Largest Portfolios by Value
Filing on Nov 04, 2025
Q3 2025
Financial Strategies Group, Inc.
- SPTM
- SPAB
- SPEM
- FBND
- FNDX
- SPMD
- SLYV
Filing on Nov 07, 2025
Q3 2025
Founders Financial Alliance, LLC
- AAPL
- NVDA
- MSFT
- AMZN
- IVV
- JPM
- PULS
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Filing on Jan 10, 2025
Q4 2024
Sugarloaf Wealth Management, LLC
- DRSK
- GPC
- ACIO
- SPLG
- VIGI
- OSCV
- RSP
Filing on Jan 07, 2026
Q4 2025
Wespac Advisors So Cal, LLC
- SMH
- AVGO
- GOOGL
- MSFT
- AAPL
- XLK
- IAI
Filing on Oct 20, 2025
Q3 2025
Tbh Global Asset Management, LLC
- AAPL
- IVV
- BRK-B
- DGRO
- VYM
- GOOGL
- AMZN
Filing on May 14, 2025
Q1 2025
Filing on Nov 03, 2025
Q3 2025
Activest Wealth Management
- SPY
- QQQ
- RSP
- AAPL
- MOAT
- AMZN
- NVDA
Filing on Oct 06, 2025
Q3 2025
Moller Financial Services
- GUNR
- FNDA
- VTIP
- VB
- IVV
- FNDX
- VV
Filing on Oct 14, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Moody Aldrich Partners LLC
- CADE
- INDB
- PTGX
- KTOS
- PIPR
- CASH
- MOD
Filing on Feb 05, 2025
Q4 2024
Private Capital Management LLC
- DFUS
- DFAI
- JCPB
- SPHQ
- UITB
- VTV
- VONE
Filing on Oct 21, 2025
Q3 2025
Pettinga Financial Advisors, LLC
- LRGF
- QUAL
- IVV
- IVW
- IVE
- GLD
- SPY
Filing on Oct 14, 2025
Q3 2025
Praetorian Wealth Management, Inc.
- MGK
- MGV
- IVW
- VEA
- IVE
- VOT
- MGC
Filing on Nov 06, 2025
Q3 2025
Tiff Advisory Services Inc
- XLF
- NVDA
- VT
- AAPL
- VGLT
- VFH
- XLK