Largest Portfolios by Value
Filing on Oct 17, 2025
Q3 2025
Afg Fiduciary Services Limited Partnership
- SPY
- PULS
- MINT
- QQQ
- IJH
- AMZN
- TLT
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Cincinnati Specialty Underwriters Insurance CO
- AVGO
- AAPL
- MSFT
- ENB
- JPM
- ADP
- HD
Filing on Nov 04, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Verde Capital Management
- ESGV
- MOAT
- FNDF
- QQQM
- IJH
- HEFA
- BIV
Filing on Oct 22, 2025
Q3 2025
Barry Investment Advisors, LLC
- VGLT
- GDX
- VYMI
- FNDF
- GUNR
- BIL
- EMLP
Filing on Nov 10, 2025
Q3 2025
Hfr Wealth Management, LLC
- APH
- AMZN
- AAPL
- CTAS
- TJX
- COST
- SCHW
Filing on Oct 23, 2025
Q3 2025
Juniper Hill Capital Management LP
- SPY
- AGG
- IEF
- QQQ
Filing on Nov 14, 2025
Q3 2025
Warther Private Wealth, LLC
- BABA
- UNH
- GOOGL
- AMZN
- NVO
- TSM
- NU
Filing on Jul 31, 2024
Q2 2024
Filing on Nov 13, 2025
Q3 2025
Filing on Jul 22, 2025
Q2 2025
Filing on Nov 14, 2025
Q3 2025
Horiko Capital Management LLC
- META
- GOOGL
- AMZN
- NVDA
- MSFT
- MCK
- GM
Filing on Nov 06, 2025
Q3 2025
Rothschild Capital Partners, LLC
- AAPL
- JPM
- AMZN
- GOOGL
- MSFT
- GLD
- XLI
Filing on Oct 14, 2025
Q3 2025
White Pine Investment CO
- BRK-B
- GOOGL
- FNDX
- GSIE
- MSFT
- FLTR
- USMV
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Trinity Legacy Partners, LLC
- JCPB
- SCHX
- NVDA
- JEPI
- SCHM
- MAIN
- VIS