Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Kiltearn Partners LLP

  • AMG
  • CVS
  • DG
  • CMCSA
  • CI
  • LUV
  • ABEV
Kiltearn Partners LLP's Q3 2025 Portfolio
Portfolio Value 492 Million
Stocks 28
Filing on Nov 12, 2025 Q3 2025

Soft Vest Advisors, LLC

  • TPL
  • PBT
  • XOP
Soft Vest Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 492 Million
Stocks 3
Filing on Oct 15, 2025 Q3 2025

Cambridge Advisors Inc.

  • VOO
  • BND
  • VEA
  • IJH
  • MSFT
  • BNDX
  • VTI
Cambridge Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 169
Filing on Oct 20, 2025 Q3 2025

Ocean Capital Management, LLC

  • AAPL
  • COST
  • GOOGL
  • AMZN
  • NVDA
  • GOOG
  • MSFT
Ocean Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 122
Filing on Nov 10, 2025 Q3 2025

Prestige Wealth Management Group LLC

  • DGRW
  • ICVT
  • BND
  • USHY
  • AGGY
  • AAPL
  • MSFT
Prestige Wealth Management Group LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 1286
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 Jan 14, 2026 Q4 2025

Tradewinds Capital Management, LLC

  • XLK
  • GLDM
  • SIVR
  • SPYG
  • SPEM
  • SCHX
  • EWY
Tradewinds Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 488 Million
Stocks 686
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