Largest Portfolios by Value

Red Lighthouse Investment Management, LLC

• AVUS
• DFAC
• AVUV
• AVDE
• AAPL
• AVDV
• AVES

H&F Corporate Investors Viii, Ltd.

Milestones Administradora De Recursos Ltda.

• AMZN
• MSFT
• GE
• TSM
• NU
• GOOGL
• MELI

Rogco, LP

• IVV
• IEFA
• BND
• IAU
• VGSH
• SPSB
• VGIT

Powszechne Towarzystwo Emerytalne Allianz Polska S.A.

• AMZN
• GOOG
• CF
• WFC
• UMBF
• FCX
• INTC

Alpha Financial Advisors, LLC

• DFAU
• DFIC
• TSPA
• CGGR
• DFCF
• DFSV
• FIXD

University Of Illinois Foundation

• SPY
• KWEB
• NVDA
• TSM
• SMH
• FOUR
• GOOGL

State Of New Jersey Common Pension Fund A

• ORCC
• OWL
• TRTX

Chaney Capital Management, Inc.

• AGG
• VUG
• VTV
• SPEM
• QQQ
• MSFT
• IDHQ

Wealth Management Associates, Inc.

• AAPL
• IVV
• TLT
• MSFT
• NVDA
• VTI
• PLTR

Regents Gate Capital LLP

• AMZN
• APH
• GWW
• IEX
• DOV
• CNHI
• PPG

Beacon Bridge Wealth Partners, LLC

• SPY
• QUAL
• VUG
• VTV
• MUB
• VOO
• DYNF

Abich Financial Wealth Management LLC

• BIL
• VGK
• SPY
• QQQ
• SPMD
• VTV
• SPEM

Global Financial Private Client, LLC

• SPY
• AAPL
• VOO
• MSFT
• SCHD
• VIG
• NVDA

Forum Private Client Group LLC

• VYM
• JCPB
• IWY
• DFAS
• DFAI
• IUSB
• IXUS

First Citizens Asset Management, Inc.

• IWY
• IWX
• AGG
• IWS
• IEFA
• IWP
• MUB

Bbjs Financial Advisors, LLC

• RSP
• VGK
• VBR
• IVW
• VBK
• IEMG
• VPL

Vestwell Advisors, LLC

• IVV
• AGG
• SCHG
• SCHF
• VTV
• VWO
• SCHB