Largest Portfolios by Value
Filing on Nov 07, 2025
Q3 2025
Northern Financial Advisors Inc
- SPY
- VTV
- VUG
- AAPL
- NFLX
- AVGO
- VEA
Filing on Oct 17, 2025
Q3 2025
Global Wealth Management, LLC
- JMST
- SCHB
- VUSB
- IVV
- SCHD
- VIG
- IJR
Filing on Oct 23, 2025
Q3 2025
Foundry Financial Group, Inc.
- IVV
- AVIV
- IEFA
- IUSG
- JGRO
- DYNF
- AVLV
Filing on Jul 16, 2025
Q2 2025
Filing on Nov 14, 2025
Q3 2025
Novak & Powell Financial Services, Inc.
- VUG
- QQQ
- AAPL
- VV
- MSFT
- SPY
- VTV
Filing on Oct 23, 2025
Q3 2025
Level Wealth Management LLC
- VTI
- BND
- VEA
- ITOT
- VTEB
- VWO
- DFAU
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 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 Nov 13, 2025
Q3 2025
Marshall Investment Management, LLC
- GLD
- FGRO
- MSFT
- CGGR
- MFUS
- BRK-B
- SPY
Filing on Oct 23, 2025
Q3 2025
Chokshi & Queen Wealth Advisors, Inc
- IVV
- QQQ
- AAPL
- COST
- NVDA
- AMZN
- VHT
Filing on Nov 26, 2025
Q3 2025
Lantern Wealth Advisors, LLC
- AAPL
- AMZN
- AVUS
- RSP
- SCHW
- BX
- AVUV
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 Nov 04, 2025
Q3 2025
Mission Hills Financial Advisory, LLC
- BIZD
- PCN
- MINT
- PDI
- QYLD
- RQI
- QQQ
Filing on Nov 14, 2025
Q3 2025