Largest Portfolios by Value
Filing on Oct 13, 2023
Q3 2023
Key Bridge Compliance, LLC
- SPY
- IJH
- IJJ
- SPLG
- AAPL
- IDV
- LLY
Filing on May 01, 2025
Q1 2025
United Wealth Management, LLC
- DFAC
- DFIC
- DUHP
- DFSV
- VGIT
- DFAR
- DFCF
Filing on Apr 09, 2025
Q1 2025
Buska Wealth Management, LLC
- IVV
- VIG
- SPYG
- VYM
- QQQ
- PNOV
- XLE
Filing on May 09, 2025
Q1 2025
University Of Illinois Foundation
- SPY
- TLT
- KWEB
- TSM
- JPM
- PEP
- MCD
Filing on Apr 15, 2025
Q1 2025
Net Worth Advisory Group
- BNDX
- TIP
- SHY
- IEF
- LQD
- VCIT
- CORP
Filing on May 16, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Generali Powszechne Towarzystwo Emerytalne
- RBLX
- TTWO
- MSFT
- CROX
- S
- SNOW
- META
Filing on Nov 08, 2024
Q3 2024
Filing on May 07, 2025
Q1 2025
Passive Capital Management, Llc.
- VNQ
- DFAC
- VTEB
- SCHO
- AVUS
- DFIC
- AVDE
Filing on May 12, 2025
Q1 2025
Filing on May 23, 2025
Q1 2025
Triune Financial Partners, LLC
- DFAC
- DFAX
- DFUV
- DFAT
- VEU
- IWV
- IVV
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Aspen Capital Management, LLC
- DFIC
- SGOV
- DFAC
- DFCF
- DFAT
- DFAS
- DFEM
Filing on May 15, 2025
Q1 2025
Garden State Investment Advisory Services LLC
- AAPL
- NVDA
- AMZN
- META
- PWB
- JEPI
- QQQ
Filing on Apr 17, 2025
Q1 2025
Kaydan Wealth Management, Inc.
- VTV
- IEF
- TLT
- RSP
- IAU
- FTA
- VBR
Filing on May 01, 2025
Q1 2025
Legacy Financial Group, Inc.
- VUG
- AVUS
- DFAC
- DFSD
- DFUV
- DFAI
- DFAX
Filing on May 14, 2025
Q1 2025