Largest Portfolios by Value
Filing on Apr 30, 2025
Q1 2025
Aurdan Capital Management, LLC
- IUSG
- IVV
- VIG
- VXF
- MMC
- LOW
- GWW
Filing on May 09, 2025
Q1 2025
Fairfield Financial Advisors, LTD
- QQQ
- XLK
- AAPL
- LLY
- BRK-B
- AMZN
- GOOGL
Filing on Apr 30, 2025
Q1 2025
Filing on Jul 09, 2025
Q2 2025
Dlk Investment Management, LLC
- MSFT
- AAPL
- GOOG
- V
- COST
- JPM
- ICE
Filing on Apr 30, 2025
Q1 2025
Silverlake Wealth Management LLC
- MSFT
- AAPL
- PG
- IBM
- VZ
- JEPI
- SCHG
Filing on May 07, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Silver Coast Investments LLC
- IQLT
- SCHD
- DGRO
- AGG
- BIV
- VWO
- VBR
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Hobbs Group Advisors, LLC
- SPIB
- SPTI
- SPDW
- PPI
- IHDG
- IEMG
- DGRW
Filing on Apr 24, 2025
Q1 2025
Westend Capital Management, LLC
- BA
- META
- GE
- GILD
- AAPL
- ET
- BABA
Filing on May 08, 2025
Q1 2025
Independence Financial Advisors, LLC
- IUSG
- IUSV
- IEF
- ISTB
- FALN
- LQD
- TIP
Filing on May 13, 2025
Q1 2025
True Wealth Design, LLC
- DFAC
- DFIC
- DUHP
- DFEV
- DIHP
- AVUV
- AVDE
Filing on May 02, 2025
Q1 2025
Blue Pointe Capital Management, LLC
- SPY
- IWF
- VOO
- ACWI
- NVDA
- VEA
- FDVV
Filing on Apr 29, 2025
Q1 2025
Liberty Square Wealth Partners LLC
- VOO
- SPLG
- RDVY
- AAPL
- SCHD
- IQLT
- QQQ
Filing on Apr 07, 2025
Q1 2025
Global Financial Private Client, LLC
- AAPL
- BRK-A
- SPY
- SCHD
- VOO
- MSFT
- VIG
Filing on Apr 01, 2025
Q4 2024
Cornerstone Planning, LLC
- BSCP
- IBDQ
- IBTF
- SCHX
- NVDA
- BILS
- AAPL
Filing on May 15, 2025
Q1 2025
Filing on May 20, 2025
Q1 2025
Capital Impact Advisors, LLC
- GOOGL
- META
- NVDA
- ORCL
- DASH
- CRM
- CRWD