Largest Portfolios by Value
Filing on Dec 17, 2025
Q3 2025
Peterson Wealth Management
- QQQ
- SPY
- VIG
- NVDA
- AMZN
- COST
- XLY
Filing on Oct 11, 2024
Q3 2024
Vital Stone Financial, LLC
- SGOV
- QQQ
- VUG
- CLOI
- IVV
- VTV
- NVDA
Filing on Dec 02, 2025
Q3 2025
Stillwater Wealth Management Group
- AAPL
- AVGO
- MSFT
- QQQ
- NVDA
- QUAL
- DGRO
Filing on Aug 14, 2023
Q2 2023
Kemper Corp Master Retirement Trust
- VCLT
- IGLB
Filing on Nov 14, 2025
Q3 2025
Synergy Financial Group, LTD
- NVDA
- MSFT
- SHOP
- AMZN
- TSLA
- AAPL
- GOOG
Filing on Nov 03, 2025
Q3 2025
Laurus Investment Counsel Inc.
- PTC
- CRL
- SPGI
- JKHY
- DV
- ASGN
- ITGR
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Coastwise Capital Group, LLC
- SCHD
- AAPL
- SPY
- NVDA
- MSFT
- AMZN
- GOOGL
Filing on Oct 21, 2025
Q3 2025
Saxony Capital Management, LLC
- QQQ
- VOO
- BND
- NVDA
- IVW
- JEPI
- SPYG
Filing on Nov 05, 2025
Q3 2025
Chapman Investment Management, LLC
- MSFT
- COST
- MA
- AMZN
- V
- MELI
- MKL
Filing on Nov 19, 2025
Q3 2025
Mosaic Financial Group, LLC
- IVV
- VIG
- MSFT
- UNP
- AAPL
- RSP
- T
Filing on Nov 14, 2025
Q3 2025
Jcp Investment Management, LLC
- SPY
- GNRC
- FNF
- UNFI
- RRGB
- MUSA
- KMI
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Forthright Family Wealth Advisory LLC
- SPLG
- IVW
- DFAC
- QUAL
- EFV
- AVLV
- SCHZ
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Impala Asset Management LLC
- ERO
- CENX
- ASO
- HUN
- BKE
- WLK
- ANF
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Safir Wealth Advisors, LLC
- VOO
- VUG
- BSV
- VTV
- BIV
- VIG
- VGSH