Largest Portfolios by Value

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 Nov 13, 2025 Q3 2025

Genus Capital Management Inc.

  • NVDA
  • RY
  • GOVT
  • GILD
  • SHOP
  • GLW
  • AGG
Genus Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 862 Billion
Stocks 201
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 Oct 24, 2025 Q3 2025

Philip James Wealth Mangement, LLC

  • BRK-B
  • XOM
  • OXYWS
  • QCOM
  • INTC
  • OXY
  • MRK
Philip James Wealth Mangement, LLC's Q3 2025 Portfolio
Portfolio Value 857 Billion
Stocks 177
Filing on Nov 12, 2025 Q3 2025

Triata Capital LTD

  • PDD
  • VNET
  • GDS
  • ACMR
  • BEKE
  • QFIN
  • IQ
Triata Capital LTD's Q3 2025 Portfolio
Portfolio Value 857 Billion
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Mosaic Family Wealth Partners, LLC

  • VUG
  • DBEF
  • VBK
  • DFEM
  • VTV
  • DFSV
  • DFAT
Mosaic Family Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 855 Billion
Stocks 237
Filing on Nov 12, 2025 Q3 2025

Barclays PLC

  • MSFT
  • SPY
  • NVDA
  • SPY
  • QQQ
  • IWM
  • AAPL
Barclays PLC's Q3 2025 Portfolio
Portfolio Value 854 Billion
Stocks 11877
Filing on Nov 10, 2025 Q3 2025

Novem Group

  • SCHG
  • VIG
  • SPLG
  • FMIL
  • BOND
  • SCHO
  • VUG
Novem Group's Q3 2025 Portfolio
Portfolio Value 854 Billion
Stocks 920
Filing on Nov 13, 2025 Q3 2025

Criteria Caixa, S.A.U.

  • GOOGL
  • ABBV
  • MSFT
  • AMZN
  • UBER
  • IQV
  • KHC
Criteria Caixa, S.A.U.'s Q3 2025 Portfolio
Portfolio Value 853 Billion
Stocks 19
Filing on Nov 14, 2025 Q3 2025

Quadcap Wealth Management, LLC

  • JQUA
  • DFUS
  • AAPL
  • CGCP
  • NVDA
  • MSFT
  • AMZN
Quadcap Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 848 Billion
Stocks 408
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 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 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 Nov 03, 2025 Q3 2025

Wealth Management Nebraska

  • SPIB
  • AVSC
  • DFIV
  • AVLV
  • DFUS
  • AVDV
  • DFAS
Wealth Management Nebraska's Q3 2025 Portfolio
Portfolio Value 839 Billion
Stocks 92
Filing on Nov 12, 2025 Q3 2025

Per Stirling Capital Management, Llc.

  • IVV
  • DGRW
  • VEA
  • IVW
  • CGGR
  • IVE
  • JAAA
Per Stirling Capital Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 836 Billion
Stocks 281
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 Nov 13, 2025 Q3 2025

Morgan Stanley Institutional Investment Advisors LLC

  • ENB
  • WM
  • NHC
Morgan Stanley Institutional Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 832 Billion
Stocks 3