Largest Portfolios by Value
Filing on Aug 13, 2025
Q2 2025
Pacifica Capital Investments, LLC
- FIVE
- BRK-B
- BBW
- SBUX
- ASO
- RTO
- NKE
Filing on Aug 13, 2025
Q2 2025
R Pg Family Wealth Advisory, LLC
- GE
- HWM
- UBER
- META
- JPST
- NVDA
- MRSK
Filing on Aug 13, 2025
Q2 2025
Hel Ved Capital Management LTD
- AMD
- LITE
- ORCL
- QQQ
- EDU
- AMD
- FSLR
Filing on Aug 11, 2025
Q2 2025
Walter & Keenan Wealth Management LLC
- MSFT
- AAPL
- LLY
- JPM
- GOOG
- BRK-B
- VTI
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 01, 2025
Q2 2025
Integral Investment Advisors, Inc.
- VOO
- SPIB
- QQQ
- VUG
- BJAN
- BJUL
- BAPR
Filing on Aug 13, 2025
Q2 2025
Hollow Brook Wealth Management LLC
- GLDM
- BRK-B
- MSFT
- PG
- CEG
- PPA
- JNJ
Filing on Jul 23, 2025
Q2 2025
Peak Financial Management, Inc.
- VXUS
- VTI
- SPGM
- VOO
- RSP
- JPIB
- VCIT
Filing on Jul 31, 2025
Q2 2025
Filing on May 08, 2025
Q1 2025
Us Financial Advisors, LLC
- IWB
- IVV
- EFA
- SPTI
- VO
- IWD
- RDVY
Filing on Jul 31, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Lynx1 Capital Management LP
- MRUS
- GHRS
- STOK
- PTGX
- CGEM
- ALLO
- TCRX
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
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 Aug 15, 2025
Q2 2025
Adw Capital Management, LLC
- PAR
- APG
- GFL
- RICK
- OLO
- FAT
Filing on Jul 11, 2025
Q2 2025
Windsor Capital Management, LLC
- IVV
- SPLG
- SPYV
- ESGD
- IJH
- SPSM
- IBDT
Filing on Aug 13, 2025
Q2 2025
Advantage Alpha Capital Partners LP
- MGNI
- AVDX
- ZETA
- SWIM
- NOVT
- AAON
- NCNO