Largest Portfolios by Value
Filing on Aug 05, 2025
Q2 2025
Asahi Life Asset Management Co., Ltd.
- MSFT
- NVDA
- AAPL
- GS
- AMZN
- HD
- CAT
Filing on Aug 13, 2025
Q2 2025
Beaconlight Capital, LLC
- REZI
- LNG
- SXT
- STX
- SABR
- CSTM
- TWLO
Filing on Aug 08, 2025
Q2 2025
Laurel Wealth Planning LLC
- VOO
- BWZ
- EFIV
- ESGU
- IFRA
- SPYV
- ESGD
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 31, 2025
Q2 2025
Guardian Financial Partners, LLC
- VOO
- SCHF
- BRK-A
- SCHX
- VYMI
- VYM
- SCHD
Filing on Jan 24, 2023
Q4 2022
Aevitas Wealth Management, Inc.
- SHY
- MSFT
- AAPL
- LDUR
- XOM
- PEP
- JNJ
Filing on Jul 31, 2025
Q2 2025
Guardian Wealth Advisors, LLC
- SPY
- VEA
- IWM
- IJH
- SPYG
- SPYV
- QQQ
Filing on Sep 03, 2025
Q2 2025
Filing on Jan 09, 2024
Q4 2023
Db Wealth Management Group, LLC
- SPY
- EFA
- CGDV
- VTI
- IJH
- DWM
- FV
Filing on Jul 30, 2025
Q2 2025
Warburton Capital Management, LLC
- DFAC
- DFAX
- DFUS
- DUHP
- DFIC
- NVDA
- MSFT
Filing on Jul 25, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Little Harbor Advisors, LLC
- SPY
- QQQ
- FTSL
- SPHY
- SRLN
- USHY
- SJNK
Filing on Jul 25, 2025
Q2 2025
Udine Wealth Management, Inc.
- BIL
- MSFT
- AAPL
- SHV
- GOOG
- BAC
- JPM
Filing on Jul 23, 2025
Q2 2025
Center For Asset Management LLC
- MGK
- GOVT
- MSFT
- MINT
- MGV
- VOO
- VMBS
Filing on Jul 28, 2025
Q2 2025
Tower Wealth Partners, Inc.
- VSMV
- SPYG
- RECS
- JAAA
- IJH
- BUFR
- DIVO
Filing on Jan 15, 2025
Q4 2024
Filing on Aug 01, 2025
Q2 2025