Largest Portfolios by Value
Filing on Aug 13, 2025
Q2 2025
Goodwin Investment Advisory
- FBCG
- FBND
- FVAL
- ESGU
- VOO
- IVV
- XLG
Filing on Jul 29, 2025
Q2 2025
Members Capital Advisors Inc
- IGSB
- JAAA
- JPST
- HYG
- ESGU
- AVGO
- WMT
Filing on Jul 21, 2025
Q2 2025
Sageworth Trust CO Of South Dakota
- VTI
- VXUS
- VOO
- DFAS
- ACWI
- DFIC
- AMZN
Filing on Nov 09, 2023
Q3 2023
Wavelength Capital Management, LLC
- BKLN
- VTIP
- VMBS
- SJNK
- TIP
- MUB
- USHY
Filing on Nov 05, 2024
Q3 2024
Filing on Jul 30, 2025
Q2 2025
Filing on Oct 18, 2024
Q3 2024
Blue Drive Global Investors LLP
- TLT
- AMZN
- LW
- SHY
- MA
- V
- LBRDK
Filing on Feb 02, 2024
Q4 2023
Watershed Asset Management, L.L.C.
- VEU
- SPY
- INDA
- DHR
- MA
- VWO
- RYN
Filing on Aug 13, 2025
Q2 2025
Standard Family Office LLC
- VOO
- VWO
- IWP
- XLK
- AAPL
- NVDA
- MSFT
Filing on Aug 14, 2025
Q2 2025
Filing on Nov 13, 2024
Q3 2024
Point Break Capital Management, LLC
- CZR
- FOUR
- MSFT
- AMZN
- FXI
- META
- LLY
Filing on Aug 07, 2025
Q2 2025
Pier 88 Investment Partners LLC
- BKNG
- CYBR
- NOW
- TDG
- META
- VEEV
- TW
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 17, 2024
Q2 2024
Epic Trust Investment Advisors, LLC
- SPY
- RSP
- QQQ
- IWF
- SJNK
- SPYG
- FAPR
Filing on Jul 22, 2025
Q2 2025
Filing on Feb 06, 2025
Q4 2024
Filing on Jul 29, 2025
Q2 2025
Shelter Ins Retirement Plan
- IVV
- IEFA
- IEMG
- BKNG
- OTIS
- MKL
- HAS
Filing on Jul 23, 2025
Q2 2025
Lattice Capital Management, LLC
- NVDA
- AAPL
- MSFT
- ISRG
- GOOGL
- PLTR
- AMZN