Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Inspire Trust Co, N.A.

  • IEFA
  • AVGO
  • IEMG
  • MSFT
  • GOOG
  • AAPL
  • NEE
Inspire Trust Co, N.A.'s Q3 2025 Portfolio
Portfolio Value 549 Billion
Stocks 108
Filing on Nov 14, 2025 Q3 2025

Greenstone Partners, L.P.

  • APP
  • AYI
  • PCOR
  • APPF
  • LBRDK
  • GWRE
  • PAR
Greenstone Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 547 Billion
Stocks 11
Filing on Nov 05, 2025 Q3 2025

Altiora Financial Group, LLC

  • DFAC
  • DFSD
  • DFAX
  • SGOV
  • VTI
  • CDX
  • SCHO
Altiora Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 547 Billion
Stocks 94
Filing on Nov 03, 2025 Q3 2025

Ifc Advisors LLC

  • MGK
  • PREF
  • VO
  • GENI
  • AAPL
  • ACWI
  • UYLD
Ifc Advisors LLC's Q3 2025 Portfolio
Portfolio Value 546 Billion
Stocks 170
Filing on Oct 21, 2025 Q3 2025

Community Financial Services Group, LLC

  • IEF
  • MSFT
  • AAPL
  • AVGO
  • XOM
  • NVDA
  • GOOG
Community Financial Services Group, LLC's Q3 2025 Portfolio
Portfolio Value 546 Billion
Stocks 170
Filing on Nov 14, 2025 Q3 2025

Wellington Management Group LLP

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AVGO
  • AMZN
  • LLY
Wellington Management Group LLP's Q3 2025 Portfolio
Portfolio Value 545 Billion
Stocks 7635
Filing on Nov 14, 2025 Q3 2025

Infinitum Asset Management, LLC

  • SE
  • U
  • TSM
  • GTLB
  • AMZN
  • CFLT
  • GOOG
Infinitum Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 544 Billion
Stocks 20
Filing on Nov 14, 2025 Q3 2025

Catalio Capital Management, LP

  • LLY
  • ABBV
  • BBIO
  • ISRG
  • ASND
  • BSX
  • SNDX
Catalio Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 541 Billion
Stocks 38
Filing on Nov 12, 2025 Q3 2025

Lmg Wealth Partners, LLC

  • IVW
  • AAPL
  • WMT
  • MSFT
  • VBR
  • IWO
  • IWP
Lmg Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 538 Billion
Stocks 151
Filing on Nov 12, 2025 Q3 2025

Richmond Investment Services, LLC

  • IWL
  • QQQ
  • SPLG
  • MOAT
  • VNLA
  • GDX
  • VUG
Richmond Investment Services, LLC's Q3 2025 Portfolio
Portfolio Value 537 Billion
Stocks 306
Filing on Nov 03, 2025 Q3 2025

Kapitalo Investimentos Ltda

  • KRE
  • AMZN
  • KWEB
  • MSFT
  • TSM
  • ERO
  • NXE
Kapitalo Investimentos Ltda's Q3 2025 Portfolio
Portfolio Value 537 Billion
Stocks 64
Filing on Oct 17, 2025 Q3 2025

Permanent Capital Management, LP

  • VOO
  • VGIT
  • RSP
  • VEA
  • MSFT
  • USFR
  • VB
Permanent Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 535 Billion
Stocks 151
Filing on Oct 30, 2025 Q3 2025

Oak Hill Wealth Advisors, LLC

  • VEA
  • VTV
  • VIG
  • VUG
  • VV
  • VO
  • BNDX
Oak Hill Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 534 Billion
Stocks 148
Filing on Nov 03, 2025 Q3 2025

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • MSFT
  • DFSD
  • CORP
  • DFAE
  • DFAR
Ram Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 533 Billion
Stocks 171
Filing on May 15, 2024 Q1 2024

Coppell Advisory Solutions Corp.

  • FIXD
  • FTSM
  • KNG
  • JPM
  • NVDA
  • META
  • BUFR
Coppell Advisory Solutions Corp.'s Q1 2024 Portfolio
Portfolio Value 531 Billion
Stocks 267
Filing on Oct 15, 2025 Q3 2025

Milestone Asset Management, LLC

  • FLRN
  • BUFR
  • PULS
  • TFLO
  • MSTB
  • VOO
  • QQQ
Milestone Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 529 Billion
Stocks 280
Filing on Nov 12, 2025 Q3 2025

111 Capital

  • XLF
  • NVDA
  • MSFT
  • QQQ
  • AAPL
  • DIA
  • AVGO
111 Capital's Q3 2025 Portfolio
Portfolio Value 528 Billion
Stocks 438
Filing on Oct 21, 2025 Q3 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VOT
Presilium Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 527 Billion
Stocks 76