Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Symphony Financial Services, Inc.
- BUFR
- USMC
- KNG
- JAAA
- PAVE
- JMBS
- AAPL
Filing on Nov 20, 2025
Q3 2025
Kmt Wealth Management, LLC
- VTI
- IVV
- VXUS
- DFAS
- SPY
- VOO
- IJR
Filing on Nov 14, 2025
Q3 2025
Grafton Street Partners Fund, LP
- GOOGL
- MSFT
- ELV
- TPG
- TSM
- WDAY
- V
Filing on Nov 04, 2025
Q3 2025
L.K. Benson & Company, P.C.
- TROW
- VXUS
- VTI
- HIDE
- BND
- SCHF
- VOO
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 Oct 14, 2025
Q3 2025
Filing on Nov 05, 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 Nov 12, 2025
Q3 2025
Strive Asset Management, LLC
- QQQ
- STRV
- BLOK
- AIRR
- GRID
- PAVE
- PHO
Filing on Nov 14, 2025
Q3 2025
Sovereign'S Capital Management, LLC
- MOH
- FOLD
- VST
- NSP
- AFG
- LCII
- LOPE
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 Nov 12, 2025
Q3 2025
Pom Investment Strategies, LLC
- SPLG
- EEM
- XLG
- MTUM
- QQQ
- IEV
- SPYG
Filing on Nov 14, 2025
Q3 2025
Hfg Wealth Management, LLC
- IAPR
- FTGC
- MRSK
- IGLD
- BUFR
- SFLR
- DFAU
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