Largest Portfolios by Value
Filing on Jul 18, 2025
Q2 2025
Northeast Financial Group, Inc.
- SCHX
- SCHM
- SCHF
- SPY
- SCHG
- SCHD
- SCHO
Filing on May 15, 2025
Q1 2025
Napean Trading & Investment CO (Singapore) Pte LTD
- HOOD
- META
- AMZN
- TJX
- AZO
- DHR
- AVGO
Filing on Oct 23, 2025
Q3 2025
Argonautica Private Wealth Management, Inc
- MSFT
- AAPL
- NVDA
- GOOGL
- AVGO
- AMZN
- ORCL
Filing on Oct 23, 2025
Q3 2025
Financial Advisory Partners, LLC
- VCIT
- VUG
- VTV
- SGOV
- VGIT
- FLOT
- VIG
Filing on Jul 23, 2025
Q2 2025
Prasad Wealth Partners, LLC
- ONEQ
- HEFA
- BUFF
- RSP
- RYT
- ITOT
- FMIL
Filing on Feb 14, 2025
Q4 2024
Nuveen Asset Management, LLC
- MSFT
- NVDA
- AAPL
- AMZN
- AVGO
- META
- GOOG
Filing on Aug 08, 2025
Q2 2025
Integrated Quantitative Investments LLC
- TSM
- NVDA
- MSFT
- SAN
- GOOGL
- IBN
- BBVA
Filing on Oct 22, 2025
Q3 2025
Arcataur Capital Management LLC
- IVV
- IJR
- IJH
- VEA
- VWO
- QQQ
- SCHX
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Quantessence Capital LLC
- AZEK
- RDFN
- GOOG
- INSM
- SFM
- CRS
- APP
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
Legacy Financial Group, Inc.
- VUG
- AVUS
- DFAC
- DFAI
- DFSD
- DFUV
- DFAX
Filing on Oct 14, 2025
Q3 2025
Filing on Feb 09, 2024
Q4 2023
Filing on Jul 25, 2025
Q2 2025
Ruedi Wealth Management, Inc.
- DFAC
- DFSD
- DFUS
- DFAX
- DFUV
- DFIV
- DFIC
Filing on Jul 08, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Lifelong Wealth Advisors, Inc.
- GSLC
- SPLG
- AVUV
- IYW
- ORCL
- QUAL
- IAU