Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Nelson Capital Management, LLC

  • NVDA
  • VEA
  • MSFT
  • IGSB
  • AAPL
  • SPTS
  • XLI
Nelson Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 831 Million
Stocks 108
Filing on Oct 31, 2025 Q3 2025

Greatmark Investment Partners, Inc.

  • AFL
  • AXP
  • MSFT
  • AAPL
  • AN
  • MPC
  • SCHW
Greatmark Investment Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 831 Million
Stocks 149
Filing on Jan 12, 2026 Q4 2025

Howard Financial Services, Ltd.

  • QUAL
  • SCHD
  • SPGP
  • RSP
  • VIG
  • GTO
  • AAPL
Howard Financial Services, Ltd.'s Q4 2025 Portfolio
Portfolio Value 830 Million
Stocks 205
Filing on Nov 14, 2025 Q3 2025

Capricorn Investment Group LLC

  • JOBY
  • QS
  • PL
  • NVTS
Capricorn Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 830 Million
Stocks 5
Filing on Oct 29, 2025 Q3 2025

Intrua Financial, LLC

  • SPLG
  • SPY
  • DGRW
  • XLK
  • QGRO
  • GLD
  • XLY
Intrua Financial, LLC's Q3 2025 Portfolio
Portfolio Value 829 Million
Stocks 448
Filing on Jan 12, 2026 Q4 2025

Cva Family Office, LLC

  • SCHD
  • FNDF
  • VGT
  • DFAU
  • AVDE
  • AVUS
  • VOO
Cva Family Office, LLC's Q4 2025 Portfolio
Portfolio Value 828 Million
Stocks 1290
Filing on Jan 14, 2026 Q4 2025

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • SCHR
  • SCHO
  • AVLV
  • DFAS
  • AVUV
  • AVDV
Moisand Fitzgerald Tamayo, LLC's Q4 2025 Portfolio
Portfolio Value 828 Million
Stocks 517
Filing on Nov 04, 2025 Q3 2025

Board Of Trustees Of The Leland Stanford Junior University

  • EFA
  • GOOGL
  • EEM
  • EWJ
  • LNW
  • QS
  • KOD
Board Of Trustees Of The Leland Stanford Junior University's Q3 2025 Portfolio
Portfolio Value 827 Million
Stocks 20
Filing on Nov 14, 2023 Q3 2023

Foster Dykema Cabot & CO Inc

  • SPY
  • JPST
  • ICSH
  • AMZN
  • MSFT
  • LLY
  • COST
Foster Dykema Cabot & CO Inc's Q3 2023 Portfolio
Portfolio Value 827 Million
Stocks 335
Filing on Nov 14, 2025 Q3 2025

Fj Capital Management LLC

  • HTBI
  • EQBK
  • WBS
  • SBCF
  • SFST
  • OSBC
  • RBB
Fj Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 826 Million
Stocks 142
Filing on Nov 04, 2025 Q3 2025

State Of Wyoming

  • SPY
  • EFA
  • NVDA
  • AAPL
  • MSFT
  • EMXC
  • IESC
State Of Wyoming's Q3 2025 Portfolio
Portfolio Value 826 Million
Stocks 1816
Filing on Nov 07, 2025 Q3 2025

United Bank

  • HUBB
  • EMXC
  • IJR
  • MSFT
  • AAPL
  • JPM
  • AGG
United Bank's Q3 2025 Portfolio
Portfolio Value 825 Million
Stocks 245
Filing on Nov 14, 2025 Q3 2025

Coliseum Capital Management, LLC

  • SONO
  • HRI
  • UTI
  • MCFT
  • WSC
  • OMI
  • PRPL
Coliseum Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 823 Million
Stocks 11
Filing on Jan 08, 2026 Q4 2025

180 Wealth Advisors, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • MNKD
  • SLVP
180 Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 823 Million
Stocks 471
Filing on Nov 14, 2025 Q3 2025

True Private Wealth Advisors

  • IXUS
  • IBTH
  • IBTJ
  • IBTL
  • RSP
  • EMXC
  • ITOT
True Private Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 823 Million
Stocks 264
Filing on Oct 29, 2025 Q3 2025

Violich Capital Management, Inc.

  • MSFT
  • GOOG
  • GOOGL
  • ORCL
  • AAPL
  • V
  • COST
Violich Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 823 Million
Stocks 109
Filing on Oct 22, 2025 Q3 2025

Absher Wealth Management, LLC

  • MTB
  • PEP
  • MSFT
  • LECO
  • ADI
  • JPM
  • JNJ
Absher Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 823 Million
Stocks 90
Filing on Oct 17, 2025 Q3 2025

Oak Harvest Investment Services

  • VGSH
  • VOO
  • AAPL
  • VYM
  • JPM
  • MS
  • AVGO
Oak Harvest Investment Services's Q3 2025 Portfolio
Portfolio Value 822 Million
Stocks 220