Largest Portfolios by Value
Filing on Oct 23, 2025
Q3 2025
Clarity Capital Advisors, LLC
- DFAU
- VTI
- AVUS
- VTIP
- VXUS
- AVDE
- BSV
Filing on Oct 31, 2025
Q3 2025
Brueske Advisory Services, LLC
- QQQM
- GOVT
- JHEM
- FYC
- MSFT
- QQQ
- COST
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Signature Resources Capital Management, LLC
- DFSD
- AVUS
- DFAC
- AVDE
- DFIC
- DFAU
- AVEM
Filing on Oct 14, 2025
Q3 2025
Kaufman Rossin Wealth, LLC
- ITOT
- AVDV
- DFEM
- DUHP
- IDEV
- DFAC
- DIHP
Filing on Jul 30, 2024
Q2 2024
Solano Wealth Management, Inc.
- OMFL
- RDVY
- FTCS
- OMFS
- QQQM
- SPTM
- ITOT
Filing on Nov 04, 2025
Q3 2025
Victrix Investment Advisors
- NVDA
- GOOGL
- AAPL
- MSFT
- BRK-B
- AMZN
- LMT
Filing on Nov 05, 2025
Q3 2025
Filing on Jul 28, 2025
Q2 2025
Prairie Sky Financial Group LLC
- AAPL
- ABBV
- ABT
- SPLG
- VTI
- BIL
- AMZN
Filing on Oct 10, 2025
Q3 2025
Hmv Wealth Advisors, LLC
- AVUV
- DFAT
- VTI
- AVDV
- VGIT
- ITOT
- DFEM
Filing on Oct 27, 2025
Q3 2025
Decker Retirement Planning Inc.
- SGOV
- PLTR
- APP
- ESGU
- COIN
- VTI
- XME
Filing on Apr 29, 2025
Q1 2025
Filing on Oct 09, 2025
Q3 2025
Filing on Oct 08, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Coign Capital Advisors LLC
- PVAL
- TBIL
- IVOO
- CGGR
- IVV
- GOVT
- IJH
Filing on Nov 14, 2025
Q3 2025
Barnes Wealth Management Group, Inc
- IUSB
- IVV
- IVW
- QUAL
- DYNF
- EFV
- AAPL
Filing on Nov 13, 2025
Q3 2025
Fidelity D & D Bancorp Inc
- SPDW
- AVLV
- IBM
- RPV
- IWF
- AVES
- SPIB
Filing on Nov 03, 2025
Q3 2025