Largest Portfolios by Value
Filing on Nov 04, 2025
Q3 2025
Fourth Dimension Wealth, LLC
- AAPL
- SPTM
- XLK
- JMBS
- SPTI
- NVDA
- DIA
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Synergy Investment Management, LLC
- VOO
- VUG
- IVV
- DYNF
- SPYG
- SPHQ
- SPTI
Filing on Apr 01, 2025
Q4 2024
Cornerstone Planning, LLC
- BSCP
- IBDQ
- IBTF
- SCHX
- NVDA
- BILS
- AAPL
Filing on Nov 14, 2025
Q3 2025
Cura Wealth Advisors, LLC
- ABBV
- FSK
- ABT
- ARI
- AINV
- GPMT
- VT
Filing on Nov 12, 2025
Q3 2025
Lunt Capital Management, Inc.
- USFR
- PALC
- FCTR
- PAMC
- BIL
- ALTL
- TFLO
Filing on Nov 14, 2025
Q3 2025
Sea Cliff Partners Management, LP
- PLNT
- UDMY
- CWAN
- OKTA
- HXL
- PTC
- WCC
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Forza Wealth Management, LLC
- IAU
- DFAI
- BSV
- JPST
- MSFT
- BIL
- JPM
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Mendon Capital Advisors Corp
- EQBK
- HMST
- FRST
- VBNK
- FHN
- RNST
- USCB
Filing on Nov 07, 2025
Q3 2025
Mullooly Asset Management, Inc.
- MTUM
- VLUE
- VEU
- IJH
- SHV
- VTI
- IJR
Filing on Oct 20, 2025
Q3 2025
Strait & Sound Wealth Management LLC
- AAPL
- MSFT
- NVDA
- TBIL
- SGOV
- AMZN
- GOOGL
Filing on Oct 16, 2025
Q3 2025
Hamilton Capital Partners, LLC
- TLH
- TSLA
- GOOGL
- ORCL
- MSFT
- AVGO
- NVDA
Filing on Oct 21, 2025
Q3 2025
Greenbush Financial Group, LLC
- VOO
- CGGR
- BND
- GLD
- VTV
- VXUS
- JGRO
Filing on Jul 31, 2025
Q2 2025
Filing on Mar 30, 2023
Q4 2022
Filing on Nov 14, 2025
Q3 2025
Ananym Capital Management, LP
- VAC
- BKR
- HSIC
- SCHL
- BL
- LKQ
- SHC