Largest Portfolios by Value
Filing on Nov 06, 2025
Q3 2025
International Private Wealth Advisors LLC
- SPY
- NVDA
- DFAU
- TLT
- AMZN
- MSFT
- SPDW
Filing on Oct 22, 2025
Q3 2025
Milestone Asset Management Group, LLC
- QQQ
- VOO
- AAPL
- IVV
- SCHG
- MGK
- SPYV
Filing on Feb 10, 2025
Q4 2024
Criterion Capital Advisors, LLC
- DFIC
- GIGB
- DFAC
- AAPL
- DFAS
- BRK-B
- ORCL
Filing on Jul 18, 2025
Q2 2025
Filing on Oct 08, 2025
Q3 2025
Zynergy Retirement Planning Llc
- IVV
- SCHZ
- SCHF
- SCHH
- SCHA
- SCHP
- SCHO
Filing on Aug 05, 2025
Q2 2025
Filing on Aug 15, 2025
Q2 2025
Grafton Street Partners Fund, LP
- MSFT
- GOOGL
- TPG
- WDAY
- TSM
- ELV
- V
Filing on Aug 14, 2025
Q2 2025
T. Rowe Price Investment Management, Inc.
- MSFT
- AMZN
- NVDA
- PTC
- ROP
- BDX
- PKI
Filing on Oct 07, 2025
Q3 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Oct 07, 2025
Q3 2025
Graphene Investments Sas
- GOOGL
- AAPL
- MSFT
- NVDA
- AVGO
- BK
- MS
Filing on Aug 14, 2025
Q2 2025
Mpwm Advisory Solutions, LLC
- SPY
- SPTM
- QQQ
- SPTL
- QQQM
- SFLR
- XLI
Filing on Oct 03, 2025
Q3 2025
Dominguez Wealth Management Solutions, Inc.
- VUG
- AAPL
- SGOV
- FIXD
- SPLV
- BALT
- JNJ
Filing on Oct 16, 2025
Q3 2025
Stonekeep Investments, LLC
- SCHB
- USFR
- VTI
- SGOV
- VWO
- SCHF
- BND
Filing on Oct 28, 2025
Q3 2025
Hestia Capital Management, LLC
- PBI
- KSS
- CVNA
- NET
- UBER
- AXP
- ROLL
Filing on Aug 14, 2025
Q2 2025
Filing on Nov 05, 2025
Q3 2025
Mb Generational Wealth, LLC
- DUHP
- AVUV
- QUAL
- OEF
- DISV
- AVLV
- ISCV
Filing on Oct 30, 2025
Q3 2025
Millstone Evans Group, LLC
- NVDA
- AAPL
- MSFT
- ORCL
- BRK-B
- JPM
- RJF