Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Lantern Wealth Advisors, LLC
- AVUS
- AAPL
- RSP
- BX
- BND
- AMZN
- LQD
Filing on Aug 13, 2025
Q2 2025
Filing on Oct 27, 2025
Q3 2025
Ptm Wealth Management, LLC
- FNDX
- ULST
- XLK
- SMLF
- BALT
- IMCG
- COWZ
Filing on Nov 10, 2025
Q3 2025
Roi Financial Advisors, LLC
- NVDA
- AVGO
- AAPL
- GOOGL
- LLY
- COST
- MSFT
Filing on Aug 06, 2025
Q2 2025
Cetera Trust Company, N.A
- AAPL
- MSFT
- JPM
- MCK
- AMZN
- WMT
- V
Filing on Oct 09, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Lynx Investment Advisory
- SPHQ
- IJH
- AAPL
- IGRO
- GLD
- NOBL
- GLDM
Filing on May 15, 2025
Q1 2025
Filing on Aug 14, 2025
Q2 2025
Alpen Global Capital LLC
- NFLX
- TSLA
- AMZN
- MELI
- CMG
- BKNG
- MSFT
Filing on Oct 28, 2025
Q3 2025
Fischer Investment Strategies, LLC
- SPMO
- BUFD
- BRK-B
- DFIV
- DISV
- QTUM
- QQQ
Filing on Aug 14, 2025
Q2 2025
Vision One Management Partners, LP
- TGI
- CC
- NGVT
- CZR
- TNC
- TGNA
- MGRC
Filing on Oct 15, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Fpc Investment Advisory, Inc.
- ISTB
- SCHX
- BIV
- VGK
- TLT
- AAPL
- VGT
Filing on Apr 18, 2024
Q1 2024
Keating Wealth Management LLC
- VTI
- VXUS
- JPST
- KRC
- DFAI
- VOO
- ITOT
Filing on Nov 04, 2025
Q3 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Holos Integrated Wealth LLC
- BUFR
- BUFF
- UCON
- VO
- HYLS
- FLTB
- FBND
Filing on Oct 30, 2024
Q3 2024
Family Asset Management, LLC
- SCHG
- QUAL
- IEFA
- IVW
- DGRO
- AAPL
- EFA