Largest Portfolios by Value
Filing on Jul 30, 2025
Q2 2025
Privium Fund Management (Uk) LTD
- VOO
- TLT
- BX
- GSBD
- TCPC
- CPA
- AER
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 01, 2025
Q2 2025
Paradigm, Strategies In Wealth Management, LLC
- SCHG
- SCHD
- JPST
- HEFA
- IJR
- SCHF
- PG
Filing on Jul 23, 2025
Q2 2025
Life Steps Financial, Inc.
- QQQ
- SPY
- NVDA
- MSFT
- AAPL
- VTV
- IJH
Filing on Oct 25, 2023
Q3 2023
Wealth Management Solutions, LLC
- SCHD
- MTUM
- SPTM
- VHT
- FLTR
- QUAL
- SPSM
Filing on Aug 15, 2022
Q2 2022
Ao Asset Management, LP
- TMUS
- PANW
- TEAM
- NOW
- CCI
- TENB
- MRVL
Filing on Jul 21, 2025
Q2 2025
Future Financial Wealth Managment LLC
- QQQM
- VOO
- SCHD
- JAAA
- IWY
- TSPA
- HEFA
Filing on Jul 24, 2025
Q2 2025
Pinnacle West Asset Management, Inc.
- MSFT
- AAPL
- NVDA
- AMZN
- JPM
- META
- LLY
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Echo Wealth Management, LLC
- JPIE
- AVIG
- AVDE
- AVUV
- AVLV
- AVUS
- COWZ
Filing on Aug 12, 2025
Q2 2025
Bluegrass Capital Partners LP
- MSFT
- TDG
- GE
- MCO
- MA
- MLM
- AMZN
Filing on Aug 14, 2025
Q2 2025
Redwood Financial Network Corp
- SPTM
- QQQM
- NVDA
- TMFC
- XLK
- FLTR
- VNLA
Filing on Aug 14, 2025
Q2 2025
Aberdeen Wealth Management LLC
- IVOV
- VIG
- MSFT
- AAPL
- JPM
- BRK-B
- ADP
Filing on Aug 13, 2025
Q2 2025
Round Hill Asset Management
- SPGI
- AMGN
- DIS
- CMCSA
- NDAQ
- PFE
- MRK
Filing on Aug 05, 2025
Q2 2025
American Institute For Advanced Investment Management, LLP
- IWF
- IWD
- SPY
- MSFT
- AAPL
- MINT
- GRID
Filing on Nov 14, 2022
Q3 2022
Ah Equity Partners Bio Ii, L.L.C.
- EQRX
- NAUT
- ERAS
- NVTA
Filing on Jul 07, 2025
Q2 2025
Taylor & Morgan Wealth Management, LLC
- SPY
- IVV
- SPSM
- IWR
- MSFT
- AAPL
- VOE
Filing on Aug 13, 2025
Q2 2025