Largest Portfolios by Value
Filing on Oct 29, 2025
Q3 2025
Boomfish Wealth Group, LLC
- BIL
- MOAT
- AGG
- NVDA
- MSFT
- TLT
- AAPL
Filing on Oct 28, 2025
Q3 2025
Charter Capital Management, Llc\De
- IJH
- VYM
- PRF
- DFAI
- FDRR
- CGGR
- VOO
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 14, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Spectrum Investment Advisors, Inc.
- DFAU
- VOO
- DFAI
- PLW
- MBB
- VBR
- DFAE
Filing on Oct 27, 2025
Q3 2025
Pullen Investment Management, LLC
- VOO
- VTI
- SCHB
- MSFT
- HII
- CVX
- LINC
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Hansen & Associates Financial Group, Inc.
- SHV
- FTSM
- EEM
- BRK-B
- COST
- EFA
- V
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 21, 2025
Q3 2025
Filing on Jul 31, 2025
Q2 2025
Filing on Nov 04, 2025
Q3 2025
Principal Financial Group Inc
- MSFT
- NVDA
- AAPL
- AMZN
- TDG
- AVGO
- GOOGL
Filing on Oct 30, 2025
Q3 2025
Wfa Asset Management Corp
- SCHD
- SPYG
- XMHQ
- BBLU
- IWL
- RWJ
- RSP
Filing on Oct 27, 2025
Q3 2025
Sharp Financial Services, LLC
- IYY
- AGG
- VGIT
- GLD
- VOO
- XLK
- XLC
Filing on Oct 23, 2025
Q3 2025
Clarity Capital Advisors, LLC
- DFAU
- VTI
- AVUS
- VTIP
- VXUS
- AVDE
- BSV
Filing on Oct 03, 2025
Q3 2025
Hfg Wealth Management, LLC
- IAPR
- MRSK
- FTGC
- IGLD
- BUFR
- SFLR
- DFAU
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 31, 2025
Q3 2025
Brueske Advisory Services, LLC
- QQQM
- GOVT
- JHEM
- FYC
- MSFT
- QQQ
- COST