Largest Portfolios by Value
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 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
Filing on Oct 15, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Ocean Capital Management, LLC
- AAPL
- COST
- GOOGL
- AMZN
- NVDA
- GOOG
- MSFT
Filing on Nov 10, 2025
Q3 2025
Prestige Wealth Management Group LLC
- DGRW
- ICVT
- BND
- USHY
- AGGY
- AAPL
- MSFT
Filing on Oct 20, 2025
Q3 2025
Great Diamond Partners, LLC
- IEFA
- VTI
- IWV
- SPY
- MSFT
- VUG
- VXF
Filing on Oct 14, 2025
Q3 2025
Cranbrook Wealth Management, LLC
- IVV
- BIV
- IEFA
- VO
- BNDX
- SCHF
- VUG
Filing on Aug 01, 2024
Q2 2024
Private Wealth Strategies, L.L.C.
- EPS
- USFR
- DGRW
- USMF
- SCHG
- GLD
- QQQ
Filing on Jan 06, 2026
Q4 2025
Chemistry Wealth Management LLC
- VGSH
- BRK-B
- GOOG
- IAU
- AAPL
- AXP
- VTIP
Filing on Nov 14, 2025
Q3 2025
Filing on Feb 11, 2025
Q4 2024
Dechtman Wealth Management, LLC
- IVV
- VOO
- SCHG
- CGDV
- VO
- MGV
- IJR
Filing on Nov 10, 2025
Q3 2025
Interchange Capital Partners, LLC
- JMST
- SMLR
- AAPL
- JAAA
- MSFT
- IQLT
- NVDA