Largest Portfolios by Value
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
Filing on Oct 20, 2025
Q3 2025
Strait & Sound Wealth Management LLC
- AAPL
- MSFT
- NVDA
- TBIL
- SGOV
- AMZN
- GOOGL
Filing on Oct 16, 2025
Q3 2025
Hamilton Capital Partners, LLC
- TLH
- TSLA
- GOOGL
- ORCL
- MSFT
- AVGO
- NVDA
Filing on Oct 21, 2025
Q3 2025
Greenbush Financial Group, LLC
- VOO
- CGGR
- BND
- GLD
- VTV
- VXUS
- JGRO
Filing on Aug 12, 2025
Q2 2025
Eley Financial Management, Inc
- AGG
- IVV
- IJH
- IEI
- IGLB
- NVDA
- MSFT
Filing on Jul 31, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Demars Financial Group, LLC
- SPHQ
- FLOT
- XLG
- OEF
- BRK-B
- FLTR
- NVDA
Filing on Mar 30, 2023
Q4 2022
Filing on Nov 09, 2023
Q3 2023
Innovis Asset Management LLC
- AAPL
- NVDA
- HES
- CBOE
- VRTX
- MRK
- COST
Filing on Jul 31, 2025
Q2 2025
Glass Jacobson Investment Advisors LLC
- DFAI
- DFAU
- FPE
- BND
- DFIV
- VBR
- VUG
Filing on Aug 12, 2025
Q2 2025
Forum Private Client Group LLC
- JCPB
- VYM
- IWY
- DFAS
- DFAI
- IUSB
- IXUS
Filing on Oct 21, 2025
Q3 2025
Cpa Asset Management LLC
- FBND
- DFAE
- IAU
- DUHP
- DFIP
- DFAI
- BRK-A
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 07, 2025
Q2 2025
Alpha Financial Advisors, LLC
- DFAU
- DFIC
- TSPA
- CGGR
- DFCF
- FIXD
- DFSV
Filing on Aug 04, 2025
Q2 2025
Uniting Wealth Partners, LLC
- WMT
- ACIO
- NVDA
- PPA
- NULG
- MSFT
- DRSK
Filing on Nov 14, 2023
Q3 2023
Filing on Oct 20, 2025
Q3 2025
Foundation Wealth Management, Llc\Pa
- VTI
- VCIT
- IVV
- VCSH
- DFAC
- DUHP
- DFSV