Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Main Management Fund Advisors LLC
- IVV
- BKLC
- XLC
- SMH
- XLU
- XLY
- QQQM
Filing on Feb 13, 2023
Q4 2022
Filing on Oct 30, 2025
Q3 2025
Tanglewood Wealth Management, Inc.
- VTI
- VEA
- IEI
- IAU
- VGIT
- GLD
- IEF
Filing on Oct 30, 2025
Q3 2025
Verus Financial Partners, Inc.
- VTI
- BND
- VXUS
- AVSF
- AVIG
- MGC
- VEU
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Marks Group Wealth Management, Inc
- GOOG
- AAPL
- SYK
- ICE
- RSG
- EFV
- UNH
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 12, 2026
Q4 2025
Evolution Wealth Advisors, LLC
- AAPL
- SPY
- XLK
- XLF
- PAVE
- QQQ
- GLD
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Caledonia Investments PLC
- MSFT
- ORCL
- PM
- TXN
- WSO
- FAST
- SCHW
Filing on Nov 12, 2025
Q3 2025
Richard C. Young & Co., Ltd.
- AVGO
- GLD
- NVDA
- GOOGL
- ORCL
- V
- SLV
Filing on Oct 27, 2025
Q3 2025
Allen Capital Group, LLC
- SPLG
- JCPB
- BRK-B
- IQLT
- UITB
- DSTL
- AAPL
Filing on Jan 12, 2026
Q4 2025
Heartwood Wealth Advisors LLC
- VV
- VB
- VEA
- SCHE
- GDXJ
- VONE
- VO
Filing on Jan 16, 2026
Q4 2025
Filing on Nov 13, 2025
Q3 2025
Leigh Baldwin & Co., LLC
- IWF
- GOOG
- AMZN
- AAPL
- MSFT
- GLD
- COST
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Highland Capital Management Fund Advisors, L.P.
- NREF
- AVDX
- VRNA
- FYBR
- AL
- COOP
- GTLS