Largest Portfolios by Value

Filing on Jan 08, 2026 Q4 2025

Armstrong Advisory Group, Inc

  • IVV
  • IEI
  • VGT
  • BND
  • SCHK
  • XLY
  • IEF
Armstrong Advisory Group, Inc's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 954
Filing on Apr 17, 2025 Q1 2025

Vista Wealth Management Group, LLC

  • DUHP
  • DIHP
  • AVUS
  • AVDE
  • DFAR
  • AVEM
  • DFAC
Vista Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 259
Filing on Jan 08, 2026 Q4 2025

Sound View Wealth Advisors Group, LLC

  • AAPL
  • IBDS
  • IBDR
  • MSFT
  • NVDA
  • IBDU
  • IBDT
Sound View Wealth Advisors Group, LLC's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 416
Filing on Nov 12, 2025 Q3 2025

Easterly Investment Partners LLC

  • SPY
  • BAC
  • JPM
  • CMC
  • CSCO
  • JXN
  • C
Easterly Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 208
Filing on Oct 28, 2025 Q3 2025

Trinity Street Asset Management LLP

  • TSM
  • RYAAY
  • HDB
  • INFY
  • ICLR
  • GOOGL
  • MSFT
Trinity Street Asset Management LLP's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 21
Filing on Nov 13, 2025 Q3 2025

Regal Investment Advisors LLC

  • IVV
  • QQQ
  • AAPL
  • SPY
  • SCHD
  • MSFT
  • LQD
Regal Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 516
Filing on Nov 10, 2025 Q3 2025

Mcdonald Capital Investors Inc

  • PGR
  • BRK-B
  • NFLX
  • REGN
  • AMZN
  • PAYX
  • MLM
Mcdonald Capital Investors Inc's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 21
Filing on Nov 13, 2025 Q3 2025

Heitman Real Estate Securities LLC

  • WELL
  • PLD
  • EQIX
  • SPG
  • DLR
  • IRM
  • ESS
Heitman Real Estate Securities LLC's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 57
Filing on Jan 07, 2026 Q4 2025

Harbor Investment Advisory, LLC

  • MAR
  • BRK-B
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • HUBS
Harbor Investment Advisory, LLC's Q4 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 1230
Filing on Nov 12, 2025 Q3 2025

Hikari Tsushin, Inc.

  • BRK-A
  • GOOGL
  • BKLN
  • VOO
  • V
  • HYG
  • FTSL
Hikari Tsushin, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 77
Filing on Nov 20, 2025 Q3 2025

Asset Dedication, LLC

  • DFAC
  • DFAT
  • DFEV
  • DFEM
  • DFIC
  • DFAX
  • DFUS
Asset Dedication, LLC's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 1142
Filing on Nov 04, 2025 Q3 2025

Howe & Rusling Inc

  • AVGO
  • VTI
  • JPM
  • IVV
  • IUSG
  • MSFT
  • VCIT
Howe & Rusling Inc's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 505
Filing on Nov 14, 2025 Q3 2025

Pdt Partners, LLC

  • LOGI
  • CME
  • SU
  • VSAT
  • FIVE
  • CPNG
  • ELF
Pdt Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 571
Filing on Nov 06, 2025 Q3 2025

Baader Bank Aktiengesellschaft

  • HOOD
  • MSFT
  • GOOGL
  • PLTR
  • AMZN
  • META
  • NVDA
Baader Bank Aktiengesellschaft's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 484
Filing on Nov 14, 2025 Q3 2025

Shellback Capital, LP

  • CFG
  • ULTA
  • TPR
  • RL
  • NFLX
  • SPOT
  • META
Shellback Capital, LP's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 104
Filing on Nov 03, 2025 Q3 2025

Hallmark Capital Management Inc

  • VONG
  • AAPL
  • AVGO
  • MSFT
  • STX
  • GOOGL
  • AIQ
Hallmark Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 496
Filing on Nov 14, 2025 Q3 2025

Leith Wheeler Investment Counsel Ltd.

  • IVV
  • UNH
  • MDT
  • LHX
  • GOOGL
  • QCOM
  • QQQM
Leith Wheeler Investment Counsel Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 72
Filing on Apr 29, 2025 Q1 2025

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • VB
  • AAPL
  • BND
  • WMB
  • QQQ
Centered Wealth LLC Dba Miller Equity Capital Advisors's Q1 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 5