Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Tennessee Valley Asset Management Partners
- SPLG
- VTI
- SPYV
- BRK-B
- SPTL
- SPDW
- SPAB
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2024
Q2 2024
Vantage Financial Partners Ltd., Inc.
- SPY
- DFAI
- FBND
- ITOT
- CGGR
- IJR
- QQQ
Filing on Jan 26, 2023
Q4 2022
York Bridge Wealth Partners, LLC
- SPY
- AAPL
- VYM
- VONG
- MSFT
- WRB
- JNJ
Filing on Aug 13, 2025
Q2 2025
West Family Investments, Inc.
- IAU
- NVDA
- MSFT
- AAPL
- SCHP
- TLT
- AMZN
Filing on Aug 01, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
Alliance Wealth Management Group
- SCHX
- IVV
- SCHZ
- SCHF
- FLRN
- HYG
- SCHE
Filing on Jul 14, 2025
Q2 2025
Wealth Advisory Solutions, LLC
- SPY
- IJH
- SPLG
- LLY
- EFA
- AMZN
- RSP
Filing on Aug 05, 2025
Q2 2025
Marion Wealth Management
- VCIT
- IEFA
- VCSH
- IEMG
- VOT
- MLPB
- PDBC
Filing on Aug 14, 2025
Q2 2025
Knightsbridge Asset Management, LLC
- SPLG
- SPDW
- SPEM
- AAPL
- MSFT
- UAL
- DFAC
Filing on Jul 03, 2025
Q2 2025
Sage Capital Advisors,Llc
- AAPL
- NVDA
- MSFT
- AMZN
- GOOGL
- SPY
- COST
Filing on Jul 16, 2025
Q2 2025
Barry Investment Advisors, LLC
- VGLT
- VYMI
- FNDF
- GDX
- DJD
- EMLP
- SPYD
Filing on Jul 11, 2025
Q2 2025
Cmh Wealth Management LLC
- MSFT
- AMZN
- GOOGL
- AAPL
- VFH
- ACWX
- BA
Filing on Jul 21, 2025
Q2 2025
F&V Capital Management, LLC
- ORCL
- URI
- RTX
- META
- NEM
- ALL
- CVX
Filing on Aug 06, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Bedell Frazier Investment Counseling, LLC
- AAPL
- AMZN
- GLD
- MSFT
- UTF
- GOOGL
- UBER
Filing on Jul 29, 2025
Q2 2025