Largest Portfolios by Value

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
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 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 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 Jan 07, 2026 Q4 2025

Processus Wealth & Capital Management, LLC

  • NVDA
  • AAPL
  • IWY
  • AMZN
  • IWS
  • GOOG
  • GOOGL
Processus Wealth & Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 152 Billion
Stocks 35
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