Filing on Oct 27, 2025 Q3 2025

One Day In July LLC

  • SPTI
  • VOO
  • VYM
  • VUG
  • SPTL
  • SPLG
  • QQQM
One Day In July LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Alphadyne Asset Management LP

  • BABA
  • TLT
  • TLT
  • SPY
  • IWM
  • CM
  • QQQ
Alphadyne Asset Management LP's Q3 2025 Portfolio
Filing on Nov 07, 2025 Q3 2025

Condor Capital Management

  • VOO
  • VUG
  • VTV
  • IEFA
  • AAPL
  • VONV
  • IWF
Condor Capital Management's Q3 2025 Portfolio
Filing on Nov 12, 2024 Q3 2024

Ensemble Capital

Ensemble Capital Management, LLC
  • HD
  • MA
  • BKNG
  • NFLX
  • BR
  • NVR
  • GOOGL
Ensemble Capital's Q3 2024 Portfolio
Filing on Jan 16, 2026 Q4 2025

Kwmg, LLC

  • XLK
  • VEA
  • VOT
  • VOE
  • DFAS
  • TIP
  • BND
Kwmg, LLC's Q4 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Delta Asset Management LLC

  • MSFT
  • GS
  • SPGI
  • LOW
  • ETN
  • WMT
  • HON
Delta Asset Management LLC's Q3 2025 Portfolio
Filing on Nov 05, 2025 Q3 2025

Rmr Wealth Builders

  • VUG
  • VOO
  • VTV
  • IJH
  • IEFA
  • IWF
  • NVDA
Rmr Wealth Builders's Q3 2025 Portfolio
Filing on Jan 09, 2026 Q4 2025

Rvw Wealth, LLC

  • DFAU
  • AVUS
  • DGRW
  • JQUA
  • DFAI
  • IQLT
  • RDVY
Rvw Wealth, LLC's Q4 2025 Portfolio
Filing on Oct 22, 2025 Q3 2025

Dt Investment Partners, LLC

  • IVV
  • SPY
  • VEA
  • IWB
  • VO
  • GVI
  • IJH
Dt Investment Partners, LLC's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Smith, Moore & Co.

  • IVV
  • VTI
  • IVE
  • AAPL
  • SPY
  • MDY
  • IWF
Smith, Moore & Co.'s Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Discerene Group LP

  • BABA
  • JD
  • EDU
  • WU
  • INTC
  • SLB
  • SABR
Discerene Group LP's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

China Universal Asset Management Co., Ltd.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • META
China Universal Asset Management Co., Ltd.'s Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Cape Cod Five Cents Savings Bank

  • IVV
  • IJH
  • VCIT
  • IEFA
  • GLTR
  • SPTS
  • AAPL
Cape Cod Five Cents Savings Bank's Q3 2025 Portfolio
Filing on Jan 15, 2026 Q4 2025

Dock Street Asset Management Inc

  • NVDA
  • NOW
  • PLTR
  • AMZN
  • GOOG
  • MSFT
  • V
Dock Street Asset Management Inc's Q4 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Lgt Fund Management CO Ltd.

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • GOOGL
  • BRK-B
  • V
Lgt Fund Management CO Ltd.'s Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Rkl Wealth Management LLC

  • IVV
  • IEFA
  • IJH
  • SCHX
  • IJR
  • SPMD
  • AAPL
Rkl Wealth Management LLC's Q3 2025 Portfolio
Filing on Oct 30, 2025 Q3 2025

Windward Capital Management CO

  • AAPL
  • AMZN
  • GOOG
  • GOOGL
  • COST
  • CRM
  • NEE
Windward Capital Management CO 's Q3 2025 Portfolio
Filing on Oct 24, 2025 Q3 2025

Bristlecone Advisors, LLC

  • MSFT
  • IVV
  • NVDA
  • AAPL
  • SPDW
  • AGG
  • IJH
Bristlecone Advisors, LLC's Q3 2025 Portfolio