Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Register Financial Advisors LLC
- VUG
- VTV
- AAPL
- KTOS
- VXUS
- MSFT
- JPM
Filing on Apr 21, 2025
Q1 2025
Filing on May 09, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Nutshell Asset Management LTD
- ADBE
- MSFT
- FTNT
- GOOGL
- AVGO
- FLOT
- META
Filing on May 15, 2025
Q1 2025
Tumwater Wealth Management, LLC
- DFAX
- VTI
- DFAT
- BIV
- VV
- DFUV
- CVX
Filing on May 14, 2025
Q1 2025
Sellwood Investment Partners LLC
- VOO
- ESGV
- RAFE
- VTIP
- VSGX
- FNDX
- VXUS
Filing on May 12, 2025
Q1 2025
Ariadne Wealth Management, LP
- DFUV
- ICSH
- DFAT
- SLV
- AVDE
- AVUS
- DFUS
Filing on Apr 14, 2025
Q1 2025
Wfa Asset Management Corp
- SCHD
- SPYG
- XLP
- RSP
- RWJ
- IWL
- BBLU
Filing on May 14, 2025
Q1 2025
Mirabaud Asset Management LTD
- MSFT
- AMZN
- JPM
- CME
- NFLX
- TJX
- NVDA
Filing on May 07, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Dudley Capital Management, LLC
- AAPL
- MSFT
- NVDA
- JNJ
- CVX
- JPM
- XOM
Filing on Apr 21, 2025
Q1 2025
Compass Capital Corp /Ma/ /Adv
- AAPL
- MSFT
- VOOG
- AMZN
- SPY
- BUCK
- NVDA
Filing on May 01, 2025
Q1 2025
Walker Financial Services, Inc.
- AGG
- SCHD
- SPSB
- FBND
- STIP
- VXUS
- VGIT
Filing on May 12, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Master'S Wealth Management Inc.
- DFAC
- DFAX
- DUHP
- DFAT
- DFCF
- BWZ
- DIHP
Filing on Jun 10, 2025
Q1 2025
Compass Financial Services Inc
- SPLG
- JPST
- DGRW
- KNG
- JEPQ
- QQQM
- VLU