Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 09, 2025
Q3 2025
Rockingstone Advisors LLC
- JPST
- NVDA
- VGSH
- VTI
- XLK
- MSFT
- AAPL
Filing on Aug 08, 2025
Q2 2025
Km Capital Management Ltd.
- DFUS
- ITOT
- IWL
- DFIV
- QQQ
- DYNF
- OEF
Filing on Oct 14, 2025
Q3 2025
Meritas Wealth Management, LLC
- DFUV
- DFAT
- DFUS
- AVUV
- DFIV
- AVLV
- AAPL
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Dilation Capital Management LP
- BA
- NVDA
- DHI
- AFRM
- KKR
- APP
- TDG
Filing on Oct 20, 2025
Q3 2025
Massachusetts Wealth Management
- XLK
- JPM
- XLI
- AAPL
- XLF
- C
- MSFT
Filing on Sep 08, 2025
Q2 2025
Alternative Investment Advisors, Llc.
- IVV
- MBB
- OEF
- DYNF
- TLT
- EMB
- IUSB
Filing on Aug 14, 2025
Q2 2025
Life Plan Investment Advisors, Inc.
- AGG
- VOO
- VUG
- GSUS
- IAGG
- VEA
- SCHE
Filing on Oct 27, 2025
Q3 2025
Boston Premier Wealth LLC
- VTI
- QQQ
- IJH
- FVD
- AVLV
- IJR
- AAPL
Filing on Oct 06, 2025
Q3 2025
Werlinich Asset Management, LLC
- NVDA
- JPM
- HUBB
- UNP
- MSFT
- LMT
- AMD
Filing on Nov 06, 2025
Q3 2025
Avid Wealth Partners LLC
- DYNF
- OEF
- URA
- IEFA
- IVW
- MGV
- GLDM
Filing on Aug 05, 2025
Q2 2025
Lynwood Price Capital Management LP
- MSFT
- AMZN
- KKR
- TDG
- LPLA
- MCK
- CRM
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Ampersand Capital Group, L.P.
- MELI
- GLBE
- PTC
- DASH
- SHOP
- BKNG
- AXON
Filing on Nov 07, 2025
Q3 2025
Eagle Wealth Strategies LLC
- VOO
- AVUV
- FLQM
- DGRW
- DFEV
- XLV
- AMZN
Filing on Oct 16, 2025
Q3 2025
Benjamin Joseph Floyd Dba Floyd Capital Management
- SPY
Filing on Aug 05, 2025
Q2 2025