Largest Portfolios by Value
Filing on Oct 31, 2025
Q3 2025
Heritage Wealth Management, Inc./Texas
- DFUS
- DFUV
- DFAS
- DFAI
- MUB
- DFCF
- DUHP
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Plum Street Advisors, LLC
- SCHZ
- SCHK
- VTV
- VB
- SPY
- VEA
- VBR
Filing on Jul 29, 2025
Q2 2025
Grunden Financial Advisory, Inc.
- DFAC
- DFCF
- DUHP
- DFSD
- DFUV
- DFAX
- DFSV
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Kondo Wealth Advisors, Inc.
- ITOT
- AVUV
- VGIT
- AVDV
- IDEV
- DFSD
- DFEM
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Onyx Financial Advisors, LLC
- DFAC
- DFAX
- DFSD
- DFAR
- GBCI
- MSFT
- DFIP
Filing on Jul 18, 2025
Q2 2025
Victrix Investment Advisors
- NVDA
- MSFT
- VOO
- AMZN
- BRK-B
- GOOGL
- AAPL
Filing on Aug 04, 2025
Q2 2025
Filing on Oct 17, 2025
Q3 2025
Lakeridge Wealth Management LLC
- FDVV
- SHW
- ISTB
- FNX
- AVUS
- LQD
- IVV
Filing on Oct 31, 2025
Q3 2025
Values Added Financial LLC
- SPDW
- IAGG
- BND
- VEA
- SPEM
- SPLG
- AAPL
Filing on Oct 20, 2025
Q3 2025
Aurelius Family Office LLC
- VOO
- DFAC
- BNDW
- DFCF
- VGLT
- VEA
- VTIP
Filing on Jul 30, 2025
Q2 2025
Blue Chip Wealth Advisors LLC
- SPY
- VUSB
- SCHD
- FVD
- IJH
- FDL
- IVV
Filing on Jul 15, 2025
Q2 2025
Cora Capital Advisors LLC
- LRGF
- COWZ
- VUG
- VTV
- AAPL
- VOO
- QUAL
Filing on Nov 03, 2025
Q3 2025
Pilgrim Partners Asia Pte LTD
- QQQ
- SPY
- VOO
- IBKR
- GOOG
- BRK-B
- MSFT
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025