Largest Portfolios by Value
Filing on Jul 21, 2025
Q2 2025
Filing on Oct 23, 2025
Q3 2025
Level Wealth Management LLC
- VTI
- BND
- VEA
- ITOT
- VTEB
- VWO
- DFAU
Filing on Aug 13, 2025
Q2 2025
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Sheridan Capital Management, LLC
- IWF
- AGG
- MGV
- BOND
- IEFA
- IWV
- TLH
Filing on Oct 24, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Chokshi & Queen Wealth Advisors, Inc
- IVV
- QQQ
- AAPL
- COST
- NVDA
- AMZN
- VHT
Filing on Nov 03, 2025
Q3 2025
Generali Investments Towarzystwo Funduszy Inwestycyjnych
- MSFT
- NVDA
- GOOGL
- ADI
- ADBE
- AAPL
- AMD
Filing on Jul 31, 2025
Q2 2025
Filing on Sep 02, 2025
Q2 2025
Filing on Nov 04, 2025
Q3 2025
Mission Hills Financial Advisory, LLC
- BIZD
- PCN
- MINT
- PDI
- QYLD
- RQI
- QQQ
Filing on Oct 23, 2025
Q3 2025
Filing on Aug 12, 2025
Q2 2025
Blue Investment Opportunities, LLC Project Breeze Series 1
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 08, 2025
Q3 2025
Ausbil Investment Management LTD
- NEE
- NSC
- CSX
- LNG
- ES
- ETR
- WMB
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Mn Wealth Advisors, LLC
- BBUS
- JGRO
- JAVA
- JIRE
- AGG
- AVUS
- AVEM
Filing on Feb 07, 2025
Q4 2024
Quantitative Strategies, Inc.
- IVW
- IVE
- LQD
- TLH
- IJR
- XLK
- IGIB