Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Hel Ved Capital Management LTD
- LITE
- ORCL
- MU
- AMBA
- NIO
- QQQ
- EDU
Filing on Oct 08, 2025
Q3 2025
Bennett Selby Investments LP
- AAPL
- GOOG
- META
- BKNG
- V
- BRK-B
- MA
Filing on Nov 14, 2023
Q3 2023
Ah Equity Partners Lsv I, L.L.C.
- COIN
- HOOD
- EQRX
Filing on May 15, 2023
Q1 2023
Odey Asset Management Group LTD
- DB
- UBS
- RYAAY
- CDZI
- BMA
- GOLD
- STLA
Filing on Feb 10, 2023
Q4 2022
Filing on Feb 05, 2025
Q4 2024
Wr Wealth Planners, LLC
- SPY
- GBIL
- COWZ
- AVDE
- AVUS
- QQQ
- AVSF
Filing on Nov 10, 2025
Q3 2025
Weaver Consulting Group
- TFLO
- QUAL
- JAAA
- VTI
- AAPL
- MSFT
- AOM
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Oxler Private Wealth LLC
- QQQ
- VOO
- AMZN
- META
- MSFT
- NVDA
- SPY
Filing on Oct 30, 2025
Q3 2025
Lountzis Asset Management, LLC
- BRK-B
- ORCL
- AMAT
- IDXX
- WFC
- PGR
- CDNS
Filing on Oct 14, 2025
Q3 2025
Prairiewood Capital, LLC
- FNDA
- FNDX
- FNDF
- GNR
- SCHP
- SCHO
- FNDC
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Baker Boyer National Bank
- DFAC
- VTEB
- DFAX
- DFUV
- FBND
- DFIV
- DFAI
Filing on Oct 10, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Hoxton Planning & Management, LLC
- IVV
- IUSB
- NVDA
- IWR
- SPY
- AAPL
- VOO
Filing on Nov 10, 2025
Q3 2025
Transatlantique Private Wealth LLC
- MSFT
- AAPL
- VGT
- DEO
- IUSG
- GOOGL
- AMZN
Filing on Nov 13, 2025
Q3 2025
Keystone Financial Services
- IUSB
- QUAL
- IVV
- EFV
- IVW
- DYNF
- IVE
Filing on Nov 12, 2025
Q3 2025
Omega Financial Group, LLC
- VNQ
- AGG
- IJR
- IVV
- ISTB
- IJH
- IJJ