Largest Portfolios by Value

Filing on Oct 20, 2025 Q3 2025

Great Diamond Partners, LLC

  • IEFA
  • VTI
  • IWV
  • SPY
  • MSFT
  • VUG
  • VXF
Great Diamond Partners, LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 225
Filing on Oct 14, 2025 Q3 2025

Cranbrook Wealth Management, LLC

  • IVV
  • BIV
  • IEFA
  • VO
  • BNDX
  • SCHF
  • VUG
Cranbrook Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 393
Filing on Aug 01, 2024 Q2 2024

Private Wealth Strategies, L.L.C.

  • EPS
  • USFR
  • DGRW
  • USMF
  • SCHG
  • GLD
  • QQQ
Private Wealth Strategies, L.L.C.'s Q2 2024 Portfolio
Portfolio Value 490 Million
Stocks 73
Filing on Jan 06, 2026 Q4 2025

Chemistry Wealth Management LLC

  • VGSH
  • BRK-B
  • GOOG
  • IAU
  • AAPL
  • AXP
  • VTIP
Chemistry Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 490 Million
Stocks 200
Filing on Nov 14, 2025 Q3 2025

Antara Capital LP

  • IFIN
Antara Capital LP's Q3 2025 Portfolio
Portfolio Value 490 Million
Stocks 3
Filing on Feb 11, 2025 Q4 2024

Dechtman Wealth Management, LLC

  • IVV
  • VOO
  • SCHG
  • CGDV
  • VO
  • MGV
  • IJR
Dechtman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 490 Million
Stocks 65
Filing on Nov 10, 2025 Q3 2025

Interchange Capital Partners, LLC

  • JMST
  • SMLR
  • AAPL
  • JAAA
  • MSFT
  • IQLT
  • NVDA
Interchange Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 489 Million
Stocks 365
Filing on Nov 12, 2025 Q3 2025

Whalerock Point Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • V
  • AMZN
  • JPM
Whalerock Point Partners, LLC's Q3 2025 Portfolio
Portfolio Value 489 Million
Stocks 185
Filing on Nov 13, 2025 Q3 2025

Cdam (Uk) LTD

  • OTEX
  • VEEV
  • CIGI
  • CNM
  • ZD
  • QLYS
  • TFII
Cdam (Uk) LTD's Q3 2025 Portfolio
Portfolio Value 489 Million
Stocks 11
Filing on Nov 14, 2025 Q3 2025

Nitorum Capital, L.P.

  • MLM
  • CHDN
  • MNKD
  • DELL
  • CNNE
  • FISV
  • BYD
Nitorum Capital, L.P.'s Q3 2025 Portfolio
Portfolio Value 489 Million
Stocks 27
Filing on Nov 03, 2025 Q3 2025

Yong Rong (Hk) Asset Management LTD

  • NVDA
  • GOOG
  • PYPL
  • UBER
  • SIL
  • U
  • GDX
Yong Rong (Hk) Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 488 Million
Stocks 21
Filing on Oct 30, 2025 Q3 2025

E Rn Financial, LLC

  • SPYG
  • SPYV
  • SPDW
  • MDYV
  • OMFL
  • USTB
  • IEFA
E Rn Financial, LLC's Q3 2025 Portfolio
Portfolio Value 488 Million
Stocks 140
Filing on Jan 05, 2026 Q4 2025

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • IEFA
  • VTI
  • XNTK
  • VGK
Goal Vest Advisory LLC's Q4 2025 Portfolio
Portfolio Value 488 Million
Stocks 513
Filing on Oct 29, 2025 Q3 2025

Bcm Advisors, LLC

  • BIV
  • GLD
  • DFAU
  • VTI
  • DGRW
  • CATH
  • AVGO
Bcm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 488 Million
Stocks 74
Filing on Nov 14, 2025 Q3 2025

Ares Management LLC

  • GBTG
  • CCO
  • ARCC
  • GBDC
  • ORCC
  • BBDC
  • TSLX
Ares Management LLC's Q3 2025 Portfolio
Portfolio Value 488 Million
Stocks 35
Filing on Nov 06, 2025 Q3 2025

New Harbor Financial Group, LLC

  • GDX
  • TLT
  • RSP
  • EEM
  • HGER
  • ILF
  • XLI
New Harbor Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 56
Filing on Nov 17, 2025 Q3 2025

Garrett Wealth Advisory Group, LLC

  • ET
  • EPS
  • SPYG
  • PRF
  • JHMM
  • SPDW
  • QUS
Garrett Wealth Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 119
Filing on Nov 10, 2025 Q3 2025

Goodman Financial Corp

  • SPDW
  • RSP
  • VCSH
  • WYNN
  • AMG
  • SCHW
  • PSN
Goodman Financial Corp's Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 68