Largest Portfolios by Value
Filing on Nov 10, 2025
Q3 2025
Fortis Capital Management LLC
- MSFT
- SCHX
- NVDA
- AMZN
- AAPL
- GOOG
- JAAA
Filing on Nov 12, 2025
Q3 2025
Insight Wealth Partners, LLC
- SPY
- VCIT
- SPXL
- LQD
- JPST
- FBND
- IAU
Filing on Oct 23, 2025
Q3 2025
B&D White Capital Company, LLC
- AMZN
- AVUS
- VTI
- IWF
- DFAC
- SCHG
- QQQM
Filing on Oct 17, 2025
Q3 2025
Live Oak Private Wealth LLC
- BRK-B
- GOOG
- MSFT
- SCHW
- AAPL
- BAC
- GOOGL
Filing on Oct 17, 2025
Q3 2025
Fsm Wealth Advisors, LLC
- JPIB
- BOND
- JAVA
- JMST
- VTI
- VT
- VWO
Filing on Nov 14, 2025
Q3 2025
Sargent Investment Group, LLC
- PLTR
- BILS
- AAPL
- MSFT
- SPYG
- CG
- UITB
Filing on Oct 24, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Steadview Capital Management LLC
- HOOD
- APP
- CVNA
- DASH
- SHOP
- HIMS
- SPOT
Filing on May 12, 2023
Q1 2023
Quantitative Advantage, LLC
- DUHP
- VTI
- IYW
- TILT
- VEU
- MOAT
- RYT
Filing on Nov 17, 2025
Q3 2025
Vivaldi Capital Management LP
- AAPL
- SPLG
- NVDA
- BK
- AMAT
- GOOGL
- BWA
Filing on Nov 12, 2025
Q3 2025
United Advisor Group, LLC
- NVDA
- AAPL
- PLTR
- MSFT
- AMZN
- ACIO
- DGRW
Filing on Feb 14, 2025
Q4 2024
Trinity Point Wealth, LLC
- AAPL
- GOOG
- SCHD
- MSFT
- AMZN
- SCHB
- NVDA
Filing on Oct 22, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Dimension Capital Management LLC
- ACWI
- SPY
- GLD
- BIL
- RSP
- IVV
- IJR
Filing on Jan 13, 2026
Q4 2025
Accurate Wealth Management, LLC
- AAPL
- SPY
- QQQ
- MSFT
- NVDA
- TSLA
- PG
Filing on Nov 10, 2025
Q3 2025
Geometric Wealth Advisors
- DFAC
- DFAX
- AVUS
- DFIP
- CVNA
- AAPL
- VTI
Filing on Nov 10, 2025
Q3 2025
Zevin Asset Management LLC
- MSFT
- MELI
- AAPL
- V
- GOOG
- TJX
- AMZN