Largest Portfolios by Value
Filing on Oct 15, 2025
Q3 2025
Virginia Wealth Management Group, Inc.
- BRK-A
- JPM
- MSFT
- KMI
- AAPL
- CSCO
- PEP
Filing on Nov 14, 2025
Q3 2025
Adw Capital Management, LLC
- GFL
- NCR
- APG
- RICK
- PAR
- FAT
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 17, 2025
Q3 2025
Camelot Portfolios, LLC
- SPY
- MINT
- GOOGL
- AMZN
- VEU
- TSLA
- JAAA
Filing on Nov 04, 2022
Q3 2022
Hm Capital Management, LLC
- VOO
- VOOV
- VEU
- ADP
- MSFT
- SPXU
- JNJ
Filing on Oct 27, 2025
Q3 2025
Touchstone Capital, Inc.
- IFRA
- BIZD
- NVDA
- MSFT
- AAPL
- MNST
- GNTX
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Shearwater Capital LLC
- DFAC
- DFAX
- DFIV
- DOCU
- DFUV
- DFAT
- AMZN
Filing on Oct 27, 2025
Q3 2025
Sutton Place Investors LLC
- DFUS
- DFAI
- DFAC
- DFCF
- SPLG
- BRK-A
- ITOT
Filing on Nov 21, 2025
Q3 2025
Ovata Capital Management LTD
- TSM
- BABA
- RYAAY
- ASX
- RIO
- UAA
- FOX
Filing on Oct 24, 2025
Q3 2025
Eliot Finkel Investment Counsel, LLC
- ETN
- GLW
- DE
- NSC
- GD
- AMGN
- MCD
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Gsi Capital Advisors LLC
- EQIX
- WELL
- PLD
- VTR
- DLR
- VICI
- SPG
Filing on Oct 10, 2025
Q3 2025
Warburton Capital Management, LLC
- DFAC
- DFAX
- DFUS
- DUHP
- DFIC
- PLTR
- MSFT
Filing on Nov 13, 2025
Q3 2025
Strategic Financial Planning, Inc.
- SCHB
- SCHA
- VWO
- SPDW
- VSS
- SCHH
- SCHC
Filing on Oct 27, 2025
Q3 2025
Greenhouse Wealth Management, LLC
- SPY
- IVV
- VTV
- VOO
- VTI
- QQQ
- VB
Filing on Nov 03, 2025
Q3 2025
Summer Haven Investment Management, LLC
- AEO
- KSS
- CENX
- KE
- MATV
- ODP
- VREX
Filing on Dec 02, 2025
Q3 2025