Largest Portfolios by Value
Filing on Aug 13, 2025
Q2 2025
Granby Capital Management, LLC
- SPY
- VEU
- RSP
- TLT
- IVV
- EFA
- NUV
Filing on Jul 30, 2025
Q2 2025
Axiom Financial Strategies, LLC
- IVV
- VO
- VXUS
- VGT
- VWO
- VB
- VOX
Filing on Aug 05, 2025
Q2 2025
Integrity Financial Corp
- SPY
- QQQ
- SPHQ
- AAPL
- IQLT
- BUFD
- RDVY
Filing on May 07, 2025
Q1 2025
Horizon Financial Services, LLC
- SPYV
- SPYG
- SPSB
- SCHM
- VGSH
- SPDW
- SPHY
Filing on Jul 11, 2025
Q2 2025
Brendel Financial Advisors LLC
- SHW
- CTAS
- BAR
- WMT
- AXP
- ABT
- MSFT
Filing on May 11, 2023
Q1 2023
Clear Perspectives Financial Planning, LLC
- PG
- VYM
- RSP
- VTV
- VOO
- SGOV
- VIG
Filing on Jul 11, 2025
Q2 2025
Hilltop Wealth Advisors, LLC
- IUSG
- JEPQ
- IVV
- VEA
- XLV
- SUSA
- SCHM
Filing on Aug 07, 2025
Q2 2025
Latko Wealth Management, Ltd.
- IVV
- DIA
- QQQM
- SCHD
- SPY
- QQQ
- VO
Filing on Aug 14, 2025
Q2 2025
American Trust Investment Advisors, LLC
- BRK-B
- CEG
- MSFT
- AAPL
- META
- IBM
- FLR
Filing on Jul 18, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Resolute Capital Asset Partners LLC
- ASND
- TSM
- AMZN
- NRG
- AMD
- ETN
- PAR
Filing on Jul 22, 2025
Q2 2025
4 Thought Financial Group Inc.
- SPY
- IVV
- VO
- IJR
- VWO
- EFA
- IBDW
Filing on Aug 15, 2025
Q2 2025
Partners Value Investments LP
- BBU
- BBUC
- BABA
- META
- GOOG
Filing on Jul 07, 2025
Q2 2025
Hoertkorn Richard Charles
- MSFT
- AAPL
- JPM
- KMI
- BAC
- GOOGL
- PG
Filing on Jul 30, 2024
Q2 2024
Heritage Wealth Management, LLC
- SPEM
- SMMD
- EFA
- USHY
- IVV
- AGG
- EMB
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Values First Advisors, Inc.
- MINT
- VGSH
- SHY
- ISTB
- IEI
- IEF
- NEAR
Filing on Jul 14, 2025
Q2 2025
Buttonwood Financial Group, LLC
- DYNF
- QUAL
- SPLG
- AVUS
- IYW
- MGC
- SPYG