Largest Portfolios by Value
Filing on Jul 11, 2025
Q2 2025
Congress Park Capital LLC
- JFR
- IVV
- NEA
- AMZN
- MELI
- ICSH
- META
Filing on Jul 24, 2025
Q2 2025
Moseley Investment Management Inc
- IBTF
- AAPL
- MSFT
- IBTI
- BRK-B
- AMZN
- BRK-A
Filing on Jul 14, 2025
Q2 2025
Cherrydale Wealth Management, LLC
- VTI
- DFAC
- ITOT
- DFAX
- VONE
- VXUS
- DFAU
Filing on Aug 06, 2025
Q2 2025
Filing on Jul 27, 2022
Q2 2022
Reynolds Investment Management, Inc.
- BSV
- IVV
- IJH
- BRKB
- VYM
- BND
- AAPL
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Bennett Selby Investments LP
- AAPL
- META
- GOOG
- BKNG
- V
- BRK-B
- MA
Filing on Jul 24, 2025
Q2 2025
One Degree Advisors Inc
- DFAC
- VTI
- DFIC
- VEA
- SCHR
- DFSD
- DFCF
Filing on Aug 14, 2025
Q2 2025
Medina Singh Partners, LLC
- TRS
- THR
- ECVT
- VTOL
- TS
- GEF
- NPK
Filing on Jul 29, 2025
Q2 2025
Consilio Wealth Advisors, LLC
- IVV
- MSFT
- DGRO
- AMZN
- QQQ
- IJH
- VT
Filing on Jul 24, 2025
Q2 2025
Stiles Financial Services Inc
- NVDA
- AAPL
- AMZN
- MSFT
- COST
- BRK-B
- GOOGL
Filing on Jul 08, 2025
Q2 2025
Juncture Wealth Strategies, LLC
- VV
- SCHB
- DFUV
- SCHD
- SPYV
- AGG
- DFAT
Filing on Aug 07, 2025
Q2 2025
Delta Financial Advisors LLC
- SPY
- MSFT
- NVDA
- AAPL
- V
- GOOG
- TJX
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 03, 2025
Q2 2025
Neumann Advisory Hong Kong LTD
- TSLA
- META
- API
- GOOGL
- ESTC
- MRNA
- TWLO
Filing on Aug 14, 2025
Q2 2025
Alpine Global Management, LLC
- IMVT
- CLM
- ACHR
- CRF
- PARA
- IWM
- JNPR
Filing on Aug 08, 2025
Q2 2025
Omega Financial Group, LLC
- VNQ
- AGG
- IVV
- IJR
- ISTB
- IJH
- SCHM
Filing on Oct 24, 2024
Q3 2024