Largest Portfolios by Value
Filing on Oct 15, 2025
Q3 2025
Gemmer Asset Management LLC
- SCHF
- SCHV
- FNDX
- SCHG
- BSV
- NVDA
- VEA
Filing on Nov 10, 2022
Q3 2022
Ashfield Capital Partners, LLC
- AAPL
- MSFT
- GOOG
- UNH
- DHR
- COST
- TMO
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Strategic Wealth Partners, Ltd.
- MSFT
- MBB
- AAPL
- GOOGL
- SPSB
- EFA
- AVGO
Filing on Nov 10, 2025
Q3 2025
Filing on Oct 23, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 16, 2023
Q3 2023
Rothschild Investment Corp
- AAPL
- JPM
- NVDA
- GOOGL
- CVX
- BX
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Symmetry Investments LP
- KWEB
- QQQ
- AMZN
- MCD
- MSFT
- AMAT
- MSFT
Filing on Jan 07, 2026
Q4 2025
Magnus Financial Group LLC
- SPYV
- VUG
- IJH
- AAPL
- IJR
- FPE
- IEMG
Filing on Nov 13, 2025
Q3 2025
Texas Capital Bank Wealth Management Services Inc
- VOO
- NVDA
- IEFA
- AAPL
- MSFT
- IJH
- IWR
Filing on Nov 03, 2025
Q3 2025
Stack Financial Management, Inc
- MSFT
- WMT
- BRK-B
- PWR
- CRM
- LHX
- AEM
Filing on Nov 12, 2025
Q3 2025
Headlands Technologies LLC
- NVDA
- AMZN
- HOOD
- GOOGL
- ISRG
- GOOG
- AAPL
Filing on Oct 17, 2025
Q3 2025
Austin Private Wealth, LLC
- SPLG
- DYNF
- QUAL
- IVW
- XLG
- IVE
- EFV
Filing on Nov 14, 2025
Q3 2025
Kynam Capital Management, LP
- CLDX
- SNDX
- VERA
- COGT
- PCVX
- VRDN
- BCRX
Filing on Nov 14, 2025
Q3 2025
Institutional Venture Management Xvi, LLC
Filing on Nov 10, 2025
Q3 2025
Counterpoint Mutual Funds LLC
- USHY
- HYG
- JNK
- IVV
- HYD
- REZI
- THS
Filing on Nov 12, 2025
Q3 2025