Largest Portfolios by Value

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
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