Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Clientfirst Wealth Management, LLC
- DDS
- IWF
- SPY
- VOO
- AAPL
- IWD
- IWM
Filing on Nov 13, 2025
Q3 2025
My.Alpha Management Hk Advisors LTD
- FUTU
- GDS
- TSM
- YY
- ACMR
- QFIN
- BIDU
Filing on Nov 05, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Columbia Advisory Partners LLC
- DGRW
- SCHD
- USMF
- JVAL
- VOE
- MTUM
- DGRS
Filing on Jul 17, 2023
Q2 2023
Silverhawk Asset Management, LLC
- IVV
- QEFA
- WLDR
- VCSH
- VTIP
- ESGS
- SPY
Filing on Nov 17, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
River Park Advisors, LLC
- MSFT
- AAPL
- META
- NVDA
- TSM
- GOOGL
- AMZN
Filing on Jul 18, 2022
Q2 2022
Strategic Capital Advisers, Inc.
- MOO
- SCHB
- IAU
- LLY
- VTI
- GLD
- UNH
Filing on Jan 29, 2024
Q4 2023
Filing on Nov 03, 2025
Q3 2025
River Tree Advisors, LLC
- JAAA
- FTSL
- FTCS
- FTSM
- LMBS
- DIVO
- BUFQ
Filing on Apr 30, 2024
Q1 2024
Starfox Financial Services, LLC
- VTI
- SPY
- SHY
- QQQ
- OUNZ
- VEA
- VGLT
Filing on Aug 06, 2025
Q2 2025
Legacy Investment Solutions, LLC
- NEOV
- BITO
- BIL
- UCON
- ICSH
- ECC
- GLDX
Filing on Nov 12, 2025
Q3 2025
Barden Capital Management, Inc.
- SCHF
- SCHX
- NVDA
- SPGM
- MSFT
- SPAB
- SCHG
Filing on Nov 14, 2025
Q3 2025
Talisman Wealth Advisors LLC
- DGRO
- VYM
- IWF
- SCHD
- MSFT
- HYG
- AAPL
Filing on Nov 13, 2025
Q3 2025
Jones Road Capital Management, L.P.
- MSFT
- META
- ORCL
- ATI
- COMM
- FXI
- ORCL
Filing on Nov 08, 2023
Q3 2023
Milestone Advisory Partners
- SCHD
- VFVA
- VDC
- VUG
- TDIV
- SPLV
- RYU
Filing on Oct 30, 2025
Q3 2025
Vanguard Capital Wealth Advisors
- AAPL
- NVDA
- AMZN
- URI
- AEF
- GOOG
- SLV
Filing on Nov 14, 2022
Q3 2022