Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
All Square Wealth Management LLC
- VTI
- VCSH
- VEA
- RZV
- BNDX
- VWO
- PFLD
Filing on Jul 18, 2025
Q2 2025
Access Financial Services, Inc.
- SCHX
- SCHO
- FNDX
- MSFT
- IVV
- FNDE
- RSP
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 10, 2025
Q2 2025
Fortress Wealth Management, Inc.
- AVLV
- DUHP
- JPIE
- DFIV
- DIHP
- CEFS
- FTGC
Filing on Jun 03, 2024
Q1 2024
Filing on Aug 05, 2025
Q2 2025
Mc Broom & Associates, LLC
- NVDA
- PLTR
- COST
- JPM
- ISRG
- MSFT
- DKS
Filing on Aug 14, 2025
Q2 2025
Bracebridge Capital, LLC
- IWM
- ALVO
- ATUS
- ADT
- GNW
- UNIT
- NVDA
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 01, 2025
Q2 2025
Filing on Jul 30, 2025
Q2 2025
Capital Wealth Alliance, LLC
- PSLV
- PHYS
- MSTR
- BIL
- TFLO
- SHV
- BRK-B
Filing on Jul 09, 2025
Q2 2025
Focus Wealth Advisors, LLC
- FMAY
- BND
- IVV
- DIA
- ITM
- ITA
- FTLS
Filing on Jul 09, 2025
Q2 2025
Filing on Oct 31, 2024
Q3 2024
Aspire Wealth Management Corp
- XMMO
- IWY
- FNDF
- COWZ
- FNDX
- MOAT
- XSVM
Filing on Jul 18, 2025
Q2 2025
Brookmont Capital Management
- HD
- MSFT
- AJG
- ABT
- JPM
- HON
- LHX
Filing on Oct 27, 2023
Q3 2023
Briggs Advisory Group, Inc.
- IVV
- ITOT
- SLYV
- IDEV
- IWM
- IEMG
- DFAX
Filing on Jul 09, 2025
Q2 2025
Catalyst Private Wealth, LLC
- IVV
- ITOT
- IXUS
- AFRM
- DASH
- VXUS
- META
Filing on Jul 17, 2025
Q2 2025
Lauterbach Financial Advisors, LLC
- DFAC
- DFAT
- DFAX
- DFIV
- DFUV
- JPM
- DFUS
Filing on Aug 11, 2025
Q2 2025
Resurgent Financial Advisors LLC
- MSFT
- AAPL
- JPM
- BRK-B
- NVDA
- SPY
- VIG