Largest Portfolios by Value
Filing on May 09, 2025
Q1 2025
Briaud Financial Planning, Inc
- VTI
- GLD
- PDBC
- QQQ
- IAU
- AAPL
- IVV
Filing on Apr 11, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Harspring Capital Management, LLC
- CCOI
- META
- AMZN
- IAC
- ENVA
- ESGR
- NWSA
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Retirement Capital Strategies
- VOO
- ACWI
- SPTM
- EFIV
- AGG
- BIV
- SGOV
Filing on May 12, 2025
Q1 2025
Agur Provident & Training Funds Management LTD
- SPLG
- IVV
- VOO
- ITB
- MA
- XLF
- NVDA
Filing on May 15, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Select Asset Management & Trust
- SPY
- DIA
- VIG
- VYM
- EFA
- MGV
- OEF
Filing on Apr 09, 2025
Q1 2025
Baker Tilly Wealth Management, LLC
- VOO
- PVAL
- IJH
- MSFT
- NVDA
- QQQ
- BRK-B
Filing on Apr 14, 2025
Q1 2025
Good Haven Capital Management, LLC
- BRK-B
- GOOG
- JEF
- BLDR
- BAC
- DVN
- PGR
Filing on Apr 15, 2025
Q1 2025
Moseley Investment Management Inc
- IBTF
- AAPL
- BRK-B
- BRK-A
- IBTI
- AMZN
- MSFT
Filing on May 15, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Endeavour Capital Advisors Inc
- BCAL
- CCB
- USCB
- SFST
- QCRH
- FVCB
- OCFC
Filing on Apr 07, 2025
Q1 2025
Town & Country Bank & Trust CO Dba First Bankers Trust CO
- AVGO
- MSFT
- LLY
- AAPL
- PM
- JNJ
- ABT
Filing on May 01, 2025
Q1 2025
Fortem Financial Group, LLC
- AMLP
- NVDA
- URA
- PLTR
- TSLA
- AAPL
- AVGO
Filing on Apr 14, 2025
Q1 2025
Cherrydale Wealth Management, LLC
- VTI
- DFAC
- ITOT
- VONE
- DFAX
- VXUS
- IXUS