Largest Portfolios by Value
Filing on Jul 28, 2025
Q2 2025
Filing on Oct 17, 2025
Q3 2025
Kaydan Wealth Management, Inc.
- VEA
- IAU
- VTV
- ITOT
- IEF
- RSP
- SHY
Filing on Oct 23, 2025
Q3 2025
Filing on Jul 25, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Flagstone Financial Management
- DFUS
- IGIB
- SPDW
- SPSB
- SPTI
- BNDX
- AVUV
Filing on Aug 12, 2025
Q2 2025
Filing on Oct 07, 2025
Q3 2025
Proathlete Wealth Management LLC
- IVV
- IWF
- IWD
- IJR
- QQQ
- IEFA
- AVUV
Filing on Jul 23, 2025
Q2 2025
Msh Capital Advisors LLC
- SDY
- VEA
- SCHG
- IVV
- MSFT
- JPM
- AAPL
Filing on Aug 13, 2025
Q2 2025
Empire Financial Management Company, LLC
- DSTL
- MSFT
- JPM
- AAPL
- AMZN
- IBM
- LLY
Filing on Oct 22, 2025
Q3 2025
Rfg Bristol Wealth Advisors, LLC
- IVV
- SPDW
- IJH
- MSFT
- SCHE
- PTRB
- RLY
Filing on Oct 14, 2025
Q3 2025
Net Worth Advisory Group
- BNDX
- TIP
- SHY
- IEF
- LQD
- VCIT
- CORP
Filing on Aug 05, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Bochk Asset Management LTD
- SPY
- VOO
- QQQ
- META
- TSM
- ORCL
- MRVL
Filing on Aug 13, 2025
Q2 2025
United Wealth Management, LLC
- DFAC
- DFIC
- DUHP
- DFSV
- VGIT
- DFAR
- DISV
Filing on Aug 14, 2024
Q2 2024
Filing on Aug 25, 2025
Q2 2025
Silverlake Wealth Management LLC
- MSFT
- AAPL
- IBM
- PG
- VZ
- FBND
- SCHG
Filing on Oct 17, 2025
Q3 2025
Westend Capital Management, LLC
- BA
- BABA
- GE
- AAPL
- PLTR
- CCJ
- META