Largest Portfolios by Value

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 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
Filing on Oct 31, 2025 Q3 2025

Gordian Advisors LLC

  • BIV
  • SCHX
  • VTI
  • VEA
  • VXUS
  • MSFT
  • VWO
Gordian Advisors LLC's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 49
Filing on Oct 15, 2025 Q3 2025

Jp Wealth Management, Inc.

  • DFAC
  • QQQM
  • STEW
  • QQEW
  • TSI
  • QQQ
  • PHYS
Jp Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 16
Filing on Oct 24, 2025 Q3 2025

Cannon Advisors, Inc.

  • QQQ
  • SPY
  • FLRN
  • GOOGL
  • NVDA
  • AAPL
  • RSP
Cannon Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Nautilus Advisors LLC

  • AMZN
  • AAPL
  • SPY
  • NFLX
  • GOOGL
  • DFAC
  • TDVG
Nautilus Advisors LLC's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 171
Filing on Nov 10, 2025 Q3 2025

Prakash Investment Advisors LLC

  • NVDA
  • NFLX
  • META
  • TSLA
  • APP
  • AMZN
  • AAPL
Prakash Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 71
Filing on Oct 10, 2025 Q3 2025

Tower Trust & Investment CO

  • AAPL
  • NVDA
  • MSFT
  • GII
  • META
  • AMZN
  • GOOG
Tower Trust & Investment CO's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 191
Filing on Nov 14, 2025 Q3 2025

Mink Brook Asset Management LLC

  • BSVN
  • ACU
  • DLHC
  • CURN
  • SYNL
  • ELA
  • DUOT
Mink Brook Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 47
Filing on Nov 13, 2025 Q3 2025

Tfj Management, LLC

  • APP
  • CPNG
  • KAR
  • CCCS
  • HGV
  • ACVA
  • GTLB
Tfj Management, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Arrowstreet Capital, Limited Partnership

  • AAPL
  • MSFT
  • NVDA
  • META
  • AMZN
  • NFLX
  • ADBE
Arrowstreet Capital, Limited Partnership's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 1827
Filing on Oct 14, 2025 Q3 2025

Financial Harvest, LLC

  • DFAT
  • DFAC
  • DISV
  • DUHP
  • DFIC
  • DFUV
  • DFEM
Financial Harvest, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 58
Filing on Oct 09, 2025 Q3 2025

Five Pine Wealth Management

  • BND
  • VEU
  • VUG
  • VTV
  • VOO
  • VB
  • VGIT
Five Pine Wealth Management's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 42