Largest Portfolios by Value
Filing on Aug 11, 2025
Q2 2025
Cordatus Wealth Management LLC
- IWF
- MSFT
- AAPL
- AVGO
- NVDA
- IVV
- JPM
Filing on Aug 01, 2025
Q2 2025
Redmond Asset Management, LLC
- MSFT
- JPM
- XPO
- MKL
- GOOGL
- V
- SCHW
Filing on Aug 14, 2025
Q2 2025
Cypress Asset Management Inc
- NVDA
- MSFT
- AAPL
- AVGO
- LLY
- JPM
- AMZN
Filing on Aug 14, 2025
Q2 2025
Filing on May 12, 2025
Q1 2025
Pinpoint Asset Management LTD
- YMM
- PDD
- TSLA
- BEKE
- TAL
- BABA
- GLD
Filing on Jul 29, 2025
Q2 2025
Madison Wealth Partners, Inc
- IUSG
- DGRO
- IUSV
- IJR
- DYNF
- IVV
- ONEQ
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Correct Capital Wealth Management
- MSTR
- DGRO
- AVDE
- FBND
- SPY
- MSTR
- AVUV
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Monetary Management Group Inc
- MSFT
- NVDA
- AAPL
- AVGO
- LLY
- AMZN
- META
Filing on Jul 15, 2025
Q2 2025
Shulman De Meo Asset Management LLC
- SPY
- QQQ
- EFA
- AAPL
- IVV
- IJR
- SDY
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Ogborne Capital Management, LLC
- META
- NFLX
- NVDA
- AFRM
- ORCL
- UBER
- ONON
Filing on Aug 14, 2025
Q2 2025
Scissortail Wealth Management, LLC
- VTI
- IVW
- QUAL
- IVV
- VEU
- IBTF
- DYNF
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Harvest Investment Services, LLC
- LMBS
- FOCT
- GLD
- FTSM
- NVDA
- CLOI
- PLTR
Filing on May 13, 2025
Q1 2025
Eldridge Investment Advisors, Inc.
- ITOT
- IVV
- SPLG
- QQQ
- JEPQ
- BBJP
- JHMM
Filing on Jul 29, 2025
Q2 2025
Activest Wealth Management
- SPY
- RSP
- QQQ
- AAPL
- MOAT
- AMZN
- VOO