Largest Portfolios by Value
Filing on Jul 18, 2025
Q2 2025
Vigilare Wealth Management
- SGOV
- GLD
- SPMO
- STIP
- SHY
- SPHQ
- VB
Filing on Aug 05, 2025
Q2 2025
Mma Asset Management LLC
- IVE
- SPYG
- GOVT
- IVV
- SPLG
- VOT
- VCIT
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Tieton Capital Management, LLC
- CDXC
- CUBI
- AVNW
- UIHC
- GEOS
- ENVA
- BBSI
Filing on Jul 01, 2025
Q2 2025
Stonebridge Capital Management Inc
- MSFT
- AAPL
- ORCL
- SYK
- INTU
- GD
- NVDA
Filing on Aug 12, 2025
Q2 2025
Stelac Advisory Services LLC
- PLD
- NVDA
- GOOGL
- SPY
- VGK
- VOO
- XLK
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Crown Wealth Group, LLC
- DFUS
- SPLG
- BALT
- QUAL
- MSFT
- SGOV
- IYW
Filing on Aug 12, 2025
Q2 2025
Palisades Hudson Asset Management, L.P.
- IJS
- IVV
- SPY
- VTI
- IJT
- IEUR
- IJR
Filing on Jul 15, 2022
Q2 2022
Pinnacle Private Wealth, LLC
- AAPL
- IVV
- IWF
- MSFT
- HD
- USMV
- DGRO
Filing on Feb 09, 2024
Q4 2023
Lws Wealth Advisors, Inc.
- IVV
- IEFA
- VIG
- STIP
- IVE
- IEMG
- MBB
Filing on Aug 06, 2025
Q2 2025
Bhk Investment Advisors, LLC
- MGK
- MGV
- VOT
- BND
- VBK
- VOE
- VBR
Filing on Jul 13, 2022
Q2 2022
Filing on Jul 31, 2025
Q2 2025
Orion Capital Management LLC
- SGOV
- IVV
- JAAA
- AVUS
- AAPL
- DSTL
- VIG
Filing on Jul 08, 2025
Q2 2025
Martin Capital Partners, LLC
- JPM
- CME
- CFR
- AMGN
- ETR
- CSCO
- MSFT
Filing on Jul 23, 2025
Q2 2025
Monte Financial Group, LLC
- WFC
- TGT
- ABT
- RTX
- HD
- CMCSA
- DELL
Filing on Aug 13, 2025
Q2 2025
Bayview Asset Management, LLC
- SPY
- GHLD
- BANC
- BHLB
- KRE
- JPM
- KRE
Filing on Jul 25, 2025
Q2 2025