Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 30, 2025
Q2 2025
Prosperity Financial Group, Inc.
- AAPL
- NVDA
- MSFT
- QMAR
- PVAL
- PGRO
- AMZN
Filing on Oct 22, 2025
Q3 2025
New England Capital Financial Advisors LLC
- CGGR
- AVUV
- RSP
- RLY
- CGCP
- SPYG
- SPYV
Filing on Jul 29, 2025
Q2 2025
Filing on Oct 09, 2025
Q3 2025
Ridgepath Capital Management LLC
- SGOV
- SSO
- UPRO
- JPST
- IEI
- SDS
- BRK-B
Filing on Oct 29, 2025
Q3 2025
Caldwell Sutter Capital, Inc.
- AAPL
- MSA
- PPIH
- PLBC
- V
- DGICA
- SSBI
Filing on Aug 04, 2025
Q2 2025
Prairie Wealth Advisors, Inc.
- LNN
- NVDA
- GLD
- AMZN
- IAU
- BALT
- SHOP
Filing on Sep 03, 2024
Q2 2024
Clear Rock Advisors, LLC
- JMBS
- VB
- GOVT
- USFR
- CORP
- SCHX
- MUNI
Filing on Oct 21, 2025
Q3 2025
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York
- ACWI
Filing on Oct 23, 2025
Q3 2025
Burford Brothers, Inc.
- AAPL
- CGUS
- BRK-B
- MSFT
- TSLA
- VNLA
- CGGR
Filing on Aug 14, 2025
Q2 2025
Boone Capital Management LLC
- MDT
- MIRM
- BMRN
- AVTR
- UNM
- NBIX
- PNTG
Filing on Aug 14, 2025
Q2 2025
Ananym Capital Management, LP
- VAC
- HSIC
- BKR
- SCHL
- BL
- SHC
- LKQ
Filing on Oct 22, 2025
Q3 2025
Porter White Investment Advisors, Inc.
- DFAC
- DFUV
- AVUV
- DFAX
- AVDV
- DFNM
- DFCF
Filing on Oct 21, 2025
Q3 2025
Christensen, King & Associates Investment Services, Inc.
- SCHX
- SCHB
- SCHG
- SCHD
- SCHZ
- SCHA
- SCHF
Filing on May 12, 2025
Q1 2025
Wealth Advisors Of Iowa, LLC
- RSP
- JPST
- SPLG
- USMV
- SPYV
- JEPI
- XLU
Filing on Oct 23, 2025
Q3 2025
Mainsail Financial Group, LLC
- SPY
- JVAL
- FTSM
- SCHG
- RDVY
- FTGC
- COWZ
Filing on Oct 14, 2025
Q3 2025
Filing on Jul 29, 2025
Q2 2025
Alexis Investment Partners, LLC
- LEXI
- GLD
- IOO
- QQQ
- MTUM
- RSP
- MGK