Largest Portfolios by Value
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
Filing on Aug 14, 2025
Q2 2025
Sovereign'S Capital Management, LLC
- LOPE
- VST
- ALKT
- EEFT
- PAYC
- CBRE
- NTAP
Filing on Aug 14, 2025
Q2 2025
Compass Wealth Management, Llc/Ga
- QLTA
- LVHI
- RYT
- SCHD
- GLD
- XLF
- MBB
Filing on Nov 05, 2025
Q3 2025
Aegis Wealth Management LLC
- IVV
- SPY
- DFAI
- SHV
- DFAS
- DFAU
- DFUV
Filing on Oct 29, 2025
Q3 2025
William B. Walkup & Associates, Inc.
- AZO
- VLO
- JPM
- COF
- HD
- WMT
- ABBV
Filing on Aug 12, 2025
Q2 2025
Resolute Wealth Strategies, LLC
- AAPL
- JAVA
- FBND
- AMZN
- MINT
- NVDA
- BRK-B
Filing on Aug 14, 2025
Q2 2025
Pennington Partners & Co., LLC
- VTI
- IWV
- VTHR
- ITOT
- VOO
- ACWI
- MSFT
Filing on Oct 06, 2025
Q3 2025
Hardin Capital Partners, LLC
- LOW
- BAC
- BRK-B
- VOO
- VTI
- DUK
- VWO
Filing on Oct 30, 2025
Q3 2025