Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Vestia Personal Wealth Advisors
- DFIV
- DFAC
- DFIC
- DFAT
- DFUV
- DFSV
- DFAS
Filing on Oct 30, 2025
Q3 2025
Emergent Wealth Advisors, LLC
- IVV
- AGG
- IJR
- IEFA
- BOND
- VUG
- VXF
Filing on Nov 03, 2025
Q3 2025
Filing on Oct 11, 2024
Q3 2024
Boston Mountain Money Management Inc
- IVV
- WMT
- SPYG
- ITOT
- VOOV
- VTI
- ISTB
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
180 Gps Investments Ic LTD
- SPY
- AVGO
- NVDA
- BRK-B
- JPM
- ORCL
- TSM
Filing on Oct 24, 2025
Q3 2025
Oak Wealth Advisors LLC
- AVDE
- AVUS
- IVV
- DFAI
- DFAU
- AVEM
- AVUV
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Wealth Preservation Advisors, LLC
- GOOG
- AMZN
- NVDA
- MSFT
- UBER
- AAPL
- PEBO
Filing on Oct 17, 2025
Q3 2025
Trademark Financial Management, LLC
- IVV
- QQQ
- JCPB
- DFIV
- PVAL
- MGV
- IDMO
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Petra Financial Advisors Inc
- JQUA
- IWP
- GLD
- GOF
- SPLV
- SCHV
- OUNZ
Filing on Nov 06, 2025
Q3 2025
Pacific Point Advisors, LLC
- BIL
- TSLA
- IAU
- MSFT
- AAPL
- GOOG
- HUBB
Filing on Oct 27, 2025
Q3 2025
Fee Only Financial Planning, L.C.
- VUG
- VTV
- VO
- VB
- VBR
- VBK
- VEU
Filing on Nov 06, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Whalen Wealth Management Inc.
- SHV
- NVDA
- SLQD
- IBDU
- IEI
- JAAA
- MSFT
Filing on Nov 14, 2025
Q3 2025
Counterweight Ventures, LLC
- IWF
- NVDA
- IJR
- AAPL
- MSFT
- GOOG
- AGG