Largest Portfolios by Value
Filing on Oct 09, 2025
Q3 2025
Secure Asset Management, LLC
- VGIT
- NVDA
- VOO
- AAPL
- QQQM
- IVV
- SRLN
Filing on Nov 14, 2025
Q3 2025
Water Island Capital LLC
- CYBR
- VRNT
- NSC
- VRNA
- AVDX
- INFA
- VBTX
Filing on Jan 11, 2024
Q4 2023
Resource Consulting Group Inc
- DFUV
- DFAT
- DFIV
- QUAL
- DFAS
- IGSB
- BRK-A
Filing on Oct 20, 2025
Q3 2025
Armbruster Capital Management, Inc.
- VFVA
- MTUM
- SPLV
- RPV
- QUAL
- VFQY
- IVLU
Filing on Oct 30, 2025
Q3 2025
Ug Investment Advisers Ltd.
- BABA
- QCOM
- MU
- BEKE
- VCSH
- NVDA
- AMKR
Filing on Oct 14, 2025
Q3 2025
Capital Insight Partners, LLC
- PRAY
- AGG
- IVV
- NVDA
- XLK
- IXUS
- VMBS
Filing on Oct 31, 2025
Q3 2025
One Ascent Financial Services LLC
- OACP
- NVDA
- AAPL
- VOO
- IBD
- VTI
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Laird Norton Trust Company, LLC
- MSFT
- VEU
- VTI
- VWO
- VEA
- AAPL
- IVW
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Walter Public Investments Inc.
- MSFT
- TSM
- AZO
- GOOG
- MA
- BJ
- META
Filing on Feb 13, 2025
Q4 2024
Filing on Nov 13, 2025
Q3 2025
Te Ahumairangi Investment Management LTD
- MSFT
- VZ
- AAPL
- GOOGL
- RE
- META
- VRSN
Filing on Jan 09, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025
Perennial Advisors, LLC
- MSFT
- AAPL
- GOOG
- BRK-A
- NVDA
- APH
- AMZN
Filing on Nov 03, 2025
Q3 2025
Rainey & Randall Investment Management Inc.
- SCHG
- SCHV
- DBEF
- BND
- RSP
- SCHE
- SCHA
Filing on Aug 18, 2025
Q2 2025
Tyler Stone Wealth Management
- NVDA
- DGRW
- AAPL
- IVV
- PH
- PLTR
- JPST
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Global Wealth Management Investment Advisory, Inc.
- VCIT
- NVDA
- VGSH
- JEPI
- QQQ
- AAPL
- IVV