Largest Portfolios by Value
Filing on Jan 09, 2026
Q4 2025
Filing on Oct 29, 2025
Q3 2025
Pacific Capital Wealth Advisors, Inc
- SPY
- BND
- IEFA
- QQQ
- VYM
- VCIT
- VNQ
Filing on Oct 11, 2024
Q3 2024
Fin Trust Capital Advisors, LLC
- IVV
- IMTB
- AAPL
- IEFA
- CGCP
- BOND
- IJR
Filing on Jan 12, 2026
Q4 2025
Canvas Wealth Advisors, LLC
- CTOS
- GOOGL
- MSFT
- AAPL
- ITOT
- NVDA
- AMZN
Filing on Oct 17, 2025
Q3 2025
Bellecapital International Ltd.
- MSFT
- GOOGL
- TSM
- AAPL
- XMTR
- AMD
- TRS
Filing on Jan 14, 2026
Q4 2025
Matthew Goff Investment Advisor, LLC
- MSFT
- BRK-B
- GOOG
- SPLV
- BK
- BAC
- V
Filing on Nov 14, 2025
Q3 2025
Maltese Capital Management LLC
- C
- AMTB
- WAL
- WBS
- NBHC
- MTB
- USB
Filing on Jan 14, 2026
Q4 2025
Sky Investment Group LLC
- NVDA
- MSFT
- GOOGL
- AXP
- RTX
- ABT
- JNJ
Filing on Oct 21, 2025
Q3 2025
North Growth Management Ltd.
- CIEN
- JBL
- AMAT
- LITE
- MSI
- BKNG
- TPX
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
D L Carlson Investment Group Inc
- SCHB
- GVI
- MSFT
- AAPL
- GOOGL
- NVDA
- IGSB
Filing on Oct 23, 2025
Q3 2025
Pasadena Private Wealth, LLC
- VUG
- VTV
- VEU
- VBR
- AVEM
- GSY
- AAPL
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Arthur M. Cohen & Associates, LLC
- NVDA
- AAPL
- QQQM
- BRK-B
- GOOG
- DHR
- MSFT
Filing on Nov 06, 2025
Q3 2025
Cibc Capital Markets (Europe) S.A.
- BRK-B
- AMZN
- NFLX
- AMD
- TSLA
- NVDA
- UBER
Filing on Oct 22, 2025
Q3 2025
Brickley Wealth Management
- VTV
- AAPL
- VUG
- IEFA
- AVDV
- VBK
- VBR
Filing on Nov 14, 2025
Q3 2025
Broad Bay Capital Management, LP
- RKT
- CVCO
- RBLX
- AIR
- APP
- ALHC
- ACMR