Largest Portfolios by Value
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 19, 2025
Q2 2025
Cape Investment Advisory, Inc.
- SCHB
- SCHV
- SCHG
- MSFT
- SCHM
- RSP
- SCHD
Filing on Jul 31, 2025
Q2 2025
Tsa Wealth Managment LLC
- SPLG
- SCHZ
- QUAL
- OEF
- DYNF
- IVV
- EFV
Filing on Jul 25, 2025
Q2 2025
Hassell Wealth Management, LLC
- VTI
- VEA
- VCIT
- BNDX
- DFSV
- VCSH
- VGIT
Filing on Aug 08, 2025
Q2 2025
Filing on Oct 02, 2025
Q3 2025
Filing on Jul 23, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 06, 2025
Q3 2025
Hf Advisory Group, LLC
- DGRO
- MSFT
- FALN
- GOOG
- LGLV
- BRK-B
- JPM
Filing on Oct 23, 2025
Q3 2025
Bkm Wealth Management, LLC
- IVE
- MSFT
- AAPL
- VEA
- IVW
- DEUS
- QQQ
Filing on Oct 02, 2025
Q3 2025
Breakwater Investment Management
- VTI
- SCHB
- VXUS
- MSFT
- BNDX
- BND
- SPTM
Filing on Oct 28, 2025
Q3 2025
Rakuten Securities, Inc.
- NVDA
- TSLA
- SOFI
- PLTR
- MSTR
- APP
- AVGO
Filing on Aug 01, 2025
Q2 2025
Filing on Aug 15, 2025
Q2 2025
Filing on Jul 11, 2025
Q2 2025
Filing on Oct 18, 2024
Q3 2024
Filing on Aug 05, 2025
Q2 2025
Prosperity Wealth Management, Inc.
- SCHX
- SCHG
- VOO
- QQQ
- MSFT
- IUS
- NVDA
Filing on May 07, 2025
Q1 2025
Concentrum Wealth Management
- META
- NVDA
- AAPL
- QQQ
- FTCS
- FV
- FVD