Largest Portfolios by Value
Filing on Feb 01, 2023
Q4 2022
Capital Directions Investment Advisors, LLC
- SPYG
- IWM
- SLYG
- MUB
- IJK
- EFA
- IWV
Filing on Nov 13, 2025
Q3 2025
Highview Capital Management LLC
- IVV
- SPY
- IJH
- AAPL
- VEA
- NVDA
- MSFT
Filing on Oct 20, 2025
Q3 2025
Filing on Nov 02, 2023
Q3 2023
Triad Financial Advisors, Inc.
- DFAC
- IVW
- DFSD
- DFCF
- DFAI
- DUHP
- BSV
Filing on Oct 16, 2025
Q3 2025
Precision Wealth Strategies, LLC
- VOO
- OZ
- BSV
- IEFA
- NFLX
- GE
- BIV
Filing on Nov 14, 2024
Q3 2024
Ghost Tree Capital, LLC
- XBI
- SRPT
- NVO
- BPMC
- AXSM
- TARS
- ROIV
Filing on Nov 05, 2025
Q3 2025
Bhk Investment Advisors, LLC
- MGK
- MGV
- VOT
- BND
- VBK
- VOE
- VBR
Filing on Nov 12, 2025
Q3 2025
Filing on Jul 21, 2025
Q2 2025
Financial Insights, Inc.
- SPLG
- SCHD
- MSFT
- DBEF
- VUG
- QQQ
- AAPL
Filing on Nov 18, 2025
Q3 2025
Reliant Wealth Planning
- BIV
- SCHD
- ITOT
- IWL
- BALT
- CGGO
- RISR
Filing on Nov 12, 2025
Q3 2025
Weik Capital Management
- MSFT
- PGR
- BRK-B
- GOOG
- TJX
- WMT
- BRK-A
Filing on Oct 21, 2025
Q3 2025
Omc Financial Services LTD
- NVDA
- AAPL
- MA
- V
- MSFT
- GLD
- ABBV
Filing on Oct 23, 2025
Q3 2025
Spectrum Asset Management, Inc.
- RSP
- SCHV
- DSEP
- USMV
- IAU
- DMAR
- ORCL
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Eagle Capital Management, LLC
- SPY
- SCHD
- QQQ
- AVGO
- VUSB
- AAPL
- MSFT
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 25, 2025
Q3 2025
Alexander Labrunerie & Co., Inc.
- AAPL
- VOO
- VGT
- BRK-A
- WMT
- JPM
- MSFT