DFAI
- BIV
Filing on Oct 30, 2025
Q3 2025
Nadler Financial Group, Inc.
- VTV
- VO
- VTI
- VUG
- VONG
- VOO
- SCHG
Filing on Nov 12, 2025
Q3 2025
Technology Crossover Management X, Ltd.
- NU
- RKT
- PTON
- TOST
- GTLB
- GDRX
Filing on Jan 07, 2026
Q4 2025
Filing on Nov 07, 2025
Q3 2025
W.G. Shaheen & Associates Dba Whitney & CO
- AAPL
- MSFT
- META
- AVGO
- GOOG
- FBND
- NVDA
Filing on Oct 23, 2025
Q3 2025
Asset Advisors Investment Management, LLC
- MSFT
- SCHB
- SCHD
- COST
- INTU
- XLK
- CTAS
Filing on Jan 05, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2022
Q3 2022
Beaumont Financial Partners, LLC
- SGOV
- AAPL
- DBMF
- MSFT
- VOO
- IVV
- GOOGL
Filing on Nov 07, 2025
Q3 2025
Zweig Di Menna Associates LLC
- APP
- AMZN
- AVGO
- TSM
- PWR
- NVDA
- CYBR
Filing on Nov 14, 2025
Q3 2025
Nicholas Investment Partners, LP
- BWXT
- KTOS
- RSI
- INSM
- ERJ
- REVG
- NVDA
Filing on Nov 13, 2025
Q3 2025
Tortoise Investment Management, LLC
- IVV
- STIP
- AVUS
- SGOV
- BTT
- VGLT
- JMUB
Filing on Nov 14, 2025
Q3 2025
Amussen Hunsaker Associates LLC
- BRK-B
- AMZN
- META
- AAPL
- NVDA
- GOOG
- AXP
Filing on Jul 24, 2025
Q2 2025
Prairie View Partners, LLC
- VTI
- AVSF
- AVLV
- AVIV
- VGIT
- VTV
- AVDV
Filing on Nov 05, 2025
Q3 2025
M.D. Sass Investors Services, Inc.
- HSIC
- WMB
- DHR
- AME
- APG
- MLM
- CLH
Filing on Jan 15, 2026
Q4 2025
Filing on Oct 09, 2025
Q3 2025
Voya Financial Advisors, Inc.
- VV
- BND
- VEU
- USIG
- SPTL
- VXF
- IVV