Largest Portfolios by Value
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
Filing on Oct 24, 2025
Q3 2025
Vantage Point Financial LLC
- DFAC
- DFIC
- SPLG
- DFSD
- DFAX
- DFUS
- AAPL
Filing on Oct 22, 2025
Q3 2025
River Street Advisors LLC
- IJH
- NVDA
- AAPL
- MSFT
- SPLG
- AVGO
- JPM
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Siligmueller & Norvid Wealth Advisors LLC
- VCSH
- SCHB
- BSCS
- CGDV
- IYY
- FTCS
- DGRW
Filing on Oct 07, 2025
Q3 2025
Walker Financial Services, Inc.
- SCHD
- SPSB
- TFLO
- FLOT
- STIP
- AGG
- SPIB
Filing on Oct 17, 2025
Q3 2025
White Oak Capital Partners Pte. Ltd.
- IBN
- HDB
- INFY
- ASML
- MELI
- TME
- BZ
Filing on Aug 13, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
First Citizens Asset Management, Inc.
- IWY
- AGG
- IWX
- IEFA
- IWS
- MUB
- IWP
Filing on Oct 24, 2025
Q3 2025
Trueblood Wealth Management, LLC
- JPM
- AAPL
- MSFT
- RSP
- ORCL
- NVDA
- RDVI
Filing on Jul 22, 2025
Q2 2025
Global Assets Advisory, LLC
- NVDA
- AAPL
- XOM
- AMZN
- JEPI
- VOO
- BRK-B
Filing on Aug 15, 2025
Q2 2025
Brown Financial Advisors
- SPLG
- MSFT
- NVDA
- AMZN
- SPYI
- AVDE
- META
Filing on Oct 23, 2025
Q3 2025
Landmark Wealth Management, Inc.
- VOO
- IUSB
- SPDW
- SPY
- IAGG
- SPEM
- XLSR
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 14, 2025
Q1 2025
Impact Asset Management Gmb H
- MSFT
- GOOG
- MA
- V
- LLY
- TSM
- AAPL
Filing on Aug 08, 2025
Q2 2025
Tyro Capital Management LLC
- ESTA
- GRPN
- CRH.L
- CCOI
- CRS
- VRNA
- CROX