Largest Portfolios by Value
Filing on Aug 05, 2025
Q2 2025
Northcape Wealth Management, LLC
- GLD
- JAAA
- LQD
- IEFA
- IQLT
- KMI
- MSFT
Filing on Oct 16, 2024
Q3 2024
Annapolis Financial Services, LLC
- AVDE
- VO
- VTV
- VTI
- MGC
- VOE
- VEA
Filing on Jul 22, 2025
Q2 2025
Iron Horse Wealth Management, LLC
- VYM
- JPST
- VOOG
- VEA
- SPY
- SPDW
- JEPI
Filing on Jul 03, 2025
Q2 2025
Trinity Financial Advisors LLC
- SPY
- DFIV
- VEA
- BRK-B
- DFUS
- ORCC
- VTI
Filing on Jul 16, 2025
Q2 2025
West Branch Capital LLC
- NVDA
- AAPL
- MSFT
- AMZN
- SPY
- GOOGL
- PG
Filing on Aug 11, 2025
Q2 2025
Outlook Wealth Advisors, LLC
- BMAR
- IVV
- QMAR
- FMAR
- QQQ
- HYDB
- VTV
Filing on Aug 13, 2025
Q2 2025
First Wilshire Securities Management Inc
- SGOV
- EZPW
- CAMT
- ECVT
- TPH
- SD
- NWPX
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
American Financial Group Inc 401(K) Retirement & Savings Plan
- AFG
Filing on Jan 27, 2023
Q4 2022
Filing on Aug 05, 2025
Q2 2025
Bcgm Wealth Management, LLC
- IVV
- QUAL
- ITOT
- QQQ
- IWF
- VEA
- DYNF
Filing on Jul 15, 2025
Q2 2025
Elevated Capital Advisors, LLC
- SPLG
- VUG
- VEA
- AAPL
- MSFT
- VTV
- BNDX
Filing on Jul 24, 2025
Q2 2025
Kfa Private Wealth Group, LLC
- IVV
- FBCG
- FBND
- IJH
- SHV
- IJR
- ITOT
Filing on May 15, 2025
Q1 2025
Proquility Private Wealth Partners, LLC
- IEMG
- IEFA
- XLF
- VGT
- XLV
- VB
- XLY
Filing on Jul 31, 2025
Q2 2025
Keystone Financial Planning, Inc.
- SCHD
- MSFT
- VZ
- USB
- TD
- SPYD
- BTI
Filing on Aug 04, 2025
Q2 2025
Beam Wealth Advisors, Inc.
- IVV
- RAAX
- SHY
- EMXC
- NVDA
- BIL
- VO
Filing on Aug 14, 2025
Q2 2025
Sandler Capital Management
- GOGO
- GLW
- META
- HOLX
- META
- VMI
- TXN
Filing on Jul 16, 2025
Q2 2025