Largest Portfolios by Value
Filing on Nov 12, 2024
Q3 2024
Filing on Jan 31, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 13, 2025
Q4 2024
Mayfair Advisory Group, LLC
- SCHD
- VUG
- VTV
- JEPI
- AAPL
- FBND
- SCHG
Filing on Nov 14, 2024
Q3 2024
Brightlight Capital Management LP
- CVNA
- MLCO
- PAAS
- SNBR
- HGV
- BABA
- VAL
Filing on Nov 14, 2024
Q3 2024
True Wealth Financial Partners
- VWO
- VBR
- VAW
- VOO
- VEU
- VNQ
- VO
Filing on Jan 31, 2025
Q4 2024
Summit Place Financial Advisors, LLC
- AAPL
- NVDA
- MSFT
- USDU
- NFLX
- IAU
- WMT
Filing on Aug 14, 2024
Q2 2024
Filing on Feb 02, 2024
Q4 2023
Filing on Aug 08, 2024
Q2 2024
Ica Group Wealth Management, LLC
- QQQ
- SPY
- JCPB
- FDL
- AAPL
- VONG
- FVD
Filing on Feb 11, 2025
Q4 2024
First National Bank Of Hutchinson
- IVV
- XLK
- AAPL
- IJH
- NVDA
- IJR
- MSFT
Filing on Nov 14, 2023
Q3 2023
North Fourth Asset Management, LP
- QQQ
- SPY
- SHW
- LULU
- ZBRA
- DPZ
- FDX
Filing on Jan 16, 2025
Q4 2024
Filing on Nov 08, 2024
Q3 2024
Second Half Financial Partners, LLC
- BIL
- JEPQ
- SCHD
- IDU
- IYR
- XLU
- BLK
Filing on Oct 25, 2024
Q3 2024
Aletheian Wealth Advisors LLC
- ITOT
- BND
- VEA
- BNDX
- VWO
- IVV
- VNQ
Filing on Jan 17, 2025
Q4 2024
Oxinas Partners Wealth Management LLC
- DGRW
- SPYG
- AAPL
- SPY
- AMZN
- QQQ
- TSLA
Filing on Jan 24, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Highlander Partners, L.P.
- VRT
- BX
- AMZN
- YMM
- TCBI
- WSC
- DAKT