Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Prudent Man Investment Management, Inc.
- DFAC
- DFUV
- DFAU
- DFAI
- AAPL
- DFAE
- VUSB
Filing on Nov 10, 2025
Q3 2025
Aspen Wealth Strategies, LLC
- IVV
- SCHG
- VTV
- MOAT
- IEFA
- AVGO
- XMHQ
Filing on Oct 10, 2025
Q3 2025
Ryan Investment Management, Inc.
- EFA
- IWF
- IWD
- SPY
- QQQ
- BLV
- EEM
Filing on Oct 20, 2025
Q3 2025
Kingsman Wealth Management, Inc.
- NVDA
- META
- AMZN
- GE
- PLTR
- MSFT
- AAPL
Filing on Oct 30, 2025
Q3 2025
Davidson Kahn Capital Management, LLC
- VOO
- RSP
- QQQ
- SCHB
- AMZN
- GOOGL
- EZM
Filing on Nov 03, 2025
Q3 2025
Jim Saulnier & Associates, LLC
- AOR
- AOA
- VEA
- BIL
- ILCG
- ILCB
- ILCV
Filing on Oct 23, 2025
Q3 2025
Visionary Horizons, LLC
- SCHG
- SPYV
- MRSK
- AVUV
- FNDF
- AVUS
- AVEM
Filing on Jul 10, 2024
Q2 2024
Walden Wealth Partners LLC
- DFAC
- MSFT
- AGG
- DFUS
- DFAU
- DIHP
- MGV
Filing on Oct 09, 2025
Q3 2025
Sprinkle Financial Consultants LLC
- SCHX
- JGRO
- IJR
- OKE
- DFUV
- JPSE
- IVV
Filing on Oct 15, 2025
Q3 2025
Secured Retirement Advisors, LLC
- STRV
- NVDA
- MSFT
- AAPL
- BOND
- GLW
- AMZN
Filing on Aug 15, 2025
Q2 2025
Filing on Oct 20, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Broadway Wealth Solutions, Inc.
- SPLG
- USTB
- AVDE
- JPIB
- AVEM
- DFIS
- JGRO
Filing on Oct 22, 2025
Q3 2025
Worth Financial Advisory Group, LLC
- GSLC
- MSFT
- AMZN
- AAPL
- SFLR
- JPM
- NVDA
Filing on Oct 27, 2025
Q3 2025
Clarity Asset Management, Inc.
- AVSU
- ESGV
- AVSD
- NUDM
- ESGU
- NULG
- TSME
Filing on Aug 12, 2025
Q2 2025
Foresite Capital Management Vi LLC
- CNTA
- AKRO
- EWTX
- CRVS
- KYMR
- XENE
- CGEM
Filing on Oct 24, 2025
Q3 2025
Panoramic Investment Advisors, LLC
- SPLG
- SCHV
- VUG
- SCHG
- GOOG
- ICSH
- SCHD
Filing on May 02, 2025
Q1 2025