Largest Portfolios by Value
Filing on May 08, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Park Square Financial Group, LLC
- NVDA
- AAPL
- SPY
- HYG
- FTSM
- RSP
- FDL
Filing on Jun 05, 2025
Q1 2025
Militia Capital Partners, LP
- AMZN
- ET
- AX
- GOOG
- TLT
- EC
- MEDP
Filing on Apr 25, 2025
Q1 2025
Rochester Wealth Strategies, LLC
- VTV
- VUG
- VWO
- VEA
- SPAB
- IJH
- IJR
Filing on Apr 25, 2025
Q1 2025
Nabity Jensen Investment Management Inc
- VTV
- GSLC
- VUG
- QQQ
- VBR
- NVDA
- BRK-B
Filing on Apr 30, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Ellerson Group Inc /Adv
- NVDA
- PLTR
- AAPL
- REGN
- DXCM
- XOM
- KMI
Filing on Apr 22, 2025
Q1 2025
Clio Asset Management LLC
- ORLY
- AZO
- BRK-B
- CDW
- HLT
- NOW
- V
Filing on Apr 22, 2025
Q1 2025
Eq Wealth Advisors, LLC
- BRK-B
- CGMS
- SCHP
- EDV
- CGGR
- DFSV
- DFIV
Filing on May 12, 2025
Q1 2025
Balanced Rock Investment Advisor
- EUSB
- USXF
- EAGG
- VTEB
- DFSI
- DMXF
- VWOB
Filing on Apr 11, 2025
Q1 2025
Davis Capital Management
- SCHB
- SCHD
- SCHF
- SCHA
- AAPL
- VTI
- GOOG
Filing on May 05, 2025
Q1 2025
Parkworth Wealth Management, Inc.
- AVUS
- DFAC
- DFCF
- BIV
- AVDE
- DFIC
- DFAT
Filing on May 09, 2025
Q1 2025
Filing on Jan 02, 2025
Q4 2024
Somnio Financial Group, LLC
- IVV
- VEU
- VO
- AGG
- VNQ
- IJR
- JNK
Filing on Apr 28, 2025
Q1 2025
Mont Vue Capital Management, Inc.
- ITOT
- IXUS
- VTI
- VXUS
- XLK
- VXF
- VGT
Filing on Feb 14, 2025
Q4 2024
Chapman Financial Group, LLC
- AAPL
- BRK-B
- MSFT
- GOOG
- SCHX
- JPM
- AMZN
Filing on May 13, 2025
Q1 2025
Filing on May 05, 2025
Q1 2025
Babb Wealth Advisors LLC
- DFAX
- DFAC
- DFAT
- DFUS
- DFCF
- DFSD
- GBCI