Largest Portfolios by Value
Filing on Aug 13, 2025
Q2 2025
Independent Family Office, LLC
- SPY
- IAU
- PTC
- IWD
- TOST
- VOO
- GLD
Filing on Aug 08, 2025
Q2 2025
Leicht Financial Planning & Wealth Management, Inc.
- SPYG
- SPYV
- SPTI
- SPMB
- SPDW
- SPSM
- SPIB
Filing on Aug 14, 2025
Q2 2025
Filing on Sep 03, 2025
Q2 2025
Ballentine Capital Advisors, Inc
- DFAC
- VEA
- BIV
- VOO
- DFEM
- DFIS
- BNDX
Filing on Feb 03, 2023
Q4 2022
Filing on Aug 12, 2025
Q2 2025
Westport Asset Management Inc
- SNPS
- WTW
- MTG
- UHS
- ZBRA
- ORCL
- DRI
Filing on Aug 08, 2025
Q2 2025
Your Advocates Ltd., LLP
- DFIC
- DFEM
- BOND
- DFAS
- SCHR
- FNDX
- GLD
Filing on Aug 12, 2025
Q2 2025
Union Square Park Capital Management, LLC
- SPY
- IWM
- RH
- CZR
- PYPL
- ESTA
- ILPT
Filing on Jul 25, 2025
Q2 2025
Heartland Bank & Trust CO
- IGF
- MSFT
- AAPL
- NVDA
- GOOGL
- DJP
- AMZN
Filing on May 15, 2023
Q1 2023
Chimera Capital Management LLC
- EAT
- SBH
- HIMS
- OXM
- SBUX
- OSTK
- PLCE
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
Blackston Financial Advisory Group, LLC
- VOO
- MGK
- VTI
- VV
- VDC
- VIG
- MGC
Filing on Aug 14, 2025
Q2 2025
Ararat Capital Management, LP
- BY
- DRVN
- LZ
- IAS
- GIL
- PLOW
- EWCZ
Filing on Jul 18, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Chicago Wealth Management, Inc.
- ITA
- IAI
- XLI
- IGV
- SPHQ
- RSP
- IGF
Filing on Jul 09, 2025
Q2 2025
Filing on Aug 06, 2025
Q2 2025
Strategic Financial Partners, Ltd.
- SPLG
- SPYV
- VONG
- SPDW
- AGG
- IWR
- SPTI
Filing on Aug 13, 2025
Q2 2025
Sio Capital Management, LLC
- MMS
- GMED
- CNC
- MRK
- NBIX
- BMRN
- ANNX