Largest Portfolios by Value
Filing on Oct 17, 2025
Q3 2025
Financial Partners Group, Inc
- IVV
- SPY
- AVUV
- RDVY
- QQQM
- OEF
- ITOT
Filing on Nov 12, 2025
Q3 2025
Planning Alternatives LTD
- IVV
- IJH
- VEA
- SPMO
- VIG
- IJR
- VUG
Filing on Oct 24, 2025
Q3 2025
Tfc Financial Management
- IVV
- IDEV
- SHY
- JQUA
- DFUV
- IEMG
- DFAT
Filing on Nov 14, 2025
Q3 2025
Infrastructure Capital Advisors, LLC
- SPY
- MPLX
- PAA
- ET
- HESM
- EPD
- WES
Filing on Jan 15, 2026
Q4 2025
Filing on Nov 12, 2025
Q3 2025
Covington Investment Advisors Inc.
- GOOG
- MSFT
- AVGO
- NVDA
- AAPL
- AMZN
- ANET
Filing on Nov 07, 2025
Q3 2025
Filing on Jan 12, 2026
Q4 2025
Roble, Belko & Company, Inc
- VTI
- VXUS
- VEA
- BND
- VEU
- VYM
- XLK
Filing on Oct 20, 2025
Q3 2025
Marietta Wealth Management, LLC
- NVDA
- AAPL
- MSFT
- VO
- GOOGL
- AVGO
- IEMG
Filing on Jan 07, 2026
Q4 2025
Lake Street Financial LLC
- VTV
- NVDA
- AAPL
- VUG
- QQQ
- MSFT
- AMZN
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 14, 2022
Q3 2022
Capital Growth Management LP
- CEIX
- SIG
- AR
- CTRA
- AMR
- SWN
- NOK
Filing on Jan 15, 2026
Q4 2025
Archford Capital Strategies, LLC
- IEFA
- MSFT
- NVDA
- AAPL
- IEMG
- SPLG
- VUG
Filing on Oct 09, 2025
Q3 2025
Independence Bank Of Kentucky
- SPY
- MSFT
- AAPL
- JPM
- NVDA
- GOOGL
- VTI
Filing on Oct 06, 2025
Q3 2025
Destiny Wealth Partners, LLC
- JAAA
- VUG
- JCPB
- AMZN
- DFAX
- AAPL
- GOOGL
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Bedrijfstakpensioenfonds Voor De Media Pno
- NVDA
- MSFT
- AAPL
- GOOGL
- AMZN
- NFLX
- ISRG