Largest Portfolios by Value
Filing on Oct 22, 2025
Q3 2025
Centennial Wealth Advisory LLC
- BUFD
- AVIG
- IVV
- BUFR
- BUFQ
- BUFG
- BUFT
Filing on Nov 05, 2025
Q3 2025
Centerpoint Advisors, LLC
- IVV
- QUAL
- IWB
- IJH
- IJR
- IVW
- MSFT
Filing on Nov 14, 2025
Q3 2025
Norbert Lou
Punch Card Management L.P.
- BRK-A
- SGOV
- PDD
- CROX
- PYPL
- FISV
Filing on Jan 27, 2023
Q4 2022
Filing on Oct 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Apis Capital Advisors, LLC
- CELC
- SIMO
- SSRM
- STX
- WDC
- NGD
- MGNI
Filing on Nov 06, 2025
Q3 2025
Glassy Mountain Advisors, Inc.
- DFAX
- AVGO
- AAPL
- URI
- MSFT
- BRK-B
- GOOG
Filing on Nov 14, 2025
Q3 2025
Filing on May 15, 2025
Q1 2025
Proquility Private Wealth Partners, LLC
- IEMG
- IEFA
- XLF
- VGT
- XLV
- VB
- XLY
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Pennsylvania Capital Management Inc
- MSFT
- AAPL
- IVV
- JPIE
- AMZN
- NVDA
- FNDF
Filing on Nov 10, 2025
Q3 2025
Signature Securities Group Corporation
- IVV
- QQQ
- IJR
- DGRO
- AGG
- BLV
- SPY
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 25, 2025
Q3 2025
Arq Wealth Advisors, LLC
- AVUS
- MGV
- JMOM
- AVUV
- IUS
- STLG
- RECS
Filing on Nov 13, 2025
Q3 2025
Medina Singh Partners, LLC
- THR
- NPK
- GEF
- BXC
- TRS
- MRC
- TS
Filing on Oct 16, 2025
Q3 2025
Oldfather Financial Services, LLC
- VOO
- MDY
- IWM
- SPY
- IWF
- EFA
- AGG
Filing on Nov 10, 2025
Q3 2025