Largest Portfolios by Value
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Investment Planning Advisors, Inc.
- SPLG
- VXF
- MGC
- FRDM
- RWL
- QQQM
- FBND
Filing on Oct 07, 2025
Q3 2025
Filing on Feb 16, 2024
Q4 2023
Spouting Rock Asset Management, LLC
- AMZN
- MA
- NVDA
- UNH
- GOOG
- ADBE
- ISRG
Filing on Nov 13, 2025
Q3 2025
Consolidated Capital Management, LLC
- RSP
- GLD
- VIG
- IYH
- MSFT
- AAPL
- AMZN
Filing on Oct 20, 2025
Q3 2025
Weybosset Research & Management LLC
- CPRT
- DE
- TJX
- KEYS
- AGM
- CMI
- GD
Filing on Oct 23, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Excalibur Management Corp
- CSL
- AAPL
- MSFT
- BRK-B
- JPM
- JNJ
- META
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Index Venture Growth Associates Iii LTD
- HOOD
- AUR
Filing on May 03, 2023
Q1 2023
Le Jeune Puetz Investment Counsel LLC
- AAPL
- MSFT
- FLOT
- GOOG
- VCSH
- VTV
- SPY
Filing on Nov 04, 2025
Q3 2025
Valtinson Bruner Financial Planning LLC
- ICSH
- BUFR
- EDV
- SPLG
- BUFQ
- SPYV
- BMAY
Filing on Nov 14, 2025
Q3 2025
Long Road Investment Counsel, LLC
- ORLY
- ORCL
- SYK
- ADP
- FAST
- GOOG
- GOOGL
Filing on Feb 13, 2024
Q4 2023
Landmark Financial Advisors, LLC
- VEA
- GUNR
- STIP
- VOO
- DFNM
- RAVI
- BND
Filing on Nov 14, 2025
Q3 2025
Mc Donough Capital Management, Inc
- AAPL
- AMZN
- GOOG
- NVDA
- MSFT
- BRK-B
- V
Filing on Nov 12, 2025
Q3 2025
Beddow Capital Management Inc
- IBM
- DG
- FNV
- ALV
- MSB
- WPM
- SIEGY
Filing on Oct 17, 2025
Q3 2025
Montgomery Investment Management Inc
- URI
- VSEC
- TFC
- AAPL
- DE
- NVR
- IBM
Filing on Nov 12, 2025
Q3 2025