Largest Portfolios by Value
Filing on Oct 20, 2025
Q3 2025
Mid American Wealth Advisory Group, Inc.
- HYS
- TUA
- SIXJ
- IBHF
- IBHE
- LTPZ
- NVBW
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
Adapt Wealth Advisors, LLC
- IVV
- QQQM
- TLT
- PPA
- IGIB
- QUAL
- FLQM
Filing on Oct 21, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Edge Financial Advisors LLC
- ITOT
- SPY
- IXUS
- DUHP
- DYNF
- JQUA
- DFUS
Filing on Aug 05, 2025
Q2 2025
Arrowroot Family Office, LLC
- VONG
- AGG
- VONV
- VTI
- SCHD
- IJH
- SPY
Filing on Aug 08, 2025
Q2 2025
Keyvantage Wealth, LLC
- SCHF
- VCIT
- JGRO
- JAVA
- SCHX
- SCHR
- SCHG
Filing on Aug 14, 2025
Q2 2025
Black Maple Capital Management LP
- SPY
- SPY
- IEI
- AR
- BANC
- IEF
- DAL
Filing on Oct 29, 2025
Q3 2025
Dudley Capital Management, LLC
- MSFT
- AAPL
- NVDA
- JNJ
- JPM
- GOOGL
- CVX
Filing on Oct 24, 2025
Q3 2025
Lodestone Wealth Management LLC
- AAPL
- MSFT
- JPST
- CGCP
- CGDV
- GOOG
- CGSD
Filing on Aug 12, 2025
Q2 2025
Evelyn Partners Asset Management LTD
- MSFT
- AMZN
- GOOGL
- V
- SYK
- ADP
- INTU
Filing on Oct 28, 2025
Q3 2025
Sage Capital Management, LLC
- NVDA
- PAVE
- XLK
- SPY
- QQQ
- PHO
- STRV
Filing on Oct 03, 2025
Q3 2025
Filing on Sep 29, 2025
Q2 2025
Filing on Oct 16, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Prodigy Asset Management LLC
- VIG
- TSPA
- DFAU
- DFAI
- VTI
- BRK-B
- MSFT
Filing on Apr 22, 2025
Q1 2025
Filing on Aug 14, 2025
Q2 2025