Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Morton Capital Management Llc/Ca

  • OUNZ
  • USFR
  • DFAX
  • DFAC
  • HAP
  • MSFT
  • AAPL
Morton Capital Management Llc/Ca's Q3 2025 Portfolio
Portfolio Value 609 Billion
Stocks 131
Filing on Oct 20, 2025 Q3 2025

Bricktown Capital, LLC

  • IVV
  • BND
  • IWV
  • USHY
  • AGG
  • SPLG
  • IXUS
Bricktown Capital, LLC's Q3 2025 Portfolio
Portfolio Value 607 Billion
Stocks 25
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 Nov 07, 2025 Q3 2025

Burling Wealth Partners, LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • VO
  • JPM
  • GOOGL
Burling Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 604 Billion
Stocks 176
Filing on Nov 12, 2025 Q3 2025

Creekmur Asset Management LLC

  • BUFR
  • BUFD
  • BUFQ
  • QQQ
  • IVV
  • NVDA
  • SCHD
Creekmur Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 603 Billion
Stocks 842
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 Nov 05, 2025 Q3 2025

High Ground Investment Management LLP

  • ACGL
  • HUM
  • ELV
  • AER
  • REVG
  • AL
  • HCC
High Ground Investment Management LLP's Q3 2025 Portfolio
Portfolio Value 602 Billion
Stocks 8
Filing on Nov 14, 2025 Q3 2025

Brass Tax Wealth Management, Inc

  • VOO
  • EFA
  • BND
  • SCHG
  • VTI
  • VFMF
  • DGRO
Brass Tax Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 602 Billion
Stocks 246
Filing on Oct 16, 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 Nov 10, 2025 Q3 2025

Charles Schwab Investment Management Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • FNDX
  • META
Charles Schwab Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 601 Billion
Stocks 3588
Filing on Nov 13, 2025 Q3 2025

Invesco Ltd.

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • META
  • GOOGL
Invesco Ltd.'s Q3 2025 Portfolio
Portfolio Value 600 Billion
Stocks 24715
Filing on Nov 14, 2025 Q3 2025

Compass Rose Asset Management, LP

  • KRE
  • WBD
  • SPY
  • KHC
  • EWZ
  • KRE
  • BLCO
Compass Rose Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 598 Billion
Stocks 19
Filing on Nov 06, 2025 Q3 2025

Pacific Sage Partners, LLC

  • MSFT
  • SCHR
  • SCHF
  • VGSH
  • VTIP
  • IWD
  • SSUS
Pacific Sage Partners, LLC's Q3 2025 Portfolio
Portfolio Value 598 Billion
Stocks 115
Filing on Nov 12, 2025 Q3 2025

Endurance Services LTD

  • IVV
  • HYG
  • RSP
  • QQQE
  • JAAA
  • JPST
  • WCLD
Endurance Services LTD's Q3 2025 Portfolio
Portfolio Value 597 Billion
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Aspen Grove Capital, LLC

  • BKNG
  • SPY
  • META
  • IVV
  • VEA
  • VTI
  • GOOGL
Aspen Grove Capital, LLC's Q3 2025 Portfolio
Portfolio Value 594 Billion
Stocks 205
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 Nov 13, 2025 Q3 2025

Maia Wealth LLC

  • SPLG
  • EFV
  • FNDF
  • QUAL
  • DYNF
  • IVW
  • MSFT
Maia Wealth LLC's Q3 2025 Portfolio
Portfolio Value 594 Billion
Stocks 338