Largest Portfolios by Value
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Groupe Des Assurances Du Credit Mutuel
- CRH.L
Filing on Oct 20, 2025
Q3 2025
Squire Investment Management Company, LLC
- DFAC
- ITOT
- DFAT
- DFIV
- AVDV
- DFEM
- IDEV
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Luminvest Wealth Management LLC
- VTI
- VXUS
- VEU
- VTEB
- BND
- BNDX
- VCIT
Filing on Nov 12, 2025
Q3 2025
Passive Capital Management, Llc.
- DFAC
- VNQ
- SCHO
- AVUS
- DFIC
- VTEB
- AVDE
Filing on Nov 14, 2025
Q3 2025
Verity Asset Management, Inc.
- SPY
- IVV
- IBM
- MSFT
- VXUS
- IAU
- BSJQ
Filing on Oct 23, 2025
Q3 2025
Seneca Financial Advisors LLC
- VIG
- SCHG
- GOVT
- STIP
- SCHM
- VTEB
- VXUS
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Timonier Family Office, Ltd.
- DUHP
- DFUV
- DFAU
- DFUS
- DFAS
- DFIC
- DFSV
Filing on Nov 14, 2025
Q3 2025
Yukon Wealth Management, Inc.
- NVDA
- IVV
- DVY
- AAPL
- SCHD
- VIG
- MSFT
Filing on Nov 14, 2025
Q3 2025
Boone Capital Management LLC
- MDT
- MIRM
- IONS
- BBIO
- CI
- NBIX
- UNH
Filing on Nov 12, 2025
Q3 2025
Sava Penzisko Drushtvo A.D. Skopje
- URTH
- IXN
- FNCL
- IJH
- IHAK
- VPL
- GDX
Filing on Nov 12, 2025
Q3 2025
Highland Peak Capital, LLC
- OI
- SIMO
- OC
- AXL
- GEO
- WDC
- STX
Filing on Oct 30, 2025
Q3 2025
Flagship Wealth Advisors, LLC
- QQQ
- VUG
- VYM
- SPY
- FDVV
- EPS
- VTV
Filing on Oct 15, 2025
Q3 2025
Borer Denton & Associates, Inc.
- MSFT
- BRK-B
- COST
- AAPL
- ORCL
- HD
- ABBV
Filing on Oct 23, 2025
Q3 2025
Etesian Wealth Advisors, Inc.
- USFR
- MOAT
- UCON
- VEA
- IVV
- SPY
- AAPL