Largest Portfolios by Value
Filing on Jul 14, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Weitzel Financial Services, Inc.
- SPTM
- VEA
- SPAB
- SCHD
- AOM
- BNDX
- LMBS
Filing on Jul 10, 2025
Q2 2025
Sterling Financial Group, Inc.
- SPHQ
- DIVO
- IBHF
- INTF
- SPLB
- BSCS
- AAPL
Filing on Aug 05, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 10, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Lokken Investment Group LLC
- VTV
- VUG
- GLD
- MGMT
- VB
- FBND
- CLOI
Filing on Aug 15, 2025
Q2 2025
Kensington Investment Counsel, LLC
- MSFT
- AAPL
- WSO
- JPM
- WSM
- SNA
- ABBV
Filing on Jul 21, 2025
Q2 2025
Mechanics Financial Corp
- GRC
- IJH
- AAPL
- EFA
- IEFA
- IVV
- MSFT
Filing on Aug 14, 2025
Q2 2025
Ncm Capital Management, LLC
- NVDA
- DIVO
- TPL
- MSFT
- JEPI
- SCHD
- VUG
Filing on Aug 13, 2025
Q2 2025
Yakira Capital Management, Inc.
- CRF
- DNB
- K
- CLM
- SPY
- SPY
- FFNW
Filing on Jul 14, 2025
Q2 2025
Pacifica Partners Inc.
- MSFT
- AAPL
- AMZN
- GOOG
- CCJ
- BRK-B
- AMAT
Filing on Jul 22, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Kimmeridge Energy Management Company, LLC
- CIVI
Filing on Aug 11, 2025
Q2 2025
Retirement Capital Strategies
- VT
- VTI
- BIV
- AGG
- VOO
- SPTM
- EFIV
Filing on Jan 21, 2025
Q4 2024
Filing on Aug 01, 2025
Q2 2025
Pca Investment Advisory Services Inc.
- IVV
- IUSV
- DFAS
- IUSG
- VTV
- VUG
- FBND
Filing on Jul 31, 2025
Q2 2025
Boothe Investment Group, Inc.
- CTA
- DBND
- HEDJ
- ASEA
- JMST
- AMD
- ULTA