Largest Portfolios by Value
Filing on Oct 23, 2025
Q3 2025
Vermillion Wealth Management, Inc.
- DFUS
- BND
- DFCF
- DFAI
- VGT
- DFAS
- VIG
Filing on Oct 22, 2025
Q3 2025
Capital Management Associates, Inc
- SCHB
- SPY
- VOO
- GIS
- QQQ
- AAPL
- SIVR
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 14, 2025
Q3 2025
Long View Wealth Management
- SCHD
- ILCG
- AAPL
- HD
- SCHX
- CGGR
- FBND
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Cooper Investors Pty LTD
- NWSA
- RYAN
- BSY
- STVN
- CME
- RPRX
- MSFT
Filing on Jul 14, 2025
Q2 2025
Buska Wealth Management, LLC
- IVV
- VIG
- SPYG
- VYM
- QQQ
- FLRN
- FLOT
Filing on May 14, 2025
Q1 2025
Pks Advisory Services, LLC
- IVV
- SPY
- QQQ
- IJH
- IJR
- AAPL
- IVW
Filing on Aug 08, 2025
Q2 2025
Atlanta Consulting Group Advisors, LLC
- IVV
- RSP
- IJR
- ARLP
- IJH
- JPM
- MSFT
Filing on Jul 29, 2025
Q2 2025
Kraft, Davis & Associates, LLC
- VTI
- SMH
- IVV
- QUAL
- VIG
- VUG
- DGRW
Filing on Oct 07, 2025
Q3 2025
Carr Financial Group Corp
- BND
- VIG
- IQLT
- EMXC
- VTI
- GLD
- IJH
Filing on Aug 04, 2025
Q2 2025
Lightrock Netherlands B.V.
- LITE
- BC
- WTFC
- SBH
- LNN
- PFSI
- GMED
Filing on Oct 17, 2025
Q3 2025
Private Wealth Management Group, LLC
- DFAC
- DFAU
- VGIT
- DFIC
- DFEM
- DFUS
- AVDV
Filing on Jul 30, 2025
Q2 2025
Strata Wealth Advisors, LLC
- FNDF
- VGSH
- VUG
- BRK-B
- DFEV
- FNDX
- CGXU
Filing on Oct 24, 2025
Q3 2025
Cgc Financial Services, LLC
- SCHD
- IVW
- QUAL
- IJH
- JMEE
- IMTM
- IWY
Filing on Aug 13, 2025
Q2 2025
Barometer Capital Management Inc.
- BMO
- HWM
- SAN
- JPM
- META
- IMO
- NVDA
Filing on Jul 14, 2025
Q2 2025
Legacy Capital Group California, Inc.
- AAPL
- NVDA
- JPST
- BIL
- MSFT
- SPLG
- SPTM