Largest Portfolios by Value
Filing on Jul 27, 2023
Q2 2023
Carlsbad Wealth Advisory Group, Inc.
- SCHX
- SCHG
- SCHV
- VEA
- SCHP
- BIV
- BSV
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Ledgewood Wealth Advisors, LLC
- MSEX
- DFAU
- PFS
- DFCF
- BSCP
- DFAI
- BSCS
Filing on Apr 23, 2025
Q1 2025
Spectrum Investment Advisors, Inc.
- DFAU
- VOO
- DFAI
- IXUS
- MBB
- PLW
- VBR
Filing on Apr 07, 2025
Q1 2025
State Of Wisconsin Board Of Commissioners Of Public Lands
- PSK
- PFXF
- PFFD
- USHY
Filing on Feb 14, 2025
Q4 2024
Oxford Wealth Group, LLC
- XMMO
- COWZ
- QQQ
- MTUM
- AAPL
- RWJ
- META
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Bank Of Jackson Hole Trust
- IWF
- EFA
- AAPL
- IJH
- NVDA
- MSFT
- IVV
Filing on Apr 30, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Sphera Management Technology Funds LTD
- AMZN
- META
- QQQ
- SMH
- CRM
- MSFT
- NICE
Filing on Apr 18, 2025
Q1 2025
Boomfish Wealth Group, LLC
- BIL
- MOAT
- AGG
- TLT
- NVDA
- MSFT
- AAPL
Filing on May 15, 2025
Q1 2025
Filing on Feb 14, 2025
Q4 2024
Lantern Wealth Advisors, LLC
- AAPL
- AVUS
- RSP
- BX
- AVUV
- BND
- AMZN
Filing on Apr 25, 2025
Q1 2025
Quarry Hill Advisors, LLC
- AVUV
- DFAC
- AVDV
- DFIC
- DFSU
- DFEM
- AVRE
Filing on Apr 23, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Stephenson & Company, Inc.
- BRK-B
- RSP
- IVV
- VEA
- BSV
- BIV
- IJH
Filing on Apr 28, 2025
Q1 2025