Largest Portfolios by Value

Filing on Oct 14, 2025 Q3 2025

Aa Financial Advisors, LLC

  • VB
  • CGDV
  • VT
  • CGCP
  • VTI
  • CGUS
  • BSCR
Aa Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 509 Billion
Stocks 190
Filing on Oct 21, 2025 Q3 2025

Tru North Capital Management, LLC

  • SCHB
  • SCHF
  • SCHO
  • SCHZ
  • SCHA
  • DFCF
  • ITOT
Tru North Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 506 Billion
Stocks 408
Filing on Oct 08, 2025 Q3 2025

Asset Allocation Strategies LLC

  • QQQM
  • SCHX
  • SCHZ
  • QQQ
  • SCHD
  • IOO
  • VEA
Asset Allocation Strategies LLC's Q3 2025 Portfolio
Portfolio Value 505 Billion
Stocks 148
Filing on Jul 15, 2025 Q2 2025

Pacific Sage Partners, LLC

  • MSFT
  • SCHR
  • SCHF
  • VGSH
  • IWD
  • VTIP
  • SSUS
Pacific Sage Partners, LLC's Q2 2025 Portfolio
Portfolio Value 503 Billion
Stocks 112
Filing on Oct 22, 2025 Q3 2025

West Paces Advisors Inc.

  • VOO
  • IJH
  • VIG
  • AVEM
  • TDTT
  • IEF
  • IJR
West Paces Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 502 Billion
Stocks 188
Filing on Oct 14, 2025 Q3 2025

M & L Capital Management LTD

  • NVDA
  • MSFT
  • AVGO
  • AMD
  • SNPS
  • HOOD
  • DELL
M & L Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 502 Billion
Stocks 25
Filing on Oct 01, 2025 Q3 2025

Amanah Holdings Trust

  • STRL
  • BWXT
  • APH
  • HOOD
  • AFRM
  • CCJ
  • CVNA
Amanah Holdings Trust's Q3 2025 Portfolio
Portfolio Value 501 Billion
Stocks 14
Filing on Aug 07, 2025 Q2 2025

Compass Rose Asset Management, LP

  • QQQ
  • PARA
  • MSTR
  • UNH
  • PARA
  • INTC
  • VALE
Compass Rose Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 500 Billion
Stocks 20
Filing on Jul 23, 2025 Q2 2025

Tyche Wealth Partners LLC

  • SPY
  • PEP
  • AAPL
  • XOM
  • MSFT
  • VIG
  • AMZN
Tyche Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 498 Billion
Stocks 303
Filing on Jul 31, 2025 Q2 2025

Carrera Capital Advisors

  • XHLF
  • BIL
  • NOBL
  • FTGC
  • USMV
  • SLV
  • VEA
Carrera Capital Advisors's Q2 2025 Portfolio
Portfolio Value 497 Billion
Stocks 143
Filing on Jul 21, 2025 Q2 2025

Triad Wealth Partners, LLC

  • JCPB
  • IVW
  • QUAL
  • FBND
  • IVE
  • DYNF
  • EFV
Triad Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 495 Billion
Stocks 289
Filing on Aug 14, 2025 Q2 2025

Anchor @ 65 Pte. Ltd.

  • AVPT
  • TUYA
Anchor @ 65 Pte. Ltd.'s Q2 2025 Portfolio
Portfolio Value 494 Billion
Stocks 2
Filing on Oct 15, 2025 Q3 2025

Southland Equity Partners LLC

  • PMAR
  • AAPL
  • BOND
  • FDL
  • PJAN
  • SCHD
  • QTEC
Southland Equity Partners LLC's Q3 2025 Portfolio
Portfolio Value 494 Billion
Stocks 243
Filing on Jul 31, 2025 Q2 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • IVV
  • DBEF
  • IWB
  • IEF
  • DFIV
Schoolcraft Capital LLC's Q2 2025 Portfolio
Portfolio Value 490 Billion
Stocks 63
Filing on Aug 11, 2025 Q2 2025

Cornerstone Planning Group LLC

  • QQQM
  • BIV
  • FNDX
  • SMLF
  • IMCG
  • QQQ
  • VEA
Cornerstone Planning Group LLC's Q2 2025 Portfolio
Portfolio Value 490 Billion
Stocks 1529
Filing on Aug 14, 2025 Q2 2025

Longaeva Partners L.P.

  • HUM
  • BRO
  • TPG
  • EW
  • HOLX
  • HUM
  • NDAQ
Longaeva Partners L.P.'s Q2 2025 Portfolio
Portfolio Value 490 Billion
Stocks 54
Filing on Aug 13, 2025 Q2 2025

Standpoint Asset Management, LLC

  • IVV
  • SPLG
  • VOO
  • SCHX
  • IDEV
  • VEU
  • VXUS
Standpoint Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 489 Billion
Stocks 8
Filing on Jul 29, 2025 Q2 2025

Lmg Wealth Partners, LLC

  • IVW
  • WMT
  • MSFT
  • AAPL
  • VBR
  • IWP
  • IWO
Lmg Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 487 Billion
Stocks 139