Largest Portfolios by Value

Filing on May 02, 2023 Q1 2023

True Capital Management

  • AAPL
  • PLTR
  • VIG
  • QQQ
  • META
  • NVDA
  • TSLA
True Capital Management's Q1 2023 Portfolio
Portfolio Value 146 Billion
Stocks 129
Filing on Oct 14, 2025 Q3 2025

Tabr Capital Management, LLC

  • IBDR
  • IBDS
  • VXUS
  • IWC
  • OEF
  • IWR
  • PULS
Tabr Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 53
Filing on Nov 12, 2025 Q3 2025

Comprehensive Financial Planning, Inc./Pa

  • JAAA
  • AAPL
  • META
  • NVDA
  • MSFT
  • VOO
  • XLG
Comprehensive Financial Planning, Inc./Pa's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 347
Filing on Nov 04, 2025 Q3 2025

Jones Financial Companies Lllp

  • VUG
  • AGG
  • IVV
  • VTV
  • VOO
  • IEFA
  • IWR
Jones Financial Companies Lllp's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 5225
Filing on Nov 14, 2025 Q3 2025

Fma Wealth Management, LLC

  • VEA
  • JCPB
  • IWF
  • JPIE
  • IWD
  • SMLF
  • JHMM
Fma Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 43
Filing on Nov 07, 2025 Q3 2025

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • SCHB
  • FNDB
  • VB
  • VIG
Brightwater Advisory LLC's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 59
Filing on Nov 10, 2025 Q3 2025

Persistent Asset Partners LTD

  • CNC
  • IEF
  • UNH
  • CVS
  • REGN
  • PDD
  • BMRN
Persistent Asset Partners LTD's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 287
Filing on Oct 21, 2025 Q3 2025

Accredited Investor Services, LLC

  • AVUS
  • DFAX
  • FBCG
  • AVUV
  • DFAC
  • IAU
  • SPY
Accredited Investor Services, LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 76
Filing on Nov 05, 2025 Q3 2025

Fairscale Capital, LLC

  • VOO
  • NVDA
  • IGM
  • AAPL
  • VOOV
  • MSFT
  • COWZ
Fairscale Capital, LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 444
Filing on Oct 22, 2024 Q3 2024

Gunn & CO Investment Management, Inc.

  • AAPL
  • MSFT
  • GOOG
  • BRK-B
  • WMT
  • JPM
  • HD
Gunn & CO Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 145 Billion
Stocks 61
Filing on Nov 06, 2025 Q3 2025

Warner Group LLC

  • FDN
  • PSI
  • QQQ
  • NVDA
  • USFR
  • SPY
  • PPA
Warner Group LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 60
Filing on Nov 04, 2025 Q3 2025

Grantvest Financial Group LLC

  • CSHI
  • SGOV
  • AAPL
  • VOO
  • AMZN
  • MGV
  • JEPI
Grantvest Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 159
Filing on Nov 14, 2025 Q3 2025

Mfa Wealth Services

  • IVV
  • QGRO
  • SCHD
  • IEI
  • IQLT
  • SHY
  • VNQ
Mfa Wealth Services's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 122
Filing on Oct 15, 2025 Q3 2025

Seed Wealth Management, Inc.

  • JMBS
  • SCHP
  • SCHB
  • AVUV
  • VMBS
  • FLOT
  • SPMB
Seed Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 114
Filing on Nov 07, 2025 Q3 2025

Wincap Financial LLC

  • BLV
  • GSST
  • VEA
  • NVDA
  • IVV
  • AAPL
  • IWM
Wincap Financial LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 84
Filing on Nov 06, 2025 Q3 2025

Good Steward Wealth Advisors,Llc

  • VTI
  • PULS
  • PFXF
  • VOO
  • EMBD
  • VXUS
  • IEF
Good Steward Wealth Advisors,Llc's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 77
Filing on Nov 12, 2025 Q3 2025

Chapman Financial Group, LLC

  • BRK-B
  • MSFT
  • AAPL
  • GOOG
  • JPM
  • SCHX
  • SCHB
Chapman Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 315
Filing on Nov 13, 2025 Q3 2025

Graney & King, LLC

  • MGV
  • FBND
  • SPYG
  • VLU
  • BBIN
  • SLYG
  • JHMM
Graney & King, LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 350