Largest Portfolios by Value
Filing on Jul 08, 2025
Q2 2025
Silverleafe Capital Partners, LLC
- QQQ
- WEST
- IVV
- BRK-A
- FDX
- AGG
- AAPL
Filing on Aug 12, 2025
Q2 2025
Idg China Venture Capital Fund Iv Associates L.P.
- PDD
Filing on Jul 14, 2025
Q2 2025
Rooted Wealth Advisors, Inc.
- VOO
- DGRO
- JEPI
- SPYG
- IXUS
- GTO
- VO
Filing on Jul 21, 2025
Q2 2025
Phraction Management LLC
- MSFT
- AMZN
- ADI
- GOOGL
- HON
- TMO
- SPGI
Filing on Aug 15, 2025
Q2 2025
Goodman Advisory Group, LLC
- CWB
- SPLG
- SPYG
- MINT
- MSFT
- NVDA
- VUG
Filing on Jul 28, 2025
Q2 2025
Evernest Financial Advisors, LLC
- GLDM
- IVV
- IJH
- RSP
- FSMO
- IEFA
- AAPL
Filing on Aug 07, 2025
Q2 2025
Joseph Group Capital Management
- JCPB
- SCHP
- VXUS
- DEW
- MOAT
- CIBR
- SCHD
Filing on Apr 22, 2024
Q1 2024
First Purpose Wealth LLC
- DFAU
- DFAC
- DFAI
- DFCF
- BND
- DFAE
- DFAR
Filing on Jul 15, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Fi3 Financial Advisors, LLC
- IVV
- VEA
- IJR
- SPY
- LLY
- SCHP
- AAPL
Filing on Jul 09, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Omnia Family Wealth, LLC
- VTI
- GLD
- SGOV
- VEA
- IEFA
- VOO
- AAPL
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Whetstone Capital Advisors, LLC
- NET
- MNDY
- GOOG
- AMZN
- OPRX
- TOST
- HCAT
Filing on Aug 04, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Vert Asset Management LLC
- DLR
- AMT
- WELL
- SPG
- PLD
- EQIX
- EXR
Filing on Aug 13, 2025
Q2 2025
Harspring Capital Management, LLC
- CCOI
- META
- DAR
- AMZN
- ENVA
- ESGR
- NWSA
Filing on Aug 06, 2025
Q2 2025
Mmcap International Inc. Spc
- UEC
- ASTL
- POET
- DNN
- NXE
- URG
- UUUU