Largest Portfolios by Value

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 15, 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
Filing on Oct 24, 2025 Q3 2025

Hidden Cove Wealth Management, LLC

  • IWY
  • SCHD
  • JAAA
  • VNLA
  • AAPL
  • U
  • NVDA
Hidden Cove Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 90
Filing on Oct 17, 2025 Q3 2025

Schulz Wealth, Ltd.

  • DFAC
  • VXUS
  • BUFR
  • VUSB
  • FDEC
  • AVDV
  • FSEP
Schulz Wealth, Ltd.'s Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 64
Filing on Nov 05, 2025 Q3 2025

Authentikos Wealth Advisory, LLC

  • SFLR
  • SPD
  • TUA
  • XUSP
  • XDSQ
  • AGGH
  • CTA
Authentikos Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 59
Filing on Aug 13, 2025 Q2 2025

Papamarkou Wellner Asset Management Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • V
  • PM
Papamarkou Wellner Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 79
Filing on Oct 29, 2025 Q3 2025

Cascade Investment Group, Inc.

  • VTI
  • SPTM
  • AAPL
  • CIBR
  • VXUS
  • SKYY
  • MSFT
Cascade Investment Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 146
Filing on Nov 13, 2025 Q3 2025

Stonegate Management LLC

  • SPY
  • RSP
  • ITA
  • JEPI
  • QQQ
  • GOOG
  • VPU
Stonegate Management LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 57
Filing on Nov 06, 2024 Q3 2024

Planning Capital Management Corp

  • SPYG
  • AAPL
  • LMT
  • WMT
  • JNJ
  • MCD
  • KO
Planning Capital Management Corp's Q3 2024 Portfolio
Portfolio Value 151 Billion
Stocks 780
Filing on Nov 14, 2025 Q3 2025

Aqr Capital Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • RBLX
  • META
Aqr Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 14495