Largest Portfolios by Value
Filing on Jul 01, 2025
Q2 2025
Legacy Wealth Management, LLC / Ms
- SPY
- NVDA
- MSFT
- AAPL
- SPLG
- PANW
- WMT
Filing on May 05, 2025
Q1 2025
Allegiance Financial Group Advisory Services LLC
- VTI
- AVLV
- AVDV
- DFAU
- AVIG
- DFSD
- AVUV
Filing on Apr 30, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Atlantic Edge Private Wealth Management, LLC
- IEFA
- IJH
- MINT
- MDY
- UITB
- ANGL
- AAPL
Filing on Apr 28, 2025
Q1 2025
Clune & Associates, Ltd.
- DFUV
- DFAS
- DFIV
- SPY
- BSV
- DFSD
- VCSH
Filing on Jul 09, 2025
Q2 2025
Filing on Apr 17, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Caden Capital Partners, LP
- PCG
- DHR
- IFF
- CCI
- CSGP
- ENTG
- ICE
Filing on May 14, 2025
Q1 2025
Empire Financial Management Company, LLC
- DSTL
- MSFT
- JPM
- AAPL
- LLY
- IBM
- AMZN
Filing on May 12, 2025
Q1 2025
Msh Capital Advisors LLC
- SDY
- AAPL
- VEA
- IVV
- SCHD
- GDX
- BRK-B
Filing on Jul 10, 2025
Q2 2025
Brady Family Wealth, LLC
- AAPL
- MSFT
- AVGO
- GOOGL
- LOW
- SYK
- V
Filing on May 01, 2025
Q1 2025
Strata Wealth Advisors, LLC
- VGSH
- FNDF
- VUG
- BRK-B
- FNDX
- DFEV
- CGXU
Filing on May 14, 2025
Q1 2025
Triad Wealth Partners, LLC
- JCPB
- IVW
- VOO
- FBND
- IVE
- QUAL
- DYNF
Filing on May 07, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Leading Edge Financial Planning LLC
- SPLG
- DFIC
- DUHP
- SCHB
- DFSV
- SPAB
- DFCF
Filing on Apr 16, 2025
Q1 2025
Kelly Financial Group LLC
- BBUS
- BBIN
- JCPB
- LDUR
- AGG
- JEMA
- IWF
Filing on May 14, 2025
Q1 2025
Compass Rose Asset Management, LP
- VALE
- PARA
- GOLD
- IWM
- WBD
- QQQ
- BLCO