Largest Portfolios by Value
Filing on Aug 13, 2025
Q2 2025
Helix Partners Management LP
- IWM
- SPY
- GNL
- CIFR
- SATS
- SLM
- CYH
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 15, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Palo Alto Wealth Advisors, LLC
- GOOG
- GOOGL
- QUAL
- DGRW
- NVDA
- MOAT
- GSIE
Filing on Aug 04, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Commonwealth Retirement Investments LLC
- AVGO
- MSFT
- JPM
- ABBV
- XOM
- HD
- CVX
Filing on May 02, 2025
Q1 2025
Blue Pointe Capital Management, LLC
- SPY
- IWF
- VOO
- ACWI
- NVDA
- VEA
- FDVV
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 20, 2025
Q3 2025
Freedom Financial Partners LLC
- VOO
- AVUS
- AVDE
- AAPL
- VO
- VUG
- RLY
Filing on Apr 01, 2025
Q4 2024
Cornerstone Planning, LLC
- BSCP
- IBDQ
- IBTF
- SCHX
- NVDA
- BILS
- AAPL
Filing on Aug 01, 2025
Q2 2025
Red Lighthouse Investment Management, LLC
- AVUS
- DFAC
- AVUV
- AVDE
- AAPL
- AVDV
- AVES
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 14, 2025
Q2 2025
Kanen Wealth Management LLC
- ALLT
- COMP
- REAL
- INSE
- STKS
- EGAN
- CZR
Filing on Jul 28, 2025
Q2 2025
Lunt Capital Management, Inc.
- USFR
- PALC
- BIL
- FCTR
- TFLO
- PAMC
- TPL
Filing on Oct 22, 2025
Q3 2025
Forza Wealth Management, LLC
- IAU
- DFAI
- BSV
- JPST
- MSFT
- BIL
- JPM
Filing on Aug 07, 2025
Q2 2025
Howard Bailey Securities, LLC
- IWY
- NTSX
- IWX
- DGRW
- SCHG
- SPLG
- IQDG