Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Palo Alto Wealth Advisors, LLC
- GOOG
- GOOGL
- QUAL
- DGRW
- NVDA
- MOAT
- GSIE
Filing on Oct 17, 2025
Q3 2025
Westend Capital Management, LLC
- BA
- BABA
- GE
- AAPL
- PLTR
- CCJ
- META
Filing on Oct 23, 2025
Q3 2025
Argonautica Private Wealth Management, Inc
- MSFT
- AAPL
- NVDA
- GOOGL
- AVGO
- AMZN
- ORCL
Filing on Oct 23, 2025
Q3 2025
Financial Advisory Partners, LLC
- VCIT
- VUG
- VTV
- SGOV
- VGIT
- FLOT
- VIG
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Heritage Wealth Management, Inc.
- PG
- MSFT
- AAPL
- USB
- JPM
- WMT
- LLY
Filing on Feb 14, 2025
Q4 2024
Nuveen Asset Management, LLC
- MSFT
- NVDA
- AAPL
- AMZN
- AVGO
- META
- GOOG
Filing on Oct 30, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Arcataur Capital Management LLC
- IVV
- IJR
- IJH
- VEA
- VWO
- QQQ
- SCHX
Filing on Nov 12, 2025
Q3 2025
Torrey Growth & Income Advisors
- QCOM
- NOW
- ORCL
- AMD
- FAS
- AXP
- SHOP
Filing on Oct 14, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Silphium Asset Management LTD
- VOO
- VXUS
- IAGG
- LQD
- VCSH
- NVDA
- MSFT
Filing on Feb 09, 2024
Q4 2023
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Custom Index Systems, LLC
- AAPL
- NVDA
- IWF
- EFV
- IVW
- DEM
- MSFT
Filing on Oct 21, 2025
Q3 2025
Lifelong Wealth Advisors, Inc.
- GSLC
- SPLG
- AVUV
- IYW
- ORCL
- QUAL
- IAU
Filing on Oct 31, 2025
Q3 2025
Global Assets Advisory, LLC
- NVDA
- AAPL
- XOM
- AMZN
- JEPI
- BRK-B
- VCIT
Filing on Oct 31, 2025
Q3 2025