Largest Portfolios by Value
Filing on Nov 17, 2025
Q3 2025
Central Asset Investments & Management Holdings (Hk) LTD
- NVDA
- TSM
- XPEV
- KC
- VST
- STX
- PDD
Filing on Oct 23, 2025
Q3 2025
Life Planning Partners, Inc
- ITOT
- IEFA
- VTI
- SUB
- VEA
- IEMG
- MUB
Filing on Nov 18, 2025
Q3 2025
Acuitas Investments, LLC
- AOSL
- MG
- NGS
- ANGO
- OPRT
- TLS
- GLDD
Filing on Nov 14, 2025
Q3 2025
Ratan Capital Management LP
- VST
- NVDA
- META
- AMZN
- SXT
- BA
- AVGO
Filing on Nov 14, 2025
Q3 2025
Navis Wealth Advisors, LLC
- SPY
- QQQ
- VOO
- PULS
- ZS
- NVDA
- KLAC
Filing on Oct 15, 2025
Q3 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Apr 24, 2024
Q1 2024
Lee Financial Group Hawaii, Inc.
- VOO
- COWZ
- GSLC
- BOTZ
- XAR
- BOND
- JVAL
Filing on Oct 23, 2025
Q3 2025
Sound Financial Strategies Group, LLC
- AGG
- IEF
- SGOV
- VWO
- TPIF
- WWJD
- SPLV
Filing on Nov 04, 2025
Q3 2025
Comprehensive Wealth Management, LLC
- LGOV
- KORP
- XLK
- SPTI
- AIRR
- EDIV
- VT
Filing on Oct 16, 2025
Q3 2025
Richwood Investment Advisors, LLC
- IVV
- IJH
- IJR
- LLY
- NOW
- V
- EFA
Filing on Oct 07, 2025
Q3 2025
First Community Trust Na
- AAPL
- MSFT
- NVDA
- AMAT
- DE
- META
- GOOGL
Filing on Nov 04, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Freemont Management S.A.
- NVDA
- GDX
- GDXJ
- MSFT
- NVDA
- AAPL
- CDNS
Filing on May 15, 2024
Q1 2024
Marketfield Asset Management LLC
- COP
- CAT
- TM
- ISRG
- SLB
- GDX
- COST
Filing on Oct 14, 2025
Q3 2025
J2 Capital Management Inc
- BIL
- TFLO
- SGOV
- LGH
- SSUS
- IAU
- HDV
Filing on Nov 12, 2025
Q3 2025
Marvin & Palmer Associates Inc
- NVDA
- AVGO
- GS
- ORCL
- JPM
- MS
- IBKR
Filing on Nov 14, 2025
Q3 2025
Great Point Partners LLC
- AMLX
- RZLT
- ASND
- IMVT
- CYTK
- XENE
- IONS