Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Knoll Capital Management, LLC
- ALDX
- BHVN
- GLD
- ENTX
- MGTX
- KGC
- AVDL
Filing on Oct 31, 2025
Q3 2025
One Ascent Wealth Management LLC
- OACP
- VGIT
- IBD
- IGV
- HYBL
- CLOI
- JAAA
Filing on Oct 21, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Barnes Pettey Financial Advisors, LLC
- CGGR
- RDVY
- CGDV
- DIVO
- SCHD
- WMT
- DFIV
Filing on Nov 14, 2025
Q3 2025
Starwood Capital Group Management, L.L.C.
- CPT
- MAA
- FR
- NXRT
- EQR
- VRE
- SMRT
Filing on Aug 14, 2023
Q2 2023
Silicon Hills Wealth Management, LLC
- DFSD
- AVUS
- AVDV
- AVSU
- AVUV
- QMOM
- AAPL
Filing on Oct 30, 2025
Q3 2025
Guardian Wealth Advisors, LLC
- SPY
- VEA
- IWM
- IJH
- SPYG
- SPYV
- QQQ
Filing on Oct 07, 2025
Q3 2025
Orser Capital Management, LLC
- NVDA
- VGSH
- AAPL
- GOOGL
- VCSH
- MSFT
- VOO
Filing on Nov 14, 2025
Q3 2025
Bracebridge Capital, LLC
- RSP
- ALVO
- ADT
- ATUS
- AMBC
- BXMT
- IWM
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Soviero Asset Management, LP
- COMM
- CLF
- CLF
- C
- PBF
- PATH
- PBF
Filing on Jul 19, 2022
Q2 2022
Lake Point Wealth Management
- IHDG
- VO
- VOO
- DFAC
- TDTF
- BSV
- IAU
Filing on Aug 12, 2022
Q2 2022
Taylor Wealth Management Partners
- AAPL
- MSFT
- AMT
- VST
- ELV
- ROP
- WM
Filing on Nov 05, 2025
Q3 2025
Fortitude Advisory Group L.L.C.
- NVDA
- MSFT
- AAPL
- SPY
- AMZN
- AVGO
- PULS
Filing on Aug 14, 2025
Q2 2025
All Square Wealth Management LLC
- VTI
- VCSH
- VEA
- RZV
- BNDX
- VWO
- PFLD
Filing on Oct 24, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025