Largest Portfolios by Value
Filing on Oct 23, 2025
Q3 2025
Bkm Wealth Management, LLC
- IVE
- MSFT
- AAPL
- VEA
- IVW
- DEUS
- QQQ
Filing on Nov 12, 2025
Q3 2025
Ken Fisher
Fisher Asset Management, LLC
- NVDA
- AAPL
- MSFT
- GOOGL
- IEF
- AMZN
- VCIT
Filing on Oct 02, 2025
Q3 2025
Breakwater Investment Management
- VTI
- SCHB
- VXUS
- MSFT
- BNDX
- BND
- SPTM
Filing on Oct 28, 2025
Q3 2025
Rakuten Securities, Inc.
- NVDA
- TSLA
- SOFI
- PLTR
- MSTR
- APP
- AVGO
Filing on Nov 14, 2025
Q3 2025
Brown Financial Advisors
- SPLG
- NVDA
- MSFT
- AMZN
- SPYI
- GOOG
- AVDE
Filing on Nov 04, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Adapt Wealth Advisors, LLC
- IVV
- QQQM
- IGIB
- SPMO
- PPA
- PAVE
- AIQ
Filing on Oct 18, 2024
Q3 2024
Filing on Nov 12, 2025
Q3 2025
Filing on Aug 14, 2025
Q2 2025
Scott Marsh Financial, LLC
- AAPL
- MSFT
- AMZN
- NVDA
- ORCL
- V
- NFLX
Filing on Nov 13, 2025
Q3 2025
Wit Partners Advisory Pte. Ltd.
- CROX
- PHYS
- PSLV
- SIL
- PPLT
- URNM
- EURN
Filing on Nov 14, 2025
Q3 2025
Lakeshore Financial Planning, Inc.
- IVV
- PULS
- XLF
- VOO
- VHT
- MSFT
- SCHD
Filing on Nov 13, 2025
Q3 2025
Tyro Capital Management LLC
- ESTA
- CRH.L
- CCOI
- CRS
- GRPN
- CROX
- ROAD
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Jessup Wealth Management, Inc
- AMZN
- NVDA
- AAPL
- GOOGL
- BABA
- AMD
- JNK
Filing on Oct 10, 2025
Q3 2025
Sk Wealth Management, LLC
- SCHG
- DGRW
- JEPI
- LVHI
- MOAT
- ESGG
- DDWM