Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Crescent Grove Advisors, LLC
- ZWS
- IVV
- VOO
- SPY
- VTI
- ICE
- CDW
Filing on Nov 14, 2025
Q3 2025
Bank Of Nova Scotia Trust CO
- RY
- BMO
- TD
- ENB
- TRP
- MSFT
- TU
Filing on Oct 16, 2025
Q3 2025
Filing on Jan 12, 2026
Q4 2025
Moody National Bank Trust Division
- VOO
- VEA
- NVDA
- VXF
- MSFT
- IVV
- AAPL
Filing on Nov 14, 2025
Q3 2025
Transamerica Financial Advisors, Inc.
- VV
- QQQ
- BND
- VO
- VEA
- SCHX
- QQQM
Filing on Nov 14, 2025
Q3 2025
Stokes Family Office, LLC
- VIG
- AAPL
- IVW
- MSFT
- SCHR
- DYNF
- IUSB
Filing on Nov 04, 2025
Q3 2025
Filing on Jan 06, 2026
Q4 2025
Abner Herrman & Brock LLC
- NVDA
- GOOG
- IBM
- JPM
- MSFT
- AMZN
- AAPL
Filing on Oct 23, 2025
Q3 2025
Steigerwald, Gordon & Koch Inc.
- AAPL
- MSFT
- JPM
- RTX
- DKS
- WMT
- MCK
Filing on Nov 13, 2025
Q3 2025
Zuckerman Investment Group, LLC
- ULTA
- VRT
- GOOGL
- MCK
- MSFT
- CMPO
- BRK-B
Filing on Oct 30, 2025
Q3 2025
Parkside Financial Bank & Trust
- AAPL
- VONG
- IWF
- VONV
- MSFT
- NVDA
- IWD
Filing on Nov 06, 2025
Q3 2025
Shepherd Financial Partners LLC
- SPY
- SPTM
- DYNF
- IEFA
- SPYG
- QUAL
- AAPL
Filing on Nov 12, 2025
Q3 2025
Artemis Wealth Advisors, LLC
- QQQ
- QQQ
- BRK-A
- EMXC
- MSFT
- AMZN
- NVDA
Filing on Jan 15, 2026
Q4 2025
Filing on Jan 15, 2026
Q4 2025
Filing on Nov 13, 2025
Q3 2025
Atika Capital Management LLC
- AMZN
- MSFT
- VRT
- SPOT
- MLM
- BWXT
- LLY
Filing on Nov 14, 2025
Q3 2025
Clearlake Capital Group, L.P.
- BLKB
- BL
- GRAB
- HLLY
- GRABW
Filing on Oct 21, 2025
Q3 2025
American National Bank
- GOOGL
- MSFT
- AAPL
- AMZN
- AVGO
- GSSC
- BRK-B