Largest Portfolios by Value
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
Filing on Feb 13, 2023
Q4 2022
Financial Partners Capital Management LLC
- PM
- MSFT
- PG
- JPM
- GS
- MDY
- CVX
Filing on May 02, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Gateway Wealth Partners, LLC
- SPY
- IVV
- SPLG
- FTCS
- AVUS
- AAPL
- FVD
Filing on Jul 07, 2025
Q2 2025
M & L Capital Management LTD
- NVDA
- MSFT
- AVGO
- AMD
- SNPS
- HOOD
- CDNS
Filing on May 09, 2025
Q1 2025
Ipg Investment Advisors LLC
- SPY
- OI
- GT
- NVDA
- CX
- JACK
- AAPL
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Webs Creek Capital Management LP
- PR
- MTDR
- EQT
- FTI
- DVN
- RRC
- OVV
Filing on May 12, 2025
Q1 2025
Filing on Jul 21, 2025
Q2 2018
Filing on May 12, 2025
Q1 2025
Capital Research Global Investors
- MSFT
- META
- AMZN
- AVGO
- LLY
- UNH
- AAPL
Filing on Feb 14, 2025
Q4 2024
Financial Gravity Companies, Inc.
- IAGG
- HYLB
- SHYG
- EPS
- STIP
- HYDW
- SPSM
Filing on Apr 08, 2025
Q1 2025
Filing on Jul 24, 2025
Q2 2025
Financial Security Advisor, Inc.
- CGGR
- RPG
- BRK-B
- USFR
- MSFT
- SPSM
- JPST
Filing on Jul 15, 2025
Q2 2025
Filing on Aug 02, 2023
Q2 2023
Efg Capital International Corp.
- MSFT
- IWM
- AAPL
- AMZN
- MA
- UNH
- VRSK
Filing on May 07, 2025
Q1 2025