Largest Portfolios by Value

Filing on Nov 06, 2025 Q3 2025

Nicholson Meyer Capital Management, Inc.

  • IWB
  • GLD
  • BRK-B
  • FNDX
  • GSLC
  • IXN
  • CGDV
Nicholson Meyer Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 44
Filing on Nov 14, 2025 Q3 2025

Tb Capital Gestao De Recursos Ltda.

  • TSM
  • ABNB
  • BKNG
  • APO
  • DLO
  • CPNG
  • STNE
Tb Capital Gestao De Recursos Ltda.'s Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 17
Filing on Oct 29, 2025 Q3 2025

Williams & Novak, LLC

  • FBND
  • MFUS
  • SYPR
  • PCQ
  • PML
  • MFEM
  • SLV
Williams & Novak, LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 140
Filing on Nov 07, 2025 Q3 2025

Tide Cove Capital Partners LLC

  • VTI
  • AGG
  • BND
  • VUG
  • QQQM
  • VIG
  • VYM
Tide Cove Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 10
Filing on Oct 09, 2025 Q3 2025

Capstone Wealth Management, LLC

  • DFAC
  • DFUS
  • DFIV
  • DFAT
  • DFUV
  • DFAX
  • AVUV
Capstone Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 50
Filing on Nov 12, 2025 Q3 2025

Neuberger Berman Group LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • JPM
  • GOOGL
  • GOOG
Neuberger Berman Group LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 3470
Filing on Nov 14, 2025 Q3 2025

Williamson Legacy Group, LLC

  • HOOD
  • PLTR
  • APP
  • BE
  • EBAY
  • AVGO
  • RBLX
Williamson Legacy Group, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 97
Filing on Oct 15, 2025 Q3 2025

Mascagni Wealth Management, Inc.

  • ICVT
  • NVDA
  • XMHQ
  • AAPL
  • HYDB
  • CGDV
  • MSFT
Mascagni Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 124
Filing on Nov 06, 2025 Q3 2025

Atlantic Family Wealth, LLC

  • IVV
  • CDL
  • CDC
  • IVW
  • VGT
  • COWZ
  • BRK-B
Atlantic Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 55
Filing on Oct 21, 2025 Q3 2025

Rexford Capital Inc

  • AAPL
  • KLAC
  • BRK-B
  • ORCL
  • VOO
  • NVDA
  • CAT
Rexford Capital Inc's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 270
Filing on Dec 02, 2025 Q3 2025

Gilbert Capital Group, Inc.

  • IVV
  • GSLC
  • SPYG
  • DYNF
  • ISTB
  • IDV
  • LRGF
Gilbert Capital Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 51
Filing on Oct 09, 2025 Q3 2025

North Capital, Inc.

  • BIL
  • DFAU
  • AAPL
  • DFAI
  • DFAE
  • SPY
  • VGSH
North Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 730
Filing on Nov 12, 2025 Q3 2025

Cornerstone Financial Group, LLC /Ne/

  • SPTM
  • DFUS
  • SPDW
  • VXUS
  • QQQM
  • PFF
  • STIP
Cornerstone Financial Group, LLC /Ne/'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 69
Filing on Oct 31, 2025 Q3 2025

Bam Wealth Management, LLC

  • BOND
  • FSEP
  • FAUG
  • FJUL
  • FDEC
  • FFEB
  • FJAN
Bam Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 221
Filing on Nov 14, 2025 Q3 2025

Creative Planning

  • IVV
  • BND
  • VEA
  • SPMD
  • SPDW
  • IEMG
  • VV
Creative Planning's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 6684
Filing on Oct 27, 2025 Q3 2025

Bosman Wealth Management, LLC

  • PLTR
  • NVDA
  • GOOGL
  • CYBR
  • CRWD
  • MSFT
  • FTI
Bosman Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 42
Filing on Oct 29, 2025 Q3 2025

Wpg Advisers, LLC

  • QQQ
  • IVV
  • IQLT
  • SCHG
  • AIRR
  • SCHD
  • JHMM
Wpg Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 1447
Filing on Oct 16, 2025 Q3 2025

Brian Low Financial Group, LLC

  • MSFT
  • XOM
  • AAPL
  • JPM
  • EFA
  • AVGO
  • GOOGL
Brian Low Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 108