Largest Portfolios by Value
Filing on Aug 08, 2025
Q2 2025
Filing on Nov 07, 2025
Q3 2025
Wealthcare Capital Partners, LLC
- USFR
- VTI
- UNH
- SPLG
- SCHP
- VYM
- STIP
Filing on Nov 14, 2025
Q3 2025
New Vernon Capital Holdings Ii LLC
- IBN
- HDB
- VWO
- TSM
- EWY
- EPI
- EWS
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Km Capital Management Ltd.
- DFUS
- ITOT
- IWL
- DFIV
- QQQ
- DYNF
- IEMG
Filing on Oct 23, 2025
Q3 2025
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 Dec 03, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Sherbrooke Park Advisers LLC
- ABNB
- DUOL
- BFAM
- IRDM
- TMUS
- RNG
- ISRG
Filing on Oct 07, 2025
Q3 2025
Heritage Family Offices, LLP
- SPEM
- SMMD
- EFA
- USHY
- AGG
- IVV
- EMB
Filing on Nov 21, 2025
Q3 2025
Urban Financial Advisory Corp
- SPY
- IJH
- PICB
- FNDX
- VCSH
- IEFA
- EEM
Filing on Oct 20, 2025
Q3 2025
Ergawealth Advisors, Inc.
- CGGR
- FTHI
- CGDV
- RDVY
- FTCS
- BUFR
- JEPI