Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Silver Heights Capital Management Inc
- IRDM
- KMX
- PII
- HEIA
Filing on May 15, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Investments & Financial Planning, LLC
- VB
- SPYG
- IJH
- VO
- CGGR
- URTH
- VT
Filing on May 09, 2025
Q1 2025
Keener Financial Planning LLC
- SPTM
- VEA
- IJR
- AVLV
- VWO
- VTI
- SPYV
Filing on Apr 08, 2025
Q1 2025
Catalyst Private Wealth, LLC
- ITOT
- IVV
- IXUS
- DASH
- AFRM
- META
- VXUS
Filing on May 15, 2025
Q1 2025
Gordian Capital Singapore Pte LTD
- NVDA
- META
- MSFT
- NFLX
- GOOG
- AMZN
- AAPL
Filing on May 15, 2025
Q1 2025
Four World Capital Management LLC
- ESGR
- DESP
- SPY
- EVLV
- BMY
- ABUS
- SRG
Filing on May 15, 2025
Q1 2025
Apis Capital Advisors, LLC
- GEO
- HNRG
- SIMO
- GNRC
- POWL
- IESC
- CLBT
Filing on Apr 28, 2023
Q1 2023
Harvest Group Wealth Management, LLC
- SPYV
- SCHO
- IXUS
- SCHG
- SCHR
- SPEM
- LMBS
Filing on May 08, 2025
Q1 2025
Jcp Investment Management, LLC
- MKL
- SPY
- QSR
- BRK-B
- UNFI
- ET
- DPZ
Filing on May 05, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Lauterbach Financial Advisors, LLC
- DFAC
- DFAT
- DFAX
- DFUV
- DFIV
- JPM
- DFUS
Filing on May 21, 2025
Q1 2025
Impala Asset Management LLC
- NEU
- ERO
- CENX
- BKE
- TECK
- ASO
- WFG
Filing on Nov 02, 2022
Q3 2022
Filing on Apr 09, 2025
Q1 2025
Aua Capital Management, LLC
- SPY
- EFA
- SUB
- MUB
- AMZN
- SHM
- SHY
Filing on May 09, 2025
Q1 2025
Northern Capital Management, Inc.
- SCHG
- SCHV
- QQQ
- VV
- SCHM
- JNJ
- AAPL
Filing on Apr 07, 2025
Q1 2025
Efficient Frontier Advisors LLC
- SGOV
- DFUV
- DFAT
- DFIV
- VTI
- GDX
- DFSV
Filing on May 07, 2025
Q1 2025
Rainwater Charitable Foundation
- VTI
- VGLT
- FLJP
- VNQ