Largest Portfolios by Value
Filing on Aug 13, 2025
Q2 2025
Filing on Oct 17, 2025
Q3 2025
Ffg Retirement Advisors LLC
- SCHZ
- IUSB
- SPLG
- JHMB
- VYM
- XTEN
- DTD
Filing on Aug 04, 2025
Q2 2025
Frederick Financial Consultants, LLC
- FITE
- AIRR
- FV
- RWR
- BUFR
- IWF
- RDVY
Filing on Oct 27, 2025
Q3 2025
Sunbeam Capital Management, LLC
- IVV
- VOO
- DSTL
- AAPL
- NVDA
- PG
- MSFT
Filing on Apr 14, 2025
Q1 2025
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Ellerson Group Inc /Adv
- NVDA
- PLTR
- AAPL
- ORCL
- GOOG
- RTX
- PANW
Filing on Oct 21, 2025
Q3 2025
Blue Rock Wealth Management LLC
- SCHG
- DGRW
- JEPQ
- VNLA
- QUAL
- PLTR
- JAAA
Filing on Oct 30, 2025
Q3 2025
Fsa Investment Group, LLC
- SCHX
- RSP
- SCHP
- VTHR
- BAR
- AGG
- VXUS
Filing on Oct 07, 2025
Q2 2025
Filing on Feb 03, 2025
Q4 2024
Filing on Nov 10, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Filing on Aug 12, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Sassicaia Capital Advisers LLC
- AAPL
- MSTR
- HOOD
- QQQ
- NVDA
- SPY
- MSFT
Filing on Feb 13, 2025
Q4 2024
Filing on Aug 11, 2025
Q2 2025
Cladis Investment Advisory, LLC
- AAPL
- NVDA
- MSFT
- AMZN
- GE
- LLY
- IBM