Largest Portfolios by Value
Filing on Oct 22, 2025
Q3 2025
My Purposeful Wealth Corp.
- VUG
- IVV
- ITOT
- IUSG
- IWF
- SCHX
- VOE
Filing on Nov 10, 2025
Q3 2025
Bare Financial Services, Inc
- IVV
- IEFA
- VTV
- AVUV
- BND
- WWJD
- IBD
Filing on Nov 17, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Jrm Investment Counsel, LLC
- BRK-B
- VEA
- AVLV
- AVUS
- AVEM
- AVDE
- AVUV
Filing on May 14, 2024
Q1 2024
Orion Resource Partners (Usa) LP
- SAND
- IE
- IAUX
- DC
Filing on Nov 10, 2025
Q3 2025
Buska Wealth Management, LLC
- IVV
- VIG
- SPYG
- VYM
- QQQ
- FLRN
- BUFF
Filing on Oct 27, 2025
Q3 2025
Impact Capital Partners LLC
- MSFT
- NVDA
- AAPL
- AVGO
- DDWM
- ORCL
- PG
Filing on Oct 23, 2025
Q3 2025
Legacy Wealth Management, LLC / Ms
- NVDA
- SPY
- AAPL
- MSFT
- SPLG
- GOOGL
- PANW
Filing on Nov 14, 2025
Q3 2025
Double Line ETF Adviser LP
- META
- GOOGL
- WMT
- GOOG
- COST
- PG
- WELL
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 17, 2025
Q3 2025
Sterling Wealth Management, Inc.
- VTI
- DUHP
- DFCF
- DFAT
- VEA
- DFAE
- DFUV
Filing on Oct 15, 2025
Q3 2025
Vci Wealth Management LLC
- IAU
- MSFT
- NVDA
- VEA
- JPST
- AAPL
- GOOG
Filing on Oct 16, 2025
Q3 2025
Eldred Rock Partners, LLC
- TSM
- COF
- GOOGL
- VNT
- BRK-B
- ASML
- EMR
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Independence Financial Advisors, LLC
- LQD
- IEF
- IEI
- FTEC
- FDVV
- TIP
- FALN
Filing on Nov 12, 2025
Q3 2025
Life Line Wealth Management LLC
- QQQ
- IWF
- QUAL
- IAU
- IQLT
- VGK
- EWG
Filing on Nov 14, 2025
Q3 2025
Landmark Investment Partners, L.P.
- ESS
- CSGP
- IWM
- DEI
- HPP
- ARE
- CNS