Largest Portfolios by Value
Filing on Aug 11, 2025
Q2 2025
Greykasell Wealth Strategies, Inc.
- IOO
- GLD
- IVV
- FBND
- AGG
- MSFT
- AAPL
Filing on Oct 28, 2025
Q3 2025
Cambridge Capital Management, LLC
- VUG
- VTV
- IJR
- VEA
- BIV
- VNQ
- VOO
Filing on Oct 14, 2025
Q3 2025
Filing on Aug 14, 2025
Q2 2025
New Vernon Capital Holdings Ii LLC
- IBN
- HDB
- EPI
- VWO
- INDA
- INFY
- TSM
Filing on Jul 28, 2025
Q2 2025
Delap Wealth Advisory, LLC
- ITOT
- IDEV
- VEA
- DFAC
- VTI
- VGIT
- DFEM
Filing on Oct 27, 2025
Q3 2025
Hippocratic Financial Advisors, LLC
- IWB
- BIL
- DUHP
- DFIC
- DFAC
- DFEM
- DBND
Filing on Aug 08, 2025
Q2 2025
Filing on Jul 31, 2025
Q2 2025
Filing on Oct 27, 2025
Q3 2025
Midwest Capital Advisors, LLC
- SCHG
- DYNF
- QUAL
- SPEM
- OEF
- IAU
- TLH
Filing on Oct 22, 2025
Q3 2025
Prospera Capital Management, LLC
- VTI
- VXUS
- BNDX
- BND
- VOO
- VEU
- VXF
Filing on Oct 08, 2025
Q3 2025
Wealth Advisors Northwest LLC
- DFAC
- DFSV
- DFIC
- DUHP
- AMZN
- DFAU
- DFEM
Filing on Aug 13, 2025
Q2 2025
Cary Street Partners Investment Advisory LLC
- MSFT
- AAPL
- NVDA
- SPYG
- AMZN
- META
- AVGO
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 08, 2025
Q2 2025
Compass Financial Services Inc
- SPLG
- DGRW
- JPST
- KNG
- QQQM
- VLU
- JEPQ
Filing on Oct 24, 2025
Q3 2025
Marmo Financial Group, LLC
- SPY
- VUG
- MGV
- QQQM
- VBR
- VFH
- VCLT
Filing on Aug 14, 2025
Q2 2025
Mendon Capital Advisors Corp
- EQBK
- FRST
- VBNK
- USCB
- FHN
- RNST
- VBTX
Filing on Oct 30, 2025
Q3 2025
Millington Financial Advisors, LLC
- SPYG
- SPYV
- SPDW
- SPEM
- SPMD
- SPY
- QTUM
Filing on Oct 27, 2025
Q3 2025