Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
First International Bank Of Israel Ltd.
- SPY
- IBDT
- IBDS
- BSCS
- BSCT
- IBDU
- QQQ
Filing on Oct 14, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Financial Architects, LLC
- SCHP
- VTI
- BND
- BNDX
- GSSC
- DFSV
- DISV
Filing on Nov 25, 2025
Q3 2025
Vermillion & White Wealth Management Group, LLC
- IVV
- DFAI
- DFCF
- DFAE
- DFSD
- SPTI
- KBWB
Filing on Oct 28, 2025
Q3 2025
Cypress Capital Advisors, LLC
- VTI
- IVV
- SGOL
- SPY
- VXUS
- SCHD
- CGGR
Filing on Oct 20, 2025
Q3 2025
Base Wealth Management LLC
- VOO
- HCI
- JQUA
- VONG
- QQQ
- HDV
- FDVV
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 16, 2025
Q3 2025
Vestment Financial LLC
- DFAC
- DFSD
- DFIC
- DFNM
- DUHP
- AVLV
- AVRE
Filing on Oct 17, 2025
Q3 2025
Sar Wealth Management Group, LLC
- FV
- FBND
- VTI
- RSP
- SDY
- SCHD
- ITOT
Filing on Nov 14, 2025
Q3 2025
North Ridge Wealth Advisors, Inc.
- DFAC
- DFAX
- VGIT
- EDV
- DFIC
- VWOB
- VTIP
Filing on Nov 12, 2025
Q3 2025
Cladis Investment Advisory, LLC
- AAPL
- NVDA
- MSFT
- GE
- AMZN
- QQQ
- LLY
Filing on Oct 10, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Hoge Financial Services, LLC
- IWB
- BIV
- VT
- VTV
- EFA
- VB
- FLOT
Filing on Nov 05, 2025
Q3 2025
Councilmark Asset Management, LLC
- AAPL
- MSFT
- VIG
- BRK-B
- ORCL
- GOOGL
- MCK
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Inherent Management Corp.
- VEA
- IEMG
- PAX
- NEE
- SHC
- URTH
- OEC
Filing on Oct 17, 2025
Q3 2025
Fire Capital Management LLC
- NVDA
- IWB
- MSFT
- RSP
- JPM
- AAPL
- TSLA