Largest Portfolios by Value
Filing on Apr 07, 2025
Q1 2025
Benchmark Wealth Management, LLC
- VUG
- BND
- VOO
- VYM
- VTV
- VEU
- VB
Filing on May 13, 2025
Q1 2025
Intrepid Financial Planning Group LLC
- IVV
- SPY
- IWF
- PGX
- AAPL
- JEPI
- RSP
Filing on Apr 30, 2025
Q1 2025
John W. Brooker & Co., Cp As
- JCPB
- JPST
- FBND
- IJR
- DYNF
- SCHD
- BOND
Filing on Apr 22, 2025
Q1 2025
Denver Wealth Management, Inc.
- SPLG
- QQQM
- RWL
- JAAA
- IWF
- AAPL
- RDVY
Filing on Apr 21, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Garrison Point Advisors, LLC
- MSFT
- AAPL
- BRK-A
- IVV
- NVDA
- PG
- ORCL
Filing on May 14, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Mine & Arao Wealth Creation & Management, Llc.
- QQQ
- SPY
- DIA
- AAPL
- AMZN
- NVDA
- JPM
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Paragon Private Wealth Management, LLC
- MSFT
- AAPL
- IWR
- NVDA
- AMZN
- FDN
- GOOGL
Filing on May 05, 2025
Q1 2025
Flynn Zito Capital Management, LLC
- PRF
- HFXI
- AAPL
- FLQM
- IWF
- SPLG
- MSFT
Filing on May 15, 2025
Q1 2025
Cook Wealth Management Group LLC
- VOO
- IQLT
- GOVT
- QUAL
- VO
- DFAT
- AVEM
Filing on May 13, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Citadel Investment Advisory, Inc.
- BRK-B
- MKL
- GOOGL
- PM
- MSFT
- GOOG
- IBM
Filing on Apr 22, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Mtc Wealth Management LLC
- AGG
- SPY
- VTV
- IEFA
- LQD
- IGSB
- IJH
Filing on Jul 08, 2025
Q2 2025
Choice Wealth Advisors, LLC
- SPYV
- DGRW
- SPYG
- JIRE
- IHDG
- EELV
- JHMM
Filing on Oct 24, 2023
Q3 2023