Largest Portfolios by Value
Filing on Aug 06, 2025
Q2 2025
Filing on Apr 30, 2024
Q1 2024
Starfox Financial Services, LLC
- VTI
- SPY
- SHY
- QQQ
- OUNZ
- VEA
- VGLT
Filing on Aug 11, 2025
Q2 2025
Alterna Wealth Management, Inc
- SHV
- SHY
- SLQD
- QUAL
- SPY
- SGOV
- QQQ
Filing on Aug 14, 2025
Q2 2025
Eschler Asset Management LLP
- BE
- AGI
- GDS
- GDXJ
- NGD
- AEM
- NEM
Filing on Aug 06, 2025
Q2 2025
Legacy Investment Solutions, LLC
- NEOV
- BITO
- BIL
- UCON
- ICSH
- ECC
- GLDX
Filing on Aug 06, 2025
Q2 2025
Legacy Wealth Managment, Llc/Id
- NEOV
- BITO
- BIL
- UCON
- ICSH
- ECC
- GLDX
Filing on Aug 14, 2025
Q2 2025
7 G Capital Management, LLC
- GOOGL
- TSM
- AAPL
- BRK-A
- NVDA
- WRB
Filing on Aug 14, 2025
Q2 2025
Equinox Partners Investment Management LLC
- GAU
- KOS
- EGO
- PSLV
- IAUX
- ODV
Filing on Aug 14, 2025
Q2 2025
Filing on May 02, 2025
Q1 2025
Archvest Wealth Advisors, Inc.
- DFAI
- IVV
- VNQ
- VEU
- VWOB
- IMTM
- GSLC
Filing on Nov 08, 2023
Q3 2023
Milestone Advisory Partners
- SCHD
- VFVA
- VDC
- VUG
- TDIV
- SPLV
- RYU
Filing on Jul 21, 2025
Q2 2025
Life Planning Partners, Inc
- ITOT
- IEFA
- VTI
- SUB
- VEA
- IEMG
- MUB
Filing on Nov 14, 2022
Q3 2022
Filing on Jul 21, 2025
Q2 2025
J2 Capital Management Inc
- BIL
- TFLO
- SGOV
- LGH
- JEPI
- SSUS
- HDV
Filing on Aug 14, 2025
Q2 2025
Stone House Capital Management, LLC
- LNW
- RMBL
- DBI
- DBI
Filing on Aug 14, 2025
Q2 2025
Intrepid Family Office LLC
- GLD
- SPY
- SPY
- VTI
- ADX
- GDXJ
- PPLT
Filing on Jul 10, 2025
Q2 2025
Andrew Hill Investment Advisors, Inc.
- GLD
- JPM
- AMSC
- NFLX
- UBER
- MSFT
- FBND
Filing on Aug 19, 2025
Q2 2025
Delos Wealth Advisors, LLC
- BILS
- MSFT
- FXU
- GLD
- AAPL
- WMT
- AEM