Largest Portfolios by Value

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 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
Filing on Oct 16, 2025 Q3 2025

Le Conte Wealth Management, LLC

  • RSP
  • VCLT
  • AGG
  • QQQE
  • IJH
  • SCHY
  • VKI
Le Conte Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 127
Filing on Oct 22, 2025 Q3 2025

Capstone Capital Wealth Advisors

  • DFAC
  • DFIC
  • DFEM
  • VCSH
  • VTEB
  • MSFT
  • NVDA
Capstone Capital Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 25
Filing on Nov 05, 2025 Q3 2025

Hopwood Financial Services, Inc.

  • CGXU
  • SPY
  • IJH
  • BSV
  • IJR
  • MDY
  • XOM
Hopwood Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 310
Filing on Oct 20, 2025 Q3 2025

Bravias Capital Group, LLC

  • BBUS
  • VGT
  • GMOM
  • BRK-B
  • NTSX
  • VUG
  • VAMO
Bravias Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 112
Filing on Nov 05, 2025 Q3 2025

Heritage Wealth Management, Inc. /Ca/

  • AVLV
  • SCHG
  • AAPL
  • VGSH
  • AVGO
  • PLTR
  • DFAC
Heritage Wealth Management, Inc. /Ca/'s Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 92
Filing on Oct 31, 2025 Q3 2025

Mont Vue Capital Management, Inc.

  • ITOT
  • IXUS
  • VTI
  • XLK
  • VXUS
  • VXF
  • VGT
Mont Vue Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 66
Filing on Jul 01, 2025 Q2 2025

Bush Investment Group, LLC

  • VTI
  • IWY
  • SCHF
  • SCHM
  • SPLG
  • SPSB
  • BNDX
Bush Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 149 Billion
Stocks 36
Filing on Nov 13, 2025 Q3 2025

Financial Life Planners

  • QQQ
  • IVV
  • NVDA
  • AAPL
  • HOOD
  • PLTR
  • MSFT
Financial Life Planners's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 362