Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Ppsc Investment Service Corp

  • SPXL
  • GLD
  • SPY
  • QQQ
  • TQQQ
Ppsc Investment Service Corp's Q3 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 8
Filing on Oct 10, 2025 Q3 2025

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • SPSB
  • AVUS
  • DFIC
  • DFEM
Rockwood Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 108
Filing on Oct 15, 2025 Q3 2025

Petredis Investment Advisors LLC

  • MGK
  • XLF
  • NVDA
  • MSFT
  • AAPL
  • VEA
  • MGV
Petredis Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 113
Filing on Jul 29, 2025 Q2 2025

International Assets Investment Management, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • PLTR
  • SPY
International Assets Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 849
Filing on Oct 10, 2025 Q3 2025

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PFG
  • PWR
  • AAPL
  • NVDA
Trust Point Inc.'s Q3 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 603
Filing on Aug 12, 2025 Q2 2025

Waterloo Capital, L.P.

  • IVV
  • RSP
  • SPYG
  • WMT
  • ACIO
  • GBIL
  • IWD
Waterloo Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 457
Filing on Aug 12, 2025 Q2 2025

Kimelman & Baird, LLC

  • JPM
  • COST
  • MSFT
  • AMZN
  • AAPL
  • CPRT
  • WM
Kimelman & Baird, LLC's Q2 2025 Portfolio
Portfolio Value 1.23 Trillion
Stocks 342
Filing on Jul 17, 2025 Q2 2025

Catalytic Wealth Ria, LLC

  • META
  • CRM
  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
Catalytic Wealth Ria, LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 526
Filing on Oct 08, 2025 Q3 2025

Talbot Financial, LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • NVDA
  • GS
  • JPM
Talbot Financial, LLC's Q3 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 67
Filing on Jul 25, 2025 Q2 2025

Lri Investments, LLC

  • ARES
  • DFAC
  • DFAX
  • VEU
  • DFAI
  • DLN
  • AGO
Lri Investments, LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 1552
Filing on Aug 14, 2025 Q2 2025

Nebula Research & Development LLC

  • WMT
  • ALL
  • OTIS
  • MSFT
  • CMG
  • HUBS
  • GWW
Nebula Research & Development LLC's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 935
Filing on Aug 14, 2025 Q2 2025

J. Stern & Co. LLP

  • NVDA
  • META
  • AMZN
  • APH
  • ETN
  • MA
  • GOOG
J. Stern & Co. LLP's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 37
Filing on Aug 12, 2025 Q2 2025

Mufg Securities Americas Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Mufg Securities Americas Inc.'s Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 505
Filing on Jul 28, 2025 Q2 2025

Credit Industriel Et Commercial

  • XLE
  • GOOG
  • SMH
  • FXI
  • QQQ
  • AMZN
  • XLY
Credit Industriel Et Commercial's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 376
Filing on Oct 15, 2025 Q3 2025

Tritonpoint Wealth, LLC

  • AAPL
  • VUG
  • MSFT
  • AMZN
  • GOOGL
  • GOOG
  • JPM
Tritonpoint Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 349
Filing on Aug 12, 2025 Q2 2025

Insigneo Advisory Services, LLC

  • AAPL
  • NVDA
  • SPY
  • AMZN
  • MSFT
  • BRK-B
  • TT
Insigneo Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 678
Filing on Jul 22, 2025 Q2 2025

Heck Capital Advisors, LLC

  • IVV
  • VTI
  • RSP
  • SPY
  • ONEQ
  • IEFA
  • DIA
Heck Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 177
Filing on Oct 15, 2025 Q3 2025

Global X Japan Co., Ltd.

  • QYLD
  • PFFD
  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • META
Global X Japan Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 341