Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Hexagon Capital Partners LLC
- WMT
- JBHT
- META
- DDS
- AAPL
- NVDA
- VOO
Filing on Oct 15, 2025
Q3 2025
Paragon Capital Management LTD
- VIG
- SPHQ
- COIN
- ABNB
- MSFT
- IQLT
- COWZ
Filing on Nov 06, 2025
Q3 2025
Alm First Financial Advisors, LLC
- VOO
- GMOM
- TRTY
- BND
- VAMO
- SYLD
- FYLD
Filing on Oct 28, 2025
Q3 2025
Great Point Wealth Advisors, LLC
- AVUS
- DFAI
- JPST
- DFAE
- BFAM
- HTRB
- AVUV
Filing on Oct 28, 2025
Q3 2025
Woodson Capital Management, LP
- TPR
- REAL
- COCO
- MYTE
- CMPO
- AMZN
- GPI
Filing on Oct 01, 2025
Q3 2025
Rowland & CO Investment Counsel
- AAPL
- PGR
- MSFT
- GOOG
- WMT
- ADP
- KO
Filing on Nov 12, 2025
Q3 2025
Filing on Feb 03, 2025
Q4 2024
Dorchester Wealth Management CO
- AAPL
- BMO
- GOOG
- TD
- RY
- ENB
- WMT
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Filing on May 10, 2024
Q1 2024
Tortoise Index Solutions, LLC
- WMB
- OKE
- ENB
- TRP
- LNG
- KMI
- TRGP
Filing on Oct 27, 2025
Q3 2025
Elwood & Goetz Wealth Advisory Group, LLC
- VOO
- VEA
- DFAR
- VGT
- AVSC
- XSOE
- VTI
Filing on Oct 09, 2025
Q3 2025
Contravisory Investment Management, Inc.
- SPOT
- NFLX
- TSM
- UBS
- JPM
- BAC
- GOOG
Filing on Nov 12, 2025
Q3 2025
Mengis Capital Management, Inc.
- AAPL
- MSFT
- JPM
- GOOG
- CVX
- QCOM
- DE
Filing on Nov 04, 2025
Q3 2025
Pax Financial Group, LLC
- IVV
- DYNF
- IUSB
- IVW
- QUAL
- EFV
- IVE
Filing on Nov 12, 2025
Q3 2025
Marietta Investment Partners LLC
- AAPL
- MSFT
- NVDA
- GOOGL
- MA
- META
- BRK-B
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025