Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Walkner Condon Financial Advisors LLC
- SPDW
- SPLG
- JCPB
- IVV
- VOO
- LMBS
- AAPL
Filing on May 01, 2025
Q1 2025
Gould Asset Management LLC
- SPY
- STIP
- VGSH
- TLT
- VCSH
- GLDM
- BAB
Filing on Apr 29, 2025
Q1 2025
Brickley Wealth Management
- VTV
- AAPL
- IEFA
- VUG
- AVDV
- VBK
- VBR
Filing on Apr 30, 2025
Q1 2025
Personal Cfo Solutions, LLC
- CB
- AAPL
- AMZN
- MSFT
- UWM
- GOOGL
- FNCL
Filing on May 13, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Jacobson & Schmitt Advisors, LLC
- IUSB
- AMZN
- IGSB
- DHR
- STIP
- KNSL
- APH
Filing on May 09, 2025
Q1 2025
Strategy Asset Managers LLC
- AVGO
- MSFT
- JPM
- AAPL
- GOOGL
- LLY
- LMT
Filing on Jan 10, 2025
Q4 2024
Sugarloaf Wealth Management, LLC
- DRSK
- GPC
- ACIO
- SPLG
- VIGI
- OSCV
- RSP
Filing on May 12, 2025
Q1 2025
Hutchinson Capital Management
- BRK-B
- PGR
- AAPL
- MSFT
- GOOGL
- BAC
- VRSN
Filing on May 08, 2025
Q1 2025
Monaco Asset Management Sam
- SPY
- QQQ
- NVDA
- EWZ
- GOLD
- BIDU
- COST
Filing on May 01, 2025
Q1 2025
Mitchell Mcleod Pugh & Williams Inc
- VOO
- AAPL
- VUG
- VTV
- VO
- MSFT
- BRK-B
Filing on May 14, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Security Financial Services, Inc.
- SPLG
- IVW
- QUAL
- DYNF
- DFUS
- IVE
- SPTL
Filing on May 14, 2025
Q1 2025
Warwick Investment Management, Inc.
- SCHK
- DFAC
- VTV
- XLRE
- QQQ
- DFUS
- VIOO
Filing on May 06, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
K.J. Harrison & Partners Inc
- AAPL
- AMZN
- MSFT
- META
- BRK-B
- RY
- BRK-A
Filing on May 06, 2025
Q1 2025
Filing on Feb 05, 2025
Q4 2024
Private Capital Management LLC
- DFUS
- DFAI
- JCPB
- SPHQ
- UITB
- VTV
- VONE