Largest Portfolios by Value

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 12, 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
Filing on Nov 19, 2025 Q3 2025

Caitong International Asset Management Co., LTD

  • TSLA
  • NVDA
  • IONQ
  • ALCC
  • RGTI
  • ORCL
  • INTC
Caitong International Asset Management Co., LTD's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 1872
Filing on Oct 23, 2025 Q3 2025

Wingate Wealth Advisors, Inc.

  • VTIP
  • BRK-B
  • FNDX
  • BND
  • FNDF
  • VIG
  • DGRW
Wingate Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 109
Filing on Nov 06, 2025 Q3 2025

Opinicus Capital, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • VUG
  • TSM
  • QQQ
Opinicus Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 109
Filing on Nov 10, 2025 Q3 2025

Villanova Investment Management CO LLC

  • AL
  • OZK
  • EEFT
  • CARS
  • AXS
  • NCR
  • LEGH
Villanova Investment Management CO LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 57
Filing on Oct 29, 2025 Q3 2025

American Alpha Advisors, LLC

  • EFA
  • SCHD
  • SPY
  • PHYL
  • ICOW
  • LVHI
  • ELF
American Alpha Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 91
Filing on Oct 21, 2025 Q3 2025

Davis Capital Management

  • SCHB
  • SCHD
  • SCHF
  • SCHA
  • GOOG
  • AAPL
  • VTI
Davis Capital Management's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 615
Filing on Oct 22, 2025 Q3 2025

Nabity Jensen Investment Management Inc

  • VTV
  • GSLC
  • VUG
  • QQQ
  • VBR
  • NVDA
  • SCHG
Nabity Jensen Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 69
Filing on Nov 04, 2025 Q3 2025

Stonebridge Advisors LLC

  • FPE
  • PGX
Stonebridge Advisors LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 4
Filing on Nov 03, 2025 Q3 2025

Q Fund Management (Hong Kong) LTD

  • TSLA
  • HOOD
  • MRVL
  • COIN
  • ORCL
  • SHOP
  • OPEN
Q Fund Management (Hong Kong) LTD's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 25
Filing on Oct 31, 2025 Q3 2025

Exchange Bank

  • AAPL
  • JNJ
  • MUB
  • MSFT
  • VTI
  • CAT
  • AGG
Exchange Bank's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 193
Filing on Nov 12, 2025 Q3 2025

Caitlin John, LLC

  • BIL
  • BILS
  • VV
  • SPY
  • VTI
  • QQQ
  • SPDW
Caitlin John, LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 1116
Filing on Oct 07, 2025 Q3 2025

M.E. Allison & Co., Inc.

  • CGGR
  • CGDV
  • SPY
  • AAPL
  • JAAA
  • MSFT
  • JEPI
M.E. Allison & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 178