Largest Portfolios by Value
Filing on Nov 03, 2025
Q3 2025
Arrien Investments, Inc.
- SPAB
- EFA
- SPLG
- QEFA
- IVV
- ITA
- SPLB
Filing on Nov 14, 2025
Q3 2025
14 B Captial Management LP
- FOUR
- MA
- V
- CHTR
- STNE
- CCOI
- PAGS
Filing on Oct 24, 2025
Q3 2025
Axis Wealth Partners, LLC
- VOO
- DGRW
- FBND
- VYMI
- SCHD
- AAPL
- VUG
Filing on Nov 10, 2025
Q3 2025
Brucke Financial, Inc.
- NVDA
- VCIT
- VGIT
- VEA
- AAPL
- SCHC
- GOOGL
Filing on Nov 04, 2025
Q3 2025
Nicholson Wealth Management Group, LLC
- VOO
- MSFT
- VTI
- AAPL
- UBSI
- AVGO
- PG
Filing on Oct 27, 2025
Q3 2025
Melfa Wealth Management, LLC
- DFAC
- VTI
- PMO
- AAPL
- EVN
- DFSV
- GE
Filing on Oct 30, 2025
Q3 2025
Jennison Associates LLC
- NVDA
- MSFT
- AMZN
- AAPL
- META
- AVGO
- NFLX
Filing on Oct 08, 2025
Q3 2025
Rf&L Wealth Management, LLC
- DFAT
- DFAC
- DFUS
- DFUV
- BSV
- AAPL
- DFAS
Filing on Nov 14, 2025
Q3 2025
Binnacle Investments Inc
- DFAC
- DFCF
- DFAU
- DFAX
- DFUS
- DFAI
- DUHP
Filing on Oct 24, 2025
Q3 2025
Monument Group Wealth Advisors, LLC
- DFAC
- DFAI
- VTI
- VEA
- DFAE
- VTV
- VB
Filing on Oct 30, 2025
Q3 2025
Birch Financial Group, LLC
- AXP
- BRK-A
- VOO
- AAPL
- BRK-B
- HD
- AMP
Filing on Oct 30, 2025
Q3 2025
Bank Plus Wealth Management LLC
- IVV
- JCPB
- JPIE
- AAPL
- BND
- MSFT
- IWM
Filing on Oct 30, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Ategra Capital Management, LLC
- FISI
- TFC
- QQQ
- AX
- BHLB
- CFG
- HWBK
Filing on Oct 06, 2025
Q3 2025
Beacon Financial Strategies Corp
- VTI
- DFAC
- VCSH
- VTV
- VEA
- VB
- VO
Filing on Nov 12, 2025
Q3 2025
Rockbridge Capital Management LLC
- MSFT
- ORLY
- AMT
- MKL
- AMZN
- BRK-B
- CPRT
Filing on Nov 03, 2025
Q3 2025
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
- AMD
- GOOGL
- MU
- DASH
- MELI
- DECK
- PAAS