Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Cascade Financial Partners, LLC

  • LLY
  • AAPL
  • VEA
  • IVV
  • PEP
  • IEMG
  • NVDA
Cascade Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 872 Billion
Stocks 264
Filing on Oct 14, 2025 Q3 2025

Oak Root LLC

  • AVUS
  • AVDE
  • AVEM
  • VOO
  • VUG
  • VTV
  • IEMG
Oak Root LLC's Q3 2025 Portfolio
Portfolio Value 864 Billion
Stocks 11
Filing on Aug 06, 2025 Q2 2025

Swf LLC

  • VOO
  • BRK-B
  • IJH
  • IJR
  • BRK-A
  • DFAI
Swf LLC's Q2 2025 Portfolio
Portfolio Value 861 Billion
Stocks 13
Filing on Oct 20, 2025 Q3 2025

Clark Asset Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • VB
  • BNDX
  • BSV
Clark Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 860 Billion
Stocks 208
Filing on Jul 18, 2025 Q2 2025

Tanager Wealth Management LLP

  • XHLF
  • ITOT
  • VEA
  • VTI
  • BKAG
  • VGK
  • AGG
Tanager Wealth Management LLP's Q2 2025 Portfolio
Portfolio Value 848 Billion
Stocks 123
Filing on Jul 28, 2025 Q2 2025

Turtle Creek Wealth Advisors, LLC

  • VOO
  • IEFA
  • MSFT
  • NVDA
  • AAPL
  • OWL
  • IJH
Turtle Creek Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 847 Billion
Stocks 269
Filing on Aug 14, 2025 Q2 2025

Polymer Capital Management (Us) LLC

  • NVDA
  • LITE
  • LITE
  • VRT
  • FSLR
  • NVDA
  • VRT
Polymer Capital Management (Us) LLC's Q2 2025 Portfolio
Portfolio Value 846 Billion
Stocks 1162
Filing on Oct 14, 2025 Q3 2025

Great Waters Wealth Management

  • DFUS
  • DFAX
  • DFCF
  • DFSD
  • DFAS
  • DFAT
  • BND
Great Waters Wealth Management's Q3 2025 Portfolio
Portfolio Value 846 Billion
Stocks 114
Filing on Jul 25, 2025 Q2 2025

Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.

  • AMZN
  • ETN
  • CYBR
  • META
  • AVGO
  • LLY
  • CYTK
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s Q2 2025 Portfolio
Portfolio Value 846 Billion
Stocks 56
Filing on Oct 17, 2025 Q3 2025

Goldstone Financial Group, LLC

  • VOO
  • QQQ
  • BUFR
  • VTV
  • JQUA
  • JPIB
  • IVV
Goldstone Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 845 Billion
Stocks 215
Filing on Oct 09, 2025 Q3 2025

Bdf Gestion

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • META
  • GOOG
  • JPM
Bdf Gestion's Q3 2025 Portfolio
Portfolio Value 845 Billion
Stocks 143
Filing on Aug 04, 2025 Q2 2025

Great Lakes Retirement, Inc.

  • SPAB
  • NVDA
  • GSEW
  • VCIT
  • MSFT
  • FIXD
  • AMZN
Great Lakes Retirement, Inc.'s Q2 2025 Portfolio
Portfolio Value 844 Billion
Stocks 201
Filing on Nov 13, 2024 Q3 2024

Argent Financial Group, Inc.

  • AAPL
  • MSFT
  • VEA
  • ABBV
  • GOOG
  • SPY
  • QCOM
Argent Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 842 Billion
Stocks 460
Filing on Aug 19, 2025 Q2 2025

Coppell Advisory Solutions LLC

  • BRNY
  • BUFR
  • FTSM
  • SRLN
  • BUFD
  • BND
  • MSFT
Coppell Advisory Solutions LLC's Q2 2025 Portfolio
Portfolio Value 842 Billion
Stocks 375
Filing on Sep 09, 2025 Q2 2025

Nwf Advisory Services Inc.

  • VOO
  • BRK-B
  • XLK
  • AAPL
  • SDY
  • COST
  • AMZN
Nwf Advisory Services Inc.'s Q2 2025 Portfolio
Portfolio Value 839 Billion
Stocks 419
Filing on Jul 29, 2025 Q2 2025

Barlow Wealth Partners, Inc.

  • MSFT
  • GOOG
  • HLI
  • V
  • NVDA
  • COST
  • AAPL
Barlow Wealth Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 836 Billion
Stocks 134
Filing on May 07, 2025 Q1 2025

Spectrum Wealth Counsel, LLC

  • SPY
  • IVV
  • XLK
  • AAPL
  • RDVI
  • QUAL
  • IUSB
Spectrum Wealth Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 833 Billion
Stocks 368
Filing on Oct 02, 2025 Q3 2025

Central Pacific Bank Trust Division

  • IVV
  • MSFT
  • SPY
  • NVDA
  • AAPL
  • AMZN
  • IUSB
Central Pacific Bank Trust Division's Q3 2025 Portfolio
Portfolio Value 827 Billion
Stocks 912