Largest Portfolios by Value
Filing on Oct 20, 2025
Q3 2025
Altus Wealth Management, LLC
- VTI
- QQQ
- EQWL
- DGRO
- IJH
- IQLT
- IGV
Filing on Oct 21, 2025
Q3 2025
Ballentine Capital Advisors, Inc
- DFAC
- VEA
- BIV
- VOO
- DFEM
- DFIS
- BNDX
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Chicago Wealth Management, Inc.
- ITA
- IAI
- XLI
- SLV
- SOXX
- IGV
- SPHQ
Filing on Nov 03, 2025
Q3 2025
Your Advocates Ltd., LLP
- DFIC
- DFEM
- DFAS
- SPIB
- SCHR
- FNDX
- GLD
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Morris Retirement Advisors, LLC
- IVV
- VGK
- DJD
- QQQE
- JAAA
- LMBS
- BOND
Filing on Nov 02, 2023
Q3 2023
Filing on Oct 15, 2025
Q3 2025
Financial Council Asset Management Inc
- CGGO
- CGGR
- IUSG
- SPYV
- AAPL
- IUSV
- SPYG
Filing on Nov 12, 2025
Q3 2025
Filing on Jul 18, 2025
Q2 2025
Benchmark Wealth Management, LLC
- VUG
- BND
- VOO
- VYM
- VTV
- VEU
- VB
Filing on Nov 14, 2025
Q3 2025
Aviso Wealth Management
- AAPL
- NVDA
- NFLX
- GOOGL
- META
- MSFT
- AMZN
Filing on Oct 07, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Madden Securities Corp
- MSTR
- NVDA
- JEPQ
- AMZN
- SCHD
- AAPL
- SCHG
Filing on Oct 21, 2025
Q3 2025
Viewpoint Capital Management LLC
- AMZN
- VOO
- NVDA
- BAC
- IWN
- TSLA
- MSFT
Filing on Oct 23, 2023
Q3 2023