Largest Portfolios by Value
Filing on Jul 29, 2025
Q2 2025
Aigh Capital Management LLC
- PSNL
- ADES
- DOMO
- SCPH
- VPG
- LASR
- LPTH
Filing on Jul 28, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Symmetry Peak Management LLC
- NVDA
- TSLA
- SNOW
- DASH
- TSLA
- RBLX
- TSM
Filing on Jul 15, 2025
Q2 2025
Roger Wittlin Investment Advisory, LLC
- VTI
- IVV
- ITOT
- SCHB
- LONZ
- SPY
- VLU
Filing on Apr 22, 2025
Q1 2025
Filing on Aug 13, 2025
Q2 2025
R.M.Sincerbeaux Capital Management LLC
- MSFT
- V
- WMB
- ADP
- KMI
- ABBV
- JPM
Filing on Aug 12, 2025
Q2 2025
Patrick Mauro Investment Advisor, Inc.
- CME
- IXUS
- WSO
- PFE
- MSFT
- VZ
- LMT
Filing on Aug 12, 2025
Q2 2025
Adalta Capital Management LLC
- MSFT
- JPM
- BX
- HD
- QCOM
- UNP
- GOOGL
Filing on Jul 29, 2025
Q2 2025
Financial Guidance Group, Inc.
- QQQ
- SCHD
- SPY
- JEPI
- QEFA
- ACIO
- RSP
Filing on Aug 14, 2023
Q2 2023
Silicon Hills Wealth Management, LLC
- DFSD
- AVUS
- AVDV
- AVSU
- AVUV
- QMOM
- AAPL
Filing on Jul 24, 2025
Q2 2025
R. W. Roge & Company, Inc.
- VOO
- VUG
- VTV
- SCHX
- GLDM
- VGIT
- DFAI
Filing on Jul 19, 2022
Q2 2022
Lake Point Wealth Management
- IHDG
- VO
- VOO
- DFAC
- TDTF
- BSV
- IAU
Filing on Aug 12, 2022
Q2 2022
Taylor Wealth Management Partners
- AAPL
- MSFT
- AMT
- VST
- ELV
- ROP
- WM
Filing on Aug 07, 2025
Q2 2025
Birchcreek Wealth Management, LLC
- SHY
- IUSG
- IUSV
- BILS
- IEFA
- RSP
- VUG
Filing on Aug 07, 2025
Q2 2025
Wisconsin Capital Management LLC
- NVDA
- MSFT
- V
- GOOGL
- MA
- AAPL
- MELI
Filing on Jul 23, 2025
Q2 2025
Tandem Capital Management Corp
- MSFT
- GE
- META
- SYK
- GOOGL
- BSX
- ETN
Filing on Aug 01, 2025
Q2 2025
Unconventional Investor, LLC
- VTI
- BRK-B
- VOO
- VPU
- VEA
- VNQ
- VXUS
Filing on Jul 25, 2025
Q2 2025
Northwest Capital Management Inc
- MSFT
- SCHF
- SCHX
- AAPL
- SCHD
- EFV
- PG