Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Sophron Capital Management L.P.
- ADC
- GLPI
- AVB
- MTH
- ESS
- ELS
- WH
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 31, 2025
Q2 2025
Envestnet Asset Management Inc
- IVV
- VOO
- IUSB
- QUAL
- VEA
- MSFT
- AGG
Filing on Jul 30, 2025
Q2 2025
En Rich Financial Partners LLC
- DFEM
- DFIC
- DFAT
- VOO
- FBND
- DFAS
- VO
Filing on Oct 14, 2025
Q3 2025
Cjm Wealth Advisers, Ltd.
- VOO
- QQQ
- IJH
- IJR
- VTV
- VBK
- CGDV
Filing on Jul 15, 2025
Q2 2025
Eaton Financial Holdings Company, LLC
- USFR
- TSPA
- FTEC
- VDC
- JEPI
- SPYV
- HYGW
Filing on Oct 21, 2025
Q3 2025
Filing on Jul 29, 2025
Q2 2025
Empirical Asset Management, LLC
- AAPL
- SPY
- NVDA
- MSFT
- IYW
- SGOL
- META
Filing on Oct 22, 2025
Q3 2025
Endeavor Private Wealth, Inc.
- IUSB
- IVE
- AVUS
- VO
- QUAL
- IVV
- IVW
Filing on Oct 09, 2025
Q3 2025
Brady Family Wealth, LLC
- AAPL
- MSFT
- GOOGL
- AVGO
- LOW
- SYK
- V
Filing on Oct 09, 2025
Q3 2025
Central Valley Advisors, LLC
- VTWO
- AAPL
- VOO
- BALT
- BSCS
- MSFT
- BSCT
Filing on Aug 14, 2025
Q2 2025
Wealth High Governance Capital Ltda
- NRG
- AVGO
- ONON
- AMZN
- MSFT
- CCL
- META
Filing on Aug 06, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Brown Wealth Management, LLC
- VTV
- VUG
- IVV
- BIV
- VEA
- SUB
- MUB
Filing on Jul 28, 2025
Q2 2025
Broad Peak Investment Advisers Pte LTD
- U
- META
- ANSS
- LITE
- NKE
- BOOT
- TPR
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 14, 2025
Q2 2025
Narus Financial Partners, LLC
- WMT
- GLD
- XLK
- NVDA
- VEA
- VO
- VTI
Filing on Oct 15, 2025
Q3 2025
Pure Portfolios Holdings LLC
- SGOL
- SCHX
- SCHF
- SCHR
- SCHE
- SLYV
- SCHO