Largest Portfolios by Value
Filing on Oct 27, 2025
Q3 2025
Fonville Wealth Management LLC
- DFAU
- BND
- VUSB
- AVUV
- DFAI
- AVLV
- AVEM
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Evelyn Partners Asset Management LTD
- GLD
- VT
- MSFT
- GOOGL
- AMZN
- GDX
- V
Filing on Nov 06, 2025
Q3 2025
Standpoint Asset Management, LLC
- VOO
- IVV
- SCHX
- SPLG
- IDEV
- IXUS
- VEU
Filing on Oct 30, 2025
Q3 2025
Gibbs Wealth Management
- SPYG
- SPDW
- GOVT
- SHYG
- SECT
- SPMB
- SPYV
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
World Equity Group, Inc.
- AAPL
- FTLS
- MSFT
- QQQ
- NVDA
- BUFR
- SPY
Filing on Jul 21, 2025
Q2 2018
Filing on Oct 20, 2025
Q3 2025
3 Chopt Investment Partners, LLC
- VOO
- NVDA
- VB
- AAPL
- MSFT
- GOOG
- AVGO
Filing on Oct 10, 2025
Q3 2025
Fairvoy Private Wealth, LLC
- RSP
- IVV
- SHV
- PULS
- LMBS
- FTSL
- AAPL
Filing on Oct 09, 2025
Q3 2025
Centurion Wealth Management LLC
- GSLC
- AAPL
- JEPI
- IVV
- JEPQ
- NVDA
- DYNF
Filing on Nov 05, 2025
Q3 2025
Fielder Capital Group LLC
- SLVP
- COPX
- IAU
- GDX
- GDXJ
- IAUM
- TPL
Filing on Nov 14, 2025
Q3 2025
Albar Capital Partners LLP
- CRH.L
- TSM
- PKG
- CCK
- NVDA
- ESI
- CTVA
Filing on Oct 14, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Halter Ferguson Financial Inc.
- TSLA
- QQQ
- LMND
- TSLA
- SPY
- AEHR
- UPST
Filing on Nov 13, 2025
Q3 2025
Barometer Capital Management Inc.
- AEM
- BMO
- CCJ
- SAN
- IMO
- AGI
- NVDA
Filing on Nov 14, 2025
Q3 2025
Empire Financial Management Company, LLC
- AAPL
- DSTL
- MSFT
- AMZN
- JPM
- GOOGL
- RTX