Largest Portfolios by Value

Ted Buchan & CO

• AGG
• PRF
• SHY
• IVV
• TIP
• COWZ
• NOBL

Worldly Partners Management, LLC

• FND
• COST
• CDLX

Squire Investment Management Company, LLC

• DFAC
• DFAT
• ITOT
• DFIV
• DFUV
• AVDV
• IDEV

Cowa, LLC

• AVUV
• DFIV
• IDV
• AAPL
• SPYD
• AMLP
• IBHF

Tejara Capital LTD

• ROIV
• MREO
• ARQT
• HRTX
• STNG
• NOV
• NBR

Pioneer Wealth Management Group

• DFAU
• DFAI
• SCHZ
• DFAE
• SCHH
• VCIT
• BSV

Meredith Wealth Planning

• AVUV
• DUHP
• AVDV
• MTUM
• AVES
• DIHP
• DFCF

My Purposeful Wealth Corp.

• VUG
• IVV
• ITOT
• UNP
• IUSG
• VTV
• SPYV

Mendota Financial Group, LLC

• RSP
• BRK-B
• DFAI
• DFUS
• IGIB
• DFAS
• IVV

Summa Corp.

• NVDA
• AMD
• MSFT
• QCOM
• BABA
• VLO
• MRO

Sage Capital Management, LLC

• PAVE
• NVDA
• PHO
• SPY
• XLK
• AAPL
• QQQ

Baron Wealth Management LLC

• QUAL
• IJR
• AAPL
• SNA
• RIVN
• SPY
• MSFT

Income Research & Management

Idaho Trust Bank

• EFA
• IWM
• JNK
• EMB
• IJH
• VV
• VWO

Cpa Asset Management LLC

• FBND
• DFAE
• DFIP
• DUHP
• IAU
• BRK-A
• DIHP

Palo Ds Manager LLC

• AMZN
• MA
• SPY
• META
• NOW
• VRSN
• ORCL

Conway Capital Management, Inc.

• AAPL
• NVDA
• AMZN
• COST
• NFLX
• MA
• DECK

Strait & Sound Wealth Management LLC

• TBIL
• AAPL
• MSFT
• SGOV
• XHLF
• NVDA
• AMZN