Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Riverview Capital Advisers, LLC
- BRK-B
- AMZN
- AAPL
- VO
- VB
- TSLA
- MSFT
Filing on Nov 13, 2025
Q3 2025
Financial Network Wealth Management LLC
- ESGD
- EFIV
- NVDA
- ESGV
- EAGG
- AAPL
- MSFT
Filing on Oct 30, 2025
Q3 2025
Colton Groome Financial Advisors, LLC
- IVV
- EFA
- AGG
- EEM
- IGIB
- AAAU
- IJH
Filing on Oct 17, 2025
Q3 2025
Warren Street Wealth Advisors, LLC
- VOO
- JQUA
- XSOE
- GLDM
- GCC
- GII
- GNR
Filing on Oct 16, 2025
Q3 2025
Provident Wealth Management, LLC
- TSPA
- COWZ
- SCHG
- DGRO
- SCHX
- VOE
- VOT
Filing on Nov 13, 2024
Q3 2024
Rk Capital Management, LLC
- IWM
- LAD
- SRAD
- GENI
- BV
- KBR
- MGRC
Filing on Oct 17, 2025
Q3 2025
Ss&H Financial Advisors, Inc.
- JPM
- NVDA
- MSFT
- AAPL
- ORCL
- ABBV
- PG
Filing on Oct 10, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Indiana Trust & Investment Management CO
- NVDA
- SPY
- AAPL
- GOOGL
- AMZN
- JPM
- IWB
Filing on Oct 16, 2024
Q3 2024
Annapolis Financial Services, LLC
- AVDE
- VO
- VTV
- VTI
- MGC
- VOE
- VEA
Filing on Nov 14, 2025
Q3 2025
Boyer & Corporon Wealth Management, LLC
- IAU
- AVDE
- DUK
- SRE
- WMT
- HD
- DHI
Filing on Oct 10, 2025
Q3 2025
Filing on Nov 17, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Filing on Jul 22, 2025
Q2 2025
Iron Horse Wealth Management, LLC
- VYM
- JPST
- VOOG
- VEA
- SPY
- SPDW
- JEPI
Filing on Nov 10, 2025
Q3 2025
Quantum Private Wealth, LLC
- META
- AMZN
- AAPL
- MSFT
- NVDA
- AVGO
- GOOG
Filing on Oct 09, 2025
Q3 2025
Cypress Financial Planning LLC
- VCIT
- IVV
- VGIT
- VCSH
- VEA
- VNQ
- VXF