Largest Portfolios by Value

Filing on Oct 22, 2025 Q3 2025

Rezny Wealth Management, Inc.

  • VUG
  • IVV
  • SMH
  • XLK
  • JEPI
  • XLF
  • CDNS
Rezny Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 38
Filing on Nov 07, 2025 Q3 2025

Broderick Brian C

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • ADI
  • RTX
Broderick Brian C's Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 352
Filing on Nov 13, 2025 Q3 2025

Fft Wealth Management LLC

  • IVV
  • IWV
  • DGRO
  • SPY
  • IJR
  • QQQ
  • CPRT
Fft Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 486 Million
Stocks 87
Filing on Nov 12, 2025 Q3 2025

Intellectus Partners, LLC

  • TSLA
  • AMZN
  • GOOG
  • META
  • NVDA
  • MU
  • PLTR
Intellectus Partners, LLC's Q3 2025 Portfolio
Portfolio Value 486 Million
Stocks 279
Filing on Nov 12, 2025 Q3 2025

Silverarc Capital Management, LLC

  • RYTM
  • RNA
  • NUVL
  • URGN
  • AKRO
  • INSM
  • QURE
Silverarc Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 486 Million
Stocks 82
Filing on Nov 14, 2025 Q3 2025

Welch Capital Partners LLC

  • VOO
  • SPY
  • BX
  • GOOG
  • VGT
  • SPLG
  • HSIC
Welch Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 486 Million
Stocks 26
Filing on Nov 12, 2025 Q3 2025

Holderness Investments CO

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • ORCL
  • QQQ
  • AVGO
Holderness Investments CO's Q3 2025 Portfolio
Portfolio Value 485 Million
Stocks 252
Filing on Oct 28, 2025 Q3 2025

Community Bank & Trust, Waco, Texas

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • BRK-B
  • BX
  • WMT
Community Bank & Trust, Waco, Texas's Q3 2025 Portfolio
Portfolio Value 485 Million
Stocks 149
Filing on Oct 24, 2025 Q3 2025

Liquid Strategies, LLC

  • VOO
  • VCSH
  • AGG
  • MUB
  • IEFA
  • IJR
  • IEMG
Liquid Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 485 Million
Stocks 7
Filing on Oct 21, 2025 Q3 2025

Peavine Capital, LLC

  • SPY
  • IEF
  • SGOV
  • AAPL
  • CAT
  • DFAS
  • DFUS
Peavine Capital, LLC's Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 9
Filing on Oct 30, 2025 Q3 2025

Wealth Dimensions Group, Ltd.

  • DFAI
  • VGSH
  • VONV
  • PG
  • IVV
  • VONG
  • VYM
Wealth Dimensions Group, Ltd.'s Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 181
Filing on Oct 28, 2025 Q3 2025

Minich Mac Gregor Wealth Management, LLC

  • GLD
  • ITA
  • IYC
  • VWO
  • NVDA
  • IYF
  • SCHG
Minich Mac Gregor Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 140
Filing on Nov 04, 2025 Q3 2025

Bright Rock Capital Management, LLC

  • MSFT
  • GOOGL
  • MA
  • IYE
  • AAPL
  • TJX
  • TMO
Bright Rock Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 73
Filing on Nov 12, 2025 Q3 2025

Oakwell Private Wealth Management, LLC

  • VTI
  • VEA
  • DFEM
  • IJR
  • AVUV
  • ITOT
  • AVDV
Oakwell Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 78
Filing on Nov 10, 2025 Q3 2025

America First Investment Advisors, LLC

  • SHY
  • FNV
  • GOOGL
  • RGLD
  • WRB
  • JNJ
  • TMO
America First Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 483 Million
Stocks 44
Filing on Nov 03, 2025 Q3 2025

High Note Wealth, LLC

  • IVV
  • ESGD
  • XLK
  • SCHM
  • DBEF
  • AAPL
  • BIL
High Note Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 483 Million
Stocks 872
Filing on Nov 14, 2025 Q3 2025

Corsair Capital Management, L.P.

  • CMPO
  • LAUR
  • VRT
  • LMB
  • APG
  • SPY
  • MIR
Corsair Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 482 Million
Stocks 167
Filing on Oct 14, 2025 Q3 2025

Wealth Alliance Advisory Group, LLC

  • IVV
  • VTV
  • FBND
  • VUG
  • CWI
  • MDY
  • NVDA
Wealth Alliance Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 482 Million
Stocks 191