Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Financial Guidance Group, Inc.
- QQQ
- SCHD
- SPY
- JEPI
- QEFA
- ACIO
- RSP
Filing on Oct 31, 2025
Q3 2025
Grand Wealth Management, LLC
- DFAC
- AVDE
- DFAX
- AVUS
- AVEM
- DFIC
- ITOT
Filing on Nov 13, 2025
Q3 2025
Bullseye Asset Management LLC
- ZETA
- NCLH
- HLNE
- CLH
- RRR
- FIVE
- FOUR
Filing on Oct 15, 2025
Q3 2025
Enterprise Financial Services Corp
- EFSC
- MSFT
- AAPL
- PEP
- BRK-A
- NVDA
- GOOGL
Filing on Oct 27, 2025
Q3 2025
Birch Capital Management, LLC
- AAPL
- MSFT
- GWW
- RMD
- NVO
- GOOG
- AMGN
Filing on Oct 06, 2025
Q3 2025
Sterling Group Wealth Management, LLC
- SPLG
- SPHQ
- EFA
- VEA
- DYNF
- IVW
- CWI
Filing on Oct 16, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Fairbanks Capital Management, Inc.
- ORCL
- TDG
- MSFT
- AVGO
- NXST
- AMZN
- ARLP
Filing on Nov 14, 2025
Q3 2025
Loudon Investment Management, LLC
- MSFT
- XLK
- FAST
- EPD
- SPY
- G
- LNC
Filing on Oct 27, 2025
Q3 2025
Bernzott Capital Advisors
- HI
- JBI
- MP
- JJSF
- HLMN
- GDEN
- PCH
Filing on Nov 14, 2023
Q3 2023
Filing on Nov 14, 2025
Q3 2025
Francis Chou
Chou Associates Management Inc.
- BRK-A
- GOOG
- SYF
- OXY
- STLA
- AAPL
- ALLY
Filing on Dec 08, 2025
Q3 2025
Tull Financial Group, Inc.
- SPLG
- JQUA
- IEFA
- SPY
- VYMI
- DYNF
- VWO
Filing on Nov 12, 2025
Q3 2025
Lauterbach Financial Advisors, LLC
- DFAC
- DFAT
- DFAX
- DFIV
- DFUV
- JPM
- DFUS
Filing on Oct 07, 2025
Q3 2025
Focus Wealth Advisors, LLC
- FMAY
- BND
- IVV
- DIA
- ITM
- ITA
- XME
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Taylor Frigon Capital Management LLC
- CRDO
- PSTG
- TSEM
- MPWR
- CVNA
- ONTO
- NET