Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Ruggaard & Associates LLC
- QGRO
- CGCP
- JPST
- CGDV
- IBDQ
- IBHF
- VO
Filing on Oct 09, 2025
Q3 2025
Two Point Capital Management, Inc.
- MSFT
- DHI
- GOOGL
- ORCL
- CMI
- AAPL
- ETN
Filing on Aug 14, 2025
Q2 2025
Aragon Global Management, LP
- QQQ
- MSFT
- SPY
- AVGO
- META
- PLTR
- HOOD
Filing on Jul 07, 2025
Q2 2025
Kings Path Partners LLC
- VTI
- SCHF
- GSLC
- VEA
- DFCF
- VGIT
- VGSH
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Ken Fisher
Fisher Asset Management, LLC
- NVDA
- MSFT
- AAPL
- VCIT
- AMZN
- GOOGL
- IEF
Filing on Oct 14, 2025
Q3 2025
Quantum Financial Planning Services, Inc.
- VCSH
- VUG
- SPLG
- DFIC
- CGDV
- DFAT
- BND
Filing on Oct 15, 2025
Q3 2025
Bcu Wealth Advisors, LLC
- DFAC
- DFIC
- DFSD
- DFEM
- DFCF
- IUSB
- DFIP
Filing on May 13, 2025
Q1 2025
Power Wealth Management LLC
- FBND
- VMBS
- VCIT
- SPYV
- SCHF
- CLTL
- JEPI
Filing on Aug 13, 2025
Q2 2025
Saturn V Capital Management LLC
- JAZZ
- AMLX
- PCVX
- COGT
- CELC
- XENE
- DYN
Filing on Oct 24, 2025
Q3 2025
Evergreen Private Wealth LLC
- GOOGL
- AMAT
- NFLX
- QEFA
- JPM
- CHKP
- MSFT
Filing on Oct 22, 2025
Q3 2025
Filing on Oct 10, 2025
Q3 2025
Mills Wealth Advisors LLC
- DFAC
- DUHP
- DFIC
- DIHP
- DFEM
- DFSD
- DISV
Filing on Oct 30, 2025
Q3 2025
Trellis Wealth Advisors LLC
- DFAX
- DFAC
- VTI
- AVUS
- AVDE
- BSV
- BND
Filing on Aug 12, 2025
Q2 2025
Filing on Feb 13, 2025
Q4 2024
Maxwell Wealth Strategies Inc.
- IVV
- MSFT
- IVW
- AAPL
- JPM
- AVGO
- ETN
Filing on Aug 05, 2025
Q2 2025
Palogic Value Management, L.P.
- LPRO
- AAPL
- BIL
- AVGO
- MSFT
- GOOG
- SRLN
Filing on Oct 31, 2025
Q3 2025