Largest Portfolios by Value
Filing on Jul 29, 2025
Q2 2025
Filing on Oct 20, 2025
Q3 2025
Weaver Capital Management LLC
- SCHB
- SCHG
- NVDA
- PJAN
- AVGO
- VTV
- STRV
Filing on Jul 14, 2025
Q2 2025
Kapitalo Investimentos Ltda
- AMZN
- HES
- KWEB
- VRT
- TSM
- NOC
- LMT
Filing on Oct 17, 2025
Q3 2025
Towneley Capital Management, Inc / De
- VTI
- VXUS
- WINN
- VGIT
- JMBS
- VCSH
- SGOL
Filing on Feb 07, 2023
Q4 2022
B. Riley Securities, Inc.
- BW
- ALTG
- AREN
- DDI
- FAZE
- LILM
- CHRA
Filing on Oct 15, 2025
Q3 2025
Whitaker Myers Wealth Managers, Ltd.
- MOAT
- QQQM
- DBEF
- SCHD
- SPMO
- VBK
- VBR
Filing on Apr 30, 2025
Q1 2025
Financial Gravity Asset Management, Inc.
- IAGG
- HYLB
- SHYG
- STIP
- EPS
- HYDW
- SPIB
Filing on Oct 09, 2025
Q3 2025
Louisbourg Investments Inc.
- CNI
- SHOP
- MSFT
- WPM
- IVV
- GIL
- RCI
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 14, 2025
Q3 2025
Precedent Wealth Partners, LLC
- VTI
- VEA
- DON
- IVV
- XLG
- VOO
- EFA
Filing on Aug 06, 2025
Q2 2025
Atlas Legacy Advisors, LLC
- IYW
- VOO
- IVV
- QQQM
- RWL
- IWR
- CMF
Filing on Oct 21, 2025
Q3 2025
Noble Family Wealth, LLC
- VIG
- VTV
- VEA
- SCHD
- SCHA
- VUG
- SCHV
Filing on Jul 10, 2025
Q2 2025
Clare Market Investments LLC
- AMZN
- AAPL
- MSFT
- META
- NFLX
- GOOG
- GOOGL
Filing on Oct 16, 2025
Q3 2025
Rubicon Global Capital LTD
- MNDY
- META
- GOOG
- CPNG
- AMZN
- MSFT
- BRK-A
Filing on Aug 07, 2025
Q2 2025
Advyzon Investment Management, LLC
- VTI
- BND
- SPDW
- STXG
- STXV
- BAR
- VO
Filing on Aug 13, 2025
Q2 2025
Infinitum Asset Management, LLC
- SE
- TSM
- U
- AMZN
- CFLT
- GOOG
- GTLB
Filing on Oct 06, 2025
Q3 2025
Assured Partners Investment Advisors, LLC
- FBCG
- FDVV
- VOO
- SPTM
- XMMO
- MSFT
- NVDA
Filing on Feb 13, 2023
Q4 2022
Financial Partners Capital Management LLC
- PM
- MSFT
- PG
- JPM
- GS
- MDY
- CVX