Largest Portfolios by Value

Filing on Oct 16, 2025 Q3 2025

Cra Financial Services, LLC

  • AAPL
  • SCHG
  • SCHD
  • AMZN
  • QQQ
  • NVDA
  • MSFT
Cra Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 672 Million
Stocks 294
Filing on Oct 24, 2025 Q3 2025

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IVV
  • SPSB
  • QQQ
  • IGSB
Arkansas Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 671 Million
Stocks 93
Filing on Oct 31, 2025 Q3 2025

Human Investing LLC

  • VOO
  • VEA
  • IJH
  • BSV
  • VYM
  • BNDX
  • VIG
Human Investing LLC's Q3 2025 Portfolio
Portfolio Value 671 Million
Stocks 118
Filing on Nov 21, 2025 Q3 2025

Watts Gwilliam & Co., LLC

  • NVDA
  • SPY
  • MSFT
  • AAPL
  • IVE
  • SPY
  • INTC
Watts Gwilliam & Co., LLC's Q3 2025 Portfolio
Portfolio Value 668 Million
Stocks 242
Filing on Nov 13, 2025 Q3 2025

University Of Texas

  • BBRE
  • MSFT
  • NVDA
  • GOOGL
  • MA
  • AMZN
  • AVGO
University Of Texas's Q3 2025 Portfolio
Portfolio Value 668 Million
Stocks 210
Filing on Oct 21, 2025 Q3 2025

Abacus Planning Group, Inc.

  • DSTL
  • VTI
  • STIP
  • VBR
  • VXUS
  • VEA
  • AMZN
Abacus Planning Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 667 Million
Stocks 262
Filing on Nov 10, 2025 Q3 2025

Rice Partnership, LLC

  • JPIB
  • GLD
  • AAPL
  • MSFT
  • JPM
  • INDA
  • NVDA
Rice Partnership, LLC's Q3 2025 Portfolio
Portfolio Value 667 Million
Stocks 188
Filing on Nov 12, 2025 Q3 2025

Meridian Wealth Advisors, LLC

  • IVV
  • IAU
  • XOM
  • MSFT
  • AAPL
  • SPY
  • JPM
Meridian Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 667 Million
Stocks 186
Filing on Nov 14, 2025 Q3 2025

Iron Triangle Partners LP

  • CVS
  • DXCM
  • ABBV
  • MDT
  • CRL
  • LLY
  • RGEN
Iron Triangle Partners LP's Q3 2025 Portfolio
Portfolio Value 667 Million
Stocks 25
Filing on Nov 14, 2025 Q3 2025

Ogborne Capital Management, LLC

  • NFLX
  • NFLX
  • META
  • META
  • NVDA
  • APP
  • AFRM
Ogborne Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 666 Million
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Eagle Claw Capital Managment, LLC

  • TPL
  • NVDA
  • GBTC
  • NKE
  • AAPL
  • HD
  • WPM
Eagle Claw Capital Managment, LLC's Q3 2025 Portfolio
Portfolio Value 666 Million
Stocks 146
Filing on Nov 14, 2025 Q3 2025

Dld Asset Management, LP

  • SPY
  • LEU
  • IBB
  • MARA
  • RIVN
  • BMY
  • BABA
Dld Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 666 Million
Stocks 346
Filing on Nov 12, 2025 Q3 2025

Blue Edge Capital, LLC

  • VUG
  • VTV
  • MGK
  • IVW
  • IEF
  • IEUR
  • SPY
Blue Edge Capital, LLC's Q3 2025 Portfolio
Portfolio Value 666 Million
Stocks 122
Filing on Nov 13, 2025 Q3 2025

Blue Grotto Capital, LLC

  • FIX
  • SE
  • CRS
  • AMZN
  • CACI
  • TWLO
  • TSM
Blue Grotto Capital, LLC's Q3 2025 Portfolio
Portfolio Value 666 Million
Stocks 26
Filing on Nov 12, 2025 Q3 2025

Ninepoint Partners LP

  • CHK
  • AR
  • RRC
  • EQT
  • CVE
  • FANG
  • SPY
Ninepoint Partners LP's Q3 2025 Portfolio
Portfolio Value 665 Million
Stocks 133
Filing on Jan 12, 2026 Q4 2025

Quantum Financial Advisors, LLC

  • AVUS
  • OEF
  • AVDE
  • AAPL
  • AVEM
  • DFAU
  • AVDV
Quantum Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 665 Million
Stocks 220
Filing on Apr 18, 2024 Q1 2024

Stewart & Patten CO LLC

  • MSFT
  • JPM
  • AAPL
  • HD
  • SYK
  • AXP
  • JNJ
Stewart & Patten CO LLC's Q1 2024 Portfolio
Portfolio Value 664 Million
Stocks 124
Filing on Nov 12, 2024 Q3 2024

9258 Wealth Management, LLC

  • NVDA
  • SPYG
  • AAPL
  • IWY
  • PG
  • MSFT
  • DGRO
9258 Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 664 Million
Stocks 356