Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
Wealth Trak Capital Management LLC
- SPLG
- GBIL
- SPYG
- BIL
- SPSM
- SPEM
- IEF
Filing on Jan 09, 2023
Q4 2022
Align Wealth Management, LLC
- DFAC
- VGLT
- DFAT
- MUB
- DFAX
- DFIC
- DFEM
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Stadium Capital Management LLC
- SNBR
- BLDR
- BC
- GDDY
- LCII
- NAVI
- ETSY
Filing on Feb 10, 2025
Q4 2024
Robinson Smith Wealth Advisors LLC
- SCHB
- IUSV
- JNJ
- CGMU
- TFLO
- QUAL
- DFAU
Filing on Jan 23, 2025
Q4 2024
White & CO Financial Planning Inc
- SCHX
- SCHA
- SCHM
- SCHF
- SCHC
- SCHI
- SPLB
Filing on Feb 11, 2025
Q4 2024
Morey & Quinn Wealth Partners, LLC
- BRK-B
- FTCS
- AAPL
- NVDA
- FVD
- UNP
- MSFT
Filing on Feb 11, 2025
Q4 2024
Northwestern Mutual Wealth Management CO
- IVV
- BND
- IJH
- SCHF
- IJR
- RSP
- FBND
Filing on Feb 11, 2025
Q4 2024
Fort Vancouver Investment Management, LLC
- VOO
- SCHF
- VXF
- VCSH
- VTIP
- DFCF
- BNDX
Filing on Feb 12, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Hickory Asset Management, Inc.
- VOO
- QQQ
- RDVY
- QQQM
- DJUL
- VYM
- VTV
Filing on Jan 30, 2025
Q4 2024
Kuhn & CO Investment Counsel
- AAPL
- NVDA
- FNDF
- CGGR
- VUG
- VTV
- WFC
Filing on Jan 16, 2025
Q4 2024
Davies Financial Advisors, Inc.
- QQQ
- SPY
- AAPL
- SFLR
- IAU
- MSFT
- NVDA
Filing on Jan 27, 2025
Q4 2024
Elm3 Financial Group, LLC
- NVDA
- BRLN
- MSFT
- LLY
- QQQ
- AMZN
- AVGO
Filing on Feb 13, 2025
Q4 2024
Prodigy Asset Management LLC
- VIG
- TSPA
- DFAU
- DFAI
- VTI
- BRK-B
- MSFT
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Revolution Growth Management Company, Inc.
Filing on Feb 11, 2025
Q4 2024
Ipsen Advisor Group LLC
- FLO
- DBEF
- ILCG
- IMCV
- IMCG
- ISCG
- JPSE