Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Mcrae Capital Management Inc

  • MSFT
  • WSM
  • NDAQ
  • CHKP
  • LOW
  • KEYS
  • PWR
Mcrae Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 477 Million
Stocks 103
Filing on Oct 15, 2025 Q3 2025

Spirit Of America Management Corp

  • NVDA
  • GOOGL
  • WMB
  • MSFT
  • AAPL
  • ORCL
  • VLO
Spirit Of America Management Corp's Q3 2025 Portfolio
Portfolio Value 477 Million
Stocks 386
Filing on Nov 14, 2025 Q3 2025

Sycale Advisors (Ny) LLC

  • SPY
  • CAE
  • MSFT
  • TLT
  • VRRM
  • BUR
  • ICE
Sycale Advisors (Ny) LLC's Q3 2025 Portfolio
Portfolio Value 477 Million
Stocks 23
Filing on Oct 16, 2025 Q3 2025

Conrad Siegel Investment Advisors, Inc.

  • DFAC
  • VOO
  • IEFA
  • VO
  • VEA
  • LRGF
  • DFAT
Conrad Siegel Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 476 Million
Stocks 57
Filing on Nov 03, 2025 Q3 2025

Gifford Fong Associates

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • META
  • CRM
  • BRK-B
Gifford Fong Associates's Q3 2025 Portfolio
Portfolio Value 476 Million
Stocks 122
Filing on Nov 05, 2025 Q3 2025

Stordahl Capital Management, Inc.

  • VOO
  • DFAS
  • VOOV
  • DFIC
  • BND
  • DFSV
  • DFEM
Stordahl Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 475 Million
Stocks 63
Filing on Oct 22, 2025 Q3 2025

Augustine Asset Management Inc

  • APP
  • AAPL
  • MSFT
  • TSM
  • AAAU
  • IBN
  • JPM
Augustine Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 475 Million
Stocks 111
Filing on Feb 14, 2023 Q4 2022

F3 Logic, LLC

  • AGG
  • VBR
  • IUSV
  • VIOV
  • SHYG
  • IEFA
  • DGRO
F3 Logic, LLC's Q4 2022 Portfolio
Portfolio Value 475 Million
Stocks 186
Filing on Jul 25, 2024 Q2 2024

Janiczek Wealth Management, LLC

  • IVV
  • AVDE
  • AGG
  • DSTL
  • DGRW
  • SCHD
  • FNDA
Janiczek Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 475 Million
Stocks 1091
Filing on Nov 12, 2025 Q3 2025

Ar Asset Management Inc

  • AAPL
  • JPM
  • PM
  • CVX
  • GOOG
  • NVDA
  • BRK-A
Ar Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 474 Million
Stocks 111
Filing on Oct 23, 2025 Q3 2025

Essex LLC

  • VCIT
  • XLK
  • SCHX
  • SJNK
  • VCSH
  • SCHM
  • SCHF
Essex LLC's Q3 2025 Portfolio
Portfolio Value 474 Million
Stocks 174
Filing on Nov 10, 2025 Q3 2025

Northwest Quadrant Wealth Management, LLC

  • SCHX
  • TFLO
  • IEFA
  • VO
  • SCHD
  • SHV
  • VBR
Northwest Quadrant Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 74
Filing on Nov 13, 2025 Q3 2025

M Holdings Securities, Inc.

  • AAPL
  • NHC
  • IVV
  • NHI
  • DFAX
  • QQQ
  • DFAC
M Holdings Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 87
Filing on Nov 10, 2025 Q3 2025

M. Kulyk & Associates, LLC

  • STIP
  • SGOV
  • NVDA
  • MSFT
  • GOOGL
  • SHV
  • TSM
M. Kulyk & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 104
Filing on Jan 02, 2026 Q4 2025

Rosenberg Matthew Hamilton

  • SPTM
  • VTI
  • VCIT
  • JPST
  • BIV
  • SCHF
  • JMST
Rosenberg Matthew Hamilton's Q4 2025 Portfolio
Portfolio Value 473 Million
Stocks 804
Filing on Nov 12, 2024 Q3 2024

Concentric Wealth Management, LLC

  • BRK-A
  • AVUV
  • AAPL
  • MSFT
  • IEFA
  • GOOGL
  • IEMG
Concentric Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 473 Million
Stocks 133
Filing on Oct 07, 2025 Q3 2025

Vision Point Advisory Group, LLC

  • SPTM
  • NVDA
  • SPY
  • SHY
  • QQQ
  • VOO
  • MSFT
Vision Point Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 394
Filing on Nov 12, 2025 Q3 2025

United American Securities Inc. (D

  • BRK-B
  • AMZN
  • MSFT
  • GOOGL
  • COST
  • META
  • UBER
United American Securities Inc. (D's Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 14