Largest Portfolios by Value
Filing on Oct 22, 2025
Q3 2025
My Purposeful Wealth Corp.
- VUG
- IVV
- ITOT
- IUSG
- IWF
- SCHX
- VOE
Filing on Aug 04, 2025
Q2 2025
Aikya Investment Management LTD
- HDB
- RDY
- EPAM
- INFY
Filing on May 14, 2024
Q1 2024
Orion Resource Partners (Usa) LP
- SAND
- IE
- IAUX
- DC
Filing on Aug 05, 2025
Q2 2025
Epg Wealth Management LLC
- IVV
- NVDA
- AAPL
- IVW
- VYM
- VGSH
- IQLT
Filing on Oct 23, 2025
Q3 2025
Legacy Wealth Management, LLC / Ms
- NVDA
- SPY
- AAPL
- MSFT
- SPLG
- GOOGL
- PANW
Filing on Aug 18, 2025
Q2 2025
Capital Impact Advisors, LLC
- NVDA
- ORCL
- META
- HOOD
- NFLX
- GOOGL
- APP
Filing on Aug 25, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Strategic Investment Solutions, Inc. /Il
- VUG
- DFUS
- DFAC
- DFAX
- AAPL
- DUHP
- DFAT
Filing on Aug 14, 2025
Q2 2025
Waterway Wealth Management, LLC
- IVV
- DLN
- SUB
- EFA
- IWF
- IEFA
- MINO
Filing on Oct 15, 2025
Q3 2025
Vci Wealth Management LLC
- IAU
- MSFT
- NVDA
- VEA
- JPST
- AAPL
- GOOG
Filing on Oct 16, 2025
Q3 2025
Eldred Rock Partners, LLC
- TSM
- COF
- GOOGL
- VNT
- BRK-B
- ASML
- EMR
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Independence Financial Advisors, LLC
- LQD
- IEF
- IEI
- FTEC
- FDVV
- TIP
- FALN
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
True Wealth Design, LLC
- DFAC
- DFIC
- DUHP
- DFEV
- DIHP
- TYA
- AVUV
Filing on Aug 06, 2025
Q2 2025
Filing on Oct 15, 2025
Q3 2025
Drummond Knight Asset Management Pty LTD
- DD
- TECK
- FCX
- CRH.L
- AA
- EQT
- XOM