Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Advantage Alpha Capital Partners LP
- AVDX
- ZETA
- PRVA
- NOVT
- HROW
- GBTG
- CWST
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Lee Johnson Capital Management, LLC
- SGOV
- BALT
- HOOD
- NVDA
- IWM
- JEPQ
- JPM
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Bishop & CO Investment Management, LLC
- VTV
- VUG
- VCIT
- IEFA
- IWP
- IWS
- VOO
Filing on Oct 23, 2025
Q3 2025
Taylor, Cottrill, Erickson & Associates, Inc.
- BRK-B
- VUG
- IWF
- VB
- VIG
- VTV
- VEA
Filing on Nov 03, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Juncture Wealth Strategies, LLC
- VV
- SCHB
- DFUV
- SCHD
- SPYV
- DFAT
- AGG
Filing on Oct 14, 2025
Q3 2025
Filing on Jul 26, 2022
Q2 2022
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Sender CO & Partners, Inc.
- IWM
- BA
- XLV
- CEG
- SMH
- XLV
- IGV
Filing on Nov 12, 2025
Q3 2025
Matthew 25 Management Corp
- NVDA
- AMZN
- MELI
- TSM
- TSLA
- GS
- JPM
Filing on Oct 22, 2025
Q3 2025
Bouvel Investment Partners, LLC
- BOND
- NVDA
- AVGO
- CGDV
- MSFT
- AMZN
- PLTR
Filing on Oct 29, 2025
Q3 2025
Vert Asset Management LLC
- WELL
- SPG
- DLR
- PLD
- EQIX
- AMT
- VTR
Filing on Nov 10, 2025
Q3 2025
Bear Mountain Capital, Inc.
- VO
- VOO
- MUB
- SCZ
- VEA
- VCSH
- BND
Filing on Oct 24, 2025
Q3 2025
Purus Wealth Management, LLC
- NVDA
- AVGO
- COST
- AAPL
- ISRG
- AMZN
- WM