Largest Portfolios by Value

Filing on Oct 31, 2025 Q3 2025

Blb&B Advisors, LLC

  • VEA
  • IVV
  • IJH
  • VWO
  • NVDA
  • AAPL
  • MSFT
Blb&B Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 389
Filing on Nov 12, 2025 Q3 2025

Heritage Wealth Advisors

  • IVV
  • IEFA
  • GOOG
  • MSFT
  • RTX
  • IWS
  • AAPL
Heritage Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 2.19 Billion
Stocks 600
Filing on Nov 14, 2025 Q3 2025

Sona Asset Management (Us) LLC

  • TLT
  • HYG
  • LQD
  • EMB
  • ARKK
  • GLD
  • GLD
Sona Asset Management (Us) LLC's Q3 2025 Portfolio
Portfolio Value 2.19 Billion
Stocks 284
Filing on Oct 21, 2025 Q3 2025

Simon Quick Advisors, LLC

  • SPY
  • VUG
  • IWF
  • VTV
  • VOO
  • JAAA
  • SPYV
Simon Quick Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.19 Billion
Stocks 397
Filing on Nov 12, 2025 Q3 2025

Baltimore Washington Financial Advisors, Inc.

  • VV
  • QQQ
  • NVDA
  • MSFT
  • IVV
  • RSP
  • VONG
Baltimore Washington Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 177
Filing on Nov 07, 2025 Q3 2025

Summitry LLC

  • TSM
  • AMZN
  • ULTA
  • FISV
  • LOW
  • GOOGL
  • MA
Summitry LLC's Q3 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 222
Filing on Nov 07, 2025 Q3 2025

Swan Global Investments, LLC

  • SPY
  • IVV
  • XLK
  • PSMJ
  • PSMR
  • PSMD
  • HEGD
Swan Global Investments, LLC's Q3 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 71
Filing on Feb 12, 2024 Q4 2023

Seven One Seven Capital Management

  • VOO
  • CORP
  • SCHZ
  • XMMO
  • SCHD
  • IBTE
  • PDBC
Seven One Seven Capital Management's Q4 2023 Portfolio
Portfolio Value 2.17 Billion
Stocks 12
Filing on Oct 29, 2025 Q3 2025

Patient Capital Management, LLC

  • GOOGL
  • C
  • UNH
  • AMZN
  • NVDA
  • NCLH
  • RPRX
Patient Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.17 Billion
Stocks 41
Filing on Nov 14, 2025 Q3 2025

Moors & Cabot, Inc.

  • AAPL
  • NVDA
  • MSFT
  • TPL
  • AMZN
  • JPM
  • GOOGL
Moors & Cabot, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.17 Billion
Stocks 905
Filing on Nov 06, 2025 Q3 2025

Freemont Capital Pte LTD

  • IFF
  • SXT
  • PDD
  • ASHR
  • SE
  • MMYT
  • INFY
Freemont Capital Pte LTD's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 11
Filing on Nov 13, 2025 Q3 2025

First Western Trust Bank

  • SYK
  • VOO
  • IWR
  • SPY
  • RSP
  • IWM
  • VEA
First Western Trust Bank's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 262
Filing on Nov 06, 2025 Q3 2025

Gen Trust, LLC

  • VOO
  • SPY
  • AGG
  • BND
  • VPL
  • QQQ
  • VGK
Gen Trust, LLC's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 211
Filing on Nov 14, 2025 Q3 2025

Rbf Capital, LLC

  • MS
  • SPY
  • APP
  • META
  • BRK-A
  • BAC
  • DAC
Rbf Capital, LLC's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 576
Filing on Nov 13, 2025 Q3 2025

Ninety One North America, Inc.

  • V
  • MSFT
  • PM
  • GOOGL
  • TSM
  • BKNG
  • MA
Ninety One North America, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 70
Filing on Oct 24, 2025 Q3 2025

Trilogy Capital Inc.

  • VTI
  • QQQ
  • DLN
  • IVV
  • XLK
  • VEA
  • USIG
Trilogy Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 388
Filing on Oct 29, 2025 Q3 2025

Pacific Heights Asset Management LLC

  • PLTR
  • TPL
  • NVDA
  • META
  • FCX
  • AVGO
  • APP
Pacific Heights Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 79
Filing on Jul 30, 2025 Q2 2025

Money Design Co.,Ltd.

  • VTV
  • VUG
  • LQD
  • VGK
  • MBB
  • TLT
  • VWO
Money Design Co.,Ltd.'s Q2 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 72