Largest Portfolios by Value
Filing on Aug 12, 2025
Q2 2025
Gardner Lewis Asset Management L P
- NVDA
- MA
- BA
- MSFT
- AMZN
- UBS
- EVRI
Filing on Jul 21, 2025
Q2 2025
Trinity Legacy Partners, LLC
- JCPB
- SCHX
- JEPI
- NVDA
- SCHM
- NSP
- MAIN
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Wiser Wealth Management, Inc
- VOO
- JCPB
- VEA
- VGT
- SLQD
- BNDX
- COWZ
Filing on Aug 14, 2025
Q2 2025
Tfg Asset Management Gp LTD
- PATH
- HYG
- KGEIF
- AUTL
- CXM
- LYFT
- WK
Filing on Aug 14, 2025
Q2 2025
Appian Way Asset Management LP
- PCT
- GLNG
- CC
- AMCR
- ESI
- DAR
- SGML
Filing on May 07, 2025
Q1 2025
Marietta Investment Partners LLC
- AAPL
- MSFT
- NVDA
- MA
- GWW
- BRK-B
- GOOGL
Filing on Aug 07, 2025
Q2 2025
Winthrop Capital Management, LLC
- VGT
- SPSB
- SCHX
- LLY
- VFH
- IEFA
- SCHD
Filing on Jul 29, 2025
Q2 2025
Tradewinds Capital Management, LLC
- EWS
- EWG
- EWI
- EWP
- GLDM
- EZA
- IEUR
Filing on Aug 13, 2025
Q2 2025
Seven Springs Wealth Group, LLC
- NU
- DGRO
- CI
- IBDU
- IBDS
- FNDF
- FNDE
Filing on Jul 16, 2025
Q2 2025
Spinnaker Investment Group, LLC
- DFAU
- DGRW
- SCHD
- DFAI
- MSFT
- BRK-A
- STOT
Filing on Jul 09, 2025
Q2 2025
Filing on Jul 15, 2025
Q2 2025
Family Investment Center, Inc.
- BIV
- SPMO
- SPHQ
- RISR
- JIRE
- AVDE
- AVUV
Filing on Aug 12, 2025
Q2 2025
Longfellow Investment Management CO LLC
- EPD
- MPLX
- WES
- ET
- PAA
- CNQ
- HESM
Filing on Aug 13, 2025
Q2 2025
Amj Financial Wealth Management
- PULS
- META
- GS
- EAT
- NDAQ
- SAP
- HEI