Largest Portfolios by Value
Filing on Aug 07, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Financial Services Advisory Inc
- IVV
- CGDV
- SPY
- MGC
- ACWX
- LQD
- OEF
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Ivc Wealth Advisors LLC
- VUG
- AAPL
- PVAL
- JEPI
- USIG
- JAAA
- VOT
Filing on Jul 21, 2025
Q2 2025
Investment Planning Advisors, Inc.
- VXF
- CGUS
- SPLG
- FBND
- CGCP
- FRDM
- BSV
Filing on Jul 08, 2025
Q2 2025
Choice Wealth Advisors, LLC
- SPYV
- DGRW
- SPYG
- JIRE
- IHDG
- EELV
- JHMM
Filing on Oct 24, 2023
Q3 2023
Filing on Nov 13, 2024
Q3 2024
Ranger Global Real Estate Advisors, LLC
- AMH
- ELS
- EFC
- LAMR
- IRT
- COLD
- TRNO
Filing on Nov 13, 2023
Q3 2023
Filing on Aug 05, 2025
Q2 2025
Fortress Wealth Group, LLC
- VTV
- VUG
- QQQ
- FBND
- SPY
- MOAT
- NVDA
Filing on Aug 11, 2025
Q2 2025
Kirtland Hills Capital Management, LLC
- RSP
- AMZN
- NVDA
- PLTR
- MA
- SNOW
- MSFT
Filing on Jul 31, 2025
Q2 2025
Hoffman, Alan N Investment Management
- AAPL
- AMZN
- MSFT
- COST
- GOOGL
- GOOG
- NVDA
Filing on Jul 30, 2025
Q2 2025
Pacific Wealth Management
- SPY
- GOVT
- QLTA
- JAAA
- IEF
- COWZ
- VCIT
Filing on Jul 29, 2025
Q2 2025
Filing on Aug 04, 2025
Q2 2025
Joseph P. Lucia & Associates, LLC
- SMH
- AAPL
- NOBL
- NVDA
- SCHB
- AMZN
- SCHG
Filing on Jul 22, 2025
Q2 2025
Eads & Heald Wealth Management
- NVDA
- ORCL
- COST
- WMT
- JPM
- APH
- NFLX
Filing on Jul 23, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
Corbyn Investment Management Inc
- RSG
- EME
- MYRG
- KBR
- JCI
- WRB
- GOOG