Largest Portfolios by Value
Filing on Aug 08, 2025
Q2 2025
Islay Capital Management, LLC
- SCHD
- AVUV
- SCHB
- SCHO
- BIL
- CORP
- BRK-B
Filing on Aug 17, 2023
Q2 2023
Filing on Nov 03, 2022
Q3 2022
Western Financial Corporation
- EFSC
- ARWR
- GOVT
- WFC
- PACW
- AAPL
- SHYG
Filing on Aug 14, 2025
Q2 2025
Absoluto Partners Gestao De Recursos Ltda
- NU
- MELI
- XP
- AMZN
- MSFT
- TSM
- SE
Filing on Feb 23, 2024
Q4 2023
Filing on Jul 28, 2025
Q2 2025
Diversified Investment Strategies, LLC
- XOM
- GDDY
- JOE
- DKS
- CALM
- FAST
- WMT
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Refined Wealth Management
- COIN
- BNDX
- VSGX
- QQQ
- VTV
- OSTK
- SRLN
Filing on Jul 08, 2025
Q2 2025
Kopion Asset Management, LLC
- TRUP
- BWA
- FTI
- VRNS
- MGNI
- PRO
- NICE
Filing on Aug 14, 2025
Q2 2025
Doheny Asset Management /Ca
- NVDA
- AAPL
- AVGO
- VST
- XOM
- GOOG
- COST
Filing on Aug 14, 2024
Q2 2024
Rain Capital Management, LLC
- IVV
- VTI
- ITOT
- VT
- IEF
- IGSB
- EFA
Filing on Aug 08, 2023
Q2 2023
Affinia Financial Group, LLC
- MOAT
- SPLG
- SHV
- TDVG
- SPY
- SPSM
- IJH
Filing on Jul 07, 2025
Q2 2025
Upper Left Wealth Management, LLC
- IAU
- SPLG
- BCI
- BNDX
- GLDM
- BWX
- MCHI
Filing on Aug 14, 2025
Q2 2025
Widmann Financial Services, Inc.
- IEFA
- MSFT
- AVUV
- IWD
- AAPL
- IWF
- IBM
Filing on Aug 08, 2025
Q2 2025
John & Kathleen Schreiber Foundation
- BX
- BXSL
- BXMT
- TCHP
Filing on Oct 27, 2023
Q3 2023
Trustees Of General Electric Pension Trust
- GE
Filing on Aug 07, 2025
Q2 2025
Palouse Capital Management, Inc.
- MSFT
- NEM
- BIL
- NTAP
- UNH
- HBAN
- TSN