Largest Portfolios by Value

Chaney Capital Management, Inc.

• AGG
• VUG
• VTV
• SPEM
• QQQ
• MSFT
• IDHQ

Doma Perpetual Capital Management LLC

• PCRX
• DVA
• INMD
• BBD
• NSSC
• HIFS
• AFYA

Accel Leaders 4 Associates L.P.

Stf Management LP

• NVDA
• MSFT
• AAPL
• AMZN
• AVGO
• META
• NFLX

Waypoint Wealth Counsel

• VOO
• SPY
• VYM
• GLD
• MSFT
• IVV
• AAPL

Gkv Capital Management Co., Inc.

• NVDA
• AVGO
• MSFT
• LLY
• ORLY
• COST
• AAPL

Warren Buffett

• AAPL
• AXP
• BAC
• KO
• CVX
• MCO
• OXY

Burns Matteson Capital Management, LLC

• GLW
• SPHQ
• COWZ
• IWY
• SCHD
• XMHQ
• GLD

Everpar Advisors LLC

• IVV
• MSFT
• NVDA
• JPM
• AAPL
• AMZN
• CGGR

Loup Funds, LLC

• VRT
• TSM
• MU
• META
• NVDA
• AVGO
• NU

Sunpointe, LLC

• NVDA
• VTI
• AAPL
• MSFT
• BRK-A
• AVGO
• VOO

1 North Wealth Services LLC

• VCIT
• JEPI
• JAAA
• TOTL
• GLD
• PULS
• EMB

Beacon Bridge Wealth Partners, LLC

• SPY
• QUAL
• VUG
• VTV
• MUB
• VOO
• DYNF

Kaleidoscope Capital LP

• SPY
• VEA
• IEFA

Vivid Wealth Management, LLC

• IVV
• QQQ
• SGOV
• BIL
• VTV
• JEPI
• TSLA

Kennedy Investment Group

• AVGO
• AAPL
• FTHY
• AMZN
• NVDA
• USMV
• JEPQ

Ted Buchan & CO

• AGG
• PRF
• IVV
• TIP
• SHY
• VUG
• COWZ

Invenio Wealth Partners LLC

• JMUB
• SCHG
• DHS
• SPDW
• VOO
• PTLC
• PTMC