Largest Portfolios by Value

Filing on Oct 10, 2025 Q3 2025

Cornerstone Management, Inc.

  • VUG
  • VTV
  • JPST
  • AGG
  • EFA
  • FLRN
  • VTI
Cornerstone Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 605 Billion
Stocks 63
Filing on Oct 02, 2025 Q3 2025

Trust CO Of The South

  • DFAT
  • DFUV
  • DFAC
  • VOO
  • DFIC
  • VO
  • VUG
Trust CO Of The South's Q3 2025 Portfolio
Portfolio Value 603 Billion
Stocks 137
Filing on Oct 20, 2025 Q3 2025

Vanderbilt University

  • XME
  • RSP
  • VNQ
  • GDX
  • XOP
  • GDXJ
  • XBI
Vanderbilt University's Q3 2025 Portfolio
Portfolio Value 602 Billion
Stocks 73
Filing on Oct 17, 2025 Q3 2025

Apollon Financial, LLC

  • IVV
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • XLK
  • GOOG
Apollon Financial, LLC's Q3 2025 Portfolio
Portfolio Value 601 Billion
Stocks 223
Filing on Aug 14, 2025 Q2 2025

Consolidated Press International Holdings LTD

  • LNW
  • NVDA
  • MNDY
  • DDOG
  • SNOW
  • SQ
  • SPOT
Consolidated Press International Holdings LTD's Q2 2025 Portfolio
Portfolio Value 601 Billion
Stocks 16
Filing on Jul 23, 2025 Q2 2025

Trifecta Capital Advisors, LLC

  • QQQ
  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • IJR
  • LLY
Trifecta Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 601 Billion
Stocks 479
Filing on May 15, 2024 Q1 2024

Steward Partners Investment Solutions, LLC

  • MSFT
  • AAPL
  • VOO
  • ONEQ
  • NVDA
  • AMZN
  • DXJ
Steward Partners Investment Solutions, LLC's Q1 2024 Portfolio
Portfolio Value 594 Billion
Stocks 271
Filing on Aug 13, 2025 Q2 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • QQQ
  • IVV
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 591 Billion
Stocks 60
Filing on Aug 12, 2025 Q2 2025

Soundwatch Capital LLC

  • IVV
  • SPY
  • VOO
  • ACGL
  • NOC
  • AAPL
  • SCHG
Soundwatch Capital LLC's Q2 2025 Portfolio
Portfolio Value 588 Billion
Stocks 147
Filing on Aug 14, 2025 Q2 2025

Aspen Grove Capital, LLC

  • BKNG
  • SPY
  • META
  • VEA
  • IVV
  • VTI
  • AMZN
Aspen Grove Capital, LLC's Q2 2025 Portfolio
Portfolio Value 588 Billion
Stocks 235
Filing on Aug 13, 2025 Q2 2025

Stablepoint Partners, LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • VNLA
  • SRLN
  • IAU
Stablepoint Partners, LLC's Q2 2025 Portfolio
Portfolio Value 588 Billion
Stocks 249
Filing on Aug 14, 2025 Q2 2025

Albar Capital Partners LLP

  • TSM
  • NVDA
  • CCK
  • CRH.L
  • CTVA
  • JCI
  • ADI
Albar Capital Partners LLP's Q2 2025 Portfolio
Portfolio Value 585 Billion
Stocks 30
Filing on Oct 21, 2025 Q3 2025

Commonwealth Financial Services, LLC

  • SPY
  • QQQ
  • FIXD
  • IVV
  • UCON
  • QMOM
  • FRDM
Commonwealth Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 584 Billion
Stocks 229
Filing on Oct 10, 2025 Q3 2025

Orrstown Financial Services Inc

  • IVV
  • OMFL
  • JAVA
  • AVUV
  • JEPI
  • JGRO
  • MSFT
Orrstown Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 584 Billion
Stocks 135
Filing on Aug 07, 2025 Q2 2025

Hughes Financial Services, LLC

  • SPTM
  • JCPB
  • JIRE
  • EMXC
  • QUAL
  • DGRO
  • JPIB
Hughes Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 582 Billion
Stocks 1035
Filing on Aug 05, 2025 Q2 2025

Convergence Financial, LLC

  • SPYG
  • SPYV
  • SPAB
  • BIL
  • FLCB
  • MDYV
  • JAVA
Convergence Financial, LLC's Q2 2025 Portfolio
Portfolio Value 582 Billion
Stocks 179
Filing on Jul 21, 2025 Q2 2025

111 Capital

  • SE
  • XLI
  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • XLV
111 Capital's Q2 2025 Portfolio
Portfolio Value 582 Billion
Stocks 497
Filing on Aug 14, 2025 Q2 2025

Golden Unicorn (Bvi) LTD

  • NVDA
  • AAPL
  • GOOGL
Golden Unicorn (Bvi) LTD's Q2 2025 Portfolio
Portfolio Value 581 Billion
Stocks 3