Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Eagle Strategies LLC

  • SPLG
  • SPYG
  • FNDX
  • IHDG
  • VUG
  • PAVE
  • VOT
Eagle Strategies LLC's Q3 2025 Portfolio
Portfolio Value 741 Million
Stocks 239
Filing on Nov 04, 2025 Q3 2025

Souders Financial Advisors

  • CGCP
  • VOO
  • CGDV
  • VXUS
  • CGUS
  • SCHD
  • FBND
Souders Financial Advisors's Q3 2025 Portfolio
Portfolio Value 740 Million
Stocks 206
Filing on Oct 14, 2025 Q3 2025

Blue Sky Wealth Advisors, LLC

  • SCHX
  • VCSH
  • SCHZ
  • DFAX
  • SCHE
  • SCHP
  • SCHF
Blue Sky Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 739 Million
Stocks 80
Filing on Jan 14, 2026 Q4 2025

Wallington Asset Management, LLC

  • VEA
  • MSFT
  • AAPL
  • IJR
  • TJX
  • GOOG
  • WRB
Wallington Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 739 Million
Stocks 73
Filing on Nov 12, 2025 Q3 2025

Seven Grand Managers, LLC

  • TMUS
  • MCK
  • KTOS
  • NDAQ
  • MSFT
  • MDT
  • AVAV
Seven Grand Managers, LLC's Q3 2025 Portfolio
Portfolio Value 739 Million
Stocks 99
Filing on Nov 07, 2025 Q3 2025

D'Orazio & Associates, Inc.

  • VTI
  • BAH
  • IQLT
  • JPIE
  • BRK-B
  • QQQM
  • VEA
D'Orazio & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 738 Million
Stocks 288
Filing on Nov 12, 2025 Q3 2025

Vancity Investment Management LTD

  • MSFT
  • V
  • GOOG
  • AMZN
  • SPGI
  • AAPL
  • NOW
Vancity Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 737 Million
Stocks 75
Filing on Nov 14, 2025 Q3 2025

Graham Holdings CO Master Retirement Trust

  • BRK-A
  • MKL
Graham Holdings CO Master Retirement Trust's Q3 2025 Portfolio
Portfolio Value 736 Million
Stocks 2
Filing on Oct 16, 2025 Q3 2025

Cadinha & CO LLC

  • BRK-B
  • IAU
  • COST
  • MSFT
  • GOOGL
  • JPM
  • GE
Cadinha & CO LLC's Q3 2025 Portfolio
Portfolio Value 736 Million
Stocks 103
Filing on Oct 21, 2025 Q3 2025

Altfest L J & CO Inc

  • QQQM
  • STIP
  • VTIP
  • SCHP
  • AAPL
  • EMLP
  • FHLC
Altfest L J & CO Inc's Q3 2025 Portfolio
Portfolio Value 735 Million
Stocks 330
Filing on Nov 12, 2025 Q3 2025

Hoey Investments, Inc

  • NVDA
  • AMZN
  • META
  • MSFT
  • PLTR
  • AAPL
  • AVGO
Hoey Investments, Inc's Q3 2025 Portfolio
Portfolio Value 734 Million
Stocks 414
Filing on Nov 14, 2025 Q3 2025

Casdin Capital, LLC

  • BLFS
  • RVMD
  • LAB
  • RNA
  • RLAY
  • ILMN
  • BEAM
Casdin Capital, LLC's Q3 2025 Portfolio
Portfolio Value 734 Million
Stocks 32
Filing on Oct 27, 2023 Q3 2023

Dubuque Bank & Trust CO

  • VTV
  • HTLF
  • VUG
  • ITM
  • EFV
  • EFG
  • AAPL
Dubuque Bank & Trust CO's Q3 2023 Portfolio
Portfolio Value 733 Million
Stocks 352
Filing on Oct 17, 2025 Q3 2025

Kavar Capital Partners Group, LLC

  • SCHX
  • FNDX
  • AAPL
  • SCHF
  • NVDA
  • BND
  • GOOGL
Kavar Capital Partners Group, LLC's Q3 2025 Portfolio
Portfolio Value 733 Million
Stocks 187
Filing on Nov 04, 2025 Q3 2025

Parker Investment Management, LLC

  • QQQ
  • IYW
  • XLK
  • NVDA
  • IVV
  • GOOGL
  • GDX
Parker Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 733 Million
Stocks 40
Filing on Oct 22, 2025 Q3 2025

Mc Ilrath & Eck, LLC

  • VUG
  • VTV
  • DFAI
  • VV
  • DFSD
  • FDVV
  • VO
Mc Ilrath & Eck, LLC's Q3 2025 Portfolio
Portfolio Value 733 Million
Stocks 939
Filing on Nov 14, 2025 Q3 2025

Brigade Capital Management, LP

  • LQD
  • GLD
  • TLT
  • IWM
  • NBR
  • LUMN
  • LNTH
Brigade Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 732 Million
Stocks 33
Filing on Aug 09, 2023 Q2 2023

Endurance Wealth Management, Inc.

  • AAPL
  • QCOM
  • MTD
  • TMO
  • KMI
  • EW
  • HD
Endurance Wealth Management, Inc.'s Q2 2023 Portfolio
Portfolio Value 731 Million
Stocks 775