Largest Portfolios by Value
Filing on Oct 16, 2025
Q3 2025
Custos Family Office, LLC
- IVV
- VWO
- SPY
- DGRO
- FVAL
- USMV
- TLT
Filing on Oct 15, 2025
Q3 2025
Foresight Capital Management Advisors, Inc.
- SPY
- IRM
- IBM
- JEPQ
- QQQ
- ARCC
- AVGO
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 24, 2023
Q3 2023
Filing on Aug 15, 2022
Q2 2022
Filing on Aug 13, 2025
Q2 2025
Dhk Financial Advisors, Inc.
- BRK-B
- BRK-A
- VT
- GLD
- SPY
- FTSL
- VPU
Filing on Oct 07, 2025
Q3 2025
Catalyst Private Wealth, LLC
- IVV
- ITOT
- AFRM
- DASH
- IXUS
- META
- VXUS
Filing on Nov 10, 2025
Q3 2025
Aurora Investment Counsel
- ETR
- NTES
- UTHR
- QCOM
- EPRT
- AMP
- ORA
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Hyperion Capital Advisors LP
- GOOG
- GOOGL
- ELV
- VERX
- ICE
- UNH
- META
Filing on Nov 12, 2025
Q3 2025
Jackson Hill Advisors, LLC
- PHM
- GOOG
- AMZN
- KKR
- MA
- SPGI
- HLT
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Presper Financial Architects, LLC
- FBND
- XLK
- KCE
- IJH
- EFA
- QUS
- IJR
Filing on Nov 14, 2025
Q3 2025
Lagoda Investment Management, L.P.
- TPL
- STXS
- NTRA
- TMDX
- TRUP
- GOOG
- PTC
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Jgp Global Gestao De Recursos Ltda.
- NGD
- STNE
- XP
- NU
- INCY
- BGNE
- LLY
Filing on Oct 27, 2025
Q3 2025
Brown Financial Advisory
- SPLG
- VB
- IWB
- SPDW
- VONE
- DFAR
- IWF
Filing on Nov 13, 2025
Q3 2025
Mc Ginn Investment Management, Inc.
- META
- MSFT
- AAPL
- JPM
- UNH
- GS
- NKE