Largest Portfolios by Value
Filing on Oct 10, 2025
Q3 2025
Filing on Oct 08, 2025
Q3 2025
Agate Pass Investment Management, LLC
- ABBV
- MSFT
- AAPL
- GOOGL
- VB
- VUG
- ORCL
Filing on Oct 03, 2025
Q3 2025
Martin Capital Partners, LLC
- AMGN
- CME
- CFR
- ASML
- MSFT
- JNJ
- CSCO
Filing on Nov 12, 2025
Q3 2025
Filing on May 12, 2023
Q1 2023
Southern Wealth Management, LLP
- IEFA
- SCHC
- VUG
- IEMG
- IWF
- VOO
- EEMV
Filing on Oct 27, 2025
Q3 2025
Smith Shellnut Wilson LLC
- VOO
- IVV
- ORCL
- ITOT
- QQQ
- AGG
- NOBL
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Madden Advisory Services, Inc.
- VOO
- SCHB
- VGT
- VTV
- EFA
- IBDQ
- MSFT
Filing on Jan 23, 2024
Q4 2023
Ledge Wealth Management, Inc.
- VTV
- AGG
- RSP
- VUG
- MUSI
- XLF
- QGRO
Filing on Nov 19, 2025
Q3 2025
Penobscot Wealth Management
- SPLG
- VEA
- IAGG
- VGT
- VWO
- STIP
- DFIC
Filing on Oct 29, 2025
Q3 2025
Lanham O'Dell & Company, Inc.
- BRK-B
- SPY
- SDY
- VTI
- VEU
- VOO
- VT
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Tpg Financial Advisors, LLC
- IEF
- JPIE
- SPYV
- SPYG
- SPSM
- SPMD
- SPTI
Filing on Oct 20, 2025
Q3 2025
Dhjj Financial Advisors, Ltd.
- QQQ
- IJH
- SCHG
- SCHD
- IWM
- JPST
- XMHQ
Filing on Oct 22, 2025
Q3 2025
Members Advisory Group LLC
- SCHB
- VOO
- SCHG
- VTV
- JAAA
- IWR
- NEAR
Filing on Oct 10, 2025
Q3 2025
Financial Connections Group, Inc.
- DFAU
- ESGV
- VUG
- DFIV
- USXF
- JCPB
- VIGI
Filing on Oct 10, 2025
Q3 2025
Kathleen S. Wright Associates Inc.
- VOO
- BRK-B
- MOAT
- SGOV
- VUG
- VO
- EES
Filing on Nov 06, 2025
Q3 2025
Seaview Investment Managers LLC
- QQQ
- SPY
- ASML
- GOOGL
- TSM
- ORCL
- NVDA