Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Tsa Wealth Managment LLC
- SPLG
- OEF
- SCHZ
- DYNF
- QUAL
- IVV
- EFV
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Xy Planning Network, Inc.
- VTI
- DFAC
- VCIT
- DFCF
- IVV
- VEA
- SPY
Filing on Nov 14, 2025
Q3 2025
Wealth Advisors Of Iowa, LLC
- JEPQ
- RSP
- EFAV
- SPLG
- SPYV
- USMV
- QGRO
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Aspiring Ventures, LLC
- TSLA
- MSTR
- NVDA
- TSLA
- ASML
- AMZN
- SCHB
Filing on Oct 14, 2025
Q3 2025
Parkwoods Wealth Partners, LLC
- DFAT
- DFUV
- DFUS
- DFIV
- DFAC
- DFAS
- DISV
Filing on Oct 20, 2025
Q3 2025
Davis Investment Partners, LLC
- RYT
- RSP
- RGI
- VOT
- APH
- JAAA
- AAPL
Filing on Nov 13, 2025
Q3 2025
Richard W. Paul & Associates, LLC
- IUSV
- IUSG
- IJR
- AGG
- TLT
- IEFA
- JPIE
Filing on Oct 09, 2025
Q3 2025
Lifestyle Asset Management, Inc.
- SPY
- IBND
- SDVY
- AGG
- CWB
- SPMO
- BUFR
Filing on Oct 30, 2025
Q3 2025
Twin Peaks Wealth Advisors, LLC
- AAPL
- META
- DYNF
- IVV
- FIXD
- BUFR
- NVDA
Filing on Apr 28, 2025
Q1 2025
Filing on Oct 15, 2025
Q3 2025
Stephens Consulting, LLC
- VOO
- BND
- VO
- VTV
- JMUB
- AVUV
- BRK-B
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Thomas J. Herzfeld Advisors, Inc.
- NRGX
- HFRO
- CUBA
- JFR
- RA
- PFIX
- BRW
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Silver Coast Investments LLC
- IQLT
- DGRO
- VBR
- SCHD
- VWO
- BIV
- BNDX