Largest Portfolios by Value
Filing on May 02, 2025
Q1 2025
Shared Vision Wealth Group LLC
- AAPL
- IVV
- IUSB
- QUAL
- MBB
- DYNF
- IVW
Filing on May 08, 2025
Q1 2025
Quantum Financial Planning Services, Inc.
- VCSH
- VUG
- SPLG
- BND
- DFAT
- COST
- AAPL
Filing on Apr 16, 2025
Q1 2025
Marmo Financial Group, LLC
- SPY
- VUG
- MGV
- XSMO
- QQQM
- VFH
- VCLT
Filing on Jul 30, 2024
Q2 2024
Solano Wealth Management, Inc.
- OMFL
- RDVY
- FTCS
- OMFS
- QQQM
- SPTM
- ITOT
Filing on May 15, 2025
Q1 2025
Foresite Capital Management Vi LLC
- CNTA
- RAPT
- AKRO
- EWTX
- ALLO
- CRVS
- CGEM
Filing on May 15, 2025
Q1 2025
Checkpoint Capital L.P.
- ARGX
- RYTM
- RVMD
- PTGX
- STOK
- KYMR
- TCRX
Filing on Apr 10, 2025
Q1 2025
Lifestyle Asset Management, Inc.
- SPY
- BUFR
- RSP
- SDVY
- AGG
- CWB
- XOM
Filing on Apr 29, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Trade Well Securities, Llc.
- VOO
- AAPL
- XLK
- NVDA
- META
- IVV
- FTXO
Filing on Jun 06, 2025
Q1 2025
Filing on Apr 07, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Urban Financial Advisory Corp
- SPY
- IJH
- PICB
- VCSH
- FNDX
- IEFA
- EEM
Filing on Apr 24, 2025
Q1 2025
Vista Investment Partners Ii, LLC
- MSTR
- LLY
- VOO
- SFM
- NVDA
- AAPL
- ORLY
Filing on Jul 03, 2025
Q2 2025
Higgins & Schmidt Wealth Strategies LLC
- SPYG
- SPYV
- SPDW
- SPMD
- AVEM
- SPTI
- IVW
Filing on Apr 30, 2025
Q1 2025
Prudent Man Investment Management, Inc.
- DFAC
- DFUV
- DFAU
- DFAI
- AAPL
- DFAE
- VUSB
Filing on Apr 28, 2025
Q1 2025
Values Added Financial LLC
- BND
- SPDW
- VEA
- SPAB
- AAPL
- SPEM
- VOTE
Filing on Apr 11, 2025
Q1 2025
Prospect Financial Services LLC
- VCLT
- SLG
- AAPL
- BA
- VCIT
- GOOG
- NVDA
Filing on Apr 29, 2025
Q1 2025
Pacific Point Advisors, LLC
- BIL
- CHRW
- TSLA
- MSFT
- IAU
- HUBB
- INTU