Largest Portfolios by Value
Filing on Oct 20, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Keystone Financial Group, Inc.
- DFAU
- SGOV
- SCHD
- VIG
- FBK
- VIGI
- INMU
Filing on Aug 14, 2025
Q2 2025
Blkbrd Asset Management, LP
- MSTR
- NVDA
- AMD
- FXI
- AVGO
- COIN
- TSLA
Filing on Jul 14, 2025
Q1 2025
Filing on Oct 30, 2025
Q3 2025
Next Level Wealth Planning, LLC
- VOO
- DFAI
- VO
- VTI
- SCHG
- IJR
- SCHD
Filing on Oct 09, 2025
Q3 2025
Allodium Investment Consultants, LLC
- DFUS
- DFAI
- DFAS
- VNQ
- AVIG
- DFAE
- DFIS
Filing on Oct 30, 2025
Q3 2025
Andina Capital Management, LLC
- USFR
- AGG
- XDSQ
- VEA
- BUFR
- VWO
- VONG
Filing on Aug 11, 2025
Q2 2025
Cascade Wealth Advisors, Inc
- SPYI
- JEPI
- VIG
- VGSH
- SHYG
- FLOT
- IJH
Filing on Aug 15, 2025
Q2 2025
Filing on Oct 22, 2025
Q3 2025
Semus Wealth Partners LLC
- AAPL
- NVDA
- MSFT
- TSLA
- GOOGL
- IVV
- GOOG
Filing on Oct 22, 2025
Q3 2025
Riverchase Wealth Management, LLC
- JCPB
- DFAC
- DFCF
- DFIC
- DUHP
- VOO
- DFEM
Filing on Aug 13, 2025
Q2 2025
Filing on Nov 10, 2025
Q3 2025
Everstar Asset Management, LLC
- BIL
- SHY
- IEI
- VTI
- XLK
- PFM
- XLF
Filing on Jul 16, 2025
Q2 2025
Filing on Aug 12, 2025
Q2 2025
American Century Companies Inc
- NVDA
- MSFT
- AMZN
- AAPL
- META
- GOOGL
- MA
Filing on Oct 29, 2025
Q3 2025
Filing on Oct 14, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Financial Architects, LLC
- SCHP
- VTI
- BND
- BNDX
- GSSC
- DFSV
- DISV