Largest Portfolios by Value

Filing on Jan 13, 2026 Q4 2025

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • ESGV
  • BND
  • VSGX
  • VOO
  • AAPL
New Covenant Trust Company, N.A.'s Q4 2025 Portfolio
Portfolio Value 111 Billion
Stocks 90
Filing on Nov 12, 2025 Q3 2025

Clarity Wealth Development LLC

  • VTI
  • DFSV
  • VEA
  • SCHR
  • DFEM
  • DISV
  • NUDM
Clarity Wealth Development LLC's Q3 2025 Portfolio
Portfolio Value 111 Billion
Stocks 45
Filing on Nov 13, 2025 Q3 2025

Square Peg Capital Pty LTD

  • MNDY
  • DDOG
  • SQ
  • SNOW
  • PCOR
  • DUOL
  • SHOP
Square Peg Capital Pty LTD's Q3 2025 Portfolio
Portfolio Value 111 Billion
Stocks 8
Filing on Jan 05, 2026 Q4 2025

Miller Global Investments, LLC

  • JAAA
  • JPIE
  • SIVR
  • PREF
  • HFND
  • GOOGL
  • META
Miller Global Investments, LLC's Q4 2025 Portfolio
Portfolio Value 110 Billion
Stocks 247
Filing on Nov 13, 2025 Q3 2025

Minot De Blois Advisors LLC

  • VCSH
  • VGIT
  • VOO
  • IEMG
  • GOOG
  • MSFT
  • AAPL
Minot De Blois Advisors LLC's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 245
Filing on Oct 27, 2025 Q3 2025

Bolthouse Investments, LLC

  • TCBK
  • PRIM
  • SPY
  • EFA
  • MSFT
  • AAPL
  • AVGO
Bolthouse Investments, LLC's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 73
Filing on Nov 03, 2025 Q3 2025

Clarendon Private LLC

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • META
  • AMZN
  • VTI
Clarendon Private LLC's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 101
Filing on Nov 14, 2025 Q3 2025

Shuttleworth & CO

  • AAPL
  • ORCL
  • MSFT
  • JPM
  • ETN
  • QQQM
  • ABBV
Shuttleworth & CO's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 63
Filing on Feb 14, 2025 Q4 2024

Wellington Wealth Strategies, Llc.

  • JPST
  • BKLN
  • NVDA
  • MSFT
  • GOOGL
  • TFLO
  • ICSH
Wellington Wealth Strategies, Llc.'s Q4 2024 Portfolio
Portfolio Value 110 Billion
Stocks 68
Filing on Oct 15, 2025 Q3 2025

V. M. Manning & Co., Inc.

  • NVDA
  • AAPL
  • VMC
  • ABT
  • SPY
  • DUK
  • NUE
V. M. Manning & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 52
Filing on Jan 15, 2026 Q4 2025

Infinity Wealth Counsel, LLC

  • VUG
  • VIG
  • IVV
  • VV
  • BSV
  • VYM
  • BSCS
Infinity Wealth Counsel, LLC's Q4 2025 Portfolio
Portfolio Value 110 Billion
Stocks 62
Filing on Aug 14, 2025 Q2 2025

Srn Advisors, LLC

  • NVDA
  • AVGO
  • COST
  • V
  • MA
  • PWR
  • HOOD
Srn Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 98
Filing on Oct 09, 2025 Q3 2025

Kennebec Savings Bank

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • JPM
  • AMZN
  • AVGO
Kennebec Savings Bank's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 258
Filing on Nov 13, 2025 Q3 2025

Trv Gp Vi, LLC

  • TNGX
Trv Gp Vi, LLC's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 3
Filing on Nov 06, 2025 Q3 2025

Katamaran Capital LLP

  • AMZN
  • SPOT
  • META
  • FICO
  • MSFT
  • KO
  • SSNC
Katamaran Capital LLP's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 27
Filing on Oct 22, 2025 Q3 2025

Sparta 24 Ltd.

  • TIGR
  • AGRO
  • ZIM
  • ENVA
  • SUPV
Sparta 24 Ltd.'s Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 5
Filing on Jan 13, 2026 Q4 2025

21 West Wealth Management LLC

  • VOO
  • JMUB
  • MUB
  • JEPQ
  • JEPI
  • VCIT
  • VIG
21 West Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 109 Billion
Stocks 62
Filing on Nov 10, 2025 Q3 2025

Bml Capital Management, LLC

  • ACRS
  • AVIR
  • ORMP
  • PMVP
  • LVTX
  • TGT
  • WMT
Bml Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 20