Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Saturn V Capital Management LLC
- AMLX
- JAZZ
- DYN
- COGT
- PCVX
- CELC
- PHVS
Filing on Nov 24, 2025
Q3 2025
Cherry Tree Wealth Management, LLC
- SPIB
- BND
- SPSB
- VTV
- VEA
- IVV
- VYM
Filing on Nov 14, 2025
Q3 2025
Arosa Capital Management LP
- CCJ
- SPY
- XLI
- FSLR
- ETN
- CIFR
- IREN
Filing on Nov 14, 2025
Q3 2025
Kickstand Ventures, Llc.
- SPLG
- VOO
- JCPB
- SCHF
- FBND
- MGV
- BSCQ
Filing on Oct 14, 2025
Q3 2025
Precedent Wealth Partners, LLC
- VTI
- VEA
- DON
- IVV
- XLG
- VOO
- EFA
Filing on Oct 21, 2025
Q3 2025
Noble Family Wealth, LLC
- VIG
- VTV
- VEA
- SCHD
- SCHA
- VUG
- SCHV
Filing on Nov 05, 2025
Q3 2025
Financial & Tax Architects, LLC
- EFA
- FBND
- SPY
- BCI
- USRT
- IEF
- AGG
Filing on Oct 16, 2025
Q3 2025
Rubicon Global Capital LTD
- MNDY
- META
- GOOG
- CPNG
- AMZN
- MSFT
- BRK-A
Filing on Nov 14, 2025
Q3 2025
Garden State Investment Advisory Services LLC
- SPY
- PWB
- NVDA
- PLTR
- QQQ
- META
- AMZN
Filing on Oct 06, 2025
Q3 2025
Assured Partners Investment Advisors, LLC
- FBCG
- FDVV
- VOO
- SPTM
- XMMO
- MSFT
- NVDA
Filing on Feb 13, 2023
Q4 2022
Financial Partners Capital Management LLC
- PM
- MSFT
- PG
- JPM
- GS
- MDY
- CVX
Filing on Nov 12, 2025
Q3 2025
Dimensional Fund Advisors LP
- NVDA
- AAPL
- MSFT
- META
- AMZN
- JPM
- GOOGL
Filing on Nov 07, 2025
Q3 2025
Compass Wealth Management LLC
- AVGO
- RSP
- JPM
- GOOG
- AEIS
- DHR
- GOOGL
Filing on Nov 13, 2025
Q3 2025
Gavilan Investment Partners LLC
- META
- AMZN
- SHOP
- CPNG
- ASML
- MELI
- PCOR
Filing on Nov 14, 2025
Q3 2025
Capital Impact Advisors, LLC
- NVDA
- APP
- META
- ORCL
- NFLX
- PLTR
- UI
Filing on Nov 14, 2025
Q3 2025
Ubs Asset Management Americas Inc
- NVDA
- MSFT
- AAPL
- AMZN
- AVGO
- GOOGL
- META
Filing on Oct 14, 2025
Q3 2025
Builder Investment Group Inc /Adv
- NVDA
- DFAS
- LLY
- DFAI
- MSFT
- EQX
- PAAS