Largest Portfolios by Value
Filing on Jan 12, 2026
Q4 2025
Quantum Financial Advisors, LLC
- AVUS
- OEF
- AVDE
- AAPL
- AVEM
- DFAU
- AVDV
Filing on Apr 18, 2024
Q1 2024
Filing on Nov 12, 2024
Q3 2024
9258 Wealth Management, LLC
- NVDA
- SPYG
- AAPL
- IWY
- PG
- MSFT
- DGRO
Filing on Oct 20, 2025
Q3 2025
James J. Burns & Company, LLC
- VV
- VXF
- VXUS
- SPY
- AAPL
- SCHG
- SCHB
Filing on Jan 07, 2026
Q4 2025
Capital Advantage, Inc.
- VCIT
- FNDF
- VIGI
- ICSH
- VYMI
- MGV
- VHT
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Medicxi Ventures Management (Jersey) LTD
- CNTA
- PHAT
- RAPT
- AURA
- NAMS
Filing on Nov 14, 2025
Q3 2025
Philadelphia Financial Management Of San Francisco, LLC
- COIN
- IWM
- GS
- PLTR
- PFSI
- RE
- TH
Filing on Jan 12, 2026
Q4 2025
Thrive Wealth Management, LLC
- SCHG
- VTV
- SPY
- AAPL
- VUG
- INTF
- MDY
Filing on Nov 12, 2025
Q3 2025
J.P. Marvel Investment Advisors, LLC
- NVDA
- AAPL
- GOOGL
- LLY
- JPM
- MS
- AMZN
Filing on Jan 14, 2026
Q4 2025
Johnson Bixby & Associates, LLC
- ITOT
- CGDV
- CGGR
- IUSB
- VCSH
- FNDF
- GOVT
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
O'Brien Wealth Partners LLC
- ITOT
- SPLG
- USMC
- DBEF
- HDEF
- COWZ
- VTI
Filing on Jan 15, 2026
Q4 2025
Affinity Wealth Management LLC
- XLE
- QQQ
- LRGF
- RDVY
- XMMO
- XAR
- XLF
Filing on Nov 13, 2025
Q3 2025
Filing on Aug 09, 2023
Q2 2023
Financial Architects, Inc
- AAPL
- SCHB
- SCHD
- MSFT
- JEPI
- TSLA
- USMV
Filing on Nov 05, 2025
Q3 2025
Ironwood Investment Counsel, LLC
- MSFT
- FNDA
- AAPL
- GOOGL
- AMZN
- AXP
- SCHW
Filing on Nov 13, 2025
Q3 2025