Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Horiko Capital Management LLC
- META
- AMZN
- MCK
- GOOGL
- AAPL
- MSFT
- DHI
Filing on May 14, 2025
Q1 2025
Guidance Point Advisors, LLC
- JPM
- IVV
- IVW
- IEFA
- IJH
- IJR
- IVE
Filing on May 14, 2025
Q1 2025
Filing on Apr 18, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Madrona Financial Services, LLC
- IVV
- QQQ
- MSFT
- DYNF
- SECT
- FV
- COWZ
Filing on May 07, 2025
Q1 2025
Ironsides Asset Advisors, LLC
- LOW
- ITOT
- SPY
- IEFA
- VTI
- VOO
- VO
Filing on Apr 16, 2025
Q1 2025
Prentice Wealth Management LLC
- VTI
- AGG
- VT
- FLBL
- FLHY
- VWO
- EQWL
Filing on Apr 21, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Us Financial Advisors, LLC
- IWB
- IVV
- EFA
- SPTI
- VO
- IWD
- RDVY
Filing on May 14, 2025
Q1 2025
Soros Capital Management LLC
- VRSN
- TSM
- PACK
- BABA
- META
- NFLX
- BSX
Filing on May 02, 2025
Q1 2025
Filing on May 04, 2023
Q1 2023
Andesa Financial Management Inc.
- AAPL
- MSFT
- DIVO
- ETN
- QEFA
- IVV
- JPM
Filing on May 14, 2025
Q1 2025
Hollow Brook Wealth Management LLC
- GLDM
- BRK-B
- TLT
- MSFT
- TECH
- PG
- JNJ
Filing on May 14, 2025
Q1 2025
Monterey Private Wealth, Inc.
- VTI
- VEA
- BRK-A
- BRK-B
- AAPL
- VB
- DGRW
Filing on Nov 01, 2024
Q3 2024
Source Financial Advisors LLC
- UBER
- SPY
- MKTX
- IVV
- GOVT
- VTI
- IXUS
Filing on May 08, 2025
Q1 2025
Coastal Bridge Advisors, LLC
- BGB
- JEPI
- AAPL
- LGFA
- XOM
- LZ
- VNLA
Filing on Apr 08, 2025
Q1 2025
Verde Capital Management
- ESGV
- MOAT
- FNDF
- QQQM
- IJH
- HEFA
- BIV
Filing on Apr 29, 2025
Q1 2025