Largest Portfolios by Value
Filing on Apr 18, 2025
Q1 2025
Wolf Group Capital Advisors
- XLG
- HAWX
- VLUE
- FTGC
- VTV
- AAPL
- ONEV
Filing on Aug 08, 2025
Q2 2025
Taylor, Cottrill, Erickson & Associates, Inc.
- BRK-B
- VUG
- IWF
- VB
- VIG
- VTV
- VEA
Filing on Jul 23, 2025
Q2 2025
Intergy Private Wealth, LLC
- QQQ
- SCHD
- VEA
- SCHF
- VV
- AVDV
- VUG
Filing on Jul 21, 2025
Q2 2025
Accel Wealth Management
- DGRO
- VNLA
- SCHG
- VTI
- AMZN
- VTV
- AAPL
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
Erts Wealth Advisors, LLC
- USHY
- SPYG
- IEUR
- SPIB
- SPYV
- IUSG
- VOT
Filing on Jul 31, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Aft, Forsyth & Sober, LLC
- QQQ
- SPY
- NVDA
- RSP
- FRI
- MSFT
- IJH
Filing on Aug 08, 2025
Q2 2025
Cedar Wealth Management, LLC
- VTI
- SCHD
- IDHQ
- XLG
- ESGV
- SPGP
- PM
Filing on Jul 25, 2025
Q2 2025
Baker Boyer National Bank
- DFAC
- VTEB
- DFAX
- DFUV
- FBND
- DFIV
- DFAI
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 14, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Sterling Financial Planning, Inc.
- IJJ
- IAU
- IVW
- IJT
- IJK
- DFIV
- FNDX
Filing on Jul 16, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Harber Asset Management LLC
- AMT
- DLTR
- V
- OKTA
- MCHP
- ADBE
- ENTG
Filing on Jul 21, 2025
Q2 2025
Sage Financial Management Group, Inc.
- BIV
- IVV
- VEU
- SCHX
- BSV
- SPYG
- VCSH
Filing on Aug 06, 2025
Q2 2025
O'Brien Greene & Co. Inc
- IBKR
- BRK-B
- PHYS
- AAPL
- WMT
- MSFT
- WMB