Largest Portfolios by Value
Filing on Oct 30, 2025
Q3 2025
Industrial Alliance Investment Management Inc.
- QQQ
- VTI
- SPY
- VNQ
- VEU
- IEUR
Filing on Aug 12, 2024
Q2 2024
Filing on Oct 08, 2025
Q3 2025
Andrews, Lucia Wealth Management LLC
- DFAC
- DFAT
- DFUV
- DFAX
- DFIV
- DFAI
- DFAS
Filing on Nov 14, 2025
Q3 2025
Forest Hill Capital, LLC
- PHYS
- GDX
- FNV
- NEM
- AMZN
- MSFT
- ZIMV
Filing on Nov 12, 2025
Q3 2025
Octahedron Capital Management L.P.
- NU
- UBER
- GOOGL
- HOOD
- NVDA
- MNDY
- ASML
Filing on Nov 14, 2025
Q3 2025
Resolute Capital Asset Partners LLC
- ASND
- AMZN
- SCHW
- SNPS
- GOOG
- TMO
- BABA
Filing on Oct 07, 2025
Q3 2025
Defined Wealth Management, LLC
- IEFA
- VOO
- VUG
- SPY
- IVV
- IUSV
- VTV
Filing on Nov 07, 2025
Q3 2025
Spectrum Strategic Capital Management, LLC
- SPY
- ITOT
- GOVT
- QQQ
- IVV
- SPLG
- COWZ
Filing on Oct 07, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Retirement Solution Inc.
- DUHP
- DFUS
- DFAC
- DFSV
- MSFT
- QQQ
- DFAU
Filing on Aug 14, 2024
Q2 2024
Filing on Aug 08, 2025
Q2 2025
Better Money Decisions, LLC
- IEFA
- IGSB
- SPTS
- SPEM
- DFAT
- IJH
- VOO
Filing on Oct 30, 2025
Q3 2025
Tranquilli Financial Advisor LLC
- SPYG
- DFAX
- IDEV
- SPDW
- DFAC
- VGT
- RSP
Filing on Oct 15, 2025
Q3 2025
Merrion Investment Management Co, LLC
- CCJ
- JEF
- NVDA
- GOOG
- AAPL
- BRK-B
- GS
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Ameraudi Asset Management, Inc.
- VOO
- BND
- VPL
- IEF
- XLF
- XLY
- VWO
Filing on Oct 16, 2025
Q3 2025
Krs Capital Management, LLC
- NVDA
- AAPL
- AVGO
- AMD
- META
- LLY
- FTNT
Filing on Nov 13, 2025
Q3 2025
Jacobs Asset Management, LLC
- SII
- BPOP
- ALL
- QNST
- QCRH
- MAX
- OSBC