Largest Portfolios by Value
Filing on Oct 20, 2025
Q3 2025
Filing on Jul 23, 2025
Q2 2025
Allegiance Financial Group Advisory Services LLC
- VTI
- AVLV
- AVDV
- DFAU
- MSFT
- AVUV
- AVIG
Filing on Oct 22, 2025
Q3 2025
Kelly Financial Group LLC
- BBUS
- BBIN
- JCPB
- LDUR
- IWF
- AGG
- JEMA
Filing on Oct 03, 2025
Q3 2025
St. Clair Advisors, LLC
- IVV
- MSFT
- AAPL
- IEMG
- PGR
- JEPI
- GQRE
Filing on Aug 14, 2025
Q2 2025
Landmark Investment Partners, L.P.
- ESS
- CSGP
- DEI
- AIV
- HPP
- TNL
- NXRT
Filing on Jul 31, 2025
Q2 2025
Fielder Capital Group LLC
- COPX
- SLVP
- IAU
- GDX
- TPL
- IAUM
- REFI
Filing on Aug 14, 2025
Q2 2025
Heights Capital Management, Inc
- ACHR
- AMSC
- AMSC
- ALVO
- ADCT
- ONDS
- BMEA
Filing on Oct 20, 2025
Q3 2025
Premier Financial Group
- DFAS
- DFAT
- DFIV
- DISV
- DFUS
- DFUV
- DFEM
Filing on Oct 07, 2025
Q3 2025
Filing on Jul 24, 2025
Q2 2025
Mercuria Capital Strategies, LLC
- SPY
- EQT
- WMB
- VST
- CHK
- FCX
- CNX
Filing on Oct 17, 2025
Q3 2025
Bank Plus Trust Department
- IVV
- MSFT
- AAPL
- NVDA
- JHMM
- PGR
- ABBV
Filing on Jul 31, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
All Gen Financial Advisors, Inc.
- VTI
- BND
- VEU
- IAU
- QQQM
- MGV
- JMBS
Filing on Aug 14, 2025
Q2 2025
Arohi Asset Management Pte Ltd.
- SE
- GLBE
- DV
- FTNT
- TTD
Filing on Oct 17, 2025
Q3 2025
Fortitude Family Office, LLC
- IVV
- IDEV
- AAPL
- USFR
- VEA
- VOO
- DFIP
Filing on Oct 14, 2025
Q3 2025
Highline Wealth Partners LLC
- NVDA
- JPST
- JAAA
- VOO
- MSFT
- AAPL
- IEFA
Filing on Oct 21, 2025
Q3 2025
Fischer Financial Services, Inc.
- VCSH
- AAPL
- IWY
- NVDA
- MSFT
- FTEC
- QQQ
Filing on Aug 14, 2025
Q2 2025
Jpl Wealth Management, LLC
- SCHO
- UNH
- AVGO
- VTI
- AAPL
- MSFT
- IGSB