Largest Portfolios by Value
Filing on Nov 04, 2025
Q3 2025
Cornerstone Advisors Asset Management, Inc
- SCHX
- VEU
- SPAB
- HTRB
- IVV
- JAAA
- SPLG
Filing on Oct 14, 2025
Q3 2025
Martel Wealth Advisors Inc
- VUG
- VYM
- BSV
- IEFA
- VIG
- SCHG
- SCHV
Filing on Nov 04, 2025
Q3 2025
Tyche Wealth Partners LLC
- SPY
- AAPL
- PEP
- XOM
- MSFT
- NVDA
- VIG
Filing on Nov 13, 2025
Q3 2025
Perbak Capital Partners LLP
- XLI
- RSP
- XLP
- SPY
- XLV
- IWM
- KIE
Filing on Nov 07, 2025
Q3 2025
Beverly Hills Private Wealth, LLC
- AAPL
- MSFT
- NVDA
- JPM
- AMZN
- BRK-B
- VGIT
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Estuary Capital Management LP
- DG
- DLTR
- JAZZ
- ICFI
- BAH
- UNH
- GPN
Filing on Oct 23, 2025
Q3 2025
Independent Solutions Wealth Management, LLC
- IVW
- AAPL
- COST
- NVDA
- AVGO
- IVE
- PLTR
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Pinpoint Asset Management (Singapore) Pte. Ltd.
- PDD
- YMM
- GOOGL
- HDB
- VNET
- INFY
- TSM
Filing on Nov 13, 2025
Q3 2025
Ipg Investment Advisors LLC
- SPY
- NVDA
- AMZN
- AAPL
- MSFT
- META
- JACK
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Carrera Capital Advisors
- XHLF
- NOBL
- BIL
- FTGC
- JAAA
- SLV
- USMV
Filing on Nov 13, 2025
Q3 2025
Talaria Asset Management Pty LTD
- NEM
- JNJ
- RE
- CB
- CVE
- MDT
- CF
Filing on Oct 21, 2025
Q3 2025
Summit Wealth Partners, LLC
- IVV
- IWF
- QUAL
- QQQ
- AGG
- USMV
- BRO
Filing on Dec 05, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Brady Martz Wealth Solutions, LLC
- ITOT
- SCHV
- SCHG
- SCHD
- VGIT
- SCHF
- DFSD
Filing on Nov 05, 2025
Q3 2025
Concord Asset Management, Llc/Va
- SPSB
- SHV
- HYBL
- SPDW
- SPTI
- SPIB
- SPYG