Largest Portfolios by Value

Filing on Nov 17, 2025 Q3 2025

Harvest Investment Services, LLC

  • LMBS
  • GLD
  • PLTR
  • KTOS
  • FTSM
  • APP
  • FVD
Harvest Investment Services, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 319
Filing on Jul 26, 2023 Q2 2023

Time Scale Financial, Inc.

  • IVV
  • SCHF
  • SCHD
  • IJH
  • SCHE
  • IJR
  • HYG
Time Scale Financial, Inc.'s Q2 2023 Portfolio
Portfolio Value 462 Million
Stocks 628
Filing on Nov 14, 2025 Q3 2025

Bwcp, LP

  • ZETA
  • MSFT
  • BYD
  • UAL
  • CPNG
  • FIX
  • EYE
Bwcp, LP's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 23
Filing on Oct 22, 2025 Q3 2025

Bender Robert & Associates

  • NVDA
  • AAPL
  • ISRG
  • AMZN
  • MELI
  • META
  • GOOG
Bender Robert & Associates's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 46
Filing on Oct 17, 2025 Q3 2025

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • VB
  • SPY
Peddock Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 160
Filing on Nov 14, 2025 Q3 2025

Third Avenue Management LLC

  • TDW
  • HCC
  • VAL
  • FPH
  • CBRE
  • BCC
  • PLD
Third Avenue Management LLC's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 50
Filing on Oct 27, 2025 Q3 2025

O'Dell Group, LLC

  • SPLG
  • DGRO
  • VTV
  • FDN
  • IEFA
  • IJR
  • SPY
O'Dell Group, LLC's Q3 2025 Portfolio
Portfolio Value 461 Million
Stocks 42
Filing on Oct 15, 2025 Q3 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • IVW
Blue Zone Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 461 Million
Stocks 129
Filing on Nov 13, 2025 Q3 2025

Scoggin Management LP

  • SPY
  • WULF
  • WULF
  • QQQ
  • WULF
  • SATS
  • SATS
Scoggin Management LP's Q3 2025 Portfolio
Portfolio Value 460 Million
Stocks 62
Filing on Nov 03, 2022 Q3 2022

Spectrum Management Group, LLC

  • SPY
  • IVV
  • ESGU
  • AAPL
  • XLK
  • MSFT
  • IUSB
Spectrum Management Group, LLC's Q3 2022 Portfolio
Portfolio Value 460 Million
Stocks 245
Filing on Jan 08, 2026 Q4 2025

Marshall Financial Group LLC

  • OBND
  • DIVO
  • QQQ
  • SCHR
  • LGOV
  • NVDA
  • AAPL
Marshall Financial Group LLC's Q4 2025 Portfolio
Portfolio Value 460 Million
Stocks 288
Filing on Jan 16, 2026 Q4 2025

Ellsworth Advisors, LLC

  • GLD
  • NVDA
  • HGER
  • FTSM
  • AAPL
  • JNJ
  • AMGN
Ellsworth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 460 Million
Stocks 165
Filing on Nov 12, 2025 Q3 2025

Element Pointe Advisors, LLC

  • IVV
  • SPY
  • SHY
  • QUAL
  • IHF
  • JPIE
  • JEPI
Element Pointe Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 460 Million
Stocks 75
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 Jan 16, 2026 Q4 2025

Legacy Capital Wealth Partners, LLC

  • WMT
  • SPY
  • JBHT
  • RDVY
  • TSLA
  • IVV
  • RWL
Legacy Capital Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 458 Million
Stocks 376