Largest Portfolios by Value

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
Filing on Oct 15, 2025 Q3 2025

Bennett Associates Wealth Management

  • FTCS
  • IEFA
  • GSLC
  • MGK
  • FDL
  • EMXC
  • VO
Bennett Associates Wealth Management's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 47
Filing on Oct 24, 2025 Q3 2025

Elevate Wealth Advisory, Inc

  • ITOT
  • BSV
  • VGIT
  • DFIV
  • STIP
  • IEMG
  • AVDV
Elevate Wealth Advisory, Inc's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 121
Filing on Nov 14, 2025 Q3 2025

Perissos Private Wealth Management, LLC

  • QQQ
  • IVV
  • BXSL
  • VWO
  • IWM
  • JEPI
  • GLD
Perissos Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 83
Filing on Oct 27, 2025 Q3 2025

Littlejohn Financial Services, Inc.

  • QQQ
  • IBHF
  • IBHI
  • ITA
  • USMV
  • IBHH
  • TFLO
Littlejohn Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 61
Filing on Oct 09, 2025 Q3 2025

Kampmann Melissa S.

  • MSFT
  • AAPL
  • UBER
  • GOOG
  • JPM
  • LLY
  • WMT
Kampmann Melissa S.'s Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 77
Filing on Oct 15, 2025 Q3 2025

Clayton Financial Group LLC

  • VUG
  • VTV
  • VOT
  • VOE
  • VBR
  • IJT
  • IEFA
Clayton Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 294
Filing on Nov 03, 2025 Q3 2025

Aspire Growth Partners LLC

  • VOO
  • AAPL
  • VOOV
  • MSFT
  • QQQM
  • CGUS
  • CGDV
Aspire Growth Partners LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 118
Filing on Nov 14, 2025 Q3 2025

Balanced Rock Investment Advisor

  • DFSI
  • RAFE
  • USXF
  • ESGU
  • SPHQ
  • DMXF
  • ESGD
Balanced Rock Investment Advisor's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 96
Filing on Oct 14, 2025 Q3 2025

Alpha Wealth Funds, LLC

  • SGOV
  • GOOG
  • LQD
  • SPY
  • MDY
  • IJR
  • ET
Alpha Wealth Funds, LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 49
Filing on Nov 04, 2025 Q3 2025

Rik Saylor Financial, Inc.

  • QQQ
  • BIL
  • TLT
  • IVW
  • MTUM
  • IVE
  • USMV
Rik Saylor Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 83
Filing on Nov 03, 2025 Q3 2025

Stage Harbor Financial, LLC

  • VUG
  • MUB
  • EFV
  • IWF
  • VTEB
  • ACWX
  • IVV
Stage Harbor Financial, LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 57
Filing on Oct 30, 2025 Q3 2025

Broadwater Capital Management LLC

  • MSFT
  • AAPL
  • GOOGL
  • MCD
  • GOOG
  • WMT
  • JNJ
Broadwater Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 217