Largest Portfolios by Value
Filing on Oct 21, 2025
Q3 2025
Fogel Capital Management, Inc.
- GOOGL
- MSFT
- BRK-B
- CB
- KTOS
- AVGO
- EPD
Filing on Oct 21, 2025
Q3 2025
Filing on Oct 06, 2025
Q3 2025
Team Financial Group, LLC
- DGRW
- EPS
- USFR
- USMF
- SCHG
- PTRB
- WTV
Filing on Nov 06, 2025
Q3 2025
May Barnhard Investments LLC
- SCHX
- SCHG
- VO
- IJR
- SCHV
- IJS
- QQQ
Filing on Oct 28, 2025
Q3 2025
American Capital Advisory, LLC
- DFAC
- DFUS
- DFIC
- DFAI
- GTO
- DFAU
- AAPL
Filing on Oct 28, 2025
Q3 2025
Valued Wealth Advisors LLC
- DFAU
- DFAI
- AVUV
- DFSD
- AVDV
- AVEM
- AVLV
Filing on Aug 12, 2025
Q2 2025
Tumwater Wealth Management, LLC
- DFAX
- VTI
- DFAT
- BIV
- VV
- DFUV
- VOO
Filing on Jul 31, 2025
Q2 2025
Anchor Capital Management Group Inc
- QQQ
- SPY
- EFA
- QYLD
- PDI
- JEPI
- JEPQ
Filing on Oct 07, 2025
Q3 2025
Heritage Family Offices, LLP
- SPEM
- SMMD
- EFA
- USHY
- AGG
- IVV
- EMB
Filing on Aug 07, 2025
Q2 2025
Mirabaud Asset Management LTD
- MSFT
- NVDA
- JPM
- CME
- AMZN
- NFLX
- NOW
Filing on Oct 20, 2025
Q3 2025
Ergawealth Advisors, Inc.
- CGGR
- FTHI
- CGDV
- RDVY
- FTCS
- BUFR
- JEPI
Filing on Aug 14, 2025
Q2 2025
Militia Capital Partners, LP
- AX
- AMZN
- ET
- OMAB
- WES
- TSM
- EC
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 29, 2025
Q3 2025
Vista Investment Partners Ii, LLC
- MSTR
- LLY
- NVDA
- KLAC
- VOO
- ORLY
- AAPL
Filing on Aug 14, 2025
Q2 2025
Envision Financial Planning, LLC
- DFAU
- GOVT
- IBDW
- DUHP
- DFAI
- DFAE
- IBDU
Filing on Aug 13, 2025
Q2 2025
Wrenne Financial Planning LLC
- VTI
- VEU
- VNQ
- SLYV
- BND
- VWO
- VXUS
Filing on Nov 05, 2025
Q3 2025
Castlekeep Investment Advisors LLC
- VGK
- BRK-B
- KBE
- BILS
- VIG
- RSP
- IJS
Filing on Oct 17, 2025
Q3 2025
Old North State Wealth Management, LLC
- BRK-B
- AAPL
- AMZN
- CVS
- NVDA
- F
- MHO