Largest Portfolios by Value

Filing on Jan 15, 2026 Q4 2025

Affinity Wealth Management LLC

  • XLE
  • QQQ
  • LRGF
  • RDVY
  • XMMO
  • XAR
  • XLF
Affinity Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 658 Million
Stocks 107
Filing on Nov 13, 2025 Q3 2025

Pertento Partners LLP

  • SIMO
  • USFD
  • CLBT
  • IESC
  • PAX
  • NTGR
  • PSMT
Pertento Partners LLP's Q3 2025 Portfolio
Portfolio Value 658 Million
Stocks 16
Filing on Aug 09, 2023 Q2 2023

Financial Architects, Inc

  • AAPL
  • SCHB
  • SCHD
  • MSFT
  • JEPI
  • TSLA
  • USMV
Financial Architects, Inc's Q2 2023 Portfolio
Portfolio Value 657 Million
Stocks 316
Filing on Nov 05, 2025 Q3 2025

Ironwood Investment Counsel, LLC

  • MSFT
  • FNDA
  • AAPL
  • GOOGL
  • AMZN
  • AXP
  • SCHW
Ironwood Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 656 Million
Stocks 263
Filing on Nov 13, 2025 Q3 2025

Brandywine Trust CO

  • VT
  • CPB
  • SPY
  • ABBV
  • WFC
  • BRK-A
  • ABT
Brandywine Trust CO's Q3 2025 Portfolio
Portfolio Value 656 Million
Stocks 33
Filing on Nov 14, 2025 Q3 2025

Trustees Of Columbia University In The City Of New York

  • SPY
  • TNYA
  • XLO
  • SRZNW
Trustees Of Columbia University In The City Of New York's Q3 2025 Portfolio
Portfolio Value 654 Million
Stocks 8
Filing on Nov 13, 2025 Q3 2025

White Lighthouse Investment Management Inc.

  • VUG
  • VYM
  • VXUS
  • SHV
  • VCSH
  • VGT
  • BND
White Lighthouse Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 654 Million
Stocks 139
Filing on Nov 10, 2025 Q3 2025

Advisors Preferred, LLC

  • XLC
  • XLY
  • XLK
  • EEM
  • QQQM
  • VGT
  • SCHD
Advisors Preferred, LLC's Q3 2025 Portfolio
Portfolio Value 653 Million
Stocks 236
Filing on Jan 14, 2026 Q4 2025

Cypress Wealth Services, LLC

  • AAPL
  • SPLG
  • IVV
  • DYNF
  • IVE
  • EFV
  • IVW
Cypress Wealth Services, LLC's Q4 2025 Portfolio
Portfolio Value 652 Million
Stocks 389
Filing on Nov 13, 2025 Q3 2025

Von Borstel & Associates, Inc.

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • MSFT
  • DFAX
  • DFEM
Von Borstel & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 652 Million
Stocks 190
Filing on Nov 14, 2025 Q3 2025

Mak Capital One LLC

  • SKY
  • AGYS
  • SKY
  • HSII
  • AUTL
  • AGYS
  • PRO
Mak Capital One LLC's Q3 2025 Portfolio
Portfolio Value 652 Million
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Mbb Public Markets I LLC

  • PGR
  • AER
  • AMZN
  • VEA
  • GOOGL
  • EQT
  • MSFT
Mbb Public Markets I LLC's Q3 2025 Portfolio
Portfolio Value 652 Million
Stocks 38
Filing on Jan 06, 2026 Q4 2025

Canal Capital Management, LLC

  • ODFL
  • AAPL
  • MSFT
  • LQD
  • AVGO
  • IEI
  • TOTL
Canal Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 651 Million
Stocks 188
Filing on Nov 13, 2025 Q3 2025

Dennis Hong

Shaw Spring Partners LLC
  • FOUR
  • OKTA
  • PCOR
  • INTU
  • CSGP
  • MNDY
  • BRZE
Dennis Hong's Q3 2025 Portfolio
Portfolio Value 650 Million
Stocks 11
Filing on Oct 09, 2025 Q3 2025

Financial Enhancement Group LLC

  • SPLG
  • IJR
  • QQQ
  • AVDE
  • LGOV
  • OEF
  • OMFL
Financial Enhancement Group LLC's Q3 2025 Portfolio
Portfolio Value 650 Million
Stocks 132
Filing on Nov 13, 2025 Q3 2025

Kemnay Advisory Services Inc.

  • VNO
  • EWJ
  • COIN
  • TSM
  • GOOG
  • TMO
  • AAPL
Kemnay Advisory Services Inc.'s Q3 2025 Portfolio
Portfolio Value 649 Million
Stocks 22
Filing on Jan 14, 2026 Q4 2025

Chatham Capital Group, Inc.

  • NVDA
  • VB
  • IAU
  • AAPL
  • MSFT
  • SPY
  • VV
Chatham Capital Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 649 Million
Stocks 198
Filing on Nov 04, 2025 Q3 2025

Uma Financial Services, Inc.

  • IVV
  • SPLG
  • DYNF
  • DFAI
  • QUAL
  • XLG
  • IVW
Uma Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 648 Million
Stocks 11496