Largest Portfolios by Value
Filing on May 09, 2025
Q1 2025
Halter Ferguson Financial Inc.
- TSLA
- QQQ
- LMND
- TSLA
- NVDA
- SQ
- CADL
Filing on May 08, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Significant Wealth Partners LLC
- SPY
- USM
- VOOG
- ABBV
- AMZN
- QQQ
- VOO
Filing on May 09, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Castlekeep Investment Advisors LLC
- BILS
- BRK-B
- VGK
- KBE
- VIG
- TPYP
- BRK-A
Filing on Jul 07, 2025
Q2 2025
Fox Hill Wealth Management
- MSFT
- NVDA
- AAPL
- NFLX
- LLY
- META
- AMZN
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Wealthcare Capital Partners, LLC
- USFR
- UNH
- VTI
- SPLG
- SCHP
- STIP
- BRK-B
Filing on May 05, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Sgl Investment Advisors, Inc.
- MSFT
- AAPL
- MA
- IBM
- BRK-B
- HD
- JPM
Filing on Apr 21, 2025
Q1 2025
Dale Q Rice Investment Management LTD
- AAPL
- QLD
- USD
- QQQ
- SPY
- BRK-B
- GOOGL
Filing on May 14, 2025
Q1 2025
Prosperitas Financial LLC
- VTV
- SCHB
- AAPL
- VOO
- SCHD
- VO
- QQQ
Filing on Aug 14, 2023
Q2 2023
Valley Financial Management, Inc.
- VONG
- MOAT
- EUDG
- HEDJ
- VTV
- SOXX
- AGG
Filing on Jul 08, 2025
Q2 2025
Filing on Feb 14, 2025
Q4 2024
Arrowroot Family Office, LLC
- VONG
- VONV
- AGG
- VTI
- IJH
- SCHD
- VOO
Filing on May 07, 2025
Q1 2025
Richards, Merrill & Peterson, Inc.
- AAPL
- COST
- MSFT
- AMZN
- QQQ
- SPY
- SYK
Filing on Apr 17, 2025
Q1 2025
Bcu Wealth Advisors, LLC
- DFAC
- DFIC
- DFSD
- DFEM
- DFCF
- IUSB
- IVV