Largest Portfolios by Value
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 Jan 08, 2026
Q4 2025
M. Kulyk & Associates, LLC
- STIP
- SGOV
- GOOGL
- NVDA
- MSFT
- SHV
- TSM
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 Jan 08, 2026
Q4 2025
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 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