Largest Portfolios by Value
Filing on Jul 11, 2025
Q2 2025
Aa Financial Advisors, LLC
- VB
- CGDV
- VT
- CGCP
- VTI
- CGUS
- BSCR
Filing on May 09, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Silver Oak Wealth Management LLC
- VOO
- IVW
- VO
- SPYG
- IJR
- VEA
- SPYV
Filing on May 12, 2025
Q1 2025
Sierra Summit Advisors LLC
- AAPL
- NVDA
- GOOGL
- AMZN
- NFLX
- META
- TSLA
Filing on Jul 14, 2025
Q2 2025
Kapitalo Investimentos Ltda
- AMZN
- HES
- KWEB
- VRT
- TSM
- NOC
- LMT
Filing on May 15, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Werba Rubin Papier Wealth Management
- AVUS
- AVDE
- AVUV
- SCHQ
- AVDV
- AAPL
- VUG
Filing on Feb 07, 2023
Q4 2022
B. Riley Securities, Inc.
- BW
- ALTG
- AREN
- DDI
- FAZE
- LILM
- CHRA
Filing on Apr 30, 2025
Q1 2025
Financial Gravity Asset Management, Inc.
- IAGG
- HYLB
- SHYG
- STIP
- EPS
- HYDW
- SPIB
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Vertex Planning Partners, LLC
- SPLG
- JQUA
- USFR
- AAPL
- TFLO
- SPYG
- SPY
Filing on Jul 14, 2025
Q2 2025
Southland Equity Partners LLC
- PMAR
- AAPL
- BOND
- FDL
- PJAN
- SCHD
- QTEC
Filing on Jun 17, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Concord Asset Management, Llc/Va
- SPSB
- SHV
- SPTI
- SPIB
- SPDW
- HYBL
- AAPL
Filing on Jul 10, 2025
Q2 2025
Clare Market Investments LLC
- AMZN
- AAPL
- MSFT
- META
- NFLX
- GOOG
- GOOGL
Filing on May 07, 2025
Q1 2025
Carrera Capital Advisors
- XHLF
- BIL
- ZROZ
- USMV
- SLV
- FTGC
- VEA
Filing on Jul 21, 2025
Q2 2025
Net Worth Advisory Group
- VGIT
- BNDX
- VCIT
- TIP
- LQD
- IEF
- SHY
Filing on Jul 18, 2025
Q2 2025
Tru North Capital Management, LLC
- SCHB
- SCHF
- SCHO
- SCHZ
- SCHA
- DFCF
- ITOT