Largest Portfolios by Value
Filing on Jul 22, 2025
Q2 2025
Bridge Port Financial Solutions, LLC
- IVV
- JCPB
- VOO
- PVAL
- DYNF
- BRK-B
- USMV
Filing on May 15, 2024
Q1 2024
Mango Five Family, Inc.
- NVDA
- AMZN
- GOOG
- LBRDA
- LBRDK
- QCOM
- AMD
Filing on Aug 14, 2025
Q2 2025
Caden Capital Partners, LP
- DHR
- PCG
- STE
- CCI
- CSGP
- ICE
- IFF
Filing on Oct 08, 2024
Q3 2024
Filing on Aug 14, 2025
Q2 2025
Elevatus Welath Management
- VOO
- MSFT
- META
- NVDA
- JPST
- EFA
- VNLA
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 22, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Private Client Services, LLC
- IVV
- IEFA
- SPY
- VWO
- OEF
- HTRB
- AGG
Filing on Jul 17, 2025
Q2 2025
Olympus Wealth Management, LLC
- IEFA
- VOO
- SPY
- SPLG
- IEMG
- IJH
- SCHD
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 24, 2025
Q3 2025
Fairfield Financial Advisors, LTD
- QQQ
- XLK
- GOOGL
- AAPL
- AMZN
- BRK-B
- LLY
Filing on Aug 13, 2025
Q2 2025
Bare Financial Services, Inc
- IVV
- IEFA
- VTV
- BND
- AVUV
- BIBL
- WWJD
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Filing on Aug 08, 2025
Q2 2025
Massachusetts Financial Services CO
- MSFT
- NVDA
- AMZN
- META
- AAPL
- JPM
- GOOGL
Filing on Jul 16, 2025
Q2 2025
Xy Planning Network, Inc.
- VTI
- DFAC
- VCIT
- DFCF
- IVV
- VEA
- SPY
Filing on Oct 16, 2025
Q3 2025
Filing on Aug 05, 2025
Q2 2025
Aurdan Capital Management, LLC
- IUSG
- IVV
- VIG
- VXF
- VGIT
- PM
- GWW