Largest Portfolios by Value

Filing on Oct 14, 2025 Q3 2025

Affiance Financial, LLC

  • VOO
  • AGG
  • VTI
  • VEA
  • IEFA
  • IWF
  • VXF
Affiance Financial, LLC's Q3 2025 Portfolio
Portfolio Value 549 Million
Stocks 104
Filing on Oct 22, 2025 Q3 2025

Greenspring Advisors, LLC

  • DFAC
  • DFAX
  • AGG
  • DFIC
  • AVUS
  • DFEM
  • AAPL
Greenspring Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 549 Million
Stocks 115
Filing on Nov 05, 2025 Q3 2025

Legacy Financial Strategies, LLC

  • SCHG
  • SCHB
  • AGG
  • DGRO
  • IGM
  • AVLV
  • VTI
Legacy Financial Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 135
Filing on Nov 03, 2025 Q3 2025

Marino, Stram & Associates LLC

  • VYM
  • IVV
  • VUG
  • SDY
  • VTV
  • IJH
  • IJR
Marino, Stram & Associates LLC's Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 191
Filing on Nov 14, 2025 Q3 2025

David Rolfe

Wedgewood Partners Inc
  • TSM
  • META
  • GOOGL
  • AAPL
  • MSFT
  • PYPL
  • BKNG
David Rolfe's Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 19
Filing on Oct 21, 2025 Q3 2025

Sc&H Financial Advisors, Inc.

  • DFAC
  • AVUS
  • DFAU
  • DFUS
  • DFAI
  • DFIC
  • AVDE
Sc&H Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 147
Filing on Oct 22, 2025 Q3 2025

Gries Financial LLC

  • IVV
  • DYNF
  • QUAL
  • SPY
  • MSFT
  • JEPQ
  • IYW
Gries Financial LLC's Q3 2025 Portfolio
Portfolio Value 547 Million
Stocks 323
Filing on Oct 28, 2025 Q3 2025

Arlington Trust CO LLC

  • VTI
  • VYM
  • VEA
  • VIG
  • VYMI
  • RSP
  • AAPL
Arlington Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 547 Million
Stocks 585
Filing on Oct 22, 2025 Q3 2025

Robert Vinall

Rv Capital Ag
  • CVNA
  • META
  • CACC
  • WIX
  • IBKR
  • PDD
  • HTHT
Robert Vinall's Q3 2025 Portfolio
Portfolio Value 546 Million
Stocks 13
Filing on Nov 14, 2025 Q3 2025

Madrone Advisors, LLC

  • STNE
  • VT
  • PACB
Madrone Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 546 Million
Stocks 6
Filing on Nov 06, 2025 Q3 2025

New World Advisors LLC

  • TJX
  • IVV
  • AAPL
  • IJR
  • MSFT
  • NVDA
  • AMZN
New World Advisors LLC's Q3 2025 Portfolio
Portfolio Value 546 Million
Stocks 77
Filing on Oct 30, 2024 Q3 2024

Divergent Wealth Advisors

  • IVV
  • SHV
  • AGG
  • ONEQ
  • IDEV
  • TFLO
  • IJH
Divergent Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 546 Million
Stocks 33
Filing on Oct 24, 2023 Q3 2023

Windsor Group LTD

  • IUSV
  • IUSG
  • IWS
  • LLY
  • COWZ
  • AVUV
  • VTEB
Windsor Group LTD's Q3 2023 Portfolio
Portfolio Value 546 Million
Stocks 157
Filing on May 05, 2025 Q1 2025

Morningstar Investment Services LLC

  • VTI
  • BND
  • VEA
  • VGIT
  • VWO
  • META
  • VMBS
Morningstar Investment Services LLC's Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 134
Filing on Nov 05, 2025 Q3 2025

Kinsale Capital Group, Inc.

  • VTI
  • VOO
  • ORCL
  • JPM
  • WMT
  • MSFT
  • PM
Kinsale Capital Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 546 Million
Stocks 38
Filing on Nov 13, 2025 Q3 2025

Steginsky Capital LLC

  • GOOG
  • COST
  • MKL
  • MLM
  • FAST
  • BRK-B
  • GOOGL
Steginsky Capital LLC's Q3 2025 Portfolio
Portfolio Value 545 Million
Stocks 8
Filing on Oct 21, 2025 Q3 2025

First Pacific Financial

  • JCPB
  • VUG
  • MDYV
  • EFA
  • FNDA
  • NUBD
  • GMF
First Pacific Financial's Q3 2025 Portfolio
Portfolio Value 544 Million
Stocks 532
Filing on Apr 10, 2025 Q1 2025

Bremer Bank National Association

  • SPY
  • AGG
  • ACWI
  • AAPL
  • NVDA
  • IVV
  • IWM
Bremer Bank National Association's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 312