Largest Portfolios by Value
Filing on Oct 07, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Hansen & Associates Financial Group, Inc.
- SHV
- FTSM
- USMV
- SPLV
- IJR
- VIXM
- QQQ
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
O'Connor Financial Group LLC
- VOO
- LDUR
- BOND
- AVUV
- SPDW
- TPIF
- QQQ
Filing on Nov 07, 2025
Q3 2025
Keyvantage Wealth, LLC
- SCHF
- VCIT
- JGRO
- JAVA
- SCHX
- SCHR
- SCHG
Filing on Nov 13, 2025
Q3 2025
Life Plan Investment Advisors, Inc.
- VOO
- AGG
- VUG
- GSUS
- VEA
- IEMG
- IAGG
Filing on Nov 12, 2025
Q3 2025
Accent Capital Management, LLC
- AAPL
- NVDA
- MSFT
- GOOG
- META
- SPY
- AMZN
Filing on Oct 23, 2025
Q3 2025
Conway Capital Management, Inc.
- AAPL
- NFLX
- AMZN
- NVDA
- COST
- MA
- GOOG
Filing on Oct 28, 2025
Q3 2025
Fiduciary Wealth Partners, LLC
- VOO
- VEA
- VB
- VO
- BIV
- AAPL
- SPY
Filing on Oct 08, 2025
Q3 2025
Genesis Private Wealth, LLC
- IWF
- FBND
- IWD
- GLD
- CGGR
- PTRB
- VTEB
Filing on Oct 09, 2025
Q3 2025
Trade Well Securities, Llc.
- VOO
- AAPL
- XLK
- NVDA
- META
- IVV
- FXO
Filing on Oct 22, 2025
Q3 2025
Granite Harbor Advisors, Inc.
- QQQ
- AGG
- IVV
- NVDA
- MUB
- AAPL
- DFAS
Filing on Nov 06, 2025
Q3 2025
Delap Wealth Advisory, LLC
- ITOT
- IDEV
- DFAC
- VEA
- VTI
- VGIT
- AVDV
Filing on Nov 04, 2025
Q3 2025
Greykasell Wealth Strategies, Inc.
- IOO
- AAPL
- AGG
- GLD
- FBND
- GOOGL
- MSFT
Filing on Oct 30, 2025
Q3 2025
Socha Financial Group, LLC
- SPY
- QQQ
- FMIL
- SCHB
- XLK
- IBM
- GLW
Filing on Oct 14, 2025
Q3 2025
Jbr CO Financial Management Inc
- NVDA
- BIL
- VGT
- SPLG
- QQQM
- AAPL
- UTG
Filing on Oct 29, 2025
Q3 2025
Shared Vision Wealth Group LLC
- AAPL
- IVV
- IUSB
- DYNF
- QUAL
- IVW
- EFV
Filing on Nov 14, 2025
Q3 2025
Envision Financial Planning, LLC
- DFAU
- GOVT
- IBDW
- DUHP
- DFAE
- DFAI
- IBDU