Largest Portfolios by Value
Filing on Oct 14, 2025
Q3 2025
Legacy Wealth Asset Management, LLC
- MLPA
- WWJD
- TFLO
- GBTC
- AVGO
- NVDA
- AAPL
Filing on Oct 16, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Neumann Capital Management, LLC
- NVDA
- IEFA
- ORCL
- AAPL
- SPY
- IJR
- IJH
Filing on Nov 13, 2025
Q3 2025
Wood Tarver Financial Group, LLC
- VTI
- CGCP
- CGDV
- VCSH
- QUAL
- DOCT
- DFAS
Filing on Nov 13, 2025
Q3 2025
Diligent Investors, LLC
- SPYG
- AAPL
- SPYV
- MSFT
- SPDW
- NVDA
- BRK-B
Filing on Oct 09, 2025
Q3 2025
Richard P Slaughter Associates Inc
- JIRE
- IWY
- IWX
- GSSC
- AAPL
- AIQ
- NVDA
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Core Alternative Capital
- MSFT
- AAPL
- GOOG
- JPM
- LLY
- WMT
- ADBE
Filing on Nov 13, 2025
Q3 2025
Elevated Capital Advisors, LLC
- SPLG
- AAPL
- VUG
- VEA
- MSFT
- VTV
- CTA
Filing on May 08, 2025
Q1 2025
Us Financial Advisors, LLC
- IWB
- IVV
- EFA
- SPTI
- VO
- IWD
- RDVY
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Filing on May 04, 2023
Q1 2023
Andesa Financial Management Inc.
- AAPL
- MSFT
- DIVO
- ETN
- QEFA
- IVV
- JPM
Filing on Nov 14, 2025
Q3 2025
Redwood Grove Capital, LLC
- GOOG
- ELAN
- HUM
- FSLR
- SHLS
- AMRC
- FISV
Filing on Nov 07, 2025
Q3 2025
Forth Right Wealth Management, LLC
- VOO
- SCHD
- IUSV
- IUSG
- SCHA
- NOBL
- BIV
Filing on May 14, 2025
Q1 2025
Monterey Private Wealth, Inc.
- VTI
- VEA
- BRK-A
- BRK-B
- AAPL
- VB
- DGRW
Filing on Nov 10, 2025
Q3 2025
Chase Investment Counsel Corp
- NVDA
- GOOGL
- META
- AVGO
- VRT
- BK
- GS