Largest Portfolios by Value
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
Filing on Nov 09, 2023
Q3 2023
Innovis Asset Management LLC
- AAPL
- NVDA
- HES
- CBOE
- VRTX
- MRK
- COST
Filing on Oct 21, 2025
Q3 2025
Cpa Asset Management LLC
- FBND
- DFAE
- IAU
- DUHP
- DFIP
- DFAI
- BRK-A
Filing on Nov 13, 2025
Q3 2025
Plum Street Advisors, LLC
- SCHZ
- SCHK
- VTV
- VB
- GLDM
- SPY
- IAU
Filing on Nov 06, 2025
Q3 2025
Tanglewood Legacy Advisors, LLC
- IUSV
- IUSG
- IWR
- IWF
- FMAY
- IWD
- DMAY
Filing on Nov 14, 2025
Q3 2025
Foresite Capital Management Vi LLC
- CNTA
- DNLI
- CRVS
- AKRO
- KYMR
- RNA
Filing on Nov 18, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
First Citizens Investor Services, Inc.
- IWY
- IWX
- AGG
- IEFA
- IWS
- IWP
- MUB
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2023
Q3 2023
Filing on Oct 20, 2025
Q3 2025
Foundation Wealth Management, Llc\Pa
- VTI
- VCIT
- IVV
- VCSH
- DFAC
- DUHP
- DFSV
Filing on Oct 24, 2025
Q3 2025
Vantage Point Financial LLC
- DFAC
- DFIC
- SPLG
- DFSD
- DFAX
- DFUS
- AAPL
Filing on Oct 22, 2025
Q3 2025
River Street Advisors LLC
- IJH
- NVDA
- AAPL
- MSFT
- SPLG
- AVGO
- JPM
Filing on Nov 06, 2025
Q3 2025