Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Correct Capital Wealth Management
- AVDE
- FBND
- DGRO
- SPY
- MSTR
- AVEM
- AVUV
Filing on Oct 31, 2025
Q3 2025
Windmill Hill Asset Management LTD
- SPYX
- GE
- V
- MSFT
- MCO
- GOOGL
- URA
Filing on Nov 04, 2025
Q3 2025
Filing on Aug 04, 2025
Q2 2025
Evergreen Advisors, LLC
- SCHB
- SCHF
- VCIT
- SCHD
- VGIT
- VMBS
- IJR
Filing on Oct 16, 2025
Q3 2025
Ami Investment Management Inc
- VGT
- VGSH
- VCSH
- VGIT
- BRK-B
- SPY
- MSFT
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Filing on Jan 14, 2025
Q4 2024
Signal Point Asset Management, LLC
- ORLY
- AAPL
- VOO
- VEA
- VTI
- WMT
- MSFT
Filing on Nov 13, 2025
Q3 2025
West Michigan Advisors, LLC
- GNTX
- DIVO
- MSFT
- AAPL
- NVDA
- AVGO
- VOO
Filing on Oct 17, 2025
Q3 2025
Parisi Gray Wealth Management
- VOO
- QQQ
- NVDA
- PLTR
- VTI
- IVV
- AAPL
Filing on Oct 20, 2025
Q3 2025
Shilanski & Associates, Inc.
- SPY
- SCHB
- FNDF
- SPYG
- SPHD
- TIP
- JNK
Filing on Nov 07, 2025
Q3 2025
Eagle Health Investments LP
- ARGX
- INSM
- NTRA
- ICLR
- ILMN
- NBIX
- RARE
Filing on Oct 21, 2025
Q3 2025
ETF Portfolio Partners, Inc.
- VTI
- MGK
- AGG
- MGV
- BLV
- QQQ
- VEU
Filing on Oct 17, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Requisite Capital Management, LLC
- IVV
- RSP
- RRC
- NOG
- JEPI
- JPST
- ET
Filing on Oct 15, 2025
Q3 2025
Granite Bay Wealth Management, LLC
- JHMM
- JHCB
- RSP
- EEM
- IJR
- EWJ
- JHPI
Filing on Oct 20, 2025
Q3 2025
Advanced Asset Management Advisors Inc
- VOO
- IVV
- AAPL
- JPM
- GOOGL
- AMAT
- MSFT
Filing on Nov 04, 2025
Q3 2025
Gitterman Wealth Management, LLC
- VGIT
- VOO
- BIL
- GRID
- GLD
- PHO
- HEFA