Largest Portfolios by Value

Filing on Oct 20, 2025 Q3 2025

Paradice Investment Management LLC

  • GMED
  • NVST
  • LEA
  • MHK
  • GNRC
  • GTES
  • ITT
Paradice Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 30
Filing on Oct 28, 2025 Q3 2025

Mascoma Wealth Management LLC

  • IVV
  • AGG
  • FBND
  • VEA
  • JCPB
  • JPST
  • SHV
Mascoma Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 457
Filing on Nov 17, 2025 Q3 2025

Icon Advisers Inc

  • STX
  • CC
  • LPLA
  • NFG
  • KALU
  • TTI
  • DINO
Icon Advisers Inc's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 177
Filing on Nov 14, 2025 Q3 2025

Maytus Capital Management, LLC

  • MA
  • IWM
  • WDC
  • MSFT
  • EWY
  • BABA
  • MCHP
Maytus Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 436 Million
Stocks 65
Filing on Oct 30, 2025 Q3 2025

Drive Wealth Management, LLC

  • IVV
  • VEA
  • BBUS
  • NVDA
  • AAPL
  • MSFT
  • VWO
Drive Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 436 Million
Stocks 358
Filing on Oct 22, 2025 Q3 2025

Kiley Juergens Wealth Management, LLC

  • MSFT
  • AAPL
  • NVDA
  • QQQ
  • COST
  • AMZN
  • BRK-B
Kiley Juergens Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 436 Million
Stocks 77
Filing on Nov 14, 2025 Q3 2025

Bienville Capital Management, LLC

  • ACIO
  • MNDY
  • GTLB
  • CFLT
  • MELI
  • CPNG
  • SPY
Bienville Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 74
Filing on Nov 10, 2025 Q3 2025

West Family Investments, Inc.

  • IAU
  • NVDA
  • AAPL
  • MSFT
  • SCHP
  • GOOGL
  • TLT
West Family Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 377
Filing on Oct 16, 2025 Q3 2025

Curran Financial Partners, LLC

  • SCHD
  • SPYD
  • VXUS
  • JEPI
  • VB
  • VUG
  • MLPX
Curran Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 129
Filing on Oct 16, 2025 Q3 2025

Shulman De Meo Asset Management LLC

  • SPY
  • QQQ
  • AAPL
  • EFA
  • IVV
  • IJR
  • SDY
Shulman De Meo Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 120
Filing on May 14, 2024 Q1 2024

Ml & R Wealth Management LLC

  • DFUS
  • DFUV
  • DFAT
  • DFAS
  • DFIV
  • DFAC
  • IWB
Ml & R Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 435 Million
Stocks 70
Filing on Nov 12, 2025 Q3 2025

Sr One Capital Management, LP

  • ACLX
  • CRSP
  • ORIC
  • DSGN
  • NKTX
  • SBTX
Sr One Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 12
Filing on Nov 04, 2025 Q3 2025

Essex Savings Bank

  • AAPL
  • CVX
  • XOM
  • MSFT
  • ADP
  • JNJ
  • BRK-A
Essex Savings Bank's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 566
Filing on Oct 09, 2025 Q3 2025

Waller Financial Planning Group, Inc

  • IVV
  • SPMD
  • SPSM
  • SPDW
  • OMFL
  • IGEB
  • SPAB
Waller Financial Planning Group, Inc's Q3 2025 Portfolio
Portfolio Value 434 Million
Stocks 71
Filing on Nov 04, 2025 Q3 2025

Shakespeare Wealth Management, Inc.

  • VOOV
  • VOOG
  • AGG
  • FBND
  • VOE
  • VBR
  • SCZ
Shakespeare Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 434 Million
Stocks 104
Filing on Oct 17, 2025 Q3 2025

Plimoth Trust CO LLC

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • JPM
  • WMT
Plimoth Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 434 Million
Stocks 317
Filing on Oct 22, 2025 Q3 2025

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • PTRB
  • JMEE
  • AVDE
  • SPAB
Advisory Resource Group's Q3 2025 Portfolio
Portfolio Value 433 Million
Stocks 172
Filing on Nov 12, 2025 Q3 2025

Monetary Management Group Inc

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • LLY
  • GOOGL
  • AMZN
Monetary Management Group Inc's Q3 2025 Portfolio
Portfolio Value 433 Million
Stocks 324