Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Meridian Wealth Partners, LLC

  • DFAC
  • SCHX
  • AGG
  • DFAU
  • IVW
  • EFG
  • DFAX
Meridian Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 721 Million
Stocks 113
Filing on Jan 08, 2026 Q4 2025

Affinity Capital Advisors, LLC

  • IVV
  • VUG
  • IUSB
  • AAPL
  • VTV
  • XLK
  • EFV
Affinity Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 720 Million
Stocks 173
Filing on Jul 13, 2022 Q2 2022

Murphy Capital Management Inc

  • AAPL
  • SPY
  • MSFT
  • QQQ
  • XLY
  • VGT
  • XLV
Murphy Capital Management Inc's Q2 2022 Portfolio
Portfolio Value 720 Million
Stocks 217
Filing on Nov 12, 2025 Q3 2025

Lifeworks Advisors, LLC

  • SPDW
  • GOVT
  • LQD
  • MBB
  • BNDX
  • IAU
  • FTEC
Lifeworks Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 720 Million
Stocks 327
Filing on Oct 28, 2025 Q3 2025

First National Advisers, LLC

  • DFAI
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • JPM
First National Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 720 Million
Stocks 255
Filing on Oct 30, 2025 Q3 2025

Hunter Associates Investment Management LLC

  • GSLC
  • MSFT
  • AAPL
  • IHDG
  • FBND
  • QQQM
  • ISTB
Hunter Associates Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 719 Million
Stocks 256
Filing on Nov 13, 2025 Q3 2025

Quantitative Investment Management, LLC

  • TSLA
  • NVDA
  • PLTR
  • XLU
  • XLE
  • MRVL
  • PANW
Quantitative Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 719 Million
Stocks 322
Filing on Nov 14, 2025 Q3 2025

Potrero Capital Research LLC

  • QQQ
  • SPY
  • TAC
  • MSFT
  • STX
  • IE
  • U
Potrero Capital Research LLC's Q3 2025 Portfolio
Portfolio Value 718 Million
Stocks 43
Filing on Oct 30, 2025 Q3 2025

Jlb & Associates Inc

  • ORCL
  • APH
  • AAPL
  • TJX
  • MA
  • MSFT
  • CASY
Jlb & Associates Inc's Q3 2025 Portfolio
Portfolio Value 716 Million
Stocks 74
Filing on Nov 13, 2025 Q3 2025

Advisory Research Inc

  • VVI
  • TSM
  • KAR
  • TRS
  • PM
  • AVGO
  • BELFB
Advisory Research Inc's Q3 2025 Portfolio
Portfolio Value 713 Million
Stocks 182
Filing on Oct 16, 2025 Q3 2025

Trium Capital LLP

  • SPY
  • LQD
  • HYG
  • COOP
  • ASHR
  • KWEB
  • YPF
Trium Capital LLP's Q3 2025 Portfolio
Portfolio Value 712 Million
Stocks 52
Filing on Nov 05, 2025 Q3 2025

Concord Wealth Partners

  • NVDA
  • HYBL
  • SHV
  • SPSB
  • SPDW
  • SPTI
  • SPIB
Concord Wealth Partners's Q3 2025 Portfolio
Portfolio Value 710 Million
Stocks 833
Filing on Oct 22, 2025 Q3 2025

Cigna Investments Inc

  • NVDA
  • MSFT
  • AAPL
  • ITOT
  • AMZN
  • META
  • AVGO
Cigna Investments Inc 's Q3 2025 Portfolio
Portfolio Value 710 Million
Stocks 473
Filing on Nov 12, 2025 Q3 2025

George Kaiser Family Foundation

  • BOKF
  • EE
  • SPY
  • IWL
  • ASPN
  • JBL
  • INTA
George Kaiser Family Foundation's Q3 2025 Portfolio
Portfolio Value 710 Million
Stocks 68
Filing on Nov 13, 2025 Q3 2025

Tennessee Valley Asset Management Partners

  • SPLG
  • IUSG
  • VTI
  • SPYV
  • DYNF
  • IEFA
  • IGLB
Tennessee Valley Asset Management Partners's Q3 2025 Portfolio
Portfolio Value 709 Million
Stocks 184
Filing on Nov 14, 2025 Q3 2025

Rivulet Capital, LLC

  • DHR
  • WDAY
  • SBAC
  • MIDD
  • MA
  • PTC
  • CCCS
Rivulet Capital, LLC's Q3 2025 Portfolio
Portfolio Value 709 Million
Stocks 15
Filing on Oct 21, 2025 Q3 2025

Fountainhead Am, LLC

  • JPST
  • IWB
  • VV
  • IVV
  • VTV
  • IJR
  • EFV
Fountainhead Am, LLC's Q3 2025 Portfolio
Portfolio Value 709 Million
Stocks 226
Filing on Nov 10, 2025 Q3 2025

Glassman Wealth Services

  • VOO
  • FNDX
  • VEU
  • DGRW
  • DFAX
  • DFAC
  • SNA
Glassman Wealth Services's Q3 2025 Portfolio
Portfolio Value 708 Million
Stocks 186