Largest Portfolios by Value

Filing on May 03, 2024 Q1 2024

Coulter & Justus Financial Services, LLC

  • JPM
  • GOOG
  • AXP
  • SYK
  • APH
  • QCOM
  • A
Coulter & Justus Financial Services, LLC's Q1 2024 Portfolio
Portfolio Value 450 Million
Stocks 94
Filing on Nov 05, 2025 Q3 2025

Poehling Capital Management, Inc.

  • FRFHF
  • BRK-B
  • MKL
  • WBD
  • SCHW
  • GOOG
  • CNNE
Poehling Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 450 Million
Stocks 136
Filing on Oct 23, 2025 Q3 2025

Grace & White Inc

  • UNM
  • AIT
  • SIG
  • INGR
  • FSLR
  • RE
  • NUE
Grace & White Inc 's Q3 2025 Portfolio
Portfolio Value 449 Million
Stocks 139
Filing on Nov 12, 2025 Q3 2025

Sw Investment Management LLC

  • UI
  • SKYW
  • AMKR
  • PSN
  • AIRS
  • TPX
  • PLTR
Sw Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 449 Million
Stocks 8
Filing on Nov 07, 2023 Q3 2023

Madison Wealth Management

  • MSFT
  • AAPL
  • USFR
  • GOOG
  • BRK-B
  • VOO
  • CBRE
Madison Wealth Management's Q3 2023 Portfolio
Portfolio Value 449 Million
Stocks 151
Filing on Oct 21, 2025 Q3 2025

Hedeker Wealth, LLC

  • PLTR
  • AVGO
  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
Hedeker Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 448 Million
Stocks 92
Filing on Nov 14, 2025 Q3 2025

Squadra Investments Gestao De Recursos Ltda.

  • NU
  • XP
  • STNE
  • INTR
  • XP
  • NU
Squadra Investments Gestao De Recursos Ltda.'s Q3 2025 Portfolio
Portfolio Value 448 Million
Stocks 6
Filing on Oct 24, 2025 Q3 2025

Berkshire Bank

  • SPY
  • IEFA
  • JPST
  • IEI
  • MSFT
  • AAPL
  • NVDA
Berkshire Bank's Q3 2025 Portfolio
Portfolio Value 448 Million
Stocks 262
Filing on Oct 28, 2025 Q3 2025

Alliance Wealth Management Group

  • SCHX
  • IVV
  • SCHZ
  • FLRN
  • SCHF
  • HYG
  • SCHE
Alliance Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 448 Million
Stocks 95
Filing on Oct 16, 2024 Q3 2024

Sweet Financial Partners, LLC

  • VOO
  • SCHD
  • RDVY
  • VEU
  • XT
  • LMBS
  • FTLS
Sweet Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 447 Million
Stocks 198
Filing on Nov 03, 2025 Q3 2025

Jsf Financial, LLC

  • IVV
  • CGGR
  • AVDE
  • IWX
  • AAPL
  • STIP
  • IWY
Jsf Financial, LLC's Q3 2025 Portfolio
Portfolio Value 447 Million
Stocks 128
Filing on Nov 13, 2024 Q3 2024

Edmonds Duncan Registered Investment Advisors, LLC

  • FBND
  • SPDW
  • SPYG
  • SPYV
  • VIG
  • IEF
  • FLTR
Edmonds Duncan Registered Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 446 Million
Stocks 108
Filing on Oct 15, 2025 Q3 2025

Manchester Financial Inc

  • SCHB
  • BSCT
  • SCHX
  • FDD
  • BSCS
  • NVDA
  • IWL
Manchester Financial Inc's Q3 2025 Portfolio
Portfolio Value 446 Million
Stocks 131
Filing on Nov 18, 2025 Q3 2025

San Luis Wealth Advisors LLC

  • JPST
  • AAPL
  • NVDA
  • TOTL
  • MSFT
  • VTEB
  • DIVB
San Luis Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 446 Million
Stocks 179
Filing on Oct 20, 2025 Q3 2025

Mfa Wealth Advisors, LLC

  • BIV
  • IGIB
  • FNDF
  • VOO
  • FLRN
  • SCHX
  • PAVE
Mfa Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 446 Million
Stocks 90
Filing on Oct 02, 2024 Q3 2024

M&R Capital Management Inc

  • AAPL
  • AVGO
  • BRK-B
  • GOOGL
  • LOW
  • AMZN
  • V
M&R Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 445 Million
Stocks 581
Filing on Oct 10, 2025 Q3 2025

F&V Capital Management, LLC

  • URI
  • NEM
  • RTX
  • ORCL
  • META
  • ALL
  • CVX
F&V Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 445 Million
Stocks 54
Filing on Oct 22, 2025 Q3 2025

Northstar Asset Management LLC

  • VGT
  • AAPL
  • VTI
  • VUG
  • VO
  • BRK-B
  • MSFT
Northstar Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 445 Million
Stocks 193