Largest Portfolios by Value
Filing on Oct 09, 2025
Q3 2025
Prosperity Planning, Inc.
- ISTB
- EFA
- VUG
- DFAX
- AVDV
- VTIP
- IGSB
Filing on Nov 12, 2025
Q3 2025
Smith & Howard Wealth Management, LLC
- VTI
- IEFA
- VTV
- JMUB
- VUG
- VEA
- AGG
Filing on Nov 14, 2025
Q3 2025
Lionstone Capital Management LLC
- APG
- AMZN
- GOOG
- FSV
- SPGI
- CPRT
- LOW
Filing on Nov 10, 2025
Q3 2025
American Financial Group Inc 401(K) Retirement & Savings Plan
- AFG
Filing on Nov 06, 2025
Q3 2025
Verde Servicos Internacionais S.A.
- MSFT
- COF
- NVDA
- ISRG
- GFL
- META
- DPZ
Filing on Nov 04, 2025
Q3 2025
Seafarer Capital Partners, LLC
- ITUB
- BAP
- XP
- ABEV
- BUD
- ARCO
- KOF
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 16, 2024
Q4 2023
Engrave Wealth Partners LLC
- XOM
- DSTL
- VOO
- VUG
- GSST
- BSCQ
- DEM
Filing on Nov 04, 2025
Q3 2025
Filing on Nov 15, 2023
Q3 2023
Kb Financial Partners, LLC
- GSLC
- IVV
- MBB
- DGRW
- GSIE
- JPST
- IAU
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 19, 2025
Q3 2025
First Commonwealth Financial Corp
- IVV
- EFA
- IWM
- AGG
- BOND
- BND
- FBND
Filing on Oct 25, 2023
Q3 2023
Cornerstone Retirement Group, Inc.
- SPY
- IEF
- SHV
- AGG
- ITOT
- IXUS
- IAGG
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Beck Capital Management, LLC
- NVDA
- META
- AVGO
- MSFT
- CCJ
- AMZN
- PPA
Filing on Oct 30, 2025
Q3 2025
Delta Financial Advisors LLC
- SPY
- AAPL
- MSFT
- NVDA
- GOOG
- TJX
- V
Filing on Oct 20, 2025
Q3 2025
Seascape Capital Management
- DBND
- EMXC
- GOVT
- APP
- NRG
- NVDA
- JPIE