Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Wisconsin Capital Management LLC
- NVDA
- GOOGL
- MSFT
- AAPL
- V
- MA
- AMZN
Filing on Nov 10, 2025
Q3 2025
Ivy Rock Asset Management (Hk) LTD
- PDD
- LEGN
- BABA
- ZLAB
- GLD
- BE
- SY
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Birchcreek Wealth Management, LLC
- SHY
- IUSG
- IUSV
- BILS
- IEFA
- RSP
- AAPL
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Hoertkorn Richard Charles
- AAPL
- MSFT
- GOOGL
- JPM
- BAC
- KMI
- PG
Filing on Nov 08, 2024
Q3 2024
New Potomac Partners, LLC
- IAU
- AAPL
- MSFT
- IVV
- EMXC
- IEI
- ORCL
Filing on Nov 04, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Hilltop Wealth Advisors, LLC
- IUSG
- IVV
- VEA
- XLV
- FENY
- SUSA
- MSFT
Filing on Oct 28, 2025
Q3 2025
Beaumont Asset Management, L.L.C.
- IVV
- MOAT
- MSFT
- IBDQ
- GOOGL
- SPHQ
- IBDR
Filing on Aug 15, 2024
Q2 2024
Ascension Asset Management LLC
- NVDA
- MSFT
- AAPL
- AMAT
- VGT
- JNJ
- QCOM
Filing on Oct 24, 2025
Q3 2025
Continuum Wealth Advisors, LLC
- AVUS
- IVV
- DFCF
- GLDM
- VEA
- VOO
- XLC
Filing on Oct 22, 2025
Q3 2025
Sitrin Capital Management LLC
- AAPL
- NVDA
- SPY
- JPM
- META
- GOOGL
- WMT
Filing on Nov 12, 2025
Q3 2025
Tandem Capital Management Corp
- MSFT
- GE
- GOOGL
- META
- SYK
- AAPL
- JPM
Filing on Oct 29, 2025
Q3 2025
Sterling Investment Advisors LLC
- IEFA
- IVV
- SGOV
- IEMG
- VTV
- LEMB
- QLTA
Filing on Feb 03, 2023
Q4 2022