Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Fairmount Funds Management LLC

  • COGT
  • AXSM
  • VRDN
  • SRRK
  • NUVL
  • ATXS
Fairmount Funds Management LLC's Q3 2025 Portfolio
Portfolio Value 459 Million
Stocks 17
Filing on Nov 07, 2025 Q3 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • BRK-B
  • AAPL
  • DFAU
  • PHYS
  • DGRO
  • GOOGL
  • DVY
Schwarz Dygos Wheeler Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 459 Million
Stocks 163
Filing on Nov 05, 2025 Q3 2025

Waterfront Wealth Inc.

  • BRK-B
  • AAPL
  • BGY
  • DFAC
  • RVT
  • ADX
  • JEF
Waterfront Wealth Inc.'s Q3 2025 Portfolio
Portfolio Value 459 Million
Stocks 268
Filing on Nov 06, 2025 Q3 2025

Allegheny Financial Group LTD

  • PVAL
  • NVR
  • DGRO
  • ERIE
  • SCHG
  • AAPL
  • XOM
Allegheny Financial Group LTD's Q3 2025 Portfolio
Portfolio Value 459 Million
Stocks 263
Filing on Oct 08, 2025 Q3 2025

Marshall Financial Group LLC

  • OBND
  • QQQ
  • DIVO
  • SCHR
  • AAPL
  • LGOV
  • NVDA
Marshall Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 458 Million
Stocks 258
Filing on Nov 10, 2025 Q3 2025

Rosenberg Matthew Hamilton

  • SPTM
  • VTI
  • JPST
  • VCIT
  • BIV
  • SCHF
  • JMST
Rosenberg Matthew Hamilton's Q3 2025 Portfolio
Portfolio Value 458 Million
Stocks 804
Filing on Nov 03, 2025 Q3 2025

Benedict Financial Advisors Inc

  • AAPL
  • MSFT
  • MO
  • BIL
  • CSCO
  • RTX
  • JNJ
Benedict Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 458 Million
Stocks 129
Filing on Nov 13, 2025 Q3 2025

Morse Asset Management, Inc

  • NVDA
  • META
  • MSFT
  • AVGO
  • AMZN
  • GOOGL
  • EVR
Morse Asset Management, Inc's Q3 2025 Portfolio
Portfolio Value 458 Million
Stocks 369
Filing on Nov 14, 2025 Q3 2025

Financial Sense Advisors, Inc.

  • VOO
  • FLOT
  • SPY
  • PAAS
  • TSLA
  • BP
  • NEM
Financial Sense Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 158
Filing on Oct 09, 2025 Q3 2025

Newman Dignan & Sheerar, Inc.

  • SCHX
  • VSLU
  • SCHD
  • UITB
  • AAPL
  • SGOL
  • MSFT
Newman Dignan & Sheerar, Inc.'s Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 180
Filing on Oct 09, 2025 Q3 2025

Eclectic Associates Inc

  • BNDX
  • CGXU
  • VIG
  • CGGR
  • DFIV
  • DFSD
  • BOND
Eclectic Associates Inc 's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 123
Filing on Oct 09, 2025 Q3 2025

Long Run Wealth Advisors, LLC

  • USIG
  • IEFA
  • XLK
  • VYM
  • EFV
  • XLV
  • XLF
Long Run Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 109
Filing on Oct 28, 2025 Q3 2025

Sterling Investment Advisors, Ltd.

  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • MSFT
  • KMI
  • GDX
Sterling Investment Advisors, Ltd.'s Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 203
Filing on Nov 20, 2025 Q3 2025

Mayport, LLC

  • VOO
  • VGSH
  • VXF
  • VEA
  • VTI
  • VGIT
  • VTIP
Mayport, LLC's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 109
Filing on Nov 03, 2025 Q3 2025

Blankinship & Foster, LLC

  • DFAU
  • VEU
  • VTI
  • VUG
  • HEFA
  • VO
  • DBEF
Blankinship & Foster, LLC's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 77
Filing on Oct 20, 2025 Q3 2025

Mattern Wealth Management LLC

  • DFAC
  • AVUS
  • DFIC
  • DFSD
  • MSFT
  • DFNM
  • QQQ
Mattern Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 456 Million
Stocks 156
Filing on Nov 03, 2025 Q3 2025

Vickerman Investment Advisors, Inc.

  • BOND
  • XLK
  • PULS
  • SGOV
  • CORP
  • XLF
  • IXN
Vickerman Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 455 Million
Stocks 80
Filing on Nov 12, 2025 Q3 2025

Symetra Investment Management CO

  • VTI
  • SRLN
  • BKLN
  • AMPY
  • LYB
  • HYG
Symetra Investment Management CO's Q3 2025 Portfolio
Portfolio Value 455 Million
Stocks 6