Largest Portfolios by Value
Filing on Feb 03, 2025
Q4 2024
Pacific Sun Financial Corp
- AAPL
- FDN
- BRK-B
- SLYG
- XLK
- CIBR
- IJT
Filing on Nov 14, 2024
Q3 2024
Samsara Bio Capital, LLC
- SRRK
- ACLX
- NKTX
- ELYM
- RYTM
- INZY
- STRO
Filing on Feb 12, 2025
Q4 2024
Horizon Financial Services, LLC
- VGSH
- SPYG
- SPYV
- SPDW
- SCHM
- SPSB
- BKLN
Filing on Nov 13, 2024
Q3 2024
Dg Capital Management, LLC
- THC
- XLI
- CZR
- BUR
- CYH
- INSE
- EVRI
Filing on Oct 24, 2023
Q3 2023
Filing on Nov 13, 2024
Q3 2024
Re Dickinson Investment Advisors, LLC
- SCHG
- VEA
- VWO
- IVV
- IWD
- BRK-B
- SCHM
Filing on Nov 14, 2024
Q3 2024
Filing on Aug 15, 2022
Q2 2022
Filing on Feb 11, 2025
Q4 2024
All Square Wealth Management LLC
- VTI
- VCSH
- VEA
- RZV
- BNDX
- VWO
- PFLD
Filing on Feb 10, 2025
Q4 2024
John & Kathleen Schreiber Foundation
- BX
- BXSL
- BXMT
- TCHP
- ICE
- COF
Filing on Nov 14, 2024
Q3 2024
Matrix Private Capital Group LLC
- VTV
- VUG
- IEFA
- IJH
- ETY
- IJR
- XLE
Filing on Jan 14, 2025
Q4 2024
Sterling Investment Advisors LLC
- IEFA
- IVV
- IEMG
- SGOV
- VTV
- LEMB
- QLTA
Filing on Jan 31, 2025
Q4 2024
Buttonwood Financial Group, LLC
- SPLG
- DYNF
- QUAL
- AVUS
- SPYG
- IYW
- SPTL
Filing on Feb 12, 2025
Q4 2024
Grand Wealth Management, LLC
- DFAC
- AVDE
- DFAX
- AVEM
- AVUS
- ITOT
- DFIC
Filing on Feb 05, 2025
Q4 2024
Pointe Capital Management LLC
- IWF
- VYM
- VCSH
- BRK-B
- SHY
- IEMG
- MSFT
Filing on Jan 28, 2025
Q4 2024
Filing on Nov 12, 2024
Q3 2024
Security National Bank Of So Dak
- AAPL
- MSFT
- VT
- BRK-B
- ORCL
- TMO
- GOOGL
Filing on Nov 14, 2024
Q3 2024
Pinnacle Family Advisors, LLC
- IVV
- SPY
- ORLY
- AAPL
- SCHG
- NVDA
- DIA