Largest Portfolios by Value
Filing on Oct 25, 2023
Q3 2023
Wealth Management Solutions, LLC
- SCHD
- MTUM
- SPTM
- VHT
- FLTR
- QUAL
- SPSM
Filing on Aug 15, 2022
Q2 2022
Ao Asset Management, LP
- TMUS
- PANW
- TEAM
- NOW
- CCI
- TENB
- MRVL
Filing on Nov 13, 2025
Q3 2025
Wildcat Capital Management, LLC
- ULCC
- RLX
- ALLO
- GTLB
Filing on Nov 03, 2025
Q3 2025
Atlantic Private Wealth, LLC
- SPY
- VTI
- VXUS
- SGOV
- VXF
- IBTG
- ESGV
Filing on Nov 13, 2025
Q3 2025
Silver Heights Capital Management Inc
- IRDM
- KMX
- PII
- HEIA
Filing on Nov 12, 2025
Q3 2025
Charter Research & Investment Group, Inc.
- AAPL
- GOOGL
- RTX
- META
- JNJ
- IBM
- PEP
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Laraway Financial Advisors Inc
- AAPL
- VUG
- VTV
- SPY
- MSFT
- VEA
- NVDA
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Dauntless Investment Group, LLC
- HYG
- XBI
- AAPL
- PLTR
- XLY
- META
- TLSA
Filing on Nov 14, 2022
Q3 2022
Ah Equity Partners Bio Ii, L.L.C.
- EQRX
- NAUT
- ERAS
- NVTA
Filing on Oct 08, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Mount Vernon Associates Inc
- AAPL
- MSFT
- GOOG
- META
- AMZN
- COST
- JPM
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 Nov 14, 2025
Q3 2025
Soapstone Management L.P.
- CSTM
- CFG
- PSA
- AWK
- AMZN
- MTN
- AGI
Filing on Feb 23, 2024
Q4 2023
Filing on Aug 14, 2025
Q2 2025