Largest Portfolios by Value

Envision Financial Planning, LLC

• DFAU
• GOVT
• IBDW
• DUHP
• DFAE
• DFAI
• IBDU

Hansen & Associates Financial Group, Inc.

• SHV
• FTSM
• VNQ
• UNH
• GLD
• BRK-B
• UNP

Financial Freedom, LLC

• VCIT
• QQQ
• VGT
• PG
• XLE
• VCR
• AGG

Quantitative Strategies, Inc.

• IVE
• IVW
• LQD
• TLH
• IJR
• XLK
• IGIB

Acorn Creek Capital LLC

• VUG
• VTV
• BIV
• DFIC
• GLD
• USFR
• DFAS

Summit Investment Advisory Services, LLC

• CGDV
• CGGR
• DGRO
• CGUS
• SPSM
• SPTM
• IVW

Taconic Capital Advisors LP

• VTOL
• FYBR
• ENRFF
• ALX
• HNRG
• GBTG
• ATUS

Scalar Gauge Management, LLC

• ZUO
• CWAN
• FIVN
• NABL
• MSI
• NRG
• SMWB

Tactive Advisors, LLC

• QLD
• BTAL
• SSO
• USFR
• MGK
• QQQ
• VONG

Triad Wealth Partners, LLC

• FBND
• VOO
• OMFL
• JCPB
• BND
• DGRW
• IJH

Blantyre Capital LTD

Pine Brook Road Advisors, L.P.

Halter Ferguson Financial Inc.

• TSLA
• QQQ
• LMND
• TSLA
• AEHR
• NVDA
• LLY

Kanen Wealth Management LLC

• COMP
• EZPW
• REAL
• STKS
• CZR
• EGAN
• INSE

Marmo Financial Group, LLC

• SPY
• VUG
• MGV
• BND
• XSMO
• QQQM
• NFTY

Janus Henderson Group PLC

• MSFT
• NVDA
• AAPL
• AMZN
• META
• GOOG
• LLY

Shared Vision Wealth Group LLC

• AAPL
• IVV
• IUSB
• QUAL
• MBB
• IVW
• DYNF

Km Capital Management Ltd.

• DFUS
• ITOT
• IWL
• EMXC
• QQQ
• DFIV
• EFG