Largest Portfolios by Value

Filing on Dec 09, 2025 Q3 2025

Mainstay Capital Management LLC

  • SPMO
  • TDIV
  • SPYG
  • QGRO
  • CGDV
  • GDE
  • IAU
Mainstay Capital Management LLC 's Q3 2025 Portfolio
Portfolio Value 940 Million
Stocks 119
Filing on Oct 03, 2025 Q3 2025

Hcr Wealth Advisors

  • AAPL
  • VUG
  • VYM
  • NVDA
  • IJR
  • IVV
  • MSFT
Hcr Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 940 Million
Stocks 244
Filing on Jan 12, 2026 Q4 2025

Jgp Wealth Management, LLC

  • IVV
  • AAPL
  • KLAC
  • ITOT
  • MSFT
  • DGRO
  • JPM
Jgp Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 938 Million
Stocks 235
Filing on Nov 14, 2025 Q3 2025

Schf (Gpe), LLC

  • IAU
  • VAL
  • SDRL
  • OLN
  • NU
Schf (Gpe), LLC's Q3 2025 Portfolio
Portfolio Value 938 Million
Stocks 8
Filing on Nov 12, 2025 Q3 2025

Paradigm Financial Partners, LLC

  • SPOT
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • GDX
Paradigm Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 937 Million
Stocks 346
Filing on Nov 14, 2025 Q3 2025

Monograph Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • IVV
  • DISV
  • AAPL
Monograph Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 937 Million
Stocks 139
Filing on Oct 22, 2025 Q3 2025

Harvey Investment CO LLC

  • ORLY
  • BRK-B
  • TJX
  • FAST
  • JNJ
  • IDXX
  • VRSK
Harvey Investment CO LLC's Q3 2025 Portfolio
Portfolio Value 937 Million
Stocks 102
Filing on Nov 19, 2025 Q3 2025

Lansdowne Partners (Uk) LLP

  • TSM
  • DAL
  • IONQ
  • UAL
  • GOLF
  • ADI
  • AMZN
Lansdowne Partners (Uk) LLP's Q3 2025 Portfolio
Portfolio Value 937 Million
Stocks 54
Filing on May 13, 2024 Q1 2024

Perella Weinberg Partners Capital Management LP

  • IEF
  • SPY
  • SCHP
  • SHY
  • BBJP
  • BWX
  • GLD
Perella Weinberg Partners Capital Management LP's Q1 2024 Portfolio
Portfolio Value 935 Million
Stocks 26
Filing on Nov 14, 2025 Q3 2025

Tam Capital Management Inc.

  • CHTR
  • CI
  • ELV
  • FISV
Tam Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 935 Million
Stocks 9
Filing on Oct 28, 2022 Q3 2022

Brightworth

  • IXUS
  • IVV
  • VTEB
  • XLK
  • BND
  • AAPL
  • COST
Brightworth's Q3 2022 Portfolio
Portfolio Value 933 Million
Stocks 126
Filing on Nov 06, 2025 Q3 2025

Center For Financial Planning, Inc.

  • VOO
  • AGG
  • IEFA
  • VB
  • VO
  • VWO
  • QUAL
Center For Financial Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 932 Million
Stocks 662
Filing on Nov 04, 2025 Q3 2025

Cutler Investment Counsel LLC

  • VO
  • IGSB
  • IEFA
  • SPEM
  • MSFT
  • JIRE
  • IUSG
Cutler Investment Counsel LLC's Q3 2025 Portfolio
Portfolio Value 931 Million
Stocks 140
Filing on Nov 13, 2025 Q3 2025

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • VEA
  • VCSH
  • SCHZ
  • SCHA
  • SCHP
  • VIG
Kohmann Bosshard Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 931 Million
Stocks 325
Filing on Aug 08, 2025 Q2 2025

Mv Capital Management, Inc.

  • IWF
  • IWD
  • IVV
  • ABBV
  • ABT
  • IVW
  • AGG
Mv Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 931 Million
Stocks 1081
Filing on Oct 17, 2025 Q3 2025

Institute For Wealth Management, Llc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • QQQ
  • META
  • AXON
Institute For Wealth Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 929 Million
Stocks 558
Filing on Nov 13, 2025 Q3 2025

Css LLC

  • MSTR
  • GME
  • SPY
  • SPY
  • VOO
  • RSP
  • SOFI
Css LLC's Q3 2025 Portfolio
Portfolio Value 928 Million
Stocks 985
Filing on Nov 14, 2025 Q3 2025

Private Capital Management, LLC

  • HROW
  • QNST
  • BBSI
  • KKR
  • LGND
  • TH
  • MPAA
Private Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 928 Million
Stocks 168