Largest Portfolios by Value
Filing on Oct 30, 2025
Q3 2025
Strategic Investment Management, LLC
- AGG
- IEMG
- IWV
- GSG
- IEFA
- BBCA
- GLD
Filing on Oct 29, 2025
Q3 2025
Interactive Financial Advisors
- IVV
- AGG
- VEA
- RAVI
- QQQ
- VIG
- TLT
Filing on Oct 21, 2025
Q3 2025
Values First Advisors, Inc.
- VGSH
- SHY
- ISTB
- IEI
- IEF
- MINT
- NEAR
Filing on Nov 14, 2025
Q3 2025
Filing on May 11, 2023
Q1 2023
Clear Perspectives Financial Planning, LLC
- PG
- VYM
- RSP
- VTV
- VOO
- SGOV
- VIG
Filing on Nov 03, 2025
Q3 2025
Banyan Capital Management, Inc.
- BRK-B
- MKL
- VNT
- CI
- PH
- DG
- AAPL
Filing on Nov 12, 2025
Q3 2025
Bradley & Co. Private Wealth Management, LLC
- AAPL
- VTI
- GOOG
- NVDA
- BRK-B
- JPM
- AXP
Filing on Nov 06, 2025
Q3 2025
Sage Advisory Services, Ltd.Co.
- SPYG
- IVV
- IEFA
- PSK
- FLBL
- USHY
- JMBS
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Hunting Hill Global Capital, LLC
- FOX
- GLD
- GLD
- GLD
- QQQ
- SPYV
- GOOG
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Asahi Life Asset Management Co., Ltd.
- MSFT
- NVDA
- AAPL
- GS
- AMZN
- GOOGL
- HD
Filing on Oct 15, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Roger Wittlin Investment Advisory, LLC
- VTI
- IVV
- ITOT
- SCHB
- LONZ
- SPY
- VLU
Filing on Nov 12, 2025
Q3 2025
Kestrel Investment Management Corp
- AX
- UPWK
- TPH
- ATGE
- RDN
- PINC
- CNO
Filing on Jul 30, 2024
Q2 2024
Heritage Wealth Management, LLC
- SPEM
- SMMD
- EFA
- USHY
- IVV
- AGG
- EMB
Filing on Nov 13, 2025
Q3 2025
Alcosta Capital Management, Inc.
- NVDA
- AVGO
- AMZN
- NOW
- MSFT
- META
- GOOG
Filing on Nov 04, 2025
Q3 2025
Aua Capital Management, LLC
- SPY
- EFA
- SUB
- MUB
- AMZN
- SHM
- IWM