Largest Portfolios by Value
Filing on Oct 14, 2025
Q3 2025
Voisard Asset Management Group, Inc.
- SPTM
- AVLV
- SLQD
- SPTI
- IUSG
- JCPB
- SCHF
Filing on Aug 02, 2023
Q2 2023
Efg Capital International Corp.
- MSFT
- IWM
- AAPL
- AMZN
- MA
- UNH
- VRSK
Filing on Aug 13, 2025
Q2 2025
Filing on Oct 23, 2025
Q3 2025
Bridgewealth Advisory Group, LLC
- JAAA
- CGSD
- SPTM
- FBND
- VTV
- JSCP
- SPYG
Filing on Aug 15, 2025
Q2 2025
Second Line Capital, LLC
- ACIO
- DRSK
- IDME
- SPDW
- ADME
- SPY
- OSCV
Filing on Aug 05, 2025
Q2 2025
Cherry Tree Wealth Management, LLC
- SPIB
- BND
- SPSB
- VTV
- VEA
- IVV
- FLRN
Filing on Jul 22, 2025
Q2 2025
Duncan Williams Asset Management, LLC
- SPLG
- VOO
- JCPB
- SCHF
- FBND
- MGV
- BSCP
Filing on Jul 22, 2025
Q2 2025
Kickstand Ventures, Llc.
- SPLG
- VOO
- JCPB
- SCHF
- FBND
- MGV
- BSCP
Filing on Aug 11, 2025
Q2 2025
Stonebrook Private Inc.
- EFV
- QUAL
- MSFT
- AAPL
- DYNF
- IEMG
- AVGO
Filing on Jul 23, 2025
Q2 2025
Reap Financial Group, LLC
- VEA
- VTI
- VUG
- VTV
- DOCT
- AVEM
- AVLV
Filing on Oct 17, 2025
Q3 2025
Founders Grove Wealth Partners, LLC
- VEA
- BIL
- VUG
- VGT
- LLY
- VV
- IVW
Filing on Aug 13, 2025
Q2 2025
Vega Investment Solutions
- PG
- LLY
- TXN
- PPG
- MSFT
- NVDA
- PANW
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Filing on Oct 23, 2025
Q3 2025
Harrell Investment Partners, LLC
- AVGO
- NVDA
- AAPL
- MSFT
- JPM
- MSI
- WMT
Filing on Apr 19, 2024
Q1 2024
American National Bank & Trust CO /Va/
- MSFT
- AAPL
- NVDA
- SPY
- BRK-B
- GOOG
- AMZN
Filing on Aug 14, 2025
Q2 2025
Talaria Asset Management Pty LTD
- RE
- CF
- JCI
- NEM
- MDT
- CVE
- ABEV
Filing on Aug 05, 2025
Q2 2025
Rockline Wealth Management, LLC
- NVDA
- AAPL
- MSFT
- META
- PLTR
- AVGO
- ORCL