Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Tandem Wealth Advisors LLC
- AGG
- MDY
- EFA
- SPY
- DGRO
- MBB
- VCSH
Filing on Nov 04, 2025
Q3 2025
Murphy, Middleton, Hinkle & Parker, Inc.
- SCHG
- SCHV
- EFA
- MSFT
- SPY
- CCBG
- HD
Filing on Oct 29, 2025
Q3 2025
Game Plan Financial Advisors, LLC
- GOOG
- NVDA
- AAPL
- MSFT
- AMZN
- ETN
- SCHV
Filing on Oct 31, 2025
Q3 2025
Kennicott Capital Management LLC
- QQQ
- VUG
- VV
- SGOV
- SPY
- XLK
- XLI
Filing on Nov 07, 2025
Q3 2025
Riverstone Advisors, LLC
- IVV
- GOOGL
- AMZN
- TOL
- BRK-B
- TSCO
- RTX
Filing on Nov 20, 2025
Q3 2025
First Affirmative Financial Network
- SHE
- SPTS
- NVDA
- AAPL
- MSFT
- VGIT
- DSI
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Wetzel Investment Advisors, Inc.
- IWF
- VOO
- VTV
- VXUS
- JPM
- LLY
- SPY
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, 2025
Q3 2025
C M Bidwell & Associates LTD
- VOO
- BSV
- VTI
- IWM
- VTIP
- GVI
- IVV
Filing on Nov 13, 2023
Q3 2023
Filing on Oct 22, 2025
Q3 2025
Corbyn Investment Management Inc
- EME
- RSG
- MYRG
- KBR
- GOOG
- JCI
- WRB
Filing on Oct 22, 2025
Q3 2025
Harbor Island Capital LLC
- AMAT
- WFC
- AAPL
- MSFT
- WBD
- KLAC
- GATX
Filing on Nov 04, 2025
Q3 2025
Filing on Oct 07, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Topel & Distasi Wealth Management, LLC
- VUG
- VTV
- IEFA
- GOVT
- IJR
- LQD
- BNDX