Largest Portfolios by Value

Filing on Oct 24, 2025 Q3 2025

Silver Oak Wealth Management LLC

  • VOO
  • IVW
  • VO
  • SPYG
  • IJR
  • VEA
  • SPYV
Silver Oak Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 593 Billion
Stocks 114
Filing on Nov 12, 2025 Q3 2025

V Square Quantitative Management LLC

  • NVDA
  • MSFT
  • GOOGL
  • TSLA
  • GOOG
  • AVGO
  • V
V Square Quantitative Management LLC's Q3 2025 Portfolio
Portfolio Value 593 Billion
Stocks 177
Filing on Nov 04, 2025 Q3 2025

Topsail Wealth Management, LLC

  • VTI
  • VTEB
  • CINF
  • VXUS
  • VOO
  • VEU
  • VEA
Topsail Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 591 Billion
Stocks 257
Filing on Nov 13, 2025 Q3 2025

Capital International Investors

  • AVGO
  • MSFT
  • GOOG
  • NVDA
  • META
  • PM
  • AAPL
Capital International Investors's Q3 2025 Portfolio
Portfolio Value 590 Billion
Stocks 448
Filing on Oct 29, 2025 Q3 2025

Huntleigh Advisors, Inc.

  • NVDA
  • AAPL
  • AVGO
  • AMZN
  • MSFT
  • META
  • ORCL
Huntleigh Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 586 Billion
Stocks 278
Filing on Nov 07, 2025 Q3 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • QQQ
  • IVV
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 585 Billion
Stocks 67
Filing on Oct 21, 2025 Q3 2025

Commonwealth Financial Services, LLC

  • SPY
  • QQQ
  • FIXD
  • IVV
  • UCON
  • QMOM
  • FRDM
Commonwealth Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 584 Billion
Stocks 229
Filing on Oct 10, 2025 Q3 2025

Orrstown Financial Services Inc

  • IVV
  • OMFL
  • JAVA
  • AVUV
  • JEPI
  • JGRO
  • MSFT
Orrstown Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 584 Billion
Stocks 135
Filing on Nov 10, 2025 Q3 2025

Advyzon Investment Management, LLC

  • VTI
  • BND
  • SPDW
  • STXG
  • STXV
  • VO
  • BAR
Advyzon Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 583 Billion
Stocks 566
Filing on Nov 12, 2025 Q3 2025

Portfolio Design Labs, LLC

  • GLD
  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • EFAV
Portfolio Design Labs, LLC's Q3 2025 Portfolio
Portfolio Value 582 Billion
Stocks 200
Filing on Nov 12, 2025 Q3 2025

Bearing Point Capital, LLC

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • SHY
  • JPM
  • PANW
Bearing Point Capital, LLC's Q3 2025 Portfolio
Portfolio Value 581 Billion
Stocks 164
Filing on Nov 07, 2025 Q3 2025

Fortis Group Advisors, LLC

  • BIL
  • QQQ
  • SPMO
  • QQQM
  • SPLG
  • SPY
  • AAPL
Fortis Group Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 581 Billion
Stocks 608
Filing on Nov 14, 2025 Q3 2025

Royal Bank Of Canada

  • MSFT
  • NVDA
  • AAPL
  • IVV
  • AMZN
  • TD
  • RY
Royal Bank Of Canada's Q3 2025 Portfolio
Portfolio Value 579 Billion
Stocks 27742
Filing on Nov 10, 2025 Q3 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q3 2025 Portfolio
Portfolio Value 578 Billion
Stocks 115
Filing on Oct 30, 2025 Q3 2025

True Mark Investments, LLC

  • PM
  • VZ
  • MPLX
  • ENB
  • NEE
  • C
  • NVO
True Mark Investments, LLC's Q3 2025 Portfolio
Portfolio Value 575 Billion
Stocks 194
Filing on Nov 14, 2025 Q3 2025

Decheng Capital LLC

  • NUVB
  • NAMS
  • MRUS
  • RVMD
  • LYEL
  • BYSI
  • ACRS
Decheng Capital LLC's Q3 2025 Portfolio
Portfolio Value 573 Billion
Stocks 23
Filing on Nov 12, 2025 Q3 2025

Cache Advisors, LLC

  • NVDA
  • AAPL
  • AVGO
  • GOOG
  • MSFT
  • META
  • PLTR
Cache Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 573 Billion
Stocks 107
Filing on Oct 29, 2025 Q3 2025

Lji Wealth Management, LLC

  • ITOT
  • SLQD
  • ONEQ
  • VTI
  • IWM
  • FLOT
  • YYY
Lji Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 573 Billion
Stocks 185