Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Core Wealth Advisors, Inc.
- IVV
- VOO
- CGDV
- SPLG
- XLG
- IEFA
- IJH
Filing on Jul 26, 2022
Q2 2022
Filing on May 18, 2023
Q1 2023
Filing on Nov 14, 2025
Q3 2025
Bizma Investimentos Ltda
- SPY
- RSP
- UGP
- EZU
- BRK-B
- MSFT
- GOOG
Filing on Oct 30, 2025
Q3 2025
Northstar Asset Management Inc
- MSFT
- GOOGL
- AAPL
- TJX
- COST
- ADP
- UL
Filing on Oct 06, 2025
Q3 2025
Windsor Capital Management, LLC
- IVV
- SPLG
- SPYV
- ESGD
- IJH
- SPSM
- IBDT
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Capital Today Evergreen Fund, L.P.
- PDD
- DDL
- BZ
Filing on Nov 14, 2025
Q3 2025
Buckley Wealth Management, LLC
- AAPL
- MSFT
- GOOGL
- BRK-B
- CVX
- JPM
- AMZN
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Investment Advisory Group, LLC
- VUG
- VYM
- DFAC
- IVV
- IJR
- DFUS
- IVW
Filing on Oct 22, 2025
Q3 2025
Tria Gen Wealth Management LLC
- AAPL
- VO
- SCHG
- MGC
- FLOT
- DGRO
- EYLD
Filing on Nov 13, 2025
Q3 2025
Walter & Keenan Wealth Management LLC
- AAPL
- MSFT
- LLY
- GOOG
- JPM
- BRK-B
- VTI
Filing on Oct 27, 2025
Q3 2025
Plan Group Financial, LLC
- BRK-A
- VOO
- ACWI
- COWZ
- IWR
- IJR
- VTI
Filing on Nov 14, 2025
Q3 2025
Steamboat Capital Partners, LLC
- ACMR
- REZI
- SAN
- AVGO
- CENX
- GOOG
- AER
Filing on Oct 15, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025