Largest Portfolios by Value

Redwood Wealth Management Group, LLC

• MSFT
• NVDA
• IBM
• AVGO
• GOOG
• IVW
• AAPL

Verisail Partners, LLC

• DFAC
• DFIC
• DFCF
• DFSD
• DFEM
• MAR
• DFNM

Shira Ridge Wealth Management

• SUSA
• DFAU
• IGM
• ESGD
• DFAI
• YLDE
• IXN

Independence Asset Advisors, LLC

• CLOI
• IWD
• VTI
• FLRT
• VFMV
• CVS
• VNQ

Cottage Street Advisors LLC

• NVDA
• MSFT
• MINT
• AAPL
• BX
• JPM
• GOOG

New England Capital Financial Advisors LLC

• CGGR
• AVUV
• RSP
• RLY
• CGCP
• SPYG
• SPYV

Cora Capital Advisors LLC

• LRGF
• VUG
• COWZ
• VTV
• AAPL
• VOO
• SMLF

Mtco Ltd.

Brogan Financial, Inc.

• ACIO
• OSCV
• DRSK
• RSP
• DFAI
• SPLG
• AAPL

Ridgepath Capital Management LLC

• SGOV
• SSO
• UPRO
• JPST
• IEI
• SDS
• BRK-B

Blue Chip Wealth Advisors LLC

• SPY
• VUSB
• SCHD
• IJH
• FVD
• FDL
• IVV

Caldwell Sutter Capital, Inc.

• AAPL
• MSA
• PPIH
• PLBC
• V
• DGICA
• SSBI

Clear Rock Advisors, LLC

• JMBS
• VB
• GOVT
• USFR
• CORP
• SCHX
• MUNI

Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York

• ACWI

Burford Brothers, Inc.

• AAPL
• CGUS
• BRK-B
• MSFT
• TSLA
• VNLA
• CGGR

Wrenne Financial Planning LLC

• VTI
• VEU
• VNQ
• SLYV
• BND
• VWO
• VXUS

Cherokee Insurance CO

• AAPL
• MSFT
• IP
• CVX
• LLY
• MPC
• JPM

Cable Car Capital LLC

• CLM
• CRF
• PANL
• ABEO
• HONE
• UTF
• HTZWW