Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Sja Financial Advisory, LLC
- IEFA
- IVV
- BND
- IVE
- IVW
- IJK
- IEMG
Filing on Jul 28, 2022
Q2 2022
Private Capital Group, LLC
- VV
- VTV
- AAPL
- VUG
- VEA
- MSFT
- VOT
Filing on May 12, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Boyar Asset Management Inc.
- MSFT
- JPM
- AMP
- HD
- UBER
- BAC
- BK
Filing on Apr 11, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
River Tree Advisors, LLC
- FTSM
- JAAA
- LMBS
- FTCS
- BUFR
- DIVO
- BUFQ
Filing on Apr 21, 2025
Q1 2025
White Wing Wealth Management
- VTI
- JPST
- VB
- VEA
- QQQ
- VIG
- SCHJ
Filing on Apr 28, 2025
Q1 2025
Meadow Creek Wealth Advisors LLC
- IVV
- SON
- KO
- MSFT
- JEPI
- AAPL
- NVDA
Filing on May 08, 2025
Q1 2025
Forbes Financial Planning, Inc.
- VEA
- VBR
- SLYG
- VTI
- NEAR
- AGG
- IVV
Filing on May 15, 2025
Q1 2025
Filing on May 02, 2025
Q1 2025
Sage Private Wealth Group, LLC
- SDVY
- DGRW
- DBEF
- AIRR
- DBMF
- IAU
- AAPL
Filing on May 15, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Filing on Oct 09, 2024
Q3 2024
Life Pro Asset Management
- BKLN
- LONZ
- MSFT
- AGNC
- DFSD
- DFCF
- XCCC
Filing on May 14, 2025
Q1 2025
P Squared Asset Management Ag
- HES
- ITCI
- K
- DESP
- SLSSF
- AXL
Filing on May 14, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Clearview Wealth Advisors LLC
- CGCP
- SCHZ
- CGDV
- SPLG
- CGGR
- JAAA
- SCHX