Largest Portfolios by Value
Filing on Aug 27, 2025
Q2 2025
Tribridge Partners Financial LLC
- CGGR
- VOO
- VO
- BND
- CGCP
- VB
- VXUS
Filing on Aug 11, 2025
Q2 2025
Pfg Private Wealth Management, LLC
- IVV
- SPYG
- VEA
- IBDX
- IBDW
- IBDV
- VYM
Filing on Aug 02, 2022
Q2 2022
Guy Spier
Aquamarine Capital Management, LLC
- BRKB
- AXP
- BAC
- MA
- RACE
- BRK-A
- MU
Filing on Jul 09, 2025
Q2 2025
Baron Financial Group, LLC
- SPY
- IWM
- VTIP
- QQQ
- EFA
- GLD
- CWB
Filing on Jul 15, 2025
Q2 2025
First City Capital Management, Inc.
- MSFT
- SPY
- VOO
- XOM
- NVDA
- MGMT
- BRK-B
Filing on Aug 07, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Northern Capital Management, Inc.
- SCHG
- QQQ
- SCHV
- VV
- SCHM
- MSFT
- JNJ
Filing on Jul 21, 2025
Q2 2025
Sterling Investment Counsel, LLC
- IVW
- QQQM
- JEPI
- CGXU
- AAPL
- IJH
- IJR
Filing on Aug 06, 2025
Q2 2025
Capasso Planning Partners LLC
- SPY
- SPTM
- FTSM
- VEA
- SPTI
- SLYV
- VCIT
Filing on May 01, 2025
Q1 2025
Filing on Aug 11, 2025
Q2 2025
Filing on May 12, 2025
Q1 2025
Green Court Capital Management LTD
- ZTO
- TCOM
- EDU
Filing on Feb 14, 2023
Q4 2022
Cribstone Capital Management, LLC
- XLK
- GLD
- XLF
- TOTL
- AAPL
- XLY
- VEA
Filing on Jul 28, 2025
Q2 2025
Rainwater Charitable Foundation
- VTI
- VGLT
- FLJP
- VNQ
Filing on Aug 14, 2024
Q2 2024
Filing on Jul 16, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Treasure Coast Financial Planning
- SPTM
- SPDW
- BILS
- BIL
- SPTS
- FLEE
- TIPX
Filing on Jul 28, 2025
Q2 2025
Disciplined Equity Management, Inc.
- DFUS
- DFUV
- DFAT
- DFAS
- DFIV
- MO
- AB