Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Neuberger Berman Group LLC
- MSFT
- AAPL
- NVDA
- AMZN
- JPM
- GOOG
- GOOGL
Filing on Feb 11, 2025
Q4 2024
Momentous Wealth Management, Inc.
- DFAC
- DFAX
- DFCF
- SCHF
- DFSB
- DFSU
- AAPL
Filing on Feb 14, 2025
Q4 2024
Marquette Associates, Inc.
- IVV
- EFA
- IEFA
- SPY
- IWM
- VXF
- BSV
Filing on Feb 14, 2025
Q4 2024
Persistent Asset Partners LTD
- HUM
- DVA
- UNH
- PNTG
- CAH
- ALHC
- WBA
Filing on Jan 14, 2025
Q4 2024
Bennett Associates Wealth Management
- FTCS
- IEFA
- VO
- GSLC
- MGK
- EMXC
- RODM
Filing on Feb 12, 2025
Q4 2024
Bco Wealth Management LLC
- DFAC
- DFCF
- DFSD
- DFIC
- MUB
- DFEM
- BND
Filing on Feb 07, 2025
Q4 2024
Parkworth Wealth Management, Inc.
- AVUS
- DFAC
- DFCF
- BIV
- AVDE
- DFIC
- AVUV
Filing on Jan 08, 2025
Q4 2024
Partnership Wealth Management, LLC
- LLY
- IJH
- IJR
- SPYV
- IWF
- RSP
- SPDW
Filing on Feb 07, 2025
Q4 2024
Wealthfront Advisers LLC
- TTWO
- VOOG
- HQY
- UTHR
- HEI
- IVV
- VIG
Filing on Feb 14, 2025
Q4 2024
Collar Capital Management, LLC
- TSLA
- MSTR
- AAPL
- VNO
- COIN
- PLTR
- META
Filing on Feb 03, 2025
Q4 2024
Allodium Investment Consultants, LLC
- DFUS
- DFAI
- DFAS
- VNQ
- DFAE
- IVV
- DFIS
Filing on Feb 04, 2025
Q4 2024
Filing on Jan 09, 2024
Q4 2023
Filing on Feb 13, 2025
Q4 2024
Seneschal Advisors, LLC
- BIV
- VTI
- DFUS
- DFUV
- DFAT
- BNDX
- AMZN
Filing on Feb 07, 2025
Q4 2024
Jordan Park Trust CO LLC
- IOT
- IEMG
- GOVT
- IAU
- AAPL
- NVDA
- VNQ
Filing on Jan 16, 2025
Q4 2024
Filing on Jan 12, 2023
Q4 2022
Filing on Jan 24, 2025
Q4 2024
Financial Life Planners
- QQQ
- IVV
- NVDA
- AAPL
- MSFT
- IWM
- BRK-B