Largest Portfolios by Value
Filing on Jul 26, 2023
Q2 2023
Relaxing Retirement Coach
- DFUS
- DFIC
- DFAS
- DFEM
- DFCF
- DFAT
- DFNM
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Cedar Wealth Management, LLC
- VTI
- SCHD
- XLG
- IDHQ
- ESGV
- SPGP
- PM
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Feb 04, 2025
Q4 2024
Fairhaven Wealth Management, LLC
- IVV
- IEFA
- IJH
- AAPL
- IJR
- IEMG
- MSFT
Filing on Nov 12, 2025
Q3 2025
Lom Asset Management LTD
- AVGO
- GOOG
- MSFT
- NVDA
- VOO
- AMZN
- JPM
Filing on Nov 12, 2025
Q3 2025
Pinnacle Financial Group, LLC
- PRF
- DFIC
- DTD
- DFEM
- DFAC
- VYMI
- VYM
Filing on Oct 29, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Evernest Financial Advisors, LLC
- GLDM
- IVV
- IJH
- RSP
- FSMO
- IEFA
- VOO
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Moseley Investment Management Inc
- AAPL
- IBTI
- IBTF
- MSFT
- AVGO
- NVDA
- BRK-B
Filing on Oct 20, 2025
Q3 2025