Largest Portfolios by Value
Filing on May 12, 2025
Q1 2025
Asset Planning Corporation
- DFCF
- BRK-B
- DFAI
- DFNM
- VIOV
- VHT
- VTV
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Mc Broom & Associates, LLC
- NVDA
- ORLY
- COST
- ISRG
- CPRT
- JPM
- DKS
Filing on May 01, 2025
Q1 2025
Roger Wittlin Investment Advisory, LLC
- VTI
- IVV
- ITOT
- LONZ
- SCHB
- SPY
- VLU
Filing on May 01, 2025
Q1 2025
Pointe Capital Management LLC
- VYM
- IWF
- VCSH
- BRK-B
- SHY
- IEMG
- GLD
Filing on Jan 15, 2025
Q4 2024
Filing on May 14, 2025
Q1 2025
Axiom Financial Strategies, LLC
- IVV
- VO
- VXUS
- VGT
- VB
- VWO
- PTIN
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Starwood Capital Group Management, L.L.C.
- CPT
- MAA
- FR
- NXRT
- EQR
- VRE
- SMRT
Filing on May 15, 2025
Q1 2025
Filing on Aug 14, 2023
Q2 2023
Lumature Wealth Partners, LLC
- BNL
- IVV
- VUG
- VTV
- IEFA
- AAPL
- XLK
Filing on May 14, 2025
Q1 2025
Filing on Apr 07, 2025
Q1 2025
Walnut Private Equity Partners, LLC
- BX
- ET
- WMB
- EPD
- MPLX
- PAA
- BIP
Filing on Nov 04, 2022
Q3 2022
Hm Capital Management, LLC
- VOO
- VOOV
- VEU
- ADP
- MSFT
- SPXU
- JNJ
Filing on May 05, 2025
Q1 2025
Paragon Capital Management LLC
- AAPL
- IWB
- COST
- MSFT
- CASY
- AMZN
- COP
Filing on May 14, 2025
Q1 2025
Absolute Capital Management, LLC
- SMH
- QQQ
- VLU
- BRK-A
- DIVB
- XLK
- SPY
Filing on Apr 28, 2025
Q1 2025
Carson Allaria Wealth Management, Ltd.
- SPYV
- SPYG
- DFUS
- IDEV
- SLYV
- DFAS
- DFUV