Largest Portfolios by Value
Filing on Oct 27, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Compass Financial Services Inc
- SPLG
- DGRW
- JPST
- KNG
- QQQM
- JEPQ
- VLU
Filing on Oct 21, 2025
Q3 2025
Onyx Financial Advisors, LLC
- DFAC
- DFAX
- DFSD
- DFAR
- GBCI
- MSFT
- DFIP
Filing on Nov 04, 2025
Q3 2025
Rcs Financial Planning, LLC
- DFAC
- DFCF
- FBND
- DFIC
- DUHP
- DFSV
- IVV
Filing on Nov 13, 2025
Q3 2025
Compass Wealth Management, Llc/Ga
- QLTA
- VGSH
- LVHI
- RYT
- GLD
- MBB
- SCHD
Filing on Nov 12, 2025
Q3 2025
Tumwater Wealth Management, LLC
- DFAX
- VTI
- DFAT
- BIV
- VV
- DFUV
- VOO
Filing on Oct 17, 2025
Q3 2025
Lakeridge Wealth Management LLC
- FDVV
- SHW
- ISTB
- FNX
- AVUS
- LQD
- IVV
Filing on Oct 31, 2025
Q3 2025
Values Added Financial LLC
- SPDW
- IAGG
- BND
- VEA
- SPEM
- SPLG
- AAPL
Filing on Oct 20, 2025
Q3 2025
Aurelius Family Office LLC
- VOO
- DFAC
- BNDW
- DFCF
- VGLT
- VEA
- VTIP
Filing on Nov 03, 2025
Q3 2025
Pilgrim Partners Asia Pte LTD
- QQQ
- SPY
- VOO
- IBKR
- GOOG
- BRK-B
- MSFT
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Sassicaia Capital Advisers LLC
- NVDA
- PFE
- HOOD
- GLD
- LLY
- TSLA
- TGT
Filing on Oct 22, 2025
Q3 2025
Glass Wealth Management CO LLC
- AVGO
- MSFT
- AAPL
- NVDA
- GOOGL
- NEM
- XOM
Filing on Nov 06, 2025
Q3 2025
Integrity Wealth Solutions LLC
- VEA
- VUG
- VTV
- AVUV
- PTRB
- GLDM
- SLYG
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Mid American Wealth Advisory Group, Inc.
- HYS
- TUA
- SIXJ
- IBHF
- IBHE
- LTPZ
- NVBW
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Transcendent Capital Group LLC
- QQQ
- FTSM
- MSFT
- AAPL
- IJH
- IVV
- IVW