Largest Portfolios by Value

Filing on Nov 06, 2025 Q3 2025

Miramar Fiduciary Corp

  • DFIC
  • DFEM
  • DISV
  • SPY
  • SSP
Miramar Fiduciary Corp's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 5
Filing on Nov 14, 2025 Q3 2025

Emmett Investment Management, LP

  • WSR
  • CME
  • SPOT
  • IBKR
  • LOW
  • NYT
  • TPX
Emmett Investment Management, LP's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 23
Filing on Nov 12, 2025 Q3 2025

First Trust Advisors LP

  • CSCO
  • AVGO
  • MSFT
  • META
  • NVDA
  • GOOGL
  • CRWD
First Trust Advisors LP's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 2822
Filing on Nov 07, 2025 Q3 2025

Avanda Investment Management Pte. Ltd.

  • SE
  • YUMC
  • MBB
  • V
  • GOOGL
  • PTC
  • MSFT
Avanda Investment Management Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 28
Filing on Nov 14, 2025 Q3 2025

Siemens Pension Trust E V

  • FLNC
Siemens Pension Trust E V's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 1
Filing on Oct 24, 2025 Q3 2025

Fairway Financial, LLC

  • VTI
  • SCHG
  • DGRO
  • SCHF
  • SCHD
  • RDVY
  • VBR
Fairway Financial, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 22
Filing on Nov 10, 2025 Q3 2025

Woodside Wealth Management LLC

  • VOO
  • SPSB
  • VUG
  • DFAC
  • PRF
  • VTI
  • USMV
Woodside Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 80
Filing on Nov 13, 2025 Q3 2025

Clearbridge Investments, LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • AVGO
  • GOOGL
Clearbridge Investments, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 813
Filing on Nov 04, 2025 Q3 2025

North Berkeley Wealth Management, LLC

  • SSD
  • NUSC
  • ACWI
  • IVW
  • IEMG
  • IJR
  • AAPL
North Berkeley Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 65
Filing on Nov 06, 2025 Q3 2025

Benningfield Financial Advisors, LLC

  • DFUV
  • PLTR
  • VTIP
  • IEF
  • VTI
  • AVUV
  • DFIV
Benningfield Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 18
Filing on Nov 12, 2025 Q3 2025

Rahlfs Capital, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPST
  • WMT
  • GOOGL
  • XOM
Rahlfs Capital, LLC's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 88
Filing on Oct 28, 2025 Q3 2025

Kuhn & CO Investment Counsel

  • FNDF
  • NVDA
  • CGGR
  • VTV
  • AAPL
  • VUG
  • CGDV
Kuhn & CO Investment Counsel's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 126
Filing on Nov 10, 2025 Q3 2025

Primecap Management CO

  • LLY
  • MU
  • MSFT
  • GOOGL
  • KLAC
  • BABA
  • NVDA
Primecap Management CO's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 327
Filing on Nov 12, 2025 Q3 2025

Fsa Advisors, Inc.

  • VOO
  • MSFT
  • CSHI
  • NVDA
  • VEA
  • AAPL
  • MIY
Fsa Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 156
Filing on Oct 07, 2025 Q3 2025

Canandaigua National Trust CO Of Florida

  • LLY
  • SPY
  • IUSV
  • SPYG
  • FNDF
  • MSFT
  • MDYV
Canandaigua National Trust CO Of Florida's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 106
Filing on Nov 13, 2025 Q3 2025

Life Plan Financial, LLC

  • IAU
  • SPYG
  • XLP
  • XLB
  • SWAN
  • VGIT
  • MSFT
Life Plan Financial, LLC's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 83
Filing on Nov 14, 2025 Q3 2025

Signal Tree Financial Partners LLC

  • VOO
  • VEA
  • RSP
  • VB
  • BSV
  • VWO
  • SCHD
Signal Tree Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 48
Filing on Nov 12, 2025 Q3 2025

Planwiser Financial, LLC

  • AVUS
  • IVV
  • VTV
  • VUG
  • AVLV
  • SPDW
  • IGIB
Planwiser Financial, LLC's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 48