Largest Portfolios by Value

Penney Financial, LLC

• GSLC
• VTI
• VEA
• SGOV
• IEFA
• SCHD
• JPIE

Edge Financial Advisors LLC

• ITOT
• SPY
• IXUS
• DUHP
• DYNF
• JQUA
• DFUS

Ariadne Wealth Management, LP

• SLV
• DFUV
• AVUS
• NVDA
• AVDE
• DFAT
• DFAC

Financial Symmetry Inc

• DFAC
• DFAX
• DFEM
• AVDE
• DFCF
• DFIC
• VT

One Wealth Capital Management, LLC

• MSFT
• IVV
• DYNF
• IUSB
• IVW
• MUB
• EFV

Dudley Capital Management, LLC

• MSFT
• AAPL
• NVDA
• JNJ
• JPM
• GOOGL
• CVX

Panoramic Capital, LLC

• SPY
• STX
• META
• AAPL
• FSLR
• FIVE
• MOD

Lodestone Wealth Management LLC

• AAPL
• MSFT
• JPST
• CGCP
• CGDV
• GOOG
• CGSD

Siligmueller & Norvid Wealth Advisors LLC

• VTI
• VEA
• QUAL
• EFV
• IVW
• AGG
• DYNF

Investment Research Partners LLC

• NVDA
• AGG
• SUB
• IVV
• AAPL
• MSFT
• BCI

Sage Capital Management, LLC

• NVDA
• PAVE
• XLK
• SPY
• QQQ
• PHO
• STRV

Ransom Advisory, LTD

• MSFT
• AAPL
• GOOGL
• NVDA
• JPM
• GOOG
• BRK-B

Ampersand Capital Group, L.P.

• GLBE
• MELI
• PTC
• DASH
• SHOP
• BKNG
• AXON

Cordant, Inc.

• VEA
• VGSH
• VTI
• VWO
• VCIT
• VCSH
• SPY

Prodigy Asset Management LLC

• VIG
• TSPA
• DFAU
• DFAI
• VTI
• BRK-B
• MSFT

Advantage Trust CO

• JGRO
• VUG
• VO
• VTV
• SDVY
• DFAI
• AVLV

State Insurance Fund

Elios Financial Group Inc.

• FIXD
• VOO
• SPY
• VIGI
• QQQM
• BND
• RDVY