Largest Portfolios by Value
Filing on Jul 07, 2025
Q2 2025
Enterprise Bank & Trust CO
- IJH
- MSFT
- NVDA
- AAPL
- AMZN
- SPY
- DFAE
Filing on Nov 05, 2025
Q3 2025
Idg China Venture Capital Fund Iv Associates L.P.
- PDD
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Samsara Bio Capital, LLC
- SRRK
- GOSS
- AQST
- NKTX
- ACLX
- AURA
- RYTM
Filing on Jul 10, 2025
Q2 2025
Oliver Lagore Vanvalin Investment Group
- TLT
- IEF
- QQQ
- BIL
- SPLG
- QQQM
- ONEQ
Filing on Feb 14, 2023
Q4 2022
Stormborn Capital Management, LLC
- DECK
- VVV
- CROX
- DRVN
- TPX
- LVS
- RACE
Filing on Nov 01, 2023
Q3 2023
Prw Wealth Management LLC
- IVV
- VUG
- EFA
- QQQ
- VTV
- MINT
- AGG
Filing on Oct 06, 2025
Q3 2025
Searcy Financial Services Inc
- IWL
- VO
- VB
- ACWV
- LMBS
- PPA
- AMLP
Filing on Nov 06, 2025
Q3 2025
Pca Investment Advisory Services Inc.
- IVV
- IUSV
- DFAS
- IUSG
- VTV
- VUG
- FBND
Filing on Nov 13, 2025
Q3 2025
Prudent Man Advisors, LLC
- VTI
- BND
- ESGU
- HYG
- VEA
- NVDA
- MSFT
Filing on Oct 27, 2025
Q3 2025
Midwest Heritage Bank, Fsb
- DFAC
- CGUS
- CGDV
- CGCP
- DUHP
- DFAI
- DFAS
Filing on Aug 05, 2025
Q2 2025
Blue Investment Partners LLC
- AAPL
- AMZN
- USFR
- SPY
- IDEV
- SCHB
- NVDA
Filing on Nov 05, 2025
Q3 2025
Horizon Investment Services, LLC
- NVDA
- VCSH
- APP
- GOOGL
- AVGO
- MSFT
- SPHY
Filing on Nov 03, 2025
Q3 2025
Filing on Oct 10, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Westwood Wealth Management
- NVDA
- META
- GOOGL
- QLD
- AVGO
- MSFT
- AAPL
Filing on Oct 24, 2025
Q3 2025
Equita Financial Network, Inc.
- VTI
- VEA
- DFSV
- VCIT
- DISV
- DFEM
- SPTI
Filing on Nov 05, 2025
Q3 2025
Arkfeld Wealth Strategies, L.L.C.
- BRK-B
- AMZN
- AAPL
- DINO
- CASY
- TJX
- MSFT