Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Ckw Financial Group

  • IVV
  • IEFA
  • IEMG
  • IJH
  • GSEW
  • MCD
  • VEU
Ckw Financial Group's Q3 2025 Portfolio
Portfolio Value 917 Million
Stocks 189
Filing on Nov 13, 2025 Q3 2025

Sunriver Management LLC

  • IAS
  • HURN
  • VRRM
  • RTO
  • BOX
  • WEX
  • NABL
Sunriver Management LLC's Q3 2025 Portfolio
Portfolio Value 917 Million
Stocks 21
Filing on Nov 14, 2022 Q2 2022

Brewin Dolphin Wealth Management LTD

  • VGT
  • VT
  • BRKB
  • VOO
  • V
  • MSFT
  • SPY
Brewin Dolphin Wealth Management LTD's Q2 2022 Portfolio
Portfolio Value 917 Million
Stocks 377
Filing on Nov 14, 2025 Q3 2025

Green Square Capital Advisors LLC

  • VOO
  • QQQ
  • NVDA
  • GOOGL
  • DIA
  • DSTL
  • IVV
Green Square Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 915 Million
Stocks 182
Filing on Nov 06, 2025 Q3 2025

Navellier & Associates Inc

  • NVDA
  • EME
  • LLY
  • PWR
  • RCL
  • COST
  • APP
Navellier & Associates Inc's Q3 2025 Portfolio
Portfolio Value 915 Million
Stocks 354
Filing on Oct 30, 2025 Q3 2025

Rossmore Private Capital

  • XOM
  • IVV
  • AAPL
  • MSFT
  • CVX
  • JPM
  • VEA
Rossmore Private Capital's Q3 2025 Portfolio
Portfolio Value 914 Million
Stocks 328
Filing on Nov 07, 2025 Q3 2025

Cornerstone Advisory, LLC

  • JEPI
  • VYM
  • IVV
  • AAPL
  • GSLC
  • VIG
  • JPIE
Cornerstone Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 914 Million
Stocks 245
Filing on Nov 13, 2024 Q3 2024

Stagwell Group LLC

  • STGW
Stagwell Group LLC's Q3 2024 Portfolio
Portfolio Value 913 Million
Stocks 1
Filing on Jan 12, 2026 Q4 2025

Sea Crest Wealth Management, LLC

  • AAPL
  • GOOGL
  • NVDA
  • GOOG
  • MSFT
  • AVGO
  • AMZN
Sea Crest Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 913 Million
Stocks 632
Filing on Oct 21, 2025 Q3 2025

Relyea Zuckerberg Hanson LLC

  • VUG
  • VTV
  • IWF
  • IWD
  • BIL
  • VEA
  • MSFT
Relyea Zuckerberg Hanson LLC's Q3 2025 Portfolio
Portfolio Value 912 Million
Stocks 270
Filing on Nov 14, 2025 Q3 2025

Sierra Capital LLC

  • VOO
  • AAPL
  • BRK-B
  • VO
  • IVV
  • AMZN
  • VGK
Sierra Capital LLC's Q3 2025 Portfolio
Portfolio Value 912 Million
Stocks 249
Filing on Jan 08, 2026 Q4 2025

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • VTI
  • MSFT
  • NVDA
  • SPY
  • WBD
Gryphon Financial Partners LLC's Q4 2025 Portfolio
Portfolio Value 911 Million
Stocks 350
Filing on Jan 16, 2026 Q4 2025

Capital Performance Advisors LLP

  • DFUS
  • DFAT
  • IVV
  • DFAC
  • VWO
  • DFUV
  • AGG
Capital Performance Advisors LLP's Q4 2025 Portfolio
Portfolio Value 911 Million
Stocks 354
Filing on Nov 12, 2025 Q3 2025

Heritage Trust CO

  • MSFT
  • AAPL
  • JNJ
  • SPY
  • VEA
  • GOOG
  • ABBV
Heritage Trust CO's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 454
Filing on Oct 29, 2025 Q3 2025

Middleton & CO Inc

  • AAPL
  • GOOGL
  • AMZN
  • AVGO
  • IVV
  • MSFT
  • V
Middleton & CO Inc's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 166
Filing on Oct 15, 2025 Q3 2025

Symmetry Partners, LLC

  • DFAC
  • BNDX
  • MTUM
  • BND
  • DFIC
  • QUAL
  • USMV
Symmetry Partners, LLC's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 236
Filing on Nov 14, 2025 Q3 2025

Shay Capital LLC

  • SPY
  • SLV
  • PCT
  • PCT
  • FSLR
  • SPY
  • QQQ
Shay Capital LLC's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 409
Filing on Nov 03, 2025 Q3 2025

Nan Fung Trinity (Hk) LTD

  • EWY
  • EWZ
  • AMCR
  • AMZN
  • KRE
  • BIDU
  • NVDA
Nan Fung Trinity (Hk) LTD's Q3 2025 Portfolio
Portfolio Value 910 Million
Stocks 71