Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Oxford Wealth Group, LLC

  • XMMO
  • COWZ
  • QQQ
  • MTUM
  • AAPL
  • RWJ
  • META
Oxford Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 155 Billion
Stocks 57
Filing on Nov 12, 2025 Q3 2025

Patrick M Sweeney & Associates, Inc

  • ABT
  • AAPL
  • JPM
  • BAC
  • ABBV
  • MSFT
  • MRK
Patrick M Sweeney & Associates, Inc's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 159
Filing on Oct 23, 2025 Q3 2025

Slt Holdings LLC

  • NVDA
  • GBTC
  • BIL
  • AAPL
  • MSFT
  • QBTS
  • TSLA
Slt Holdings LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 139
Filing on May 15, 2025 Q1 2025

Paradoxiom Capital L.P.

  • BA
  • FLS
  • WWD
  • RTX
  • PSN
  • ALLE
  • HON
Paradoxiom Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 31
Filing on Nov 10, 2025 Q3 2025

Babb Wealth Advisors LLC

  • DFAX
  • DFAC
  • DFAT
  • DFUS
  • DFCF
  • DFSD
  • GBCI
Babb Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 154 Billion
Stocks 19
Filing on Nov 07, 2025 Q3 2025

Alpha Financial Partners, LLC

  • IVV
  • AGG
  • IJH
  • MUB
  • IXUS
  • SPLG
  • IJR
Alpha Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 154 Billion
Stocks 92
Filing on Oct 21, 2025 Q3 2025

Bay Capital Advisors, LLC

  • SPLG
  • QQQ
  • ICSH
  • IWF
  • VYM
  • SPDW
  • BKLN
Bay Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 154 Billion
Stocks 110
Filing on Oct 15, 2025 Q3 2025

Kingstone Capital Partners Texas, LLC

  • SGOV
  • NVDA
  • META
  • MSFT
  • EVT
  • AMZN
  • AAPL
Kingstone Capital Partners Texas, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 55
Filing on Oct 21, 2025 Q3 2025

Vannoy Advisory Group, Inc.

  • DFAC
  • DFIC
  • BND
  • DFEM
  • VTI
  • AVUS
  • DFAR
Vannoy Advisory Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 29
Filing on Nov 17, 2025 Q3 2025

U S Wealth Group, Llc.

  • TLT
  • AGG
  • IEF
  • GOOGL
  • NVDA
  • AAPL
  • SCHX
U S Wealth Group, Llc.'s Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 41
Filing on Nov 10, 2025 Q3 2025

Rochester Wealth Strategies, LLC

  • VTV
  • VUG
  • VWO
  • VEA
  • SPAB
  • IJR
  • IJH
Rochester Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 22
Filing on Nov 06, 2025 Q3 2025

Valpey Financial Services, LLC

  • VUG
  • VTV
  • SCHG
  • BNDX
  • SCHV
  • VXUS
  • VEU
Valpey Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 72
Filing on Nov 12, 2025 Q3 2025

Victory Capital Management Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • AVGO
  • LLY
Victory Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 2579
Filing on Nov 17, 2025 Q3 2025

Mittelman Wealth Management

  • VIG
  • VYM
  • VEA
  • VWO
  • VOO
  • EVLV
  • IGIB
Mittelman Wealth Management's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 41
Filing on Nov 12, 2025 Q3 2025

Fairtree Asset Management (Pty) LTD

  • KKS.F
  • MSFT
  • GOOG
  • GOVT
  • JD
  • AMZN
  • AAPL
Fairtree Asset Management (Pty) LTD's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 94
Filing on Oct 22, 2025 Q3 2025

Cedar Point Capital Partners, LLC

  • MGK
  • FNDX
  • DFUS
  • VFQY
  • JCPB
  • DFAS
  • DFIV
Cedar Point Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 66
Filing on Nov 10, 2025 Q3 2025

Lummis Asset Management, LP

  • MTDR
  • AAPL
  • ORCL
  • MSFT
  • GOOG
  • GD
  • BSM
Lummis Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 161
Filing on Nov 06, 2025 Q3 2025

Financially Speaking Inc

  • XLK
  • SPMO
  • SCHG
  • JPST
  • GDXJ
  • XME
  • FLDR
Financially Speaking Inc's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 216