Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 16, 2025
Q2 2025
Filing on Feb 12, 2025
Q4 2024
Sanctuary Wealth Management, L.L.C.
- IVV
- VTI
- QQQM
- VONG
- BND
- VOO
- QQQ
Filing on Oct 11, 2024
Q3 2024
Vital Stone Financial, LLC
- SGOV
- QQQ
- VUG
- CLOI
- IVV
- VTV
- NVDA
Filing on Aug 13, 2025
Q2 2025
Forthright Family Wealth Advisory LLC
- SPLG
- IVW
- QUAL
- DFAC
- EFV
- SCHZ
- EFG
Filing on Aug 14, 2023
Q2 2023
Kemper Corp Master Retirement Trust
- VCLT
- IGLB
Filing on Aug 12, 2025
Q2 2025
Providence Wealth Advisors, LLC
- MSFT
- LLY
- AAPL
- AVGO
- JPM
- HON
- CAT
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Sapience Investments, LLC
- CR
- WBS
- WTFC
- PZZA
- BPOP
- ATI
- ELF
Filing on Aug 07, 2025
Q2 2025
Mc Clarren Financial Advisors, Inc.
- VTI
- VB
- VOO
- VO
- MGK
- VXUS
- VIG
Filing on Aug 04, 2025
Q2 2025
Meixler Investment Management, Ltd.
- PHYS
- BRK-B
- DMLP
- SU
- NRP
- CNQ
- TYG
Filing on Jul 16, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Sowa Financial Group, Inc.
- FBCG
- IAU
- AAPL
- PVAL
- HGER
- NVDA
- V
Filing on Jul 16, 2025
Q2 2025
Swisher Financial Concepts, Inc.
- VTI
- CGDV
- VXUS
- ABBV
- ABT
- EUSA
- CGGR
Filing on Aug 13, 2025
Q2 2025
Channing Global Advisors, LLC
- UBS
- TSM
- AMZN
- META
- GOOG
- MSFT
- V
Filing on Aug 20, 2025
Q2 2025
Thompson Davis & Co., Inc.
- SMID
- CSL
- WMT
- DOV
- VOO
- SHW
- JPST
Filing on Aug 06, 2025
Q2 2025
Forbes Financial Planning, Inc.
- FBND
- IVV
- VCSH
- VTI
- VBR
- SLYG
- VEA