Largest Portfolios by Value

Filing on Oct 30, 2025 Q3 2025

Millstone Evans Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • ORCL
  • BRK-B
  • JPM
  • RJF
Millstone Evans Group, LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 834
Filing on Dec 19, 2025 Q3 2025

Finivi Inc.

  • QQQ
  • AVGO
  • MSFT
  • AMZN
  • AAPL
  • GOOG
  • NVDA
Finivi Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 97
Filing on Oct 30, 2025 Q3 2025

State Of Wisconsin Board Of Commissioners Of Public Lands

  • PFXF
  • PFFD
  • PSK
  • USHY
State Of Wisconsin Board Of Commissioners Of Public Lands's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 6
Filing on Nov 06, 2025 Q3 2025

Four Tree Island Advisory LLC

  • MLI
  • JXN
  • EQH
  • WLFC
  • AER
  • AMAT
  • AB
Four Tree Island Advisory LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 22
Filing on Oct 31, 2025 Q3 2025

Robocap Asset Management LTD

  • NVDA
  • TSM
  • NOW
  • DDOG
  • PANW
  • SNPS
  • AMD
Robocap Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 25
Filing on Nov 06, 2025 Q3 2025

Everest Management Corp.

  • DFUS
  • GOOGL
  • GOOG
  • VOO
  • AVGO
  • AAPL
  • MSFT
Everest Management Corp.'s Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 67
Filing on Oct 15, 2025 Q3 2025

Bay Bridge Capital Group, LLC

  • AGG
  • VTI
  • SPDW
  • SHY
  • IJH
  • IWM
  • QQQ
Bay Bridge Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 96
Filing on Nov 07, 2025 Q3 2025

Denkapparat Operations Gmb H

  • TD
  • IDCC
  • NEM
  • QCOM
  • BMY
  • AAPL
  • EME
Denkapparat Operations Gmb H's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 274
Filing on Nov 13, 2025 Q3 2025

Promus Capital, LLC

  • VOO
  • ACWF
  • SPYG
  • SPYV
  • IAU
  • EWJ
  • EEM
Promus Capital, LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 301
Filing on Oct 22, 2025 Q3 2025

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFCF
  • DFAE
Sterling Wealth Advisors Inc's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 20
Filing on Oct 08, 2024 Q3 2024

Hyperion Partners, LLC

  • SDY
  • RWJ
  • QQQ
  • VXUS
  • VOT
  • JPIB
  • SPLV
Hyperion Partners, LLC's Q3 2024 Portfolio
Portfolio Value 157 Billion
Stocks 73
Filing on Nov 03, 2025 Q3 2025

Inman Jager Wealth Management, LLC

  • MSFT
  • IVV
  • TOTL
  • BND
  • SPYG
  • SPYV
  • IWM
Inman Jager Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 83
Filing on Oct 28, 2025 Q3 2025

Foundation Wealth Management, LLC

  • IVW
  • IVE
  • IWN
  • IJJ
  • IWO
  • EFV
  • AAPL
Foundation Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 46
Filing on Nov 14, 2025 Q3 2025

D. E. Shaw & Co., Inc.

  • NVDA
  • MSFT
  • QQQ
  • SPY
  • AVGO
  • PLTR
  • MU
D. E. Shaw & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 5726
Filing on Nov 12, 2025 Q3 2025

Gutierrez Wealth Advisory, LLC

  • VOO
  • CGDV
  • CGGR
  • VEA
  • VXF
  • CGXU
  • CGGO
Gutierrez Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 97
Filing on Nov 07, 2025 Q3 2025

Elefante Mark B

  • GOOGL
  • NVDA
  • AAPL
  • MSFT
  • MA
  • AMZN
  • ADI
Elefante Mark B's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 222
Filing on Oct 27, 2025 Q3 2025

Tassel Capital Management, Inc.

  • DFIC
  • DFCF
  • DUHP
  • DFAS
  • DFAU
  • DFAX
  • DFUS
Tassel Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 37
Filing on Nov 12, 2025 Q3 2025

Hibernia Wealth Partners, LLC

  • BIL
  • SPY
  • DIVO
  • BUFR
  • XLSR
  • FISR
  • JNK
Hibernia Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 49