Largest Portfolios by Value

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
Filing on Nov 05, 2025 Q3 2025

Img Wealth Management, Inc.

  • BUFR
  • CGDV
  • BUFQ
  • BUFD
  • QQQ
  • FTCS
  • VOO
Img Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 552
Filing on Nov 04, 2025 Q3 2025

Three Cord True Wealth Management, LLC

  • SPYG
  • RECS
  • AVLV
  • JAAA
  • FNX
  • IDMO
  • AVUV
Three Cord True Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 32
Filing on Oct 07, 2025 Q3 2025

Silvia Mccoll Wealth Management, LLC

  • CGDV
  • AAPL
  • VBR
  • CVX
  • IJH
  • MSFT
  • CGGO
Silvia Mccoll Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 117
Filing on Oct 22, 2025 Q3 2025

Allen Wealth Management, LLC

  • VTV
  • FNDX
  • AMLP
  • VDE
  • CVX
  • XOM
  • LMT
Allen Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 57
Filing on Nov 12, 2025 Q3 2025

Ndwm LLC

  • IVV
  • SPY
  • BILS
  • BIL
  • GLD
  • CMF
  • RSP
Ndwm LLC's Q3 2025 Portfolio
Portfolio Value 147 Billion
Stocks 34
Filing on Nov 14, 2025 Q3 2025

Northwestern Mutual Wealth Management CO

  • IVV
  • BND
  • IJH
  • SCHF
  • IJR
  • RSP
  • FBND
Northwestern Mutual Wealth Management CO's Q3 2025 Portfolio
Portfolio Value 147 Billion
Stocks 3789
Filing on Nov 12, 2025 Q3 2025

Reyes Financial Architecture, Inc.

  • USFR
  • GLD
  • BIL
  • SMH
  • SLV
  • GLDM
  • ARKK
Reyes Financial Architecture, Inc.'s Q3 2025 Portfolio
Portfolio Value 147 Billion
Stocks 300