Largest Portfolios by Value
Filing on Oct 24, 2025
Q3 2025
Catalina Capital Group, LLC
- USFR
- JPST
- AAPL
- IVV
- NVDA
- MSFT
- DGRW
Filing on Nov 13, 2025
Q3 2025
Elwood Capital Partners LP
- UNH
- AMZN
- MSFT
- TSM
- UNH
- TSM
- UNH
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Retirement Financial Solutions, LLC
- SPLG
- SPMD
- AVSC
- AVUV
- QQQJ
- VWO
- IEF
Filing on Nov 14, 2025
Q3 2025
T. Rowe Price Investment Management, Inc.
- MSFT
- NVDA
- AAPL
- AMZN
- PTC
- BDX
- META
Filing on Oct 30, 2025
Q3 2025
Kingdom Financial Group Llc.
- IWY
- IWX
- MUB
- EFV
- EFG
- IWS
- AAPL
Filing on Nov 06, 2025
Q3 2025
Uhlmann Price Securities, LLC
- USFR
- BX
- INTU
- JPM
- AAPL
- GS
- UBER
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Legend Financial Advisors, Inc.
- IAU
- QQQ
- SOXX
- COPX
- XME
- FNDX
- VIOV
Filing on Oct 29, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Klein Pavlis & Peasley Financial, Inc.
- AEM
- CCJ
- SGOV
- WPM
- PM
- SCCO
- SCHW
Filing on Oct 31, 2025
Q3 2025
Frazier Financial Advisors, LLC
- VIG
- VTI
- CGGO
- SPY
- GSST
- DDWM
- DON
Filing on Oct 09, 2025
Q3 2025
Archer Investment Management, LLC
- SCHR
- VEU
- USMF
- IQLT
- TIP
- SGOV
- FDEM
Filing on Oct 28, 2025
Q3 2025
Kerusso Capital Management LLC
- URI
- AXP
- AAPL
- ORCL
- ROST
- BA
- CG
Filing on Oct 23, 2025
Q3 2025
Lee Kelleher Wealth Management
- IVV
- DLN
- SPY
- IVW
- DON
- IJH
- GSLC
Filing on Oct 02, 2025
Q3 2025
Heritage Wealth Architects, Inc.
- SCHB
- PTRB
- PRF
- DYNF
- AVDE
- JEPI
- QQQM
Filing on Nov 12, 2025
Q3 2025
Berbice Capital Management LLC
- NVDA
- META
- MSFT
- AVGO
- AMZN
- GOOGL
- SPMO
Filing on Aug 05, 2025
Q2 2025
Sebold Capital Management, Inc.
- RSP
- VO
- VIG
- FNDE
- VEA
- VGT
- BND