Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Financial Gravity Companies, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • HYDW
  • SPIB
Financial Gravity Companies, Inc.'s Q2 2025 Portfolio
Portfolio Value 509 Billion
Stocks 1015
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 Nov 13, 2025 Q3 2025

Wells Fargo & Company

  • MSFT
  • AAPL
  • IVV
  • NVDA
  • ITOT
  • AVGO
  • VO
Wells Fargo & Company's Q3 2025 Portfolio
Portfolio Value 507 Billion
Stocks 17814
Filing on Oct 24, 2025 Q3 2025

Legacy Trust

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • URI
  • PANW
  • GOOGL
Legacy Trust's Q3 2025 Portfolio
Portfolio Value 507 Billion
Stocks 188
Filing on Nov 14, 2025 Q3 2025

Financial Gravity Asset Management, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • HYDW
  • STIP
  • SPIB
Financial Gravity Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 506 Billion
Stocks 999
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 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 Nov 14, 2025 Q3 2025

Fcpm Iii Services B.V.

  • NAMS
  • DYN
  • ATXS
  • BCYC
  • REPL
Fcpm Iii Services B.V.'s Q3 2025 Portfolio
Portfolio Value 500 Billion
Stocks 13
Filing on Oct 29, 2025 Q3 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • IVV
  • DBEF
  • IWB
  • IEF
  • DFIV
Schoolcraft Capital LLC's Q3 2025 Portfolio
Portfolio Value 500 Billion
Stocks 65
Filing on Nov 12, 2025 Q3 2025

Clare Market Investments LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOG
  • META
  • GOOGL
  • NFLX
Clare Market Investments LLC's Q3 2025 Portfolio
Portfolio Value 500 Billion
Stocks 155
Filing on Nov 14, 2025 Q3 2025

Stem Point Capital LP

  • ROIV
  • QURE
  • SRRK
  • IMVT
  • DNLI
  • SNDX
  • CNTA
Stem Point Capital LP's Q3 2025 Portfolio
Portfolio Value 499 Billion
Stocks 90
Filing on Nov 14, 2025 Q3 2025

Cache Tech Inc.

  • SCHX
  • JBBB
  • IVV
  • ICVT
  • EWY
  • VOO
  • SPLG
Cache Tech Inc.'s Q3 2025 Portfolio
Portfolio Value 497 Billion
Stocks 197
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 Oct 31, 2025 Q3 2025

Rockport Wealth LLC

  • FDL
  • XLP
  • IMCG
  • ISRG
  • GOOGL
  • CIBR
  • AAPL
Rockport Wealth LLC's Q3 2025 Portfolio
Portfolio Value 491 Billion
Stocks 91
Filing on Oct 29, 2025 Q3 2025

Grey Fox Wealth Advisors, LLC

  • VTV
  • VUG
  • VEA
  • AGG
  • VBR
  • VO
  • SLYG
Grey Fox Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 491 Billion
Stocks 681