Largest Portfolios by Value

Filing on Oct 17, 2025 Q3 2025

Sunburst Financial Group, LLC

  • SCHB
  • FBND
  • ACIO
  • SPYG
  • VCSH
  • IQLT
  • IWF
Sunburst Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 455 Million
Stocks 119
Filing on Nov 04, 2025 Q3 2025

Riverpoint Wealth Management Holdings, LLC

  • GSLC
  • SCHF
  • VEA
  • VO
  • FNDA
  • IVV
  • VOO
Riverpoint Wealth Management Holdings, LLC's Q3 2025 Portfolio
Portfolio Value 454 Million
Stocks 58
Filing on Jul 09, 2025 Q2 2025

Parkside Advisors LLC

  • IWB
  • IWM
  • EFA
  • IEF
  • AGG
  • VMBS
  • QQQM
Parkside Advisors LLC's Q2 2025 Portfolio
Portfolio Value 453 Million
Stocks 89
Filing on Nov 12, 2025 Q3 2025

Boston Research & Management Inc

  • MSFT
  • IVV
  • AAPL
  • WMT
  • GOOGL
  • ABBV
  • MA
Boston Research & Management Inc's Q3 2025 Portfolio
Portfolio Value 453 Million
Stocks 119
Filing on Apr 10, 2025 Q1 2025

Safeguard Financial, LLC

  • VUG
  • VTV
  • IEFA
  • VBR
  • VBK
  • SCHG
  • VEA
Safeguard Financial, LLC's Q1 2025 Portfolio
Portfolio Value 453 Million
Stocks 105
Filing on Oct 22, 2025 Q3 2025

Wespac Advisors So Cal, LLC

  • SMH
  • AVGO
  • MSFT
  • GOOGL
  • AAPL
  • IAI
  • WMT
Wespac Advisors So Cal, LLC's Q3 2025 Portfolio
Portfolio Value 453 Million
Stocks 106
Filing on Oct 22, 2025 Q3 2025

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • VTI
  • IEFA
  • XNTK
  • PLTR
Goal Vest Advisory LLC's Q3 2025 Portfolio
Portfolio Value 453 Million
Stocks 403
Filing on Nov 14, 2025 Q3 2025

Tfg Asset Management Gp LTD

  • PATH
  • HYG
  • KGEIF
  • LYFT
  • CXM
  • AUTL
  • WK
Tfg Asset Management Gp LTD's Q3 2025 Portfolio
Portfolio Value 453 Million
Stocks 47
Filing on Aug 05, 2025 Q2 2025

Scarborough Advisors, LLC

  • SPYV
  • QQQM
  • QUAL
  • DYNF
  • IEMG
  • SPLG
  • FTCS
Scarborough Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 452 Million
Stocks 468
Filing on Oct 20, 2025 Q3 2025

Rb Capital Management, LLC

  • AAPL
  • BRK-B
  • NVDA
  • COST
  • MSFT
  • GOOG
  • META
Rb Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 188
Filing on Nov 03, 2025 Q3 2025

Ashford Advisors, LLC

  • IVV
  • VTI
  • FNDX
  • SCHX
  • ESGV
  • ACWI
  • SCHB
Ashford Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 20
Filing on Nov 06, 2025 Q3 2025

Drake & Associates, LLC

  • FBND
  • RECS
  • PVAL
  • SPYG
  • JAAA
  • AFIF
  • ACWI
Drake & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 102
Filing on Nov 12, 2025 Q3 2025

Foyston, Gordon, & Payne Inc

  • MSFT
  • GOOGL
  • AVGO
  • PM
  • META
  • AXP
  • MSI
Foyston, Gordon, & Payne Inc's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 55
Filing on Nov 12, 2025 Q3 2025

Technology Crossover Management Viii, Ltd.

  • Z
  • PAYO
  • ZG
  • NRDY
Technology Crossover Management Viii, Ltd.'s Q3 2025 Portfolio
Portfolio Value 451 Million
Stocks 5
Filing on Nov 13, 2025 Q3 2025

Broadleaf Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • META
  • SCHF
Broadleaf Partners, LLC's Q3 2025 Portfolio
Portfolio Value 451 Million
Stocks 80
Filing on Oct 15, 2025 Q3 2025

Hunter Perkins Capital Management, LLC

  • CASY
  • BRK-B
  • ELS
  • GOOGL
  • ADI
  • FISV
  • CB
Hunter Perkins Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 451 Million
Stocks 115
Filing on Oct 07, 2025 Q3 2025

Renaissance Investment Group LLC

  • AVGO
  • MSFT
  • GOOGL
  • TJX
  • COST
  • AAPL
  • NVDA
Renaissance Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 451 Million
Stocks 78
Filing on Oct 24, 2025 Q3 2025

Org Partners LLC

  • VOXCF
  • SPY
  • RDVY
  • MSFT
  • AAPL
  • NVDA
  • IDMO
Org Partners LLC's Q3 2025 Portfolio
Portfolio Value 450 Million
Stocks 38187