Largest Portfolios by Value

Filing on Oct 17, 2025 Q3 2025

Apella Capital, LLC

  • DFAC
  • DFSD
  • VTI
  • DFIC
  • BND
  • BSV
  • DFCF
Apella Capital, LLC's Q3 2025 Portfolio
Portfolio Value 4.28 Billion
Stocks 473
Filing on Oct 22, 2025 Q3 2025

West End Advisors, LLC

  • XLK
  • XLC
  • XLF
  • XLV
  • VEU
  • XLY
  • IGM
West End Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 4.27 Billion
Stocks 390
Filing on Oct 28, 2025 Q3 2025

Eulav Asset Management

  • HEI
  • TYL
  • MSCI
  • WCN
  • CTAS
  • CDNS
  • MPWR
Eulav Asset Management's Q3 2025 Portfolio
Portfolio Value 4.27 Billion
Stocks 154
Filing on Nov 14, 2025 Q3 2025

Bollard Group LLC

  • BSX
  • AMZN
  • MSFT
  • LLY
  • GOOG
  • SCCO
  • CAT
Bollard Group LLC's Q3 2025 Portfolio
Portfolio Value 4.26 Billion
Stocks 271
Filing on Oct 21, 2025 Q3 2025

Global Retirement Partners, LLC

  • SPLG
  • AJG
  • AAPL
  • NVDA
  • IVV
  • QQQ
  • MSFT
Global Retirement Partners, LLC's Q3 2025 Portfolio
Portfolio Value 4.24 Billion
Stocks 3880
Filing on Oct 29, 2025 Q3 2025

Allstate Corp

  • IGSB
  • SPY
  • HYG
  • IVV
  • IGIB
  • IWB
  • NVDA
Allstate Corp's Q3 2025 Portfolio
Portfolio Value 4.24 Billion
Stocks 633
Filing on Jan 07, 2026 Q4 2025

Orgel Wealth Management, LLC

  • QUAL
  • VGSH
  • SPYG
  • IVV
  • MUB
  • VYMI
  • SCHF
Orgel Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 4.24 Billion
Stocks 92
Filing on Jan 09, 2026 Q4 2025

Diversified Trust CO

  • VOO
  • VEU
  • COKE
  • AAPL
  • NVDA
  • SPY
  • MSFT
Diversified Trust CO's Q4 2025 Portfolio
Portfolio Value 4.23 Billion
Stocks 1217
Filing on Nov 14, 2025 Q3 2025

Caledonia (Private) Investments Pty LTD

  • Z
  • ZG
  • CCJ
  • RPRX
  • LNW
  • COUR
  • UDMY
Caledonia (Private) Investments Pty LTD's Q3 2025 Portfolio
Portfolio Value 4.22 Billion
Stocks 16
Filing on Nov 14, 2025 Q3 2025

Wit, LLC

  • VWO
  • IEMG
  • IEI
  • VEA
  • ESGE
  • VSS
  • BSV
Wit, LLC's Q3 2025 Portfolio
Portfolio Value 4.21 Billion
Stocks 18
Filing on Nov 04, 2025 Q3 2025

Mutual Advisors, LLC

  • SPY
  • IEF
  • AAPL
  • IVV
  • MSFT
  • BRK-B
  • SGOV
Mutual Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 1281
Filing on Nov 10, 2025 Q3 2025

Kayne Anderson Capital Advisors LP

  • WMB
  • EPD
  • ET
  • LNG
  • MPLX
  • KMI
  • TRP
Kayne Anderson Capital Advisors LP's Q3 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 73
Filing on Nov 03, 2025 Q3 2025

Stonegate Investment Group, LLC

  • AAPL
  • MSFT
  • GOOGL
  • WMT
  • JPM
  • BRK-B
  • AMZN
Stonegate Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 4.19 Billion
Stocks 448
Filing on Oct 30, 2025 Q3 2025

Millburn Ridgefield Corp

  • IWB
  • IJH
  • IWM
  • USMV
  • VWO
  • SPY
  • IJR
Millburn Ridgefield Corp's Q3 2025 Portfolio
Portfolio Value 4.19 Billion
Stocks 38
Filing on Nov 12, 2025 Q3 2025

Truepoint, Inc.

  • BSV
  • DFCF
  • IVV
  • VTI
  • VOT
  • AVUV
  • VEA
Truepoint, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.18 Billion
Stocks 144
Filing on Nov 10, 2025 Q3 2025

Greenwoods Asset Management Hong Kong Ltd.

  • META
  • NTES
  • PDD
  • NVDA
  • GOOGL
  • YMM
  • FUTU
Greenwoods Asset Management Hong Kong Ltd.'s Q3 2025 Portfolio
Portfolio Value 4.18 Billion
Stocks 39
Filing on Nov 05, 2025 Q3 2025

Toyota Motor Corp/

  • JOBY
  • GRAB
  • UBER
  • AUR
Toyota Motor Corp/'s Q3 2025 Portfolio
Portfolio Value 4.17 Billion
Stocks 6
Filing on Nov 14, 2025 Q3 2025

Valley Forge Capital Management, LP

  • FICO
  • SPGI
  • MA
  • MCO
  • V
  • INTU
  • ASML
Valley Forge Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 4.16 Billion
Stocks 9