Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Scott Marsh Financial, LLC
- AAPL
- MSFT
- AMZN
- NVDA
- ORCL
- V
- NFLX
Filing on Aug 08, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Htg Investment Advisors, Inc.
- DFAC
- DFIC
- AVUS
- AVDE
- CBRE
- DFAX
- BSV
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Jessup Wealth Management, Inc
- AMZN
- NVDA
- AAPL
- GOOGL
- BABA
- AMD
- JNK
Filing on Oct 10, 2025
Q3 2025
Sk Wealth Management, LLC
- SCHG
- DGRW
- JEPI
- LVHI
- MOAT
- ESGG
- DDWM
Filing on Aug 12, 2025
Q2 2025
Highland Peak Capital, LLC
- OI
- WDC
- GEO
- SIMO
- HNRG
- AXL
- TEVA
Filing on Aug 07, 2025
Q2 2025
Timonier Family Office, Ltd.
- DUHP
- DFUV
- DFAU
- DFUS
- DFAS
- DFIC
- DFSV
Filing on Aug 14, 2025
Q2 2025
Harmony Asset Management LLC
- NVDA
- AAPL
- MSFT
- AMZN
- GOOGL
- LLY
- V
Filing on Jul 21, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Filing on Oct 14, 2025
Q3 2025
Able Wealth Management LLC
- SHV
- SPMO
- JQUA
- EQWL
- DYNF
- PVAL
- EFV
Filing on Aug 22, 2025
Q2 2025
Filing on Jul 18, 2025
Q2 2025
Gold Investment Management Ltd.
- MSFT
- TSM
- TD
- BNS
- MFC
- RY
- TSLA
Filing on Jul 18, 2025
Q2 2025
Filing on Oct 14, 2025
Q3 2025
Dlk Investment Management, LLC
- MSFT
- AAPL
- GOOG
- V
- JPM
- COST
- RTX
Filing on Aug 07, 2025
Q2 2025
Flagship Wealth Advisors, LLC
- QQQ
- VUG
- VYM
- SPY
- SCHD
- VTV
- FDVV