Largest Portfolios by Value
Filing on Apr 30, 2025
Q1 2025
J.H. Whitney Equity Partners Vii, LLC
- AVAH
Filing on Apr 28, 2025
Q1 2025
Vishria Bird Financial Group, LLC
- CFLT
- AAPL
- FDX
- GOOGL
- AMZN
- MSFT
- IJR
Filing on May 05, 2025
Q1 2025
Arq Wealth Advisors, LLC
- AVUS
- MGV
- STLG
- IUS
- AVUV
- JAVA
- JMOM
Filing on May 09, 2025
Q1 2025
Gill Capital Partners, LLC
- VUG
- KR
- SCHG
- VTV
- BSCT
- VEA
- SCHV
Filing on May 13, 2025
Q1 2025
Delta Financial Advisors LLC
- SPY
- AAPL
- MSFT
- NVDA
- V
- TJX
- GOOG
Filing on May 14, 2025
Q1 2025
Tekne Capital Management, LLC
- GDS
- BZ
- PAGS
- HEPS
- KKS.F
Filing on May 07, 2025
Q1 2025
Filing on Nov 14, 2023
Q3 2023
Ah Equity Partners Lsv Iii, L.L.C.
- DASH
- IOT
- SQ
Filing on Jul 30, 2024
Q2 2024
Filing on May 13, 2025
Q1 2025
Tria Gen Wealth Management LLC
- AAPL
- VO
- SCHG
- MGC
- DGRO
- NVDA
- VB
Filing on Apr 21, 2025
Q1 2025
Centennial Wealth Advisory LLC
- BUFD
- IVV
- AVIG
- BUFT
- BUFR
- BUFG
- BUFQ
Filing on Apr 17, 2025
Q1 2025
Seven Post Investment Office LP
- VNQ
- SPY
- EQR
- SHV
- PLD
- VTI
- ELS
Filing on Feb 10, 2025
Q4 2024
Gray Wealth Management Inc.
- VIG
- VUG
- IVV
- VB
- AAPL
- VO
- MGC
Filing on Apr 18, 2025
Q1 2025
Roman Butler Fullerton & CO
- NVDA
- AAPL
- MSFT
- AMZN
- MA
- LLY
- VIG
Filing on Nov 14, 2023
Q3 2023
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Omega Financial Group, LLC
- VNQ
- AGG
- ISTB
- IJR
- IVV
- IJH
- SCHM