Largest Portfolios by Value
Filing on Oct 07, 2025
Q3 2025
Walker Financial Services, Inc.
- SCHD
- SPSB
- TFLO
- FLOT
- STIP
- AGG
- SPIB
Filing on Oct 17, 2025
Q3 2025
White Oak Capital Partners Pte. Ltd.
- IBN
- HDB
- INFY
- ASML
- MELI
- TME
- BZ
Filing on Nov 14, 2025
Q3 2025
Lloyd Harbor Capital Management, LLC
- URA
- NXE
- URNM
- URG
- CCJ
- JKS
- VAL
Filing on Oct 23, 2025
Q3 2025
Trueblood Wealth Management, LLC
- JPM
- AAPL
- MSFT
- RSP
- ORCL
- NVDA
- RDVI
Filing on Oct 23, 2025
Q3 2025
Landmark Wealth Management, Inc.
- VOO
- IUSB
- SPDW
- SPY
- IAGG
- SPEM
- XLSR
Filing on Nov 14, 2025
Q3 2025
Luken Investment Analytics, LLC
- IGLD
- SPLG
- SPEM
- RDVI
- HYBL
- QQQ
- YJUN
Filing on Nov 12, 2025
Q3 2025
Filing on Aug 14, 2025
Q1 2025
Impact Asset Management Gmb H
- MSFT
- GOOG
- MA
- V
- LLY
- TSM
- AAPL
Filing on Oct 30, 2025
Q3 2025
Palisades Investment Partners, LLC
- STRL
- SPXC
- MMYT
- IWM
- ITRI
- AMSC
- MEDP
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Register Financial Advisors LLC
- VUG
- AAPL
- VTV
- VXUS
- KTOS
- MSFT
- JPM
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Findell Capital Management LLC
- LQDA
- ESTA
- LQDA
- OPRT
- ODP
- GEO
- TPB
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Gkv Capital Management Co., Inc.
- NVDA
- AVGO
- MSFT
- LLY
- ORLY
- COST
- AAPL
Filing on Nov 04, 2025
Q3 2025
Gallacher Capital Management LLC
- PEP
- YUM
- IVW
- BRK-B
- JQUA
- EMXC
- JPST
Filing on Oct 16, 2025
Q3 2025
Burns Matteson Capital Management, LLC
- GLW
- SPHQ
- COWZ
- IWY
- SCHD
- XMHQ
- GLD
Filing on Oct 17, 2025
Q3 2025