Largest Portfolios by Value
Filing on Jul 18, 2025
Q2 2025
Nri Wealth Management Lc
- IVV
- QQQ
- VGT
- NVDA
- VTI
- AAPL
- AMZN
Filing on Oct 31, 2025
Q3 2025
Keynote Financial Services LLC
- AAPL
- ABBV
- MSFT
- VUSB
- BRK-B
- RTX
- GOOGL
Filing on Nov 14, 2025
Q3 2025
Turning Point Benefit Group, Inc.
- BIL
- SPLG
- WWJD
- FLOT
- WPM
- CGMS
- DFIV
Filing on Jan 05, 2026
Q4 2025
Grant Private Wealth Management Inc
- NVDA
- AAPL
- AVGO
- META
- AMZN
- GOOGL
- TSLA
Filing on Nov 14, 2025
Q3 2025
Carter Financial Group, Inc.
- BRK-B
- QQQM
- BLOK
- DIVO
- AAPL
- DBEF
- NVDA
Filing on Oct 23, 2025
Q3 2025
Lakewood Asset Management LLC
- BRK-B
- FNDX
- BIL
- VT
- AZO
- EBAY
- WSM
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Financial Alternatives, Inc
- DFAC
- DFAI
- VWOB
- VTI
- DFAE
- JEPI
- VNQ
Filing on Nov 14, 2025
Q3 2025
Exome Asset Management LLC
- IONS
- CYTK
- BBIO
- COGT
- GH
- LLY
- IMAB
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Jericho Financial, LLP
- AVGO
- GOOGL
- NVDA
- MSFT
- NFLX
- AAPL
- JPM
Filing on Nov 04, 2025
Q3 2025
Arcadia Wealth Management, Inc.
- DFAC
- AVUS
- DFAI
- AVUV
- DFSD
- DFEM
- DFCF
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Occam Crest Management LP
- TGTX
- NESR
- LYFT
- PGEN
- FIP
- GEL
- FOUR
Filing on Jan 07, 2026
Q4 2025
Filing on Jan 13, 2026
Q4 2025
Fsa Investment Group, LLC
- SCHX
- RSP
- SCHP
- VTHR
- BAR
- AGG
- VXUS
Filing on Jan 12, 2026
Q4 2025
Filing on Oct 24, 2025
Q3 2025
Catalina Capital Group, LLC
- USFR
- JPST
- AAPL
- IVV
- NVDA
- MSFT
- DGRW