Largest Portfolios by Value
Filing on May 13, 2025
Q1 2025
Landing Point Financial Group, LLC
- IVV
- FDVV
- IJH
- AAPL
- VOO
- USIG
- NVDA
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Decision Map Wealth Management, LLC
- IVV
- SPYG
- SPYV
- IEFA
- HEFA
- TTAC
- DFCF
Filing on Feb 14, 2025
Q4 2024
Schwallier Wealth Management LLC
- SPHQ
- JPST
- VTV
- XMHQ
- AGGY
- FTSM
- BND
Filing on Apr 22, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Richardson Financial Services Inc.
- AAPL
- SPLG
- VTV
- SPDW
- VUG
- SPEM
- VOO
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Gallagher Capital Advisors, LLC
- IVW
- IJH
- AAPL
- IVV
- VYM
- MSFT
- DVY
Filing on Apr 25, 2025
Q1 2025
Trademark Financial Management, LLC
- IVV
- QQQ
- JPST
- COWZ
- MGV
- CLOI
- VTI
Filing on May 15, 2025
Q1 2025
Decade Renewable Partners LP
- HBM
- D
- SGML
- ERO
- XEL
- GNRC
- FLR
Filing on May 09, 2023
Q1 2023
Brainard Capital Management LLC
- UBER
- AVUV
- UPST
- AMZN
- DFAU
- BXSL
- DFAI
Filing on Apr 29, 2025
Q1 2025
Sharp Financial Services, LLC
- DIA
- SPY
- IVW
- AGG
- VGIT
- GLD
- META
Filing on Jun 27, 2025
Q1 2025
Copley Financial Group, Inc.
- SECT
- SPAB
- COWZ
- MOAT
- GLDM
- RAAX
- CALF
Filing on May 16, 2025
Q1 2025
Coordinated Financial Services, Inc./Co
- IVV
- SPY
- VTI
- GOVT
- GLD
- SCHD
- VB
Filing on Apr 25, 2025
Q1 2025
Fort Vancouver Investment Management, LLC
- VOO
- AVUV
- SCHF
- AVEM
- VXF
- VCSH
- DFIC
Filing on Apr 22, 2025
Q1 2025
Brickwood Asset Management LLP
- NVST
- GOLD
- WU
- HOG
- DNB
Filing on Apr 22, 2025
Q1 2025
Fma Wealth Management, LLC
- JCPB
- VEA
- IWF
- IWD
- JPIE
- JHMM
- SMLF
Filing on May 14, 2025
Q1 2025