Largest Portfolios by Value

Filing on Oct 27, 2025 Q3 2025

Eq Wealth Advisors, LLC

  • CGMS
  • BRK-B
  • SCHP
  • CGGR
  • DFIV
  • BNDX
  • DISV
Eq Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 49
Filing on Oct 08, 2025 Q3 2025

Retirement Wealth Solutions LLC

  • VOO
  • VEA
  • IVV
  • VWO
  • BNDX
  • DYNF
  • BSV
Retirement Wealth Solutions LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 831
Filing on Oct 22, 2025 Q3 2025

Wilson & Boucher Capital Management, LLC

  • VTI
  • AAPL
  • SCHB
  • VB
  • VO
  • VEU
  • ORCL
Wilson & Boucher Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 115
Filing on Nov 14, 2025 Q3 2025

Twin Lions Management LLC

  • CACC
  • MBUU
  • DG
  • OZK
  • BSVN
  • SEB
  • SYF
Twin Lions Management LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 8
Filing on Nov 06, 2025 Q3 2025

Tpg Advisors LLC

  • SCHB
  • SCHF
  • VTI
  • MOAT
  • AGG
  • VEA
  • AAPL
Tpg Advisors LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 103
Filing on Nov 06, 2025 Q3 2025

Whipplewood Advisors, LLC

  • JAAA
  • BALT
  • TSLA
  • VIG
  • JEPI
  • ARKK
  • MTUM
Whipplewood Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 293
Filing on Nov 14, 2025 Q3 2025

Argosy Lionbridge Management, LLC

  • REXR
  • AIV
  • WRE
  • FR
  • LEN
  • IRT
  • H
Argosy Lionbridge Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 14
Filing on Oct 09, 2025 Q3 2025

Breakthru Advisory Services, LLC

  • IVV
  • XLI
  • SPY
  • SCHZ
  • IWM
  • NVDA
  • EFA
Breakthru Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 62
Filing on Oct 29, 2025 Q3 2025

Impact Investors, Inc

  • SPTL
  • IAU
  • NULG
  • ESGD
  • BGRN
  • SUSB
  • NVDA
Impact Investors, Inc's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 173
Filing on Nov 05, 2025 Q3 2025

Palacios Wealth Management, LLC

  • NVDA
  • AVGO
  • AAPL
  • AMZN
  • SPYI
  • META
  • RYLD
Palacios Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 74
Filing on Oct 23, 2025 Q3 2025

Silver Oak Wealth Advisors Services, LLC

  • VTIP
  • GSIE
  • ESGV
  • DUHP
  • AVLV
  • AVEM
  • IMCG
Silver Oak Wealth Advisors Services, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 37
Filing on Oct 20, 2025 Q3 2025

Investment Partners Asset Management, Inc.

  • AAPL
  • MSFT
  • JEPI
  • PFFV
  • NVDA
  • GOOGL
  • META
Investment Partners Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 158
Filing on Oct 14, 2025 Q3 2025

Scratch Capital LLC

  • DFAC
  • VGSH
  • DFIC
  • DUHP
  • DFSV
  • DFIP
  • DFAT
Scratch Capital LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 63
Filing on Oct 14, 2025 Q3 2025

Bco Wealth Management LLC

  • DFAC
  • DFCF
  • DFIC
  • DFSD
  • MUB
  • DFEM
  • BND
Bco Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 37
Filing on Oct 28, 2025 Q3 2025

Bfi Infinity Ltd.

  • VTI
  • SPMO
  • VGK
  • AAXJ
  • GDX
  • QQQ
  • SIL
Bfi Infinity Ltd.'s Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 54
Filing on Nov 14, 2025 Q3 2025

City National Bank Of Florida /Msd

  • IVV
  • SMMD
  • IWF
  • IUSB
  • NVDA
  • SRLN
  • MSFT
City National Bank Of Florida /Msd's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 133
Filing on Oct 27, 2025 Q3 2025

Lighthouse Financial LLC

  • NVDA
  • VCSH
  • QQQ
  • IVV
  • JEPQ
  • VCLT
  • LQD
Lighthouse Financial LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 75
Filing on Nov 14, 2025 Q3 2025

Redwood Park Advisors LLC

  • GBIL
  • TSLA
  • META
  • GLD
  • SPY
  • AGG
  • USMV
Redwood Park Advisors LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 321