Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
Filing on Oct 15, 2025
Q3 2025
Filing on Aug 08, 2025
Q2 2025
Compass Wealth Management LLC
- AVGO
- RSP
- JPM
- DHR
- AEIS
- APD
- STZ
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 06, 2025
Q2 2025
Grey Fox Wealth Advisors, LLC
- VTV
- VUG
- VEA
- AGG
- VBR
- VO
- VCSH
Filing on Oct 17, 2025
Q3 2025
Mattson Financial Services, LLC
- SPLG
- NVDA
- MSFT
- AMZN
- GOOG
- AAPL
- META
Filing on May 14, 2025
Q1 2025
Filing on Aug 12, 2025
Q2 2025
Dimensional Fund Advisors LP
- NVDA
- MSFT
- AAPL
- META
- AMZN
- JPM
- GOOGL
Filing on Aug 11, 2025
Q2 2025
Talos Asset Management LP
- NVDA
- TXN
- WDC
- GLW
- MCHP
- JBL
- STX
Filing on Aug 14, 2025
Q2 2025
Alliance Wealth Advisors, LLC /Ut
- BIL
- MSFT
- ORCL
- SHY
- V
- SPEM
- GLDM
Filing on Aug 13, 2025
Q2 2025
Gavilan Investment Partners LLC
- META
- AMZN
- MELI
- SHOP
- SPOT
- CPNG
- ASML
Filing on Aug 14, 2025
Q2 2025
Artia Global Partners LP
- VRNA
- INSM
- ARGX
- LLY
- BSX
- MRUS
- DGX
Filing on Aug 01, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Ashton Thomas Securities, LLC
- VOO
- NVDA
- MSFT
- VEA
- META
- OMFL
- AMZN
Filing on May 10, 2024
Q1 2024
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Financial & Tax Architects, LLC
- BIL
- EFA
- SPY
- IEF
- VTI
- AGG
- VTIP
Filing on Oct 14, 2025
Q3 2025
Integris Wealth Management, LLC
- BSV
- IVV
- VEA
- VTI
- DISV
- DFEM
- DFSV