Largest Portfolios by Value
Filing on Jan 24, 2025
Q4 2024
Nav Point Financial, Inc.
- GLDM
- VOO
- AAPL
- JPST
- CGGO
- JPIE
- CGCP
Filing on Jan 21, 2025
Q4 2024
Merkkuri Wealth Advisors LLC
- SCHD
- SPLG
- SPY
- QQQ
- FBND
- IUSG
- IJH
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Balanced Rock Investment Advisor
- EUSB
- USXF
- EAGG
- VTEB
- DFSI
- DMXF
- VWOB
Filing on Feb 14, 2025
Q4 2024
Avos Capital Management, LLC
- SGOV
- LTPZ
- TLT
- IEMG
- GUNR
- SGOL
- SJNK
Filing on Jan 27, 2025
Q4 2024
1858 Wealth Management, LLC
- AAPL
- MSFT
- NVDA
- META
- CME
- AME
- AMZN
Filing on Feb 18, 2025
Q4 2024
Filing on Feb 18, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Decision Map Wealth Management, LLC
- IVV
- SPYG
- IEFA
- HEFA
- TTAC
- AAPL
- DFCF
Filing on Feb 11, 2025
Q4 2024
Templeton & Phillips Capital Management, LLC
- BRK-B
- AMZN
- V
- HDB
- UL
- SBUX
- COKE
Filing on Feb 12, 2025
Q4 2024
Frazier Financial Advisors, LLC
- VIG
- SPY
- VTI
- DDWM
- ACN
- DON
- VB
Filing on Jan 30, 2025
Q4 2024
Trademark Financial Management, LLC
- IVV
- QQQ
- COWZ
- JPST
- VTI
- MGV
- DBEF
Filing on Feb 14, 2025
Q4 2024
Fischer Investment Strategies, LLC
- DFUS
- DUHP
- SPMO
- QQQ
- VO
- DDEC
- USFR
Filing on Jan 23, 2025
Q4 2024
Parkwoods Wealth Partners, LLC
- DFAT
- DFUV
- DFUS
- DFIV
- DFAS
- MSFT
- DFAC
Filing on Feb 04, 2025
Q4 2024
Processus Wealth & Capital Management, LLC
- NVDA
- AAPL
- AMZN
- IWY
- IWS
- MA
- FDX
Filing on Feb 13, 2025
Q4 2024
Tt Capital Management LLC
- JAAA
- SGOV
- C
- JBBB
- VGSH
- VICI
- WPC
Filing on Jan 17, 2025
Q4 2024
Madison Park Capital Advisors, LLC
- MSFT
- VUG
- VXUS
- AAPL
- AMLP
- MDY
- XLV
Filing on Feb 07, 2025
Q4 2024