Largest Portfolios by Value
Filing on Nov 21, 2025
Q3 2025
Bell Investment Advisors, Inc
- GBIL
- FNDX
- VMBS
- TDTT
- TLT
- FNDF
- MTUM
Filing on Nov 06, 2025
Q3 2025
Mraz, Amerine & Associates, Inc.
- BRK-B
- FRFHF
- WRB
- WTM
- JEF
- MKL
- L
Filing on Nov 10, 2025
Q3 2025
Legacy Financial Advisors, Inc.
- DGRW
- ITOT
- NVDA
- AAPL
- WTV
- MSFT
- DGRO
Filing on Oct 30, 2025
Q3 2025
Mitchell Mcleod Pugh & Williams Inc
- VOO
- VUG
- VTV
- AAPL
- VO
- MSFT
- NVDA
Filing on Nov 13, 2025
Q3 2025
Pettyjohn, Wood & White, Inc
- MSFT
- AAPL
- SPY
- GOOGL
- JPM
- BRK-B
- WMT
Filing on Jan 07, 2026
Q4 2025
Boston Standard Wealth Management, LLC
- VTI
- BND
- SPDW
- IAGG
- SPTM
- SPTS
- MUB
Filing on Nov 21, 2025
Q3 2025
Sycomore Asset Management
- MSFT
- NVDA
- WCN
- WDAY
- NOW
- ACN
- MA
Filing on Nov 14, 2025
Q3 2025
Opaleye Management Inc.
- HROW
- ETON
- LQDA
- RYTM
- IMNM
- CDXS
- TGTX
Filing on May 15, 2024
Q1 2024
Btg Pactual Global Asset Management LTD
- IWM
- SPY
- QQQ
- SPY
- ASHR
- AMZN
- FXI
Filing on Oct 22, 2025
Q3 2025
Sea Bridge Investment Advisors LLC
- IEF
- VMBS
- AAPL
- TSM
- MSFT
- JMBS
- PFF
Filing on Nov 07, 2025
Q3 2025
Beacon Capital Management, LLC
- SPY
- QQQ
- MGK
- VTI
- VUG
- DIA
- VGT
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 13, 2026
Q4 2025
Value Holdings Management Co. LLC
- EME
- ROL
- PRIM
- WAB
- MKSI
- XOM
- MTDR
Filing on Jan 07, 2026
Q4 2025
Filing on Oct 22, 2025
Q3 2025
Capital Performance Advisors LLP
- DFAC
- IVV
- DFAT
- AGG
- AAPL
- DFIV
- DFUV
Filing on Aug 08, 2022
Q2 2022
Filing on Nov 14, 2025
Q3 2025
Aigen Investment Management, LP
- HON
- META
- BSX
- NRG
- MSFT
- SCHW
- KDP