Largest Portfolios by Value

Filing on Oct 15, 2025 Q3 2025

Optas, LLC

  • VOO
  • VTI
  • GOOGL
  • GOOG
  • NVDA
  • VEU
  • AAPL
Optas, LLC's Q3 2025 Portfolio
Portfolio Value 574 Million
Stocks 1129
Filing on Nov 14, 2025 Q3 2025

D L Carlson Investment Group Inc

  • SCHB
  • GVI
  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • IGSB
D L Carlson Investment Group Inc's Q3 2025 Portfolio
Portfolio Value 574 Million
Stocks 138
Filing on Oct 23, 2025 Q3 2025

Pasadena Private Wealth, LLC

  • VUG
  • VTV
  • VEU
  • VBR
  • AVEM
  • GSY
  • AAPL
Pasadena Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 574 Million
Stocks 228
Filing on Nov 05, 2025 Q3 2025

Ma Private Wealth

  • VOO
  • IVW
  • DYNF
  • BND
  • QUAL
  • VTV
  • EFV
Ma Private Wealth's Q3 2025 Portfolio
Portfolio Value 574 Million
Stocks 80
Filing on Nov 10, 2025 Q3 2025

Citizens Business Bank

  • IWR
  • VEA
  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • PLTR
Citizens Business Bank's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 242
Filing on Oct 14, 2025 Q3 2025

Arthur M. Cohen & Associates, LLC

  • NVDA
  • AAPL
  • QQQM
  • BRK-B
  • GOOG
  • DHR
  • MSFT
Arthur M. Cohen & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 127
Filing on Nov 06, 2025 Q3 2025

Cibc Capital Markets (Europe) S.A.

  • BRK-B
  • AMZN
  • NFLX
  • AMD
  • TSLA
  • NVDA
  • UBER
Cibc Capital Markets (Europe) S.A.'s Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 10
Filing on Oct 22, 2025 Q3 2025

Brickley Wealth Management

  • VTV
  • AAPL
  • VUG
  • IEFA
  • AVDV
  • VBK
  • VBR
Brickley Wealth Management's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 53
Filing on Nov 14, 2025 Q3 2025

Broad Bay Capital Management, LP

  • RKT
  • CVCO
  • RBLX
  • AIR
  • APP
  • ALHC
  • ACMR
Broad Bay Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 25
Filing on Oct 15, 2025 Q3 2025

Horst & Graben Wealth Management LLC

  • DYNF
  • QUAL
  • SCHZ
  • SPLG
  • IVW
  • IUSB
  • EFV
Horst & Graben Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 179
Filing on Oct 14, 2025 Q3 2025

Retirement Income Solutions, Inc

  • SPLG
  • JPST
  • SPY
  • MINT
  • IVV
  • SPMD
  • IWF
Retirement Income Solutions, Inc's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 165
Filing on Nov 14, 2025 Q3 2025

Beck Bode, LLC

  • NVDA
  • XEL
  • CEG
  • CRWD
  • IDA
  • NI
  • ROKU
Beck Bode, LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 95
Filing on Oct 14, 2025 Q3 2025

Market Street Wealth Management Advisors LLC

  • DFCF
  • DFSD
  • DUHP
  • SPLG
  • DFIC
  • VTV
  • DFAE
Market Street Wealth Management Advisors LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 101
Filing on Nov 10, 2025 Q3 2025

Jacobson & Schmitt Advisors, LLC

  • IUSB
  • APH
  • AMZN
  • APP
  • MSFT
  • IGSB
  • MBB
Jacobson & Schmitt Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 86
Filing on Nov 12, 2025 Q3 2025

Bellwether Advisors, LLC

  • XLK
  • XLC
  • XLY
  • XLI
  • IVV
  • XLF
  • AVGO
Bellwether Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 136
Filing on Nov 12, 2025 Q3 2025

Ithaka Group LLC

  • NVDA
  • AMZN
  • MSFT
  • META
  • NOW
  • MA
  • NFLX
Ithaka Group LLC's Q3 2025 Portfolio
Portfolio Value 571 Million
Stocks 38
Filing on Oct 10, 2025 Q3 2025

Chicago Trust CO Na

  • AAPL
  • MSFT
  • NVDA
  • WTFC
  • ABBV
  • AMZN
  • JPM
Chicago Trust CO Na's Q3 2025 Portfolio
Portfolio Value 570 Million
Stocks 704
Filing on Jan 06, 2026 Q4 2025

Farmers Trust CO

  • SPY
  • MSFT
  • AAPL
  • JPM
  • XLY
  • GOOGL
  • MCD
Farmers Trust CO's Q4 2025 Portfolio
Portfolio Value 570 Million
Stocks 196