Largest Portfolios by Value

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 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 Jan 12, 2026 Q4 2025

Contravisory Investment Management, Inc.

  • SPOT
  • TSM
  • NFLX
  • GOOG
  • UBS
  • JPM
  • BAC
Contravisory Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 482 Million
Stocks 361
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
Filing on Nov 04, 2025 Q3 2025

Financial Strategies Group, Inc.

  • SPTM
  • SPAB
  • SPEM
  • FBND
  • FNDX
  • SPMD
  • SLYV
Financial Strategies Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 481 Million
Stocks 93
Filing on Nov 07, 2025 Q3 2025

Founders Financial Alliance, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IVV
  • JPM
  • PULS
Founders Financial Alliance, LLC's Q3 2025 Portfolio
Portfolio Value 481 Million
Stocks 713
Filing on Oct 30, 2025 Q3 2025

Jmac Enterprises LLC

  • QQQ
  • IWD
  • IWF
  • AMGN
  • IEI
  • VEA
  • VGT
Jmac Enterprises LLC's Q3 2025 Portfolio
Portfolio Value 481 Million
Stocks 119
Filing on Nov 14, 2025 Q3 2025

Maxi Investments Cy LTD

  • SGOV
  • TLT
  • LI
  • IEF
  • MSFT
  • AMZN
  • CRM
Maxi Investments Cy LTD's Q3 2025 Portfolio
Portfolio Value 481 Million
Stocks 91
Filing on Jan 08, 2026 Q4 2025

M. Kulyk & Associates, LLC

  • STIP
  • SGOV
  • GOOGL
  • NVDA
  • MSFT
  • SHV
  • TSM
M. Kulyk & Associates, LLC's Q4 2025 Portfolio
Portfolio Value 481 Million
Stocks 107
Filing on Nov 07, 2025 Q3 2025

Vera Bank, N.A.

  • DFAU
  • QDF
  • IVV
  • VIGI
  • VUG
  • DFIC
  • AVEM
Vera Bank, N.A.'s Q3 2025 Portfolio
Portfolio Value 480 Million
Stocks 265
Filing on Jan 10, 2025 Q4 2024

Sugarloaf Wealth Management, LLC

  • DRSK
  • GPC
  • ACIO
  • SPLG
  • VIGI
  • OSCV
  • RSP
Sugarloaf Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 480 Million
Stocks 686
Filing on Jan 07, 2026 Q4 2025

Wespac Advisors So Cal, LLC

  • SMH
  • AVGO
  • GOOGL
  • MSFT
  • AAPL
  • XLK
  • IAI
Wespac Advisors So Cal, LLC's Q4 2025 Portfolio
Portfolio Value 480 Million
Stocks 110
Filing on Oct 20, 2025 Q3 2025

Tbh Global Asset Management, LLC

  • AAPL
  • IVV
  • BRK-B
  • DGRO
  • VYM
  • GOOGL
  • AMZN
Tbh Global Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 479 Million
Stocks 246
Filing on Jan 08, 2026 Q4 2025

Goodman Financial Corp

  • SPDW
  • VCSH
  • VMBS
  • WYNN
  • AMZN
  • SCHW
  • PSN
Goodman Financial Corp's Q4 2025 Portfolio
Portfolio Value 479 Million
Stocks 71