Largest Portfolios by Value
Filing on Aug 12, 2025
Q2 2025
Pring Turner Capital Group Inc
- ORCL
- SCHW
- NOBL
- TXN
- CMI
- MAA
- PSA
Filing on Jul 11, 2025
Q2 2025
Andrews, Lucia Wealth Management LLC
- DFAC
- DFAT
- DFUV
- DFAX
- DFIV
- DFAI
- DFAS
Filing on Aug 13, 2025
Q2 2025
Filing on Nov 02, 2022
Q3 2022
Filing on Aug 07, 2025
Q2 2025
Retirement Solution Inc.
- DUHP
- DFUS
- DFAC
- DFSV
- MSFT
- QQQ
- DFAU
Filing on May 12, 2025
Q1 2025
Athena Investment Management
- SCHX
- SCHA
- SCHF
- JPM
- MSFT
- AAPL
- SCHG
Filing on Jul 11, 2025
Q2 2025
Filing on Jul 14, 2025
Q2 2025
Filing on Jul 25, 2025
Q2 2025
Cascade Investment Advisors, Inc.
- MSFT
- AMZN
- AAPL
- JBL
- SCHW
- VTI
- USB
Filing on Jul 22, 2022
Q2 2022
Loveless Wealth Management LLC
- XOM
- O
- XLU
- ABBV
- XLK
- DE
- AAPL
Filing on Aug 03, 2022
Q2 2022
Filing on Jul 16, 2025
Q2 2025
Clay Northam Wealth Management, LLC
- COWZ
- SCHG
- AMZN
- AAPL
- SCHD
- MSFT
- GOOG
Filing on Jul 24, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Cloud Capital Management, LLC
- DFAC
- SCHO
- AAPL
- DFAX
- VTIP
- MSFT
- AVUS
Filing on Jul 28, 2025
Q2 2025
Filing on Aug 01, 2025
Q2 2025
Tevis Investment Management
- BRK-B
- CCEP
- GBIL
- UL
- MSFT
- AAPL
- INVH
Filing on Feb 13, 2023
Q4 2022
Rex Capital Advisors, LLC
- SPY
- IJJ
- IWM
- IEMG
- VEA
- ITOT
- EMXC