Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Providence Financial Advisors, LLC

  • IVV
  • AVLV
  • SPY
  • JIRE
  • FBCG
  • IWY
  • MSFT
Providence Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 105 Billion
Stocks 49
Filing on Jan 07, 2026 Q4 2025

American National Bank Of Texas

  • IVV
  • VT
  • MOAT
  • XMHQ
  • IJH
  • VGLT
  • XLRE
American National Bank Of Texas's Q4 2025 Portfolio
Portfolio Value 104 Billion
Stocks 62
Filing on Feb 13, 2024 Q4 2023

Resource Group International LTD

  • IBEX
Resource Group International LTD's Q4 2023 Portfolio
Portfolio Value 104 Billion
Stocks 1
Filing on Jan 14, 2025 Q4 2024

Tallon Kerry Patrick

  • IVV
  • IWV
  • QQQ
  • DMRC
  • BNL
  • VIG
  • IJR
Tallon Kerry Patrick's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 106
Filing on Nov 07, 2025 Q3 2025

Kassira Wealth Management LLC

  • VUG
  • GOOGL
  • BIL
  • NVDA
  • AMZN
  • XOM
  • VGSH
Kassira Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 104 Billion
Stocks 53
Filing on Nov 14, 2025 Q3 2025

Dai Ichi Life Holdings, Inc.

  • LQD
  • IGSB
  • TIP
  • EMB
  • VGSH
  • VNQ
  • IAGG
Dai Ichi Life Holdings, Inc.'s Q3 2025 Portfolio
Portfolio Value 104 Billion
Stocks 21
Filing on Jan 13, 2026 Q4 2025

Alta Partners Management Company, L.P.

  • TYRA
  • VIR
Alta Partners Management Company, L.P.'s Q4 2025 Portfolio
Portfolio Value 104 Billion
Stocks 2
Filing on Nov 07, 2025 Q3 2025

Grange Capital, LLC

  • SPGP
  • BX
  • VGK
  • VEU
  • RSP
  • STWD
  • NVDA
Grange Capital, LLC's Q3 2025 Portfolio
Portfolio Value 103 Billion
Stocks 45
Filing on Nov 06, 2025 Q3 2025

Wj Financial Advisors LLC

  • GLD
  • AAPL
  • BRK-B
  • SCHX
  • AMZN
  • SPY
  • TLT
Wj Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 103 Billion
Stocks 108
Filing on Oct 30, 2025 Q3 2025

Jordan Park Trust CO LLC

  • IOT
  • IEMG
  • GOVT
  • IAU
  • NVDA
  • MSFT
  • AAPL
Jordan Park Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 103 Billion
Stocks 15
Filing on Nov 14, 2025 Q3 2025

Stenham Asset Management (Uk) PLC

  • TSM
  • MSFT
  • TSM
  • MA
  • UNP
  • AMZN
  • RACE
Stenham Asset Management (Uk) PLC's Q3 2025 Portfolio
Portfolio Value 103 Billion
Stocks 17
Filing on Jul 14, 2025 Q2 2025

Iron Oak Wealth Llc.

  • SGOV
  • NVDA
  • AMZN
  • AVGO
  • UBER
  • INTU
  • COIN
Iron Oak Wealth Llc.'s Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 65
Filing on Nov 14, 2025 Q3 2025

Expect Equity LLC

  • MKSI
  • CECE
  • COLB
  • CUZ
  • FHN
  • LYTS
  • BELFB
Expect Equity LLC's Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 49
Filing on Nov 06, 2025 Q3 2025

Prospect Financial Group LLC

  • DFEM
  • BND
  • DFIC
  • BNDX
  • DFAC
  • VTI
  • VOO
Prospect Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 61
Filing on Nov 14, 2025 Q3 2025

North Forty Two & Co.

  • JPST
  • SCHR
  • VFH
  • SCHF
  • SCHZ
  • GBIL
  • SCHO
North Forty Two & Co.'s Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 101
Filing on Jan 07, 2026 Q4 2025

Wisconsin Wealth Advisors, LLC

  • QQQ
  • FDL
  • AVGO
  • SDVY
  • VUG
  • RDVY
  • NVDA
Wisconsin Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 102 Billion
Stocks 85
Filing on Feb 12, 2025 Q4 2024

Riggs Capital Management LLC

  • JQUA
  • ITOT
  • SHY
  • HDV
  • IAU
  • DSTL
  • JPST
Riggs Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 102 Billion
Stocks 105
Filing on Oct 14, 2025 Q3 2025

Hutchinson Financial Advisors, Inc

  • MSFT
  • GOOGL
  • GLDM
  • BRK-B
  • AAPL
  • SPLG
  • BILS
Hutchinson Financial Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 67