Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Cove Private Wealth, LLC
- NVDA
- AAPL
- MSFT
- AMZN
- GOOGL
- GOOG
- JPM
Filing on Oct 21, 2025
Q3 2025
Meredith Wealth Planning
- AVUV
- DUHP
- AVDV
- MTUM
- AVES
- DIHP
- AVGE
Filing on Nov 14, 2025
Q3 2025
Palo Duro Investment Partners, LP
- AR
- CHRD
- GPOR
- PR
- EQT
- BKR
- CRC
Filing on Oct 31, 2025
Q3 2025
Ark & Tlk Investments, LLC
- DFAC
- DFUS
- DFIC
- DFAX
- TFLO
- IWF
- VGSH
Filing on Nov 14, 2025
Q3 2025
Concord Investment Counsel Inc.
- NVDA
- AAPL
- AMZN
- XLI
- GOOGL
- MSFT
- NFLX
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Aurdan Capital Management, LLC
- IUSG
- VIG
- IVV
- VXF
- PVAL
- VGIT
- LOW
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Pine Harbor Wealth Management, LLC
- DFUS
- PULS
- DFIC
- QQQ
- VTI
- AVUV
- DFSD
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 03, 2025
Q3 2025
Cambridge Financial Group, LLC
- DFAC
- DFIC
- DFAT
- DFEM
- DFEV
- DFAX
- SCHG
Filing on Oct 23, 2025
Q3 2025
Core Wealth Management, Inc.
- DFAC
- DFAX
- DFCF
- DFAR
- DFIP
- DFNM
- NEE
Filing on Dec 01, 2025
Q3 2025
Payne Capital Management, LLC
- SCHF
- MLPX
- VWO
- VEA
- SCHG
- VUG
- BCI
Filing on Nov 24, 2025
Q3 2025
Greenfield Seitz Capital Management, LLC
- CVE
- NVDA
- BIL
- RMD
- ETN
- HIMS
- SU
Filing on Nov 14, 2025
Q3 2025
Corigliano Investment Advisers, LLC
- AR
- EQT
- CTRA
- CVE
- IMO
- VLO
- DINO
Filing on Oct 14, 2025
Q3 2025
Pioneer Wealth Management Group
- DFAU
- SCHZ
- DFAI
- VCIT
- DFAE
- SCHH
- DFAS