Largest Portfolios by Value

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
Filing on Oct 23, 2025 Q3 2025

Kennon Green & Company, LLC

  • META
  • HSY
  • BTI
  • BRK-B
  • PM
  • GOOGL
  • MO
Kennon Green & Company, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 40
Filing on Nov 06, 2025 Q3 2025

Entruity Wealth, LLC

  • CGDV
  • CGUS
  • PSLV
  • LMBS
  • CGSD
  • UCON
  • CGMS
Entruity Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 42
Filing on Jan 16, 2026 Q4 2025

Clio Asset Management LLC

  • ORLY
  • AZO
  • HLT
  • BRK-B
  • V
  • CDW
  • NOW
Clio Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 129 Billion
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Grizzlyrock Capital, LLC

  • GSM
  • GEL
  • AMN
  • DRVN
  • MGNI
  • DAR
  • OLN
Grizzlyrock Capital, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 23
Filing on Oct 23, 2025 Q3 2025

Farnam Financial LLC

  • SCHX
  • VTI
  • SGOV
  • AAPL
  • VEA
  • VOO
  • SCHB
Farnam Financial LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 51
Filing on Oct 28, 2025 Q3 2025

Clear Point Advisors Inc.

  • SCHG
  • QQQ
  • CAPE
  • SCHB
  • SPY
  • MINT
  • PJUN
Clear Point Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 114
Filing on Nov 12, 2025 Q3 2025

Momentum Wealth Planning, LLC

  • SPY
  • QQQ
  • SMH
  • SCHO
  • KWEB
  • BIV
  • TSLA
Momentum Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 44
Filing on Nov 04, 2025 Q3 2025

Centerpoint Advisory Group

  • NVDA
  • SPMO
  • VIG
  • AAPL
  • JGRO
  • IWF
  • OMFL
Centerpoint Advisory Group's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 108
Filing on Nov 10, 2025 Q3 2025

Michels Family Financial, LLC

  • SPY
  • SCHD
  • IVV
  • VONG
  • XOM
  • QQQ
  • SPHY
Michels Family Financial, LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 134
Filing on Nov 14, 2025 Q3 2025

Clifford Group, LLC

  • VOO
  • VXF
  • MGK
  • EFV
  • VGT
  • NVDA
  • MUB
Clifford Group, LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 81
Filing on Jan 07, 2026 Q4 2025

Mfg Wealth Management, Inc.

  • AAPL
  • URTY
  • RKT
  • XLU
  • C
  • TQQQ
  • GOOG
Mfg Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 128 Billion
Stocks 61
Filing on Nov 12, 2025 Q3 2025

Innovative Wealth Building LLC

  • VOO
  • PULS
  • IVV
  • DFUS
  • QQQ
  • VGT
  • VO
Innovative Wealth Building LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 55
Filing on Nov 03, 2025 Q3 2025

Twin City Private Wealth, LLC

  • JPM
  • PM
  • MSFT
  • WFC
  • META
  • AMZN
  • ENB
Twin City Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 100
Filing on Oct 31, 2025 Q3 2025

Baillie Gifford & CO

  • NVDA
  • MELI
  • SE
  • AMZN
  • SPOT
  • SHOP
  • CPNG
Baillie Gifford & CO's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 905
Filing on Nov 14, 2025 Q3 2025

Challenger Wealth Management

  • CGDV
  • CGGR
  • CGUS
  • AAPL
  • ARCC
  • TSLA
  • MSFT
Challenger Wealth Management's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 64