Largest Portfolios by Value
Filing on Dec 01, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Kg&L Capital Management,Llc
- GOOGL
- JPM
- AAPL
- AMZN
- PG
- NVDA
- SPY
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Midwest Professional Planners, Ltd.
- SPY
- SHV
- NVDA
- AVGO
- JPM
- IEI
- EFA
Filing on Aug 14, 2024
Q2 2024
Vantage Financial Partners Ltd., Inc.
- SPY
- DFAI
- FBND
- ITOT
- CGGR
- IJR
- QQQ
Filing on Jan 26, 2023
Q4 2022
York Bridge Wealth Partners, LLC
- SPY
- AAPL
- VYM
- VONG
- MSFT
- WRB
- JNJ
Filing on Oct 07, 2025
Q3 2025
Neumann Advisory Hong Kong LTD
- TSLA
- GOOGL
- META
- API
- ESTC
- MRNA
Filing on Nov 05, 2025
Q3 2025
Old West Investment Management, LLC
- TMQ
- NXE
- LMT
- BRKR
- CCJ
- AEM
- AGI
Filing on Oct 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Capco Asset Management, LLC
- MAR
- MKL
- PGR
- ROP
- MSFT
- AMZN
- CHTR
Filing on Nov 07, 2025
Q3 2025
Astoria Strategic Wealth, Inc.
- VTI
- IXUS
- BND
- VTEB
- ITOT
- IGSB
- VEU
Filing on Oct 29, 2025
Q3 2025
Stewardship Advisors, LLC
- IVV
- QQQM
- RWL
- IMFL
- VEA
- SPAB
- VWO
Filing on Jan 02, 2026
Q4 2025
Boltwood Capital Management
- SCHF
- TDTT
- XLK
- MBB
- SPDW
- HYGV
- IEI
Filing on Nov 04, 2025
Q3 2025
Martin Investment Management, LLC
- NVS
- SONY
- CHKP
- AZN
- AAPL
- TM
- ALC
Filing on Oct 17, 2025
Q3 2025
Nova Point Capital, LLC
- SPLG
- MSFT
- AAPL
- HD
- NVDA
- IBDQ
- BRK-B
Filing on Oct 09, 2025
Q3 2025
Prentice Wealth Management LLC
- VTI
- AGG
- VT
- SCHP
- EQWL
- FDVV
- VYMI
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Monument Capital Management
- MSFT
- ITOT
- AAPL
- IWF
- EME
- CAT
- IWB