Largest Portfolios by Value
Filing on Nov 04, 2025
Q3 2025
Centric Wealth Management
- UPS
- VOO
- AAPL
- UNH
- HSUN
- MSFT
- PALC
Filing on Oct 20, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Marathon Capital Management
- TROW
- GLW
- AAPL
- AZN
- MSFT
- BIL
- GOOG
Filing on Nov 07, 2025
Q3 2025
Wealth Bridge Capital Management, LLC
- IVV
- SPY
- RSP
- BKLC
- BRK-B
- QQQ
- AAPL
Filing on Oct 16, 2025
Q3 2025
Matthews International Capital Management LLC
- PDD
- SE
- LEGN
- TCOM
- BZ
- YMM
- GRAB
Filing on Nov 13, 2025
Q3 2025
Winthrop Capital Management, LLC
- VGT
- SPSB
- SCHX
- VFH
- IEFA
- LLY
- SCHD
Filing on Oct 15, 2025
Q3 2025
Cornerstone Wealth Advisors, Inc.
- SCHR
- SCHG
- VGSH
- VUG
- VTV
- VEA
- SCHV
Filing on Nov 18, 2025
Q3 2025
Second Line Capital, LLC
- ACIO
- DRSK
- SPDW
- ADME
- SPY
- OSCV
- APP
Filing on Nov 03, 2025
Q3 2025
Little House Capital LLC
- MSFT
- AAPL
- NVDA
- AMZN
- GOOGL
- IJH
- AVGO
Filing on Oct 15, 2025
Q3 2025
Triangle Securities Wealth Management
- JAVA
- SCHM
- VGT
- MSFT
- SLYV
- GOOG
- SAMT
Filing on Oct 15, 2025
Q3 2025
Whitener Capital Management, Inc.
- AAPL
- JPM
- GOOGL
- NVDA
- MSFT
- WMT
- AMZN
Filing on Oct 10, 2025
Q3 2025
Marion Wealth Management
- VCIT
- IEFA
- VCSH
- IEMG
- VOT
- MLPB
- PDBC
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Hollow Brook Wealth Management LLC
- GLDM
- BRK-B
- DMLP
- MSFT
- JNJ
- AAPL
- PPA
Filing on Nov 05, 2025
Q3 2025
Filing on Jan 08, 2024
Q4 2023
Traverso Chambers Private Wealth Management, LLC
- SPY
- SPAB
- VGSH
- TLH
- QQQ
- SCHO
- SCHF
Filing on Oct 27, 2025
Q3 2025
Wealth Advisory Solutions, LLC
- SPY
- IJH
- SPLG
- LLY
- EFA
- AAPL
- RSP