Largest Portfolios by Value

Filing on Oct 17, 2025 Q3 2025

Trust CO Of Tennessee

  • RSP
  • VUG
  • VTV
  • USRT
  • VOO
  • IVV
  • SPY
Trust CO Of Tennessee's Q3 2025 Portfolio
Portfolio Value 474 Billion
Stocks 7
Filing on Nov 12, 2025 Q3 2025

Seeds Investor LLC

  • VTI
  • BIV
  • VOO
  • EUSB
  • MUB
  • SPDW
  • SPY
Seeds Investor LLC's Q3 2025 Portfolio
Portfolio Value 474 Billion
Stocks 250
Filing on Oct 29, 2025 Q3 2025

Global View Capital Management LLC

  • QLD
  • SPLG
  • USFR
  • QQQM
  • SGOL
  • DDM
  • SSO
Global View Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 471 Billion
Stocks 136
Filing on Nov 12, 2025 Q3 2025

Verum Partners LLC

  • VOO
  • GOVT
  • IJR
  • IVV
  • FNDF
  • JPST
  • SYLD
Verum Partners LLC's Q3 2025 Portfolio
Portfolio Value 471 Billion
Stocks 172
Filing on Nov 03, 2025 Q3 2025

Financial Security Advisor, Inc.

  • CGGR
  • RPG
  • BRK-B
  • USFR
  • MSFT
  • SPSM
  • AAPL
Financial Security Advisor, Inc.'s Q3 2025 Portfolio
Portfolio Value 470 Billion
Stocks 144
Filing on Nov 14, 2025 Q3 2025

Grace & Mercy Foundation, Inc.

  • GOOGL
  • META
  • MSFT
  • AMZN
  • NFLX
  • NOW
  • DIS
Grace & Mercy Foundation, Inc.'s Q3 2025 Portfolio
Portfolio Value 470 Billion
Stocks 17
Filing on Nov 12, 2025 Q3 2025

Orland Properties LTD

  • PDD
  • XPEV
Orland Properties LTD's Q3 2025 Portfolio
Portfolio Value 468 Billion
Stocks 9
Filing on Jul 22, 2025 Q2 2025

Foguth Wealth Management, Llc.

  • QYLD
  • SPY
  • DIVB
  • QQQM
  • MOAT
  • AGG
  • KNG
Foguth Wealth Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 467 Billion
Stocks 139
Filing on Nov 03, 2025 Q3 2025

One8zero8, LLC

  • AAPL
  • BRK-B
  • MSFT
  • FTNT
  • JPM
  • TTEK
  • ETN
One8zero8, LLC's Q3 2025 Portfolio
Portfolio Value 463 Billion
Stocks 252
Filing on Nov 10, 2025 Q3 2025

Stonebrook Private Inc.

  • AAPL
  • QUAL
  • MSFT
  • IEMG
  • EFV
  • DYNF
  • XLG
Stonebrook Private Inc.'s Q3 2025 Portfolio
Portfolio Value 463 Billion
Stocks 208
Filing on Nov 12, 2025 Q3 2025

Blueprint Financial Advisors LLC

  • SPTM
  • VV
  • SPDW
  • HEGD
  • NVDA
  • FYT
  • IEI
Blueprint Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 463 Billion
Stocks 100
Filing on Oct 20, 2025 Q3 2025

Weaver Capital Management LLC

  • SCHB
  • SCHG
  • NVDA
  • PJAN
  • AVGO
  • VTV
  • STRV
Weaver Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 462 Billion
Stocks 193
Filing on Nov 14, 2025 Q3 2025

Para Fi Capital LP

  • COIN
Para Fi Capital LP's Q3 2025 Portfolio
Portfolio Value 461 Billion
Stocks 13
Filing on Oct 17, 2025 Q3 2025

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • WINN
  • VGIT
  • JMBS
  • VCSH
  • SGOL
Towneley Capital Management, Inc / De's Q3 2025 Portfolio
Portfolio Value 460 Billion
Stocks 38
Filing on Nov 05, 2025 Q3 2025

Reap Financial Group, LLC

  • VEA
  • VTI
  • VUG
  • VTV
  • AVEM
  • AVUV
  • AVLV
Reap Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 460 Billion
Stocks 515
Filing on Feb 07, 2023 Q4 2022

B. Riley Securities, Inc.

  • BW
  • ALTG
  • AREN
  • DDI
  • FAZE
  • LILM
  • CHRA
B. Riley Securities, Inc.'s Q4 2022 Portfolio
Portfolio Value 460 Billion
Stocks 73
Filing on Oct 15, 2025 Q3 2025

Whitaker Myers Wealth Managers, Ltd.

  • MOAT
  • QQQM
  • DBEF
  • SCHD
  • SPMO
  • VBK
  • VBR
Whitaker Myers Wealth Managers, Ltd.'s Q3 2025 Portfolio
Portfolio Value 459 Billion
Stocks 116
Filing on Oct 09, 2025 Q3 2025

Louisbourg Investments Inc.

  • CNI
  • SHOP
  • MSFT
  • WPM
  • IVV
  • GIL
  • RCI
Louisbourg Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 458 Billion
Stocks 208