Largest Portfolios by Value
Filing on Nov 04, 2025
Q3 2025
Leicht Financial Planning & Wealth Management, Inc.
- SPYG
- SPYV
- SPTI
- SPDW
- SPMB
- SPSM
- SPIB
Filing on Nov 03, 2025
Q3 2025
Genesee Capital Advisors, LLC
- SCHB
- FXL
- QQQ
- AAPL
- BRK-B
- FYX
- SPYD
Filing on Nov 12, 2025
Q3 2025
Nierenberg Investment Management Company, Inc.
- PBPB
- EQT
- COOP
- LYFT
- SPY
- RVSB
- QQQ
Filing on Nov 14, 2025
Q3 2025
Meros Investment Management, LP
- DCO
- PLYM
- MGNI
- PLAB
- WTTR
- THR
- MDXG
Filing on Oct 22, 2025
Q3 2025
Filing on Feb 14, 2023
Q4 2022
Hotaling Investment Management, LLC
- AAPL
- MSFT
- GOOGL
- JNJ
- UNH
- AMZN
- NEE
Filing on Oct 23, 2025
Q3 2025
Filing on Jan 20, 2023
Q4 2022
Filing on Nov 07, 2025
Q3 2025
Silver Oak Advisory Group, Inc.
- BND
- BNDX
- BSV
- DFAC
- DFAX
- VTI
- VTEB
Filing on Nov 17, 2025
Q3 2025
Investidor Profissional Gestao De Recursos Ltda.
- QQQ
- SPY
- BKNG
- TDG
- MA
- MSFT
- V
Filing on Oct 07, 2025
Q3 2025
Eastover Investment Advisors LLC
- AVGO
- AAPL
- NVDA
- GOOG
- MSFT
- JBL
- AMZN
Filing on Nov 24, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Carolina Wealth Advisors, LLC
- SCHQ
- BKAG
- SCHP
- DELL
- SPHY
- BKLC
- FAST
Filing on Oct 09, 2025
Q3 2025
Ivc Wealth Advisors LLC
- VUG
- AAPL
- PVAL
- JEPI
- USIG
- JAAA
- JEPQ
Filing on Oct 06, 2025
Q3 2025
Smi Advisory Services, LLC
- GLD
- BSCP
- BIV
- IVV
- IWF
- VXF
- XLK
Filing on Jan 17, 2024
Q4 2023
Columbia Trust CO 01012016
- MSFT
- AAPL
- TLH
- IEMG
- EMXC
- IEFA
- GOOGL
Filing on Nov 03, 2025
Q3 2025
Sightline Wealth Advisors, LLC
- RSP
- BND
- VTV
- SCHF
- SCHA
- SCHM
- VUG
Filing on Nov 12, 2025
Q3 2025
Beaton Management Co. Inc.
- NVDA
- MSFT
- AAPL
- JPM
- META
- ORLY
- AMZN