Largest Portfolios by Value
Filing on Oct 16, 2025
Q3 2025
Life Steps Financial, Inc.
- QQQ
- SPY
- NVDA
- AAPL
- MSFT
- VTV
- IJH
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Pinnacle West Asset Management, Inc.
- MSFT
- AAPL
- NVDA
- JPM
- AMZN
- META
- HD
Filing on Nov 13, 2025
Q3 2025
John & Kathleen Schreiber Foundation
- BX
- TCHP
- BXMT
- BXSL
Filing on Oct 14, 2025
Q3 2025
Dougherty Wealth Advisers LLC
- VUG
- VTV
- VOE
- VIOG
- VWO
- QQQ
- AAPL
Filing on Oct 24, 2025
Q3 2025
Lederer & Associates Investment Counsel
- AAPL
- MSFT
- NVDA
- GOOGL
- AMZN
- META
- AVGO
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Hanlon Investment Management, Inc.
- SGOV
- NVDA
- HYG
- VB
- QDF
- VUG
- VEA
Filing on Apr 28, 2023
Q1 2023
Harvest Group Wealth Management, LLC
- SPYV
- SCHO
- IXUS
- SCHG
- SCHR
- SPEM
- LMBS
Filing on Nov 02, 2022
Q3 2022
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Redwood Financial Network Corp
- SPTM
- QQQM
- NVDA
- TMFC
- XLK
- FLTR
- VNLA
Filing on Nov 25, 2025
Q3 2025
Lwm Advisory Services, LLC
- SPY
- GLDM
- EELV
- AAPL
- JMUB
- BRK-B
- USFR
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Mc Clarren Financial Advisors, Inc.
- VOO
- VTI
- VB
- MGK
- VO
- VXUS
- QQQ
Filing on Nov 12, 2025
Q3 2025
Bluegrass Capital Partners LP
- MSFT
- GE
- MCO
- TDG
- MA
- AMZN
- MLM
Filing on Jul 22, 2022
Q2 2022
Loveless Wealth Management LLC
- XOM
- O
- XLU
- ABBV
- XLK
- DE
- AAPL
Filing on Aug 03, 2022
Q2 2022