Largest Portfolios by Value

Filing on Nov 03, 2025 Q3 2025

Trifecta Capital Advisors, LLC

  • QQQ
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • IJR
  • SPY
Trifecta Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 658 Billion
Stocks 436
Filing on Nov 14, 2025 Q3 2025

Nextech Invest, Ltd.

  • RVMD
  • ORIC
  • TYRA
  • TNGX
  • RLAY
  • KYMR
  • ARVN
Nextech Invest, Ltd.'s Q3 2025 Portfolio
Portfolio Value 657 Billion
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Sierra Summit Advisors LLC

  • NVDA
  • AAPL
  • TSLA
  • GOOGL
  • HOOD
  • C
  • RKT
Sierra Summit Advisors LLC's Q3 2025 Portfolio
Portfolio Value 656 Billion
Stocks 177
Filing on Oct 14, 2025 Q3 2025

Enclave Advisors LLC

  • IWB
  • VIG
  • IVV
  • JPIE
  • VO
  • XAR
  • VGT
Enclave Advisors LLC's Q3 2025 Portfolio
Portfolio Value 655 Billion
Stocks 121
Filing on Nov 14, 2025 Q3 2025

Point72 Asia (Singapore) Pte. Ltd.

  • CYBR
  • K
  • AVGO
  • META
  • NSC
  • STX
  • GTLS
Point72 Asia (Singapore) Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 646 Billion
Stocks 864
Filing on Oct 23, 2025 Q3 2025

Noesis Capital Mangement Corp

  • GOOG
  • JPM
  • AXP
  • TSM
  • APH
  • SYK
  • RCL
Noesis Capital Mangement Corp's Q3 2025 Portfolio
Portfolio Value 644 Billion
Stocks 127
Filing on Nov 10, 2025 Q3 2025

Great Hill Capital LLC

  • BIDU
  • SWK
  • VFC
  • ETSY
  • PYPL
  • ALB
  • INTC
Great Hill Capital LLC's Q3 2025 Portfolio
Portfolio Value 643 Billion
Stocks 54
Filing on Nov 07, 2025 Q3 2025

Maridea Wealth Management LLC

  • BIL
  • WBIL
  • WBIG
  • IREN
  • WBIF
  • SGOV
  • QQQ
Maridea Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 643 Billion
Stocks 417
Filing on Oct 15, 2025 Q3 2025

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • GOOGL
  • MSFT
  • ABBV
  • JPM
  • XOM
  • UNH
Allen Mooney & Barnes Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 642 Billion
Stocks 157
Filing on Oct 22, 2025 Q3 2025

Red Jay Asset Management Inc.

  • SPY
  • VOO
Red Jay Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 639 Billion
Stocks 2
Filing on Nov 05, 2025 Q3 2025

Austin Wealth Management, LLC

  • DFAU
  • SPYC
  • MFUS
  • DFAI
  • DFAE
  • AVLV
  • GLDM
Austin Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 637 Billion
Stocks 161
Filing on Nov 05, 2025 Q3 2025

Horan Wealth, LLC

  • IVV
  • IJH
  • AAPL
  • MSFT
  • UITB
  • AVGO
  • IJR
Horan Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 635 Billion
Stocks 192
Filing on Oct 09, 2025 Q3 2025

Fiduciary Financial Group, LLC

  • AAPL
  • SCHO
  • SGOV
  • DFAC
  • DFIV
  • DFAI
  • VTV
Fiduciary Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 633 Billion
Stocks 322
Filing on Nov 12, 2025 Q3 2025

Laffer Tengler Investments

  • AVGO
  • MSFT
  • GS
  • AXP
  • JPM
  • AAPL
  • WMT
Laffer Tengler Investments's Q3 2025 Portfolio
Portfolio Value 631 Billion
Stocks 162
Filing on Oct 31, 2025 Q3 2025

Fortis Capital Advisors, LLC

  • NVDA
  • QQQ
  • SCHX
  • FNDX
  • SCHG
  • SPY
  • SCHF
Fortis Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 631 Billion
Stocks 283
Filing on Nov 14, 2025 Q3 2025

Artia Global Partners LP

  • INSM
  • ARGX
  • INSM
  • VRNA
  • QURE
  • MRUS
  • UGL
Artia Global Partners LP's Q3 2025 Portfolio
Portfolio Value 631 Billion
Stocks 51
Filing on Oct 29, 2025 Q3 2025

Nordwand Advisors, LLC

  • BRK-A
  • AVGO
  • VV
  • MSFT
  • ORCL
  • ETN
  • JPM
Nordwand Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 631 Billion
Stocks 155
Filing on Nov 03, 2025 Q3 2025

Stablepoint Partners, LLC

  • AAPL
  • AVGO
  • JPM
  • SRLN
  • VNLA
  • MSFT
  • IAU
Stablepoint Partners, LLC's Q3 2025 Portfolio
Portfolio Value 630 Billion
Stocks 248