Largest Portfolios by Value

Redwood Wealth Management Group, LLC

• MSFT
• IBM
• AAPL
• IVW
• IVV
• NVDA
• IWM

Checkpoint Capital L.P.

• ARGX
• RYTM
• PHAT
• CYTK
• AXSM
• PTGX
• PLRX

Pine Harbor Wealth Management, LLC

• DFUS
• DFIC
• VTI
• QQQ
• SPGP
• AVUV
• PULS

Landmark Wealth Management, Inc.

• GTO
• SPY
• DSTL
• DFAI
• XLSR
• SPEM
• XMHQ

Physician Wealth Solutions Inc.

• DFAU
• DFCF
• DFIP
• AVRE
• VTEB
• DFSV
• DFEM

Lodestone Wealth Management LLC

• AAPL
• JPST
• MSFT
• CGCP
• VTV
• AMGN
• JPM

Trellis Wealth Advisors LLC

• DFAX
• DFAC
• VTI
• AVUS
• AVDE
• BSV
• VXUS

Parker Financial LLC

• VEA
• VUG
• VTV
• DFAC
• BNDX
• VWO
• BSV

Trueblood Wealth Management, LLC

• JPM
• AAPL
• MSFT
• ACN
• SDVY
• FTA
• AJG

Peirce Capital Management, LLC

• DFAC
• ITOT
• AVDV
• VGIT
• DFIV
• DFEM
• IDEV

Israel Englander

• IWM
• SPY
• QQQ
• IWM
• NVDA
• AAPL
• SPY

Tcfg Wealth Management, LLC

• AAPL
• NVDA
• UYLD
• MSFT
• AMZN
• NEM
• FNV

Findell Capital Management LLC

• ESTA
• LQDA
• APLD
• VAL
• ZI
• DAVA
• OPRT

Nalanda India Fund LTD

Doma Perpetual Capital Management LLC

• INMD
• BBD
• NSSC
• PCRX
• HIFS
• DVA
• AFYA

Orba Wealth Advisors, L.L.C.

• AAPL
• SPY
• ULST
• DGRW
• FPE
• AVUV
• MSFT

Ai Squared Management LTD

• SPY
• QQQ
• BABA
• TAL
• EDU
• FUTU
• JD

Traveka Wealth, LLC

• VOO
• VBR
• BSV
• VTV
• BIV
• MUB
• MSFT