Largest Portfolios by Value
Filing on Oct 06, 2025
Q3 2025
Strathmore Capital Advisors, Inc.
- DFAC
- DFAX
- DFCF
- DFNM
- DFUV
- IVV
- IAU
Filing on Aug 08, 2025
Q2 2025
Tanglewood Legacy Advisors, LLC
- IUSV
- IUSG
- IWR
- IWF
- FMAY
- DMAY
- IWD
Filing on Jul 14, 2025
Q2 2025
Painted Porch Advisors LLC
- EFA
- IJR
- BRK-B
- SPLV
- AAPL
- V
- VTI
Filing on Aug 14, 2025
Q2 2025
Goodlander Investment Management, LLC
- MTZ
- NRG
- DAR
- AGX
- VST
- SOI
- GNRC
Filing on Aug 14, 2025
Q2 2025
14 B Captial Management LP
- FOUR
- MA
- V
- CCOI
- CHTR
- COF
- STNE
Filing on Oct 20, 2025
Q3 2025
Lewis Asset Management, LLC
- NVDA
- AAPL
- SPY
- AMZN
- MSFT
- META
- ORCL
Filing on Aug 12, 2025
Q2 2025
Filing on Oct 27, 2025
Q3 2025
Prosperitas Financial LLC
- SCHG
- VTV
- AAPL
- VOO
- NVDA
- GOOGL
- QQQ
Filing on Jul 25, 2025
Q2 2025
Filing on Oct 06, 2025
Q3 2025
Peirce Capital Management, LLC
- DFAC
- ITOT
- AVDV
- DFEM
- DFIV
- VGIT
- IDEV
Filing on Aug 13, 2025
Q2 2025
Wealthedge Investment Advisors, LLC
- LTPZ
- SPY
- SGOV
- IVV
- SCHP
- VTIP
- VO
Filing on Oct 20, 2025
Q3 2025
Blue Path Capital Management, LLC
- AFL
- TSLA
- HD
- NVDA
- SPY
- PLTR
- MSFT
Filing on Oct 14, 2025
Q3 2025
Bernard Wealth Management Corp.
- NVDA
- SCHX
- AAPL
- MSFT
- SCHM
- DGRO
- LLY
Filing on Oct 07, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Filing on Aug 05, 2025
Q2 2025
Filing on Oct 27, 2025
Q3 2025
O'Connor Financial Group LLC
- VOO
- LDUR
- BOND
- AVUV
- SPDW
- TPIF
- QQQ
Filing on Oct 23, 2025
Q3 2025
Conway Capital Management, Inc.
- AAPL
- NFLX
- AMZN
- NVDA
- COST
- MA
- GOOG