Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Grace & Mercy Foundation, Inc.
- GOOGL
- AMZN
- META
- NFLX
- MSFT
- ADBE
- NOW
Filing on May 15, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Rappaport Reiches Capital Management, LLC
- VCSH
- BND
- DFAU
- VTIP
- AAPL
- DFAI
- BNDX
Filing on Apr 01, 2025
Q1 2025
Hobart Private Capital, LLC
- SPY
- BND
- RDVY
- FTLS
- VFQY
- BUFR
- SPYG
Filing on May 15, 2025
Q1 2025
Quantessence Capital LLC
- ITCI
- XLC
- XOM
- BECN
- PFE
- PDCO
- USB
Filing on May 06, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Financial & Tax Architects, LLC
- SPY
- BCI
- EFA
- IEF
- USRT
- AGG
- FBND
Filing on Jul 07, 2025
Q2 2025
Whitaker Myers Wealth Managers, Ltd.
- MOAT
- DBEF
- QQQM
- SCHD
- VBR
- VBK
- IWP
Filing on May 15, 2025
Q1 2025
Artia Global Partners LP
- LLY
- LLY
- VRNA
- ITCI
- INSM
- MRUS
- PTGX
Filing on May 01, 2025
Q1 2025
Financial Security Advisor, Inc.
- CGGR
- RPG
- BRK-B
- USFR
- SPSM
- JPST
- AAPL
Filing on May 07, 2025
Q1 2025
Atlas Legacy Advisors, LLC
- IYW
- VOO
- IVV
- QQQM
- RWL
- IWR
- PWZ
Filing on Apr 29, 2025
Q1 2025
Compass Wealth Management LLC
- RSP
- AVGO
- JPM
- APD
- DHR
- STZ
- CVX
Filing on May 13, 2025
Q1 2025
Dimensional Fund Advisors LP
- AAPL
- NVDA
- MSFT
- AMZN
- META
- JPM
- XOM
Filing on Apr 16, 2025
Q1 2025
Filing on May 28, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on Nov 13, 2023
Q3 2023