Largest Portfolios by Value
Filing on Feb 01, 2023
Q4 2022
Capital Directions Investment Advisors, LLC
- SPYG
- IWM
- SLYG
- MUB
- IJK
- EFA
- IWV
Filing on Jul 24, 2025
Q2 2025
Kc Investment Advisors, LLC
- VOO
- VUG
- IVV
- SPIB
- IEFA
- MSFT
- BRK-B
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Filing on Jul 07, 2025
Q2 2025
Vishria Bird Financial Group, LLC
- FDX
- GOOGL
- AAPL
- CFLT
- MSFT
- AMZN
- QQQ
Filing on Nov 02, 2023
Q3 2023
Triad Financial Advisors, Inc.
- DFAC
- IVW
- DFSD
- DFCF
- DFAI
- DUHP
- BSV
Filing on Nov 14, 2024
Q3 2024
Ghost Tree Capital, LLC
- XBI
- SRPT
- NVO
- BPMC
- AXSM
- TARS
- ROIV
Filing on Jul 15, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 11, 2025
Q2 2025
Bouvel Investment Partners, LLC
- BOND
- NVDA
- PLTR
- CGDV
- MSFT
- AVGO
- AMZN
Filing on Aug 14, 2025
Q2 2025
Private Wealth Advisors, LLC
- GLD
- GLD
- DEM
- XLP
- XLB
- XLI
- VPL
Filing on Jul 17, 2025
Q2 2025
Investment Research & Advisory Group, Inc.
- VOO
- AAPL
- NVDA
- MSFT
- AMZN
- MA
- GOOGL
Filing on Aug 05, 2025
Q2 2025
Filing on Jul 01, 2025
Q2 2025
First National Bank Sioux Falls
- VOO
- AVDE
- IDEV
- AVLV
- VO
- RSP
- VTV
Filing on Aug 14, 2025
Q2 2025
Bcs Private Wealth Management, Inc.
- MSFT
- BRK-B
- JPM
- IGSB
- OSCR
- VOO
- IEFA
Filing on Jul 21, 2025
Q2 2025
Financial Insights, Inc.
- SPLG
- SCHD
- MSFT
- DBEF
- VUG
- QQQ
- AAPL
Filing on Jul 31, 2025
Q2 2025