Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Birnam Oak Advisors, LP
- CYBR
- ACWI
- IPG
- FYBR
- VRNA
- NSC
- GTLS
Filing on Oct 29, 2025
Q3 2025
Allegiance Financial Group Advisory Services LLC
- VTI
- AVLV
- AVDV
- DFAU
- AVUV
- AVIG
- DFSD
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Gr Financial Group, LLC
- IVV
- AAPL
- NVDA
- MSFT
- META
- AMZN
- SPY
Filing on Oct 08, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Voisard Asset Management Group, Inc.
- SPTM
- AVLV
- SLQD
- SPTI
- IUSG
- JCPB
- SCHF
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Aug 02, 2023
Q2 2023
Efg Capital International Corp.
- MSFT
- IWM
- AAPL
- AMZN
- MA
- UNH
- VRSK
Filing on Oct 23, 2025
Q3 2025
Bridgewealth Advisory Group, LLC
- JAAA
- CGSD
- SPTM
- FBND
- VTV
- JSCP
- SPYG
Filing on Nov 12, 2025
Q3 2025
Camrose Capital Investment Partners LLP
- CNM
- MLM
- HLT
- ROP
- YUM
- EXPD
- TXN
Filing on Nov 13, 2025
Q3 2025
Legal & General Group PLC
- NVDA
- AAPL
- MSFT
- AMZN
- AVGO
- META
- GOOGL
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Alliance Wealth Advisors, LLC /Ut
- BIL
- MSFT
- NVDA
- ORCL
- AMZN
- SPEM
- V
Filing on Oct 17, 2025
Q3 2025
Founders Grove Wealth Partners, LLC
- VEA
- BIL
- VUG
- VGT
- LLY
- VV
- IVW
Filing on Aug 13, 2025
Q2 2025
Vega Investment Solutions
- PG
- LLY
- TXN
- PPG
- MSFT
- NVDA
- PANW
Filing on Nov 07, 2025
Q3 2025
Uniting Wealth Partners, LLC
- WMT
- ACIO
- RDVY
- DRSK
- NVDA
- BUFR
- VCIT