Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Fil LTD

  • MSFT
  • RY
  • TD
  • SHOP
  • AAPL
  • GOOGL
  • AEM
Fil LTD's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 1672
Filing on Nov 14, 2025 Q3 2025

Anchor Capital Management Company, LLC

  • LIND
  • SXI
  • VITL
  • HLMN
  • IRDM
  • MGRC
  • PATK
Anchor Capital Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 8
Filing on Jan 08, 2026 Q4 2025

Asempa Wealth Advisors

  • IVV
  • OEF
  • ACWX
  • SPLG
  • IVW
  • VUG
  • ILCG
Asempa Wealth Advisors's Q4 2025 Portfolio
Portfolio Value 116 Billion
Stocks 113
Filing on Nov 14, 2025 Q3 2025

Candelo Capital Management LP

  • TDY
  • TRP
  • UNP
  • MOD
  • PWR
  • ESI
  • LHX
Candelo Capital Management LP's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 29
Filing on Nov 14, 2025 Q3 2025

Maxele Advisors, LLC

  • QTEC
  • NVDA
  • VOO
  • XLI
  • FTEC
  • VTV
  • IVV
Maxele Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 95
Filing on Nov 05, 2025 Q3 2025

Sherman Asset Management, Inc.

  • IVV
  • VTI
  • IJR
  • XLK
  • GOOGL
  • ORCL
  • MSFT
Sherman Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 143
Filing on Nov 14, 2025 Q3 2025

Luminist Capital LLC

  • TFLO
  • GLD
  • QQQM
  • VOO
  • SGOL
  • UTWO
  • SHV
Luminist Capital LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 356
Filing on Nov 14, 2025 Q3 2025

Rangeley Capital, LLC

  • DK
  • ARVN
  • PRTA
  • WOW
  • IWM
  • YEXT
  • KROS
Rangeley Capital, LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 136
Filing on Nov 05, 2025 Q3 2025

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • BND
  • VTEB
  • GFS
  • VOO
  • SPY
Shade Tree Advisors LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 18
Filing on Jul 25, 2025 Q2 2025

Priebe Wealth Holdings LLC

  • SPLG
  • DUSA
  • ARKW
  • BRK-B
  • SDVY
  • SPYG
  • BILS
Priebe Wealth Holdings LLC's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 53
Filing on Oct 29, 2025 Q3 2025

First Financial Group Corp

  • DFAU
  • MSFT
  • DFAC
  • VNLA
  • AAPL
  • DFAS
  • DFAI
First Financial Group Corp's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 73
Filing on Nov 14, 2025 Q3 2025

St. Nicholas Private Asset Management, Inc

  • AAPL
  • MA
  • ABBV
  • HD
  • RLI
  • NVDA
  • AMZN
St. Nicholas Private Asset Management, Inc's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 38
Filing on Oct 28, 2025 Q3 2025

Dynamic Financial Group

  • SGOV
  • IWF
  • DE
  • VZ
  • IWD
  • IEFA
  • NUV
Dynamic Financial Group's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 66
Filing on Nov 14, 2025 Q3 2025

Teilinger Capital Ltd.

  • EVRG
  • BABA
  • ETR
  • XEL
  • NEE
  • PCG
  • PPL
Teilinger Capital Ltd.'s Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 9
Filing on Nov 04, 2025 Q3 2025

Golden Bell Financial Planning LLC

  • BND
  • BNDX
  • SCHP
  • AVES
  • AVIV
  • AVUV
  • AGG
Golden Bell Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 35
Filing on Nov 14, 2025 Q3 2025

Michelson Medical Research Foundation, Inc.

  • GDX
  • MTN
  • SGOV
  • IVE
  • VEA
  • VWO
  • IWC
Michelson Medical Research Foundation, Inc.'s Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 20
Filing on Oct 30, 2025 Q3 2025

Sherwood Financial Partners, LLC

  • SCHX
  • BND
  • SCHF
  • SCHM
  • SCHE
  • VOO
  • NVDA
Sherwood Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 9
Filing on Nov 17, 2025 Q3 2025

Parvin Asset Management, LLC

  • AAPL
  • NEM
  • MSFT
  • AEM
  • OR
  • HL
  • EXK
Parvin Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 287