Largest Portfolios by Value
Filing on Jul 09, 2025
Q2 2025
Wolff Financial Management LLC
- VUG
- VEA
- DGRO
- SDY
- VYM
- VB
- VO
Filing on Aug 08, 2025
Q2 2025
Beacon Harbor Wealth Advisors, Inc.
- VOO
- VXF
- BND
- IEFA
- IETC
- GCOW
- FXU
Filing on Jul 17, 2025
Q2 2025
Cornerstone Wealth Advisors, Inc.
- SCHR
- SCHG
- VGSH
- VUG
- VTV
- VEA
- SCHV
Filing on Jul 18, 2025
Q2 2025
Madrona Financial Services, LLC
- IVV
- QQQ
- MSFT
- DYNF
- SECT
- FV
- AIQ
Filing on Jul 24, 2025
Q2 2025
Natural Investments, LLC
- MSFT
- AAPL
- NVDA
- NXTE
- DSI
- JSTC
- VEGN
Filing on Jul 23, 2025
Q2 2025
Castle Rock Wealth Management, LLC
- NVDA
- KO
- TFLO
- MSFT
- CVX
- SGOV
- AAPL
Filing on Aug 14, 2025
Q2 2025
Waterfront Capital Partners, LLC
- DLR
- IRM
- ESS
- AVB
- BKD
- SLG
- WELL
Filing on Jul 30, 2025
Q2 2025
Sanders Morris Harris LLC
- QQQ
- BX
- CSWC
- EPD
- MAIN
- AAPL
- SLB
Filing on Aug 07, 2025
Q2 2025
Sanchez Wealth Management Group
- JHML
- IWF
- SPY
- DGRW
- MTUM
- IVV
- QQQ
Filing on Jul 09, 2025
Q2 2025
Filing on May 12, 2025
Q1 2025
Eagle Health Investments LP
- ARGX
- NTRA
- ICLR
- INSM
- ILMN
- BMRN
- NBIX
Filing on Aug 05, 2025
Q2 2025
Inlet Private Wealth, LLC
- MSFT
- AAPL
- BRK-B
- MCK
- JPM
- CSCO
- WM
Filing on Jul 10, 2025
Q2 2025
Compton Wealth Advisory Group, LLC
- VEU
- IWY
- VIG
- IWX
- VTV
- VB
- RSP
Filing on Aug 05, 2025
Q2 2025
Compton Financial Group, LLC
- SPYG
- SPTI
- SPYV
- SPMB
- SPIB
- SPDW
- SPSM
Filing on Jul 24, 2025
Q2 2025
Freedom Day Solutions, LLC
- MBOX
- MCD
- SPTM
- USRT
- VXUS
- AAPL
- MSFT
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Wealth Bridge Capital Management, LLC
- IVV
- RSP
- SPY
- BKLC
- BRK-B
- QQQ
- AMZN
Filing on Jan 30, 2023
Q4 2022
Burleson & Company, LLC
- MSFT
- AAPL
- TSLA
- VOO
- NVDA
- SCHF
- AMZN