Largest Portfolios by Value
Filing on Jul 18, 2025
Q2 2025
Filing on Jul 07, 2025
Q2 2025
Walnut Private Equity Partners, LLC
- BX
- ET
- WMB
- MPLX
- PAA
- EPD
- BIP
Filing on Apr 11, 2025
Q1 2025
First Affirmative Financial Network
- VGIT
- SPTS
- AAPL
- NVDA
- MSFT
- DSI
- GOOGL
Filing on Jul 09, 2025
Q2 2025
Efficient Frontier Advisors LLC
- SGOV
- DFUV
- DFAT
- DFIV
- VTI
- GDX
- DFSV
Filing on Apr 30, 2025
Q1 2025
Filing on Aug 09, 2022
Q2 2022
Hancock Whitney Investment Services Inc.
- AGG
- IVW
- IVE
- EFA
- IVV
- IGSB
- BKLN
Filing on Aug 15, 2025
Q2 2025
Ewing Morris & Co. Investment Partners Ltd.
- CMP
- SRI
- SWIM
- GSHD
- DRVN
- IVV
- IQLT
Filing on Jul 15, 2025
Q2 2025
Filing on Feb 28, 2023
Q4 2022
Bennicas & Associates, Inc.
- PG
- STPZ
- NEM
- ABBV
- CEF
- FNV
- AEM
Filing on Jul 06, 2023
Q2 2023
Piershale Financial Group, Inc.
- BIL
- SCHX
- DIA
- QQQ
- SCHG
- SCHV
- EFA
Filing on Sep 02, 2025
Q2 2025
Filing on Jul 12, 2022
Q2 2022
Filing on Aug 01, 2025
Q2 2025
Aequim Alternative Investments LP
- CCL
- SPOT
- COIN
- FLR
- MCHP
- NTNX
- ETSY
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Robinson Value Management, Ltd.
- SSO
- NEM
- WFC
- ADM
- MTB
- GLW
- MDT
Filing on Jul 29, 2025
Q2 2025
Sage Private Wealth Group, LLC
- DGRW
- AIRR
- DBEF
- DBMF
- GLDM
- MLPX
- IAU
Filing on Jul 30, 2025
Q2 2025
Alapocas Investment Partners, Inc.
- AMZN
- GOOG
- V
- ADBE
- AAPL
- MCO
- TJX
Filing on Aug 01, 2025
Q2 2025