Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Palogic Value Management, L.P.
- AAPL
- AVGO
- LPRO
- GOOG
- MSFT
- SRLN
- QQQ
Filing on Jul 07, 2025
Q2 2025
Kings Path Partners LLC
- VTI
- SCHF
- GSLC
- VEA
- DFCF
- VGIT
- VGSH
Filing on Nov 05, 2025
Q3 2025
Kondo Wealth Advisors, Inc.
- ITOT
- AVUV
- VGIT
- AVDV
- IDEV
- DFEM
- DFSD
Filing on Nov 17, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Quantum Financial Planning Services, Inc.
- VCSH
- VUG
- SPLG
- DFIC
- CGDV
- DFAT
- BND
Filing on Oct 15, 2025
Q3 2025
Bcu Wealth Advisors, LLC
- DFAC
- DFIC
- DFSD
- DFEM
- DFCF
- IUSB
- DFIP
Filing on Nov 14, 2025
Q3 2025
Caden Capital Partners, LP
- PCG
- DHR
- CCI
- GOOGL
- STE
- CSGP
- ICE
Filing on Oct 24, 2025
Q3 2025
Evergreen Private Wealth LLC
- GOOGL
- AMAT
- NFLX
- QEFA
- JPM
- CHKP
- MSFT
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Hfm Investment Advisors, LLC
- DFAC
- DFAX
- DFCF
- DFNM
- DUHP
- AOA
- VT
Filing on Nov 03, 2025
Q3 2025
Grunden Financial Advisory, Inc.
- DFAC
- DUHP
- DFCF
- DFSD
- DFUV
- DFAX
- DFSV
Filing on Oct 10, 2025
Q3 2025
Mills Wealth Advisors LLC
- DFAC
- DUHP
- DFIC
- DIHP
- DFEM
- DFSD
- DISV
Filing on Oct 30, 2025
Q3 2025
Trellis Wealth Advisors LLC
- DFAX
- DFAC
- VTI
- AVUS
- AVDE
- BSV
- BND
Filing on Nov 13, 2025
Q3 2025
Parkshore Wealth Management, Inc.
- DFAC
- DFCF
- AVUV
- DFAI
- AAPL
- AVUS
- DFSD
Filing on Feb 13, 2025
Q4 2024
Maxwell Wealth Strategies Inc.
- IVV
- MSFT
- IVW
- AAPL
- JPM
- AVGO
- ETN
Filing on Nov 14, 2025
Q3 2025
Beacon Investment Advisors LLC
- MSFT
- BRK-B
- AAPL
- AMAT
- MAR
- INTU
- CASY
Filing on Oct 31, 2025
Q3 2025