Largest Portfolios by Value
Filing on Apr 15, 2025
Q1 2025
My Legacy Advisors, LLC
- IUSB
- IVV
- AAPL
- MSFT
- HYG
- SHYG
- SPLG
Filing on Apr 24, 2025
Q1 2025
Tranquility Partners, LLC
- MSFT
- BX
- AAPL
- COST
- AMZN
- BXSL
- HCA
Filing on May 19, 2025
Q1 2025
Client 1 St Advisory Group, LLC
- DFAC
- SPLG
- DFCF
- DFIC
- DFSD
- ESGU
- IUSB
Filing on Nov 14, 2023
Q3 2023
Filing on Apr 14, 2025
Q1 2025
Bennett Selby Investments LP
- AAPL
- GOOG
- META
- V
- BKNG
- BRK-B
- MA
Filing on Apr 29, 2025
Q1 2025
Tilson Financial Group, Inc.
- VUG
- DFAS
- VTEB
- SPTI
- SPTS
- VEA
- VYM
Filing on Apr 24, 2025
Q1 2025
Rba Wealth Management, LLC
- AAPL
- AZO
- V
- MSFT
- WM
- GOOGL
- BSX
Filing on Apr 03, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Delta Capital Management LLC
- CWB
- XOM
- AAPL
- JPM
- PG
- SCHW
- SONY
Filing on Apr 10, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Excalibur Management Corp
- CSL
- AAPL
- BRK-B
- MSFT
- JPM
- JNJ
- META
Filing on May 14, 2025
Q1 2025
Bizma Investimentos Ltda
- RSP
- UGP
- SPY
- EZU
- BRK-B
- MSFT
- BRK-A
Filing on Apr 17, 2025
Q1 2025
Carlton Hofferkamp & Jenks Wealth Management, LLC
- RSP
- SCHB
- SPY
- XOM
- VTI
- AAPL
- VV
Filing on May 12, 2025
Q1 2025
Peachtree Investment Partners, LLC
- AAPL
- MSFT
- LLY
- V
- COST
- VOO
- HD
Filing on May 15, 2025
Q1 2025
Ogborne Capital Management, LLC
- META
- NFLX
- ONON
- AMZN
- RELY
- SHOP
- APP
Filing on Jan 11, 2023
Q4 2022
Filing on Apr 30, 2025
Q1 2025
Joseph Group Capital Management
- JCPB
- SCHP
- VXUS
- DEW
- MOAT
- CIBR
- SCHD
Filing on Feb 14, 2024
Q4 2023
Nine Point Two Capital LLC
- SCHP
- EMLC
- TIP
- HYLB
- VYM
- PDBC
- DVY