Largest Portfolios by Value
Filing on Oct 23, 2025
Q3 2025
Creative Capital Management Investments LLC
- DFAX
- DFAC
- DFCF
- AVUV
- DFAE
- PRF
- AAPL
Filing on Nov 07, 2025
Q3 2025
Vista Investment Management
- VGT
- VCSH
- JAAA
- BSCS
- SPIB
- BSCU
- FLTR
Filing on Oct 24, 2025
Q3 2025
Org Wealth Partners, LLC
- BRK-A
- BRK-B
- NVDA
- AAPL
- ET
- AMZN
- XOM
Filing on Oct 21, 2024
Q3 2024
Monumental Financial Group Inc.
- IVV
- VGT
- QUAL
- FDIS
- IBDV
- IBTG
- BSV
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Jul 11, 2025
Q2 2025
My Legacy Advisors, LLC
- IUSB
- MSFT
- IVV
- AAPL
- HYG
- SHYG
- NVDA
Filing on Oct 23, 2025
Q3 2025
Zullo Investment Group, Inc.
- AAPL
- NVDA
- MSFT
- META
- XLK
- AMZN
- JPM
Filing on Jul 09, 2025
Q2 2025
Christopher J. Hasenberg, Inc
- SCHF
- VUG
- SPYV
- VO
- IJR
- VWO
- VTV
Filing on Oct 16, 2025
Q3 2025
Lowe Wealth Advisors, LLC
- SPY
- QQQ
- USMV
- VCSH
- SPTS
- IAU
- INFL
Filing on Oct 21, 2025
Q3 2025
Armor Investment Advisors, LLC
- IVV
- FTEC
- JPIE
- BND
- IUSB
- CGGR
- HYDB
Filing on Oct 17, 2025
Q3 2025
Maryland Capital Advisors Inc.
- IGSB
- VCSH
- VTI
- DFAU
- VTV
- AAPL
- DFIV
Filing on Feb 10, 2025
Q4 2024
Cassady Schiller Wealth Management, LLC
- VTV
- VUG
- VOO
- PG
- VOE
- DFAE
- AAPL
Filing on Apr 30, 2024
Q1 2024
Filing on Oct 22, 2025
Q3 2025
Stuart Chaussee & Associates, Inc.
- BAPR
- XBAP
- VGT
- IGM
- BJAN
- VYM
- NOC
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025