Largest Portfolios by Value

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 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
Filing on Nov 14, 2025 Q3 2025

Pingora Partners LLC

  • CRGY
  • FIP
  • BABA
  • T
  • CTRA
  • DINO
  • META
Pingora Partners LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 200
Filing on Nov 06, 2025 Q3 2025

Bridge Generations Wealth Management LLC

  • DFAC
  • DFAT
  • SPTI
  • DFEM
  • DFIC
  • MUB
  • DUHP
Bridge Generations Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 134
Filing on Oct 31, 2025 Q3 2025

Certior Financial Group, LLC

  • SCHG
  • SCHD
  • GLDM
  • SCHA
  • VXUS
  • VGT
  • GBTC
Certior Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 139
Filing on Nov 05, 2025 Q3 2025

Shepherd Wealth Management LTD Liability CO

  • NVDA
  • TSLA
  • PLTR
  • IWM
  • AMZN
  • CRWD
  • CASH
Shepherd Wealth Management LTD Liability CO's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 42
Filing on Nov 19, 2025 Q3 2025

Advice One Advisory Services, LLC

  • RTX
  • CARR
  • OTIS
  • TSLA
  • AAPL
  • LECO
  • NVDA
Advice One Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 35
Filing on Nov 14, 2025 Q3 2025

Black Diamond Capital Management I, Lllp

  • CPSS
  • VZ
  • CPHC
  • WYNN
  • UBS
  • BYD
  • BRK-A
Black Diamond Capital Management I, Lllp's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 14
Filing on Oct 20, 2025 Q3 2025

Mainstream Capital Management LLC

  • JPST
  • AAPL
  • AMZN
  • META
  • NVDA
  • GOOG
  • IWF
Mainstream Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 87
Filing on Nov 12, 2025 Q3 2025

Astra Wealth Partners LLC

  • IVV
  • IEFA
  • VTI
  • DISV
  • VEA
  • IEMG
  • VOO
Astra Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 99
Filing on Nov 14, 2025 Q3 2025

Obsido Oy

  • VTI
  • VGK
  • LRGF
  • INTF
  • VWO
  • VPL
  • VSS
Obsido Oy's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 20
Filing on Oct 20, 2025 Q3 2025

Croban

  • VYMI
  • DFAU
  • VSLU
  • SIHY
  • TCHP
  • IVW
  • EFA
Croban's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 79
Filing on Nov 14, 2025 Q3 2025

Exit Wealth Advisors, Llc.

  • TSLA
  • MSFT
  • IAU
  • BIL
  • SLV
  • NVDA
  • AAPL
Exit Wealth Advisors, Llc.'s Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 124