Largest Portfolios by Value
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 08, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Jul 20, 2022
Q2 2022
Filing on Oct 20, 2025
Q3 2025
Carnegie Lake Advisors LLC
- MSFT
- BRK-B
- AAPL
- SYK
- UNH
- GOOG
- WCC
Filing on Oct 22, 2025
Q3 2025
Powers Advisory Group, LLC
- SCHX
- SCHD
- DGRO
- SCHF
- VCIT
- SCHG
- IGSB
Filing on Oct 29, 2025
Q3 2025
Adaptive Financial Consulting, LLC
- AGG
- VCSH
- IVV
- IVW
- USMV
- QQQ
- VCR
Filing on Oct 15, 2025
Q3 2025
Azarias Capital Management, L.P.
- SPY
- URG
- TBI
- TMST
- NXE
- UUUU
- EXK
Filing on Feb 14, 2023
Q4 2022
Claraphi Advisory Network, LLC
- SHY
- IVV
- AAPL
- XLE
- VOO
- BIL
- SH
Filing on Nov 12, 2025
Q3 2025
Tieton Capital Management, LLC
- CUBI
- AVNW
- ENVA
- RM
- RGP
- BBSI
- GEOS
Filing on Oct 23, 2025
Q3 2025
Miller Wealth Advisors, LLC
- AMZN
- AAPL
- XOM
- GOOG
- GOOGL
- MSFT
- NVDA
Filing on Oct 27, 2025
Q3 2025
Orin Green Financial, LLC
- IVV
- VEA
- IJH
- CMF
- QCOM
- MUB
- EFA
Filing on Oct 14, 2025
Q3 2025
Weitzel Financial Services, Inc.
- SPTM
- VEA
- SPAB
- SCHD
- AOM
- BNDX
- LMBS
Filing on Oct 22, 2025
Q3 2025
Autumn Glory Partners, LLC
- VOO
- FNV
- MSFT
- SPY
- DGRO
- OKE
- BRK-B
Filing on Oct 30, 2025
Q3 2025
Aafmaa Wealth Management & Trust LLC
- VCSH
- MBB
- IEI
- EFA
- SPY
- IUSG
- NVDA
Filing on Oct 12, 2023
Q3 2023
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Raleigh Capital Management Inc.
- SPY
- FISR
- XLSR
- NVDA
- MSFT
- SPEM
- AAPL