Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Prosperity Financial Group, Inc.
- AAPL
- NVDA
- MSFT
- QMAR
- PVAL
- PGRO
- FRTY
Filing on Apr 14, 2025
Q1 2025
Shira Ridge Wealth Management
- SUSA
- DFAU
- ESGD
- YLDE
- DFAI
- DFSD
- IGM
Filing on May 15, 2025
Q1 2025
Walnut Level Capital LLC
- MEOH
- HUN
- OEC
- MEOH
- AVO
- AVNT
- WLK
Filing on Apr 16, 2025
Q1 2025
May Barnhard Investments LLC
- SCHX
- SCHG
- IJR
- SCHV
- IJS
- QQQ
- SCHM
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 17, 2025
Q1 2025
Conway Capital Management, Inc.
- AAPL
- AMZN
- NFLX
- COST
- NVDA
- MA
- BRK-B
Filing on Apr 16, 2025
Q1 2025
Lakeridge Wealth Management LLC
- FDVV
- SHW
- LQD
- ISTB
- FNX
- AVUS
- AAPL
Filing on Apr 21, 2025
Q1 2025
Cottage Street Advisors LLC
- AAPL
- BX
- QQQ
- JPM
- MSFT
- MINT
- AMZN
Filing on Apr 17, 2025
Q1 2025
Vivid Wealth Management, LLC
- IVV
- QQQ
- BIL
- SGOV
- VTV
- JEPI
- XLI
Filing on Apr 24, 2025
Q1 2025
Uniting Wealth Partners, LLC
- WMT
- RYU
- ACIO
- PPA
- NVDA
- NULG
- MSFT
Filing on May 14, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Palisades Investment Partners, LLC
- SPXC
- INOD
- STRL
- MMYT
- INTA
- ADMA
- KRYS
Filing on May 15, 2025
Q1 2025
Michael Burry
Scion Asset Management, LLC
- NVDA
- BABA
- PDD
- JD
- EL
- TCOM
- BIDU
Filing on Apr 16, 2025
Q1 2025
Tcfg Wealth Management, LLC
- AAPL
- NVDA
- UYLD
- AMZN
- MSFT
- FNV
- DFAC
Filing on Jun 03, 2025
Q1 2025
Drummond Knight Asset Management Pty LTD
- FCX
- CRH.L
- DD
- X
- CVX
- STLD
- EQT
Filing on May 06, 2025
Q1 2025
Physician Wealth Solutions Inc.
- DFAU
- DFCF
- DFIP
- VTEB
- AVRE
- DFSV
- DFEM
Filing on May 14, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Vantage Point Financial LLC
- DFAC
- DFIC
- DFSD
- USFR
- DFAX
- DFUS
- AAPL