Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Blue Door Asset Management, LLC
- FLEX
- PYPL
- EPAM
- PRGO
- JBL
- HOLX
- VRT
Filing on Feb 02, 2024
Q4 2023
Filing on Aug 08, 2024
Q2 2024
Ica Group Wealth Management, LLC
- QQQ
- SPY
- JCPB
- FDL
- AAPL
- VONG
- FVD
Filing on Oct 23, 2025
Q3 2025
Yardley Wealth Management LLC
- DFAU
- AVDE
- FRDM
- DFNM
- DFIP
- DFCF
- DISV
Filing on Nov 06, 2025
Q3 2025
Financial Advocates Investment Management
- AAPL
- GLD
- AOA
- MINT
- IVV
- IUSB
- XLG
Filing on Nov 14, 2025
Q3 2025
Ewing Morris & Co. Investment Partners Ltd.
- CMP
- SRI
- IVV
- SWIM
- IQLT
- DRVN
- GSHD
Filing on Nov 14, 2023
Q3 2023
North Fourth Asset Management, LP
- QQQ
- SPY
- SHW
- LULU
- ZBRA
- DPZ
- FDX
Filing on Oct 09, 2025
Q3 2025
Walnut Private Equity Partners, LLC
- BX
- ET
- WMB
- MPLX
- PAA
- EPD
- BEP
Filing on Oct 08, 2025
Q3 2025
Pinnacle Wealth Management Group, Inc.
- UITB
- VMBS
- USTB
- QQQ
- MSFT
- GDX
- VXUS
Filing on Nov 13, 2025
Q3 2025
Benchmark Investment Advisors LLC
- NVDA
- APP
- AVGO
- MSFT
- GOOGL
- TSM
- META
Filing on Oct 17, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Pring Turner Capital Group Inc
- ORCL
- SCHW
- NOBL
- TXN
- CMI
- AXP
- PLD
Filing on Jan 16, 2025
Q4 2024
Hbc Financial Services, Pllc
- IWB
- IJH
- MUB
- AGG
- MSFT
- SBUX
- VB
Filing on Oct 22, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
River Glades Family Offices LLC
- IVV
- VEA
- IJH
- VWO
- IAU
- FLRN
- XLK
Filing on Oct 20, 2025
Q3 2025
Main Line Retirement Advisors, LLC
- CGDV
- VYMI
- CGXU
- CGGR
- CGCP
- VUG
- VTV