Largest Portfolios by Value
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Fi3 Financial Advisors, LLC
- IVV
- VEA
- IJR
- SPY
- LLY
- SCHP
- AAPL
Filing on Oct 15, 2025
Q3 2025
Independent Wealth Network Inc.
- SPYG
- CAT
- SPLG
- JPST
- SPYV
- ACWI
- ILTB
Filing on Oct 30, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Oak Asset Management, LLC
- AAPL
- NVDA
- AMGN
- CVX
- RTX
- ORCL
- QCOM
Filing on Nov 03, 2025
Q3 2025
Mtm Investment Management, LLC
- AAPL
- LOW
- MSFT
- JPM
- MCK
- DIVO
- KMI
Filing on Oct 30, 2025
Q3 2025
Tranquility Partners, LLC
- MSFT
- BX
- AAPL
- NVDA
- AMZN
- HCA
- COST
Filing on Nov 05, 2025
Q3 2025
Mma Asset Management LLC
- IVE
- SPYG
- SPLG
- GOVT
- IVV
- GLD
- VOT
Filing on Oct 23, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Comprehensive Financial Consultants Institutional, Inc.
- JPM
- QQQ
- AAPL
- MSFT
- AVGO
- HD
- ETN
Filing on Oct 27, 2025
Q3 2025
Ironwood Wealth Management, Llc.
- IEFA
- VGLT
- IEF
- IVV
- IEMG
- BSCQ
- IJH
Filing on Jan 17, 2024
Q4 2023
J Arnold Wealth Management CO
- VOO
- QQQ
- AAPL
- IHI
- AMZN
- ISRG
- FXL
Filing on Oct 15, 2025
Q3 2025
True Wealth Advisors, LLC
- SPY
- DBEF
- ACIO
- DRSK
- SDVY
- QQQ
- FBND
Filing on Dec 01, 2025
Q3 2025
Private Wealth Advisors, LLC
- GLD
- GLD
- DEM
- XLP
- XLB
- VPL
- XLI
Filing on Apr 18, 2025
Q1 2025
Wolf Group Capital Advisors
- XLG
- HAWX
- VLUE
- FTGC
- VTV
- AAPL
- ONEV
Filing on Nov 05, 2025
Q3 2025
Quaker Wealth Management, LLC
- VTI
- VCSH
- VYM
- IEF
- TLT
- VCIT
- VGT
Filing on Nov 12, 2025
Q3 2025
Us Advisors Wealth Management, LLC
- QQQ
- SCHV
- SCHG
- FBND
- AVUV
- IQLT
- XMHQ
Filing on Oct 29, 2025
Q3 2025