Largest Portfolios by Value

Filing on Oct 07, 2025 Q3 2025

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • SPEM
  • PSTP
  • BUFF
  • OSCV
Kfg Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 472 Million
Stocks 205
Filing on Nov 14, 2025 Q3 2025

Headinvest, LLC

  • IJR
  • MSFT
  • VTI
  • VV
  • VYM
  • JAAA
  • BSV
Headinvest, LLC's Q3 2025 Portfolio
Portfolio Value 472 Million
Stocks 211
Filing on Nov 03, 2025 Q3 2025

Rockline Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • PLTR
  • AVGO
  • ORCL
Rockline Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 472 Million
Stocks 98
Filing on Nov 01, 2024 Q3 2024

First Personal Financial Services

  • MSFT
  • ACN
  • GOOGL
  • WM
  • IVV
  • TMO
  • PG
First Personal Financial Services's Q3 2024 Portfolio
Portfolio Value 472 Million
Stocks 571
Filing on Nov 20, 2025 Q3 2025

Maven Securities LTD

  • TSLA
  • XLF
  • XLY
  • ARKK
  • TSM
  • SMH
  • SPY
Maven Securities LTD's Q3 2025 Portfolio
Portfolio Value 471 Million
Stocks 465
Filing on Nov 06, 2025 Q3 2025

Mason & Associates Inc

  • JQUA
  • RECS
  • DFUS
  • AVDE
  • HFXI
  • JAAA
  • SMH
Mason & Associates Inc's Q3 2025 Portfolio
Portfolio Value 471 Million
Stocks 133
Filing on Oct 22, 2025 Q3 2025

Ackerman Capital Advisors, LLC

  • SPYG
  • VTEB
  • SPYV
  • MUB
  • VIGI
  • VYMI
  • ACWV
Ackerman Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 471 Million
Stocks 117
Filing on Oct 27, 2025 Q3 2025

Canal Insurance CO

  • MSFT
  • NOC
  • ABBV
  • IBM
  • AVAV
  • DUK
  • CVX
Canal Insurance CO's Q3 2025 Portfolio
Portfolio Value 470 Million
Stocks 68
Filing on Feb 11, 2025 Q4 2024

Tap Consulting, LLC

  • NEAR
  • MOAT
  • SPY
  • QQQ
  • TLT
  • LMBS
  • VTI
Tap Consulting, LLC's Q4 2024 Portfolio
Portfolio Value 469 Million
Stocks 153
Filing on Oct 02, 2025 Q3 2025

Shorepoint Capital Partners LLC

  • FBND
  • AVGO
  • AEM
  • MSFT
  • JPM
  • SCHD
  • TRV
Shorepoint Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 469 Million
Stocks 184
Filing on Oct 28, 2025 Q3 2025

Fulcrum Capital LLC

  • MSFT
  • VO
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • MA
Fulcrum Capital LLC's Q3 2025 Portfolio
Portfolio Value 469 Million
Stocks 100
Filing on Aug 14, 2023 Q2 2023

Thomas White International LTD

  • TSM
  • SHEL
  • TCEHY
  • HDB
  • GLNCY
  • IBN
  • KB
Thomas White International LTD's Q2 2023 Portfolio
Portfolio Value 468 Million
Stocks 258
Filing on Nov 05, 2025 Q3 2025

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

  • QQQ
  • SPY
  • XLF
  • XLI
  • XLC
  • XLV
  • EPI
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD's Q3 2025 Portfolio
Portfolio Value 467 Million
Stocks 61
Filing on Nov 03, 2025 Q3 2025

Gagnon Securities LLC

  • AL
  • ENSG
  • AMRC
  • CDNA
  • FRSH
  • ISRG
  • EPD
Gagnon Securities LLC's Q3 2025 Portfolio
Portfolio Value 467 Million
Stocks 86
Filing on Oct 17, 2025 Q3 2025

Valicenti Advisory Services Inc

  • SCHX
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • JPM
  • AVGO
Valicenti Advisory Services Inc's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 77
Filing on Oct 24, 2025 Q3 2025

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VEU
  • VYM
Avion Wealth's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 1526
Filing on Oct 15, 2025 Q3 2025

Strong Tower Advisory Services

  • MSTR
  • HYG
  • NVDA
  • LQD
  • MSFT
  • BLV
  • TSLA
Strong Tower Advisory Services's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 97
Filing on Nov 12, 2025 Q3 2025

Bedell Frazier Investment Counseling, LLC

  • AAPL
  • GLD
  • AMZN
  • GOOGL
  • MSFT
  • UBER
  • IWM
Bedell Frazier Investment Counseling, LLC's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 129