Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Sequoia Capital India Operations Ii, LLC
- FRSH
- S
Filing on May 16, 2025
Q1 2025
Hfm Investment Advisors, LLC
- DFAC
- DFAX
- DFCF
- DFNM
- AOA
- VT
- JNJ
Filing on Apr 23, 2025
Q1 2025
Trellis Wealth Advisors LLC
- DFAX
- DFAC
- VTI
- AVUS
- AVDE
- BSV
- BND
Filing on Apr 30, 2025
Q1 2025
Burford Brothers, Inc.
- AAPL
- BRK-B
- CGUS
- VNLA
- MSFT
- CGGR
- TSLA
Filing on Apr 24, 2025
Q1 2025
Grunden Financial Advisory, Inc.
- DFAC
- DFCF
- DUHP
- DFSD
- DFUV
- DFAX
- DFSV
Filing on May 05, 2025
Q1 2025
Filing on Jan 13, 2025
Q4 2024
Hart & Patterson Financial Group LLC
- VEA
- SCHX
- BNDX
- VTIP
- SEIM
- VWO
- SEIV
Filing on May 07, 2025
Q1 2025
Keyvantage Wealth, LLC
- SCHF
- VCIT
- JAVA
- SCHX
- JGRO
- SCHR
- VCSH
Filing on May 14, 2025
Q1 2025
Leslie Global Wealth, LLC
- SPYG
- SPLG
- SPYV
- IUSB
- SPTI
- SPDW
- SPMB
Filing on May 15, 2025
Q1 2025
Family Office Research LLC
- MAR
- VOO
- TBIL
- MOAT
- SMLF
- DFAC
- QQQ
Filing on May 07, 2024
Q1 2024
Filing on Apr 30, 2025
Q1 2025
Adapt Wealth Advisors, LLC
- IVV
- QQQM
- TLT
- IGIB
- QUAL
- FLQM
- IAK
Filing on Apr 16, 2025
Q1 2025
Bernard Wealth Management Corp.
- SCHX
- NVDA
- AAPL
- SCHD
- LLY
- SCHM
- MSFT
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Socha Financial Group, LLC
- SCHB
- FMIL
- QQQ
- XLK
- IBM
- CAPE
- GLW
Filing on Apr 11, 2025
Q1 2025
Summit Investment Advisory Services, LLC
- CGDV
- CGGR
- DGRO
- CGUS
- SPTM
- IVW
- VTI
Filing on May 06, 2025
Q1 2025
Blue Chip Wealth Advisors LLC
- SPY
- SCHD
- FVD
- IJH
- FDL
- VUSB
- IVV
Filing on May 15, 2025
Q1 2025
One68 Global Capital, LLC
- ITCI
- K
- HES
- TGI
- PTVE
- FYBR
- HEES