Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Jacobs Asset Management, LLC
- FCNCA
- SII
- BPOP
- ALL
- QNST
- CCB
- QCRH
Filing on May 08, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Cloud Capital Management, LLC
- DFAC
- SCHO
- DFAX
- VTIP
- SCHP
- SCHR
- DFIC
Filing on May 15, 2025
Q1 2025
Empirical Capital Management, LLC
- PLTR
- ROKU
- AMZN
- WMT
- TTWO
- TJX
- COST
Filing on May 13, 2025
Q1 2025
Certus Wealth Management, LLC
- VOO
- BND
- VUG
- CMF
- QUAL
- IVV
- EFV
Filing on May 07, 2025
Q1 2025
Paradigm, Strategies In Wealth Management, LLC
- SCHD
- SCHG
- JPST
- IJR
- HEFA
- SCHF
- PG
Filing on May 15, 2025
Q1 2025
Anabranch Capital Management, LP
- TPX
- TDG
- CVNA
- HLT
- MSFT
- GWRE
Filing on May 14, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Trevian Wealth Management LLC
- VOO
- NBN
- VXF
- VTI
- VWO
- VEA
- VEU
Filing on Apr 29, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Endowment Wealth Management, Inc.
- VTI
- QAI
- ITOT
- IUSG
- VT
- IEFA
- IUSV
Filing on Apr 24, 2025
Q1 2025
Clay Northam Wealth Management, LLC
- COWZ
- AAPL
- SCHG
- SCHD
- AMZN
- SCHZ
- GOOG
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Partners Value Investments LP
- BBU
- BABA
- BBUC
- SHYG
- MPLX
- T
Filing on May 13, 2025
Q1 2025
Aequim Alternative Investments LP
- CNK
- CCL
- UBER
- SPOT
- FLR
- DFS
- COIN
Filing on May 16, 2025
Q1 2025
Aberdeen Wealth Management LLC
- IVOV
- VIG
- AAPL
- MSFT
- BRK-B
- JPM
- ADP
Filing on Jul 23, 2024
Q2 2024
Spotlight Asset Group, Inc.
- AAPL
- ACIO
- IVV
- META
- DRSK
- IVE
- AMZN
Filing on Feb 13, 2025
Q4 2024
Legacy Investment Solutions, LLC
- NEOV
- BITO
- BIL
- DVN
- ECC
- SVOL
- ICSH