Largest Portfolios by Value
Filing on Aug 11, 2025
Q2 2025
Intrepid Financial Planning Group LLC
- IVV
- SPY
- IWF
- PGX
- AAPL
- JEPI
- RSP
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Flynn Zito Capital Management, LLC
- HFXI
- PRF
- FLQM
- AAPL
- IWF
- NVDA
- MSFT
Filing on Aug 04, 2025
Q2 2025
Filing on Jul 08, 2025
Q2 2025
Red Spruce Capital, LLC
- BSCQ
- GOOGL
- BSCR
- ABBV
- AVGO
- MSFT
- META
Filing on Aug 12, 2025
Q2 2025
Wayfinding Financial, LLC
- MSFT
- NVDA
- IVV
- LQD
- SPIB
- AGG
- AAPL
Filing on Jul 18, 2025
Q2 2025
Benchmark Wealth Management, LLC
- VUG
- BND
- VOO
- VYM
- VTV
- VEU
- VB
Filing on Jul 29, 2025
Q2 2025
Mine & Arao Wealth Creation & Management, Llc.
- QQQ
- SPY
- DIA
- AAPL
- NVDA
- AMZN
- JPM
Filing on Aug 14, 2025
Q2 2025
First Sabrepoint Capital Management LP
- TPB
- FCFS
- LAUR
- MSFT
- BTI
- HAS
- CVCO
Filing on Jul 31, 2025
Q2 2025
Optimum Investment Advisors
- AAPL
- SPY
- NVDA
- MSFT
- VGT
- COST
- META
Filing on Oct 23, 2023
Q3 2023
Filing on Aug 12, 2025
Q2 2025
Filing on Sep 15, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Eastover Investment Advisors LLC
- AVGO
- JBL
- NVDA
- MSFT
- AAPL
- AMZN
- RTX
Filing on Jul 09, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Alta Fundamental Advisers LLC
- LAZY
- GCI
- BOWL
- ACHR
- ADES
- PEG
- HPP
Filing on Jul 24, 2025
Q2 2025
Gunderson Capital Management Inc.
- NVDA
- NFLX
- GS
- META
- HOOD
- HSBC
- TMUS