Largest Portfolios by Value
Filing on Oct 02, 2025
Q3 2025
Helen Stephens Group, LLC
- DFUS
- DFIC
- QUAL
- IUSG
- JCPB
- DFAT
- DFAC
Filing on Oct 09, 2025
Q3 2025
Harbour Capital Advisors, LLC
- AVGO
- AAPL
- MSFT
- JPM
- IEFA
- LLY
- GOOG
Filing on Oct 23, 2025
Q3 2025
Clarity Wealth Advisors, LLC
- AAPL
- SPY
- QQQ
- VTI
- VIG
- DIA
- IJH
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Burke & Herbert Bank & Trust CO
- SPY
- MSFT
- AAPL
- IJR
- EFA
- RSP
- JNJ
Filing on Nov 12, 2025
Q3 2025
Madison Wealth Partners, Inc
- IUSG
- DGRO
- DYNF
- IUSV
- IJR
- IVV
- ONEQ
Filing on Aug 13, 2025
Q2 2025
Filing on Oct 30, 2025
Q3 2025
Am Investment Strategies LLC
- AAPL
- BRK-B
- AMZN
- TSLA
- GOOG
- GE
- META
Filing on Nov 14, 2025
Q3 2025
Land & Buildings Investment Management, LLC
- SPG
- VTR
- FR
- CSR
- NHI
- AMH
- SKT
Filing on Nov 13, 2025
Q3 2025
Atlas Venture Life Science Advisors, LLC
- KYMR
- DYN
- DAWN
- GBIO
Filing on Oct 21, 2025
Q3 2025
Vishria Bird Financial Group, LLC
- IBDT
- GOOGL
- IBMQ
- AAPL
- FDX
- IBDV
- IBDU
Filing on Oct 21, 2025
Q3 2025
Tradewinds Capital Management, LLC
- EWI
- GLDM
- EWP
- EWS
- EWG
- COMT
- XLI
Filing on Nov 12, 2025
Q3 2025
Aisling Capital Management LP
- BBIO
- VRNA
- SNDX
- NUVB
- GLUE
- CMPS
- BMEA
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Firestone Capital Management
- SPY
- VXF
- VIG
- VTI
- VTV
- FNDX
- VCSH
Filing on Aug 14, 2025
Q2 2025
Filing on Nov 04, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025