Largest Portfolios by Value

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 Jan 12, 2026 Q4 2025

Breakthru Advisory Services, LLC

  • IVV
  • SPY
  • XAR
  • SCHZ
  • QTUM
  • IWM
  • BUFR
Breakthru Advisory Services, LLC's Q4 2025 Portfolio
Portfolio Value 156 Billion
Stocks 63
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
Filing on Nov 07, 2025 Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • VCIT
  • DGRW
  • MOAT
  • RSP
  • VGT
  • VIG
  • VUG
Marshall & Sterling Wealth Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 7268
Filing on Nov 04, 2025 Q3 2025

Fearless Solutions, LLC Dba Best Invest

  • CALF
  • HYLS
  • AAPL
  • COWZ
  • IWM
  • CGCP
  • IAU
Fearless Solutions, LLC Dba Best Invest's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 115
Filing on Oct 30, 2025 Q3 2025

Coordinated Financial Services, Inc.

  • IVV
  • SPY
  • VTI
  • GLD
  • EFA
  • VB
  • SCHD
Coordinated Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 159
Filing on Aug 06, 2025 Q2 2025

Climber Capital Sa

  • VOO
  • GLD
  • SHV
  • SPSB
  • SDY
  • VCSH
  • RYT
Climber Capital Sa's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 66
Filing on Oct 31, 2025 Q3 2025

Lb Partners LLC

  • GOGO
  • WOW
  • RELY
  • TIGO
  • COF
  • LPRO
  • AXP
Lb Partners LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 29
Filing on Oct 23, 2025 Q3 2025

Sarver Vrooman Wealth Advisors

  • IBDW
  • SCHD
  • IBDR
  • DGRW
  • USMV
  • DBEF
  • BSMU
Sarver Vrooman Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 130
Filing on Nov 04, 2025 Q3 2025

Syntax Research, Inc.

  • IVV
  • VLUE
  • IEF
  • AAPL
  • SHY
  • NOBL
  • SPY
Syntax Research, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 190
Filing on Oct 20, 2025 Q3 2025

Mustard Seed Financial, LLC

  • BSV
  • VCSH
  • VUG
  • BIV
  • VTV
  • VTEB
  • VXUS
Mustard Seed Financial, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 92
Filing on Aug 13, 2025 Q2 2025

Harvest Investment Advisors, LLC

  • QQQ
  • EFA
  • IWM
  • ONEQ
  • EEM
  • VWO
  • EMXC
Harvest Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 155 Billion
Stocks 58
Filing on Feb 12, 2025 Q4 2024

Kiely Wealth Advisory Group, Inc.

  • USFR
  • RSP
  • VO
  • TFLO
  • SHYG
  • VOO
  • BSV
Kiely Wealth Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 155 Billion
Stocks 315