Largest Portfolios by Value
Filing on Oct 29, 2025
Q3 2025
Vista Investment Partners Ii, LLC
- MSTR
- LLY
- NVDA
- KLAC
- VOO
- ORLY
- AAPL
Filing on Nov 13, 2025
Q3 2025
Avos Capital Management, LLC
- SGOV
- LTPZ
- TLT
- VEA
- DBC
- GLDM
- IGOV
Filing on Dec 18, 2025
Q3 2025
Employees' Retirement Fund Of The City Of Fort Worth
- VCLT
- VCSH
- VMBS
- SJNK
- IGF
- VYM
- MOAT
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
Filing on Oct 20, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Fox Hill Wealth Management
- MSFT
- NVDA
- AAPL
- PLTR
- LLY
- NFLX
- META
Filing on Oct 08, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Forge Financial Services LLC
- CGGO
- CGDV
- CGUS
- QQQM
- RSP
- JHMM
- CGGR
Filing on Jul 24, 2024
Q2 2024
Unique Wealth Strategies, LLC
- FBND
- IVV
- MOAT
- DBEF
- META
- JMBS
- GOOGL
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Leslie Global Wealth, LLC
- SPYG
- SPLG
- JAAA
- SPYV
- SPDW
- AAPL
- IAU
Filing on Oct 28, 2025
Q3 2025
Inlight Wealth Management, LLC
- VEA
- ISHG
- CEF
- RSP
- IJR
- COWZ
- VTV
Filing on Nov 14, 2025
Q3 2025
Israel Englander
Millennium Management LLC
- IWM
- NVDA
- IVV
- QQQ
- QQQ
- IWM
- NVDA
Filing on Oct 23, 2025
Q3 2025
Steinberganna Wealth Management
- ITOT
- QQQ
- SPY
- AAPL
- IYY
- RSP
- IMCG
Filing on Oct 02, 2025
Q3 2025
Hiley Hunt Wealth Management
- VTV
- VUG
- DFCF
- VCSH
- VEA
- DFIC
- IJH
Filing on Nov 07, 2025
Q3 2025
Kapstone Financial Advisors LLC
- IVV
- MSTR
- AAPL
- HDV
- PLTR
- META
- MSFT
Filing on Nov 14, 2025
Q3 2025
Militia Capital Partners, LP
- OMAB
- AMZN
- ET
- WES
- AX
- TSM
- EC