Largest Portfolios by Value
Filing on May 09, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Ridgecrest Wealth Partners, LLC
- AAPL
- DGRO
- GOOGL
- VOO
- NVDA
- MSFT
- IVV
Filing on May 15, 2025
Q1 2025
Bryan Lawrence
Oakcliff Capital Partners, LP
- IBKR
- TDG
- GIL
- GOOG
- NRP
- SGU
- CHTR
Filing on Apr 22, 2025
Q1 2025
Mbe Wealth Management, LLC
- QQQ
- VB
- SPYV
- ACIO
- IVV
- DRSK
- SCHP
Filing on Jan 11, 2023
Q4 2022
New England Guild Wealth Advisors, Inc.
- VXUS
- BSV
- VCSH
- SPY
- VTI
- REGL
- NOBL
Filing on May 07, 2025
Q1 2025
Eagle Bluffs Wealth Management LLC
- BBN
- NBB
- EMXC
- IDV
- NAD
- NVDA
- JEPQ
Filing on May 07, 2025
Q1 2025
Abbot Financial Management, Inc.
- MSFT
- AAPL
- NVDA
- JPM
- VUG
- GOOGL
- XLK
Filing on Apr 22, 2025
Q1 2025
Dopkins Wealth Management, LLC
- DFAC
- DFUV
- DFIV
- DFAT
- VBK
- AVDV
- AVEM
Filing on Oct 29, 2024
Q3 2024
Garrison Asset Management, LLC
- AVGO
- ANET
- AZO
- ABBV
- ACN
- SCHB
- WM
Filing on Apr 29, 2025
Q1 2025
Sightline Wealth Advisors, LLC
- RSP
- BND
- VTV
- SCHF
- SCHM
- SCHA
- VUG
Filing on May 19, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Blackston Financial Advisory Group, LLC
- VOO
- MGK
- VTI
- VV
- VDC
- VIG
- MGC
Filing on Apr 29, 2025
Q1 2025
Filing on Apr 11, 2025
Q1 2025
Alliance Wealth Advisors, LLC
- UITB
- DGRO
- PLTR
- QQQ
- VTV
- AVUV
- IJH
Filing on Apr 11, 2025
Q1 2025
Choice Wealth Advisors, LLC
- SPYV
- DGRW
- SPYG
- JIRE
- IHDG
- EELV
- JHMM
Filing on May 15, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Keeler T Homas Management LLC
- IBDQ
- IBDR
- IBHF
- IBHG
- IBHI
- IBHH
- BRK-B