Largest Portfolios by Value
Filing on Apr 25, 2025
Q1 2025
Jacobsen Capital Management
- VEA
- VUG
- VTV
- VBR
- VBK
- SCHF
- AAPL
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Orion Capital Management LLC
- SGOV
- IVV
- AAPL
- AVUS
- JAAA
- DSTL
- VIG
Filing on May 02, 2025
Q1 2025
Heathbridge Capital Management Ltd.
- AEP
- VZ
- TRP
- TD
- AEM
- MFC
- MSFT
Filing on Apr 16, 2025
Q1 2025
Aubrey Capital Management LTD
- MELI
- SE
- TCOM
- GRAB
- IBN
- DIDIY
- MMYT
Filing on Apr 23, 2025
Q1 2025
Silver Lake Advisory, LLC
- BRK-B
- ABBV
- CSCO
- PAYX
- ABT
- VIGI
- KMI
Filing on Apr 30, 2025
Q1 2025
Arcus Capital Partners, LLC
- KO
- DFH
- DVY
- JPST
- IJH
- QQQ
- VEA
Filing on Nov 13, 2023
Q3 2023
Filing on May 13, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
One Advisory Partners, LLC
- IVV
- IUSB
- QUAL
- IVW
- DYNF
- IVE
- EFV
Filing on Apr 29, 2025
Q1 2025
Wayfinding Financial, LLC
- MSFT
- IVV
- SPIB
- AAPL
- NVDA
- LQD
- AGG
Filing on Apr 25, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Sittner & Nelson, LLC
- AAPL
- BRK-B
- MSFT
- BRK-A
- MINT
- CGDV
- NVDA
Filing on Apr 23, 2025
Q1 2025
Jcic Asset Management Inc.
- AAPL
- GOOG
- JPM
- MSFT
- AMZN
- NVDA
- V
Filing on May 09, 2025
Q1 2025
Bcr Wealth Strategies, LLC
- AVUS
- AVIG
- DFCF
- AVDE
- DFEM
- VNQ
- ICSH
Filing on Apr 04, 2025
Q1 2025
Agate Pass Investment Management, LLC
- ABBV
- AAPL
- VB
- ABT
- MSFT
- GOOGL
- VUG
Filing on May 14, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Phoenix Wealth Advisors
- JPST
- JMST
- ISCF
- PULS
- GOVT
- DIVO
- VEA