Largest Portfolios by Value
Filing on Nov 03, 2025
Q3 2025
Cloud Capital Management, LLC
- DFAC
- SCHO
- AAPL
- DFAX
- VTIP
- MSFT
- AVUS
Filing on Jan 11, 2023
Q4 2022
New England Guild Wealth Advisors, Inc.
- VXUS
- BSV
- VCSH
- SPY
- VTI
- REGL
- NOBL
Filing on Oct 29, 2024
Q3 2024
Garrison Asset Management, LLC
- AVGO
- ANET
- AZO
- ABBV
- ACN
- SCHB
- WM
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Northern Right Capital Management, L.P.
- NWSA
- APO
- PINS
- NCLH
- ARES
- FOX
- NRZ
Filing on Nov 13, 2025
Q3 2025
Intrepid Capital Management Inc
- DUHP
- SSIC
- GOOGL
- CEF
- BRK-B
- IAU
- FN
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Resurgent Financial Advisors LLC
- MSFT
- AAPL
- BRK-B
- NVDA
- JPM
- SPY
- GOOGL
Filing on Nov 06, 2025
Q3 2025
Endowment Wealth Management, Inc.
- VTI
- NVDA
- ITOT
- IUSG
- QAI
- IUSV
- IEFA
Filing on Oct 22, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Capital Wealth Alliance, LLC
- PSLV
- PHYS
- MSTR
- BIL
- TFLO
- SHV
- BRK-B
Filing on Apr 25, 2024
Q1 2024
Caliber Wealth Management, LLC
- SPY
- QUAL
- VO
- VB
- VGT
- IHDG
- AVGO
Filing on Nov 13, 2025
Q3 2025
Founders Capital Management
- QQQ
- MSFT
- GLW
- JPM
- AAPL
- SPYG
- RTX
Filing on Nov 06, 2025
Q3 2025
Cadence Wealth Management LLC
- TLT
- SLV
- XOP
- IEF
- GLD
- CEF
- XLE
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Aug 15, 2023
Q2 2023
First Capital Advisors Group, Llc.
- SSUS
- QQQ
- AAPL
- GSLC
- GLD
- JPUS
- ITOT
Filing on Nov 06, 2025
Q3 2025
Integrity Financial Corp
- SPY
- QQQ
- AAPL
- FLQM
- MSFT
- HTRB
- JPM