Largest Portfolios by Value
Filing on Oct 16, 2025
Q3 2025
Filing on Jul 16, 2025
Q2 2025
Luminvest Wealth Management LLC
- VTI
- VXUS
- VEU
- VTEB
- BNDX
- BND
- VCIT
Filing on Oct 22, 2025
Q3 2025
Letson Investment Management, Inc.
- ABBV
- V
- JNJ
- ABT
- ACN
- AXP
- L
Filing on Aug 11, 2025
Q2 2025
Filing on May 14, 2025
Q1 2025
Sea Cliff Partners Management, LP
- UDMY
- AZEK
- GDDY
- HXL
- JBT
- PTC
- OKTA
Filing on Jul 01, 2025
Q2 2025
Burkett Financial Services, LLC
- SCHG
- SCHD
- VEA
- DBEF
- EEMV
- IJH
- IJR
Filing on Oct 14, 2025
Q3 2025
Zrc Wealth Management, LLC
- IUSB
- IUSG
- FNDX
- AVDE
- SCHX
- VO
- AAPL
Filing on Aug 11, 2025
Q2 2025
Patient Square Capital LP
- ROIV
- INSM
- ARGX
- EYPT
- LQDA
- OCUL
- CGEM
Filing on Aug 12, 2025
Q2 2025
Filing on May 06, 2024
Q1 2024
Concord Investment Counsel Inc.
- NVDA
- AAPL
- XLI
- AMZN
- MSFT
- UNH
- GOOGL
Filing on Aug 13, 2025
Q2 2025
Crestmont Private Wealth LLC
- IVV
- VOO
- BOND
- VWO
- VEA
- JPST
- DFAT
Filing on Aug 12, 2025
Q2 2025
Richard W. Paul & Associates, LLC
- IUSV
- IUSG
- AGG
- IJR
- TLT
- IEFA
- JPIE
Filing on Oct 29, 2025
Q3 2025
Glass Jacobson Investment Advisors LLC
- DFAU
- DFAI
- FPE
- BND
- DFIV
- VBR
- VUG
Filing on Oct 22, 2025
Q3 2025
Sims Investment Management, LLC
- SCHX
- SCHA
- QYLD
- SCHD
- XYLD
- JHSC
- QQQM
Filing on Jul 16, 2025
Q2 2025
Financial Partners Group, LLC
- MSFT
- GOOGL
- JPM
- BRK-B
- PANW
- ECL
- CVX
Filing on Oct 15, 2025
Q3 2025
Weinberger Asset Management, Inc
- VTI
- PM
- SCHG
- SCHB
- VBR
- DFAU
- DUHP
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025