Largest Portfolios by Value
Filing on Apr 15, 2025
Q1 2025
Rockingstone Advisors LLC
- JPST
- VGSH
- SPY
- NVDA
- AAPL
- IEF
- VTI
Filing on May 09, 2025
Q1 2025
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
- AMZN
- CF
- GOOG
- WFC
- UMBF
- RTX
- INTC
Filing on May 12, 2025
Q1 2025
Keeler & Nadler Financial Planning & Wealth Management
- QUAL
- SCHG
- FNDF
- SCHV
- SPLG
- VUG
- VIGI
Filing on May 13, 2025
Q1 2025
Wealthedge Investment Advisors, LLC
- SPY
- LTPZ
- IVV
- MSFT
- AAPL
- VO
- GOOGL
Filing on Apr 22, 2025
Q1 2025
Bridge Port Financial Solutions, LLC
- IVV
- BRK-B
- USMV
- VOO
- PVAL
- AAPL
- JQUA
Filing on Apr 22, 2025
Q1 2025
Filing on May 28, 2025
Q1 2025
Filing on Apr 09, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
New Insight Wealth Advisors
- IVV
- SCHD
- FBND
- VO
- RSP
- VIOO
- VGT
Filing on Jul 08, 2025
Q2 2025
Filing on May 09, 2025
Q1 2025
Headwater Capital CO LTD
- META
- TSM
- TCOM
- PDD
- NVDA
- FUTU
- BEKE
Filing on May 15, 2025
Q1 2025
Albar Capital Partners LLP
- JCI
- CTVA
- APD
- RTX
- FCX
- ADI
- DOV
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 29, 2025
Q1 2025
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York
- ACWI
Filing on May 06, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Twin Peaks Wealth Advisors, LLC
- AAPL
- IVV
- FIXD
- META
- IUSB
- BUFR
- FTSM
Filing on May 15, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Family Wealth Partners, LLC
- LPLA
- ITOT
- VGIT
- VBR
- AVDV
- DUHP
- IDEV