Largest Portfolios by Value
Filing on Dec 22, 2025
Q3 2025
Filing on Jul 21, 2025
Q2 2025
Clarity Capital Partners LLC
- PLTR
- TSLA
- NVDA
- MSTR
- AMZN
- MSFT
- COIN
Filing on Nov 14, 2024
Q3 2024
Brophy Wealth Management, LLC
- MGK
- MGV
- AAPL
- MSFT
- GOVT
- VOE
- VBR
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Integrity Wealth Advisors, Inc.
- DINT
- FPE
- RDVY
- GNSS
- BRK-B
- GOOG
- SPTI
Filing on Oct 31, 2025
Q3 2025
Savoir Faire Capital Management, L.P.
- PM
- AAP
- BTI
- KHC
- WMT
- COST
- TJX
Filing on Oct 22, 2025
Q3 2025
Letson Investment Management, Inc.
- ABBV
- V
- JNJ
- ABT
- ACN
- AXP
- L
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Zrc Wealth Management, LLC
- IUSB
- IUSG
- FNDX
- AVDE
- SCHX
- VO
- AAPL
Filing on Nov 12, 2025
Q3 2025
Eley Financial Management, Inc
- IVV
- AGG
- IJH
- IEI
- IGLB
- NVDA
- MSFT
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Glass Jacobson Investment Advisors LLC
- DFAU
- DFAI
- FPE
- BND
- DFIV
- VBR
- VUG
Filing on Oct 21, 2025
Q3 2025
Sims Investment Management, LLC
- SCHX
- SCHA
- QYLD
- SCHD
- XYLD
- JHSC
- QQQM
Filing on Jul 16, 2025
Q2 2025
Financial Partners Group, LLC
- MSFT
- GOOGL
- JPM
- BRK-B
- PANW
- ECL
- CVX
Filing on Oct 15, 2025
Q3 2025
Weinberger Asset Management, Inc
- VTI
- PM
- SCHG
- SCHB
- VBR
- DFAU
- DUHP