Largest Portfolios by Value

Filing on Oct 15, 2025 Q3 2025

First Premier Bank

  • VTI
  • VTV
  • AAPL
  • VGT
  • MSFT
  • PHDG
  • VUG
First Premier Bank's Q3 2025 Portfolio
Portfolio Value 440 Million
Stocks 616
Filing on Nov 12, 2025 Q3 2025

Davidson Capital Management Inc.

  • VCIT
  • XMMO
  • SPHQ
  • QQQ
  • RSP
  • VCLT
  • FIX
Davidson Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 440 Million
Stocks 90
Filing on Nov 18, 2025 Q3 2025

Raab & Moskowitz Asset Management LLC

  • VTI
  • AAPL
  • MGK
  • MSFT
  • TJX
  • COST
  • BRK-B
Raab & Moskowitz Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 440 Million
Stocks 188
Filing on Nov 13, 2023 Q3 2023

Gyroscope Capital Management Group, LLC

  • BRK-B
  • AAPL
  • CSCO
  • CMCSA
  • CVS
  • JPM
  • SHW
Gyroscope Capital Management Group, LLC's Q3 2023 Portfolio
Portfolio Value 440 Million
Stocks 218
Filing on Nov 04, 2025 Q3 2025

Strengthening Families & Communities, LLC

  • AAPL
  • NVDA
  • VGT
  • AMZN
  • VCR
  • FHLC
  • QQQ
Strengthening Families & Communities, LLC's Q3 2025 Portfolio
Portfolio Value 439 Million
Stocks 720
Filing on Nov 14, 2025 Q3 2025

High Falls Advisors, Inc

  • IUSB
  • IVV
  • DYNF
  • IVW
  • QUAL
  • EFV
  • IVE
High Falls Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 439 Million
Stocks 146
Filing on Nov 12, 2025 Q3 2025

Solstein Capital, LLC

  • QQQ
  • MSTR
  • SPY
  • AAPL
  • MSFT
  • IVV
  • OUNZ
Solstein Capital, LLC's Q3 2025 Portfolio
Portfolio Value 439 Million
Stocks 450
Filing on Oct 07, 2025 Q3 2025

Cypress Point Wealth Management, LLC

  • PLTR
  • DFAC
  • DFIC
  • DFUS
  • VOO
  • VTI
  • AVEM
Cypress Point Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 439 Million
Stocks 82
Filing on Oct 29, 2025 Q3 2025

Scissortail Wealth Management, LLC

  • VTI
  • IVW
  • DYNF
  • QUAL
  • VEU
  • AAPL
  • IVE
Scissortail Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 116
Filing on Nov 12, 2025 Q3 2025

Brooklyn Fi, LLC

  • VTI
  • VEA
  • VOO
  • IWV
  • VWO
  • VBR
  • VXUS
Brooklyn Fi, LLC's Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 79
Filing on Oct 15, 2025 Q3 2025

Scott Capital Advisors, LLC

  • VOO
  • SCHD
  • BIV
  • VUG
  • VB
  • DGRO
  • QQQ
Scott Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 52
Filing on Oct 30, 2025 Q3 2025

Atlas Venture Advisors, Inc.

  • IAS
  • DKNG
  • ROKU
  • SNAP
Atlas Venture Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 4
Filing on Nov 03, 2023 Q3 2023

Daniels&Tansey,Llp

  • NVDA
  • MSFT
  • IVV
  • CSCO
  • BND
  • VUG
  • LLY
Daniels&Tansey,Llp's Q3 2023 Portfolio
Portfolio Value 438 Million
Stocks 29
Filing on May 09, 2025 Q1 2025

Delta Financial Group, Inc.

  • AAPL
  • MSFT
  • VUG
  • BRK-B
  • VGT
  • VTV
  • VCIT
Delta Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 438 Million
Stocks 258
Filing on Nov 12, 2025 Q3 2025

Miramar Capital, LLC

  • MSFT
  • AVGO
  • ABBV
  • GOOGL
  • VZ
  • CVX
  • PEP
Miramar Capital, LLC's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 58
Filing on Nov 03, 2025 Q3 2025

Mystic Asset Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • JPM
  • META
  • QQQ
Mystic Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 223
Filing on Nov 03, 2022 Q3 2022

Acg Wealth

  • AAPL
  • VNLA
  • COWZ
  • QGRO
  • MSFT
  • MINT
  • TOTL
Acg Wealth's Q3 2022 Portfolio
Portfolio Value 437 Million
Stocks 246
Filing on Oct 27, 2025 Q3 2025

Genworth Financial Inc

  • IVV
  • SPLV
Genworth Financial Inc's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 2