Largest Portfolios by Value
Filing on Oct 23, 2025
Q3 2025
Seamount Financial Group Inc
- AAPL
- AMZN
- JQUA
- CGDV
- VTI
- BRK-B
- VIG
Filing on Oct 31, 2025
Q3 2025
Grove Street Fiduciary, LLC
- EMQQ
- VOE
- BNDX
- FMQQ
- SCHP
- SCHZ
- VSS
Filing on Oct 21, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Yoder Wealth Management, Inc.
- FTEC
- AAPL
- VUG
- QUAL
- VIG
- RYT
- LTPZ
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 14, 2025
Q3 2025
Pennington Partners & Co., LLC
- VTI
- IWV
- VTHR
- ITOT
- ACWI
- VOO
- MSFT
Filing on Oct 30, 2025
Q3 2025
Gem Asset Management, LLC
- SYY
- SPY
- DFUS
- DFAI
- DFAS
- DFAU
- DFAE
Filing on Oct 29, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Richardson Capital Management LLC
- SCHX
- SCHG
- FNDX
- SCHD
- VOO
- IJH
- NVDA
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Midwest Financial Group LLC
- SCHD
- IVW
- AVUV
- QQQ
- AAPL
- AMD
- LQD
Filing on Nov 13, 2025
Q3 2025
Nutshell Asset Management LTD
- BIL
- FTNT
- MA
- NVDA
- ADBE
- GOOGL
- ADP
Filing on Oct 27, 2025
Q3 2025
Paul Damon & Associates, Inc.
- QQQ
- IWY
- SPY
- AMZN
- SCHD
- DGRW
- BUFR
Filing on Oct 20, 2025
Q3 2025
Armstrong, Fleming & Moore, Inc
- TCHP
- AAPL
- CGXU
- AVEM
- CGDV
- NVDA
- PLTR
Filing on Nov 06, 2025
Q3 2025
Westbourne Investments, Inc.
- NVDA
- GE
- AMZN
- MSFT
- GOOGL
- AAPL
- META