Largest Portfolios by Value
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 07, 2026
Q4 2025
Norman Fields, Gottscho Capital Management, LLC
- COST
- BRK-B
- AAPL
- V
- AXP
- FWONK
- AMZN
Filing on May 13, 2025
Q1 2025
Roanoke Asset Management Corp
- MA
- MSFT
- NVDA
- HD
- AMAT
- LLY
- META
Filing on Nov 14, 2025
Q3 2025
Berkshire Capital Holdings Inc
- NVDA
- TSLA
- HOOD
- APP
- TSM
- PLTR
- DASH
Filing on Jan 14, 2026
Q4 2025
Bourne Lent Asset Management Inc
- MSFT
- AAPL
- GOOG
- GOOGL
- IDXX
- ADBE
- ISRG
Filing on Oct 10, 2025
Q3 2025
Sound View Advisors Inc.
- VOO
- XNTK
- OEF
- VEA
- XHYC
- VGSH
- MSFT
Filing on Oct 22, 2025
Q3 2025
Investment Research & Advisory Group, Inc.
- VOO
- AAPL
- NVDA
- MSFT
- GOOGL
- AMZN
- JPM
Filing on May 09, 2025
Q1 2025
Wade Financial Advisory, Inc
- VTI
- VV
- VEA
- QUAL
- VGIT
- LRGF
- ITOT
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 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 Jan 12, 2026
Q4 2025
Wealth Management Partners, LLC
- NVDA
- QQQ
- IAU
- AAPL
- IVV
- MSFT
- DFAS
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