Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Appian Way Asset Management LP
- IWM
- GLNG
- PCT
- KEX
- DAR
- SEE
- AMCR
Filing on Oct 10, 2025
Q3 2025
West Hill Financial Advisors, Inc.
- VOO
- VONG
- VONV
- VEA
- FBND
- SCHR
- VWO
Filing on Nov 12, 2025
Q3 2025
Okabena Investment Services Inc
- VXUS
- VOO
- IVV
- VEA
- MSFT
- EEM
- TGT
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 25, 2022
Q3 2022
Round Table Services, LLC
- IVV
- NMFC
- IWM
- IWD
- IJUL
- IWR
- NJUL
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Austin Asset Management CO Inc
- DFAC
- DFUS
- NVDA
- DFAS
- STIP
- VNQ
- DFUV
Filing on Jan 08, 2026
Q4 2025
Regent Peak Wealth Advisors LLC
- VTI
- IEFA
- AAPL
- DGRO
- BND
- VUG
- IWF
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Rather & Kittrell, Inc.
- DFIC
- DFCF
- DFSD
- DFAC
- DFNM
- DFEM
- DFAR
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Bernardo Wealth Planning LLC
- IVV
- MGK
- MGV
- VONV
- CGCP
- VONG
- ITOT
Filing on Nov 04, 2025
Q3 2025
Esl Trust Services, LLC
- IVV
- SPYG
- AVDE
- VIGI
- SCHD
- IJH
- XSOE
Filing on Apr 28, 2025
Q1 2025
Buffington Mohr Mc Neal
- SCHX
- IVV
- COST
- MSFT
- XLK
- JIRE
- JAAA
Filing on Nov 13, 2025
Q3 2025
Stieven Capital Advisors, L.P.
- WAL
- WBS
- COLB
- UMBF
- AUB
- EWBC
- AX
Filing on Nov 06, 2025
Q3 2025
Lafayette Investments, Inc.
- BRK-B
- MKL
- PGR
- KLAC
- META
- MSFT
- GOOG