Largest Portfolios by Value
Filing on Oct 15, 2025
Q3 2025
Pure Portfolios Holdings LLC
- SGOL
- SCHX
- SCHF
- SCHR
- SCHE
- SLYV
- SCHO
Filing on Oct 13, 2023
Q3 2023
Key Bridge Compliance, LLC
- SPY
- IJH
- IJJ
- SPLG
- AAPL
- IDV
- LLY
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Corigliano Investment Advisers, LLC
- CTRA
- GPOR
- AR
- IMO
- MUR
- MPC
- RRC
Filing on Jul 24, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Watershed Private Wealth LLC
- IVV
- NVDA
- AGG
- VUG
- QUAL
- EFV
- VTV
Filing on Nov 08, 2024
Q3 2024
Filing on May 07, 2025
Q1 2025
Passive Capital Management, Llc.
- VNQ
- DFAC
- VTEB
- SCHO
- AVUS
- DFIC
- AVDE
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Meredith Wealth Planning
- AVUV
- DUHP
- AVDV
- MTUM
- AVES
- DIHP
- AVGE
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Rivermont Capital Management LP
- TPR
- SXT
- WTW
- CEG
- SPOT
- NWSA
- CLH
Filing on Aug 07, 2025
Q2 2025
Filing on Aug 15, 2025
Q2 2025
Global View Capital Management LLC
- QLD
- SPLG
- USFR
- DDM
- SSO
- RPG
- HYG
Filing on Jul 29, 2025
Q2 2025