Largest Portfolios by Value

Filing on Nov 03, 2025 Q3 2025

Robinson Smith Wealth Advisors LLC

  • SCHB
  • IUSV
  • CGMU
  • JNJ
  • DFAI
  • DFAU
  • DUHP
Robinson Smith Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 89
Filing on Oct 20, 2025 Q3 2025

Hartmann Taylor Wealth Management, LLC

  • VTV
  • CGGR
  • CGDV
  • VEU
  • SCHB
  • VXUS
  • CGMU
Hartmann Taylor Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 51
Filing on Oct 31, 2025 Q3 2025

Winebrenner Capital Management LLC

  • DFCF
  • NVDA
  • FLRT
  • FTHY
  • AAPL
  • JPIE
  • CVX
Winebrenner Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 137
Filing on Nov 12, 2025 Q3 2025

Seek First Inc.

  • AAPL
  • SCHG
  • SCHV
  • TSLA
  • SCHD
  • SCHF
  • VBR
Seek First Inc.'s Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 59
Filing on Nov 06, 2025 Q3 2025

Ipsen Advisor Group LLC

  • DBEF
  • ILCG
  • IMCV
  • IMCG
  • ISCG
  • FLO
  • RWK
Ipsen Advisor Group LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 103
Filing on Nov 06, 2025 Q3 2025

Templeton & Phillips Capital Management, LLC

  • BRK-B
  • AMZN
  • V
  • DG
  • HDB
  • UL
  • GOOGL
Templeton & Phillips Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 51
Filing on Nov 13, 2025 Q3 2025

Medici Capital LLC

  • AEM
  • GLDM
  • EMX
  • DSVSF
  • AGI
  • SA
  • WPM
Medici Capital LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 33
Filing on Aug 13, 2025 Q2 2025

Parkworth Wealth Management, Inc.

  • AVUS
  • DFAC
  • DFCF
  • BIV
  • AVDE
  • DFIC
  • AVUV
Parkworth Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 1352
Filing on Nov 10, 2025 Q3 2025

Cvfg LLC

  • SPY
  • AAPL
  • DIA
  • VTI
  • CWI
  • SPMD
  • QQQM
Cvfg LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 99
Filing on Nov 07, 2025 Q3 2025

Dahring | Cusmano LLC

  • SCHG
  • FMIL
  • FBND
  • XMHQ
  • FBCG
  • IAU
  • VV
Dahring | Cusmano LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 53
Filing on Apr 23, 2024 Q1 2024

Klr Investment Advisors, LLC

  • OMFL
  • FTGC
  • AGGY
  • MSFT
  • NVDA
  • EMBD
  • AAPL
Klr Investment Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 138 Billion
Stocks 185
Filing on Oct 23, 2025 Q3 2025

Asset Planning,Inc

  • AMZN
  • TDG
  • LLY
  • ALL
  • AAPL
  • COST
  • NVDA
Asset Planning,Inc's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 296
Filing on Nov 07, 2025 Q3 2025

Generation Capital Management LLC

  • TBIL
  • JAAA
  • TFLO
  • AAPL
  • GOOG
  • VOO
  • MSFT
Generation Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 80
Filing on Nov 13, 2025 Q3 2025

Switch Point Financial Planning, LLC

  • DFAC
  • DFIC
  • DFEM
  • DFAT
  • DFUV
  • DFSD
  • DFAX
Switch Point Financial Planning, LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 96
Filing on Oct 07, 2025 Q3 2025

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • FLQM
  • SCHK
  • MCBS
  • HD
Sherrill & Hutchins Financial Advisory, Inc's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 12
Filing on Oct 14, 2025 Q3 2025

Paladin Wealth, LLC

  • SPLG
  • NVDA
  • MSFT
  • AMZN
  • JMBS
  • AAPL
  • GOOG
Paladin Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 111
Filing on Oct 29, 2025 Q3 2025

Merkkuri Wealth Advisors LLC

  • SPLG
  • SCHD
  • IUSG
  • FBND
  • IJH
  • JEPI
  • QQQ
Merkkuri Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 80
Filing on Nov 14, 2025 Q3 2025

Seneschal Advisors, LLC

  • BIV
  • VTI
  • DFUS
  • DFUV
  • DFAT
  • BNDX
  • DFAS
Seneschal Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 659