Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Family Wealth Partners, LLC
- LPLA
- ITOT
- VGIT
- VBR
- DUHP
- AVUV
- DFEM
Filing on Feb 10, 2025
Q4 2024
May Barnhard Investments LLC
- SCHX
- SCHG
- IJR
- SCHV
- IJS
- QQQ
- SCHM
Filing on Feb 10, 2025
Q4 2024
Filing on Oct 07, 2024
Q3 2024
Pioneer Wealth Management Group
- DFAU
- DFAI
- SCHZ
- DFAE
- SCHH
- VCIT
- BSV
Filing on Jan 21, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Corigliano Investment Advisers, LLC
- CTRA
- COP
- SLB
- FTI
- CRK
- MUR
- EQT
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Prairie Wealth Advisors, Inc.
- LNN
- NVDA
- GLD
- AMZN
- IAU
- AAPL
- BXSL
Filing on Jan 28, 2025
Q4 2024
Filing on Jan 17, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Cora Capital Advisors LLC
- LRGF
- COWZ
- VUG
- AAPL
- VTV
- QUAL
- SMLF
Filing on Feb 12, 2025
Q4 2024
Freedom Financial Partners LLC
- VOO
- AVUS
- AAPL
- AVDE
- CGXU
- VO
- VUG
Filing on Jan 24, 2025
Q4 2024
Grunden Financial Advisory, Inc.
- DFAC
- DFCF
- DUHP
- DFSD
- DFUV
- DFAX
- DFSV
Filing on Feb 12, 2025
Q4 2024
Uniting Wealth Partners, LLC
- WMT
- RYU
- NVDA
- PPA
- MSFT
- XSMO
- NULG
Filing on Feb 10, 2025
Q4 2024
Filing on Feb 11, 2025
Q4 2024
Foundation Wealth Management, Llc\Pa
- DFAC
- VTI
- IVV
- VCIT
- VNQ
- BSV
- VCSH