Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Alight Capital Management LP

  • MSFT
  • AAPL
  • NVDA
  • CRM
  • AMZN
  • RKT
  • GOOGL
Alight Capital Management LP's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 62
Filing on Oct 22, 2025 Q3 2025

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • QQQ
  • NVDA
  • MSFT
  • FJUN
  • SPY
Keystone Wealth Services, LLC's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 294
Filing on Nov 06, 2025 Q3 2025

Sanchez Wealth Management Group

  • JHML
  • IWF
  • SPY
  • QQQ
  • DGRW
  • MTUM
  • IVV
Sanchez Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 48
Filing on Oct 20, 2025 Q3 2025

Mc Elhenny Sheffield Capital Management, LLC

  • MSMR
  • TQQQ
  • QQQ
  • SPY
  • ITA
  • XLK
  • XLI
Mc Elhenny Sheffield Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 106
Filing on Nov 21, 2025 Q3 2025

Petix & Botte CO

  • SPLG
  • IUSG
  • GTO
  • IUSV
  • FVD
  • IEFA
  • FTSM
Petix & Botte CO's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 136
Filing on Nov 14, 2025 Q3 2025

Fortress Investment Group LLC

  • NN
  • SITM
  • NFE
  • PLBY
  • CHWY
  • FFWM
  • SRAD
Fortress Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 49
Filing on Oct 22, 2025 Q3 2025

Cordatus Wealth Management LLC

  • IWF
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • GOOG
  • JPM
Cordatus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 161
Filing on Apr 24, 2024 Q1 2024

Cubic Asset Management, LLC

  • MSFT
  • META
  • GOOG
  • PNC
  • BRK-B
  • ALL
  • AXP
Cubic Asset Management, LLC's Q1 2024 Portfolio
Portfolio Value 417 Million
Stocks 202
Filing on Apr 25, 2024 Q1 2024

Eudaimonia Partners, LLC

  • VOO
  • VGT
  • AAPL
  • GLDM
  • NVDA
  • MSFT
  • AMZN
Eudaimonia Partners, LLC's Q1 2024 Portfolio
Portfolio Value 416 Million
Stocks 256
Filing on Jul 21, 2023 Q2 2023

Intercontinental Wealth Advisors, LLC

  • SPY
  • QQQ
  • AAPL
  • BRK-B
  • DIA
  • ACWI
  • AMZN
Intercontinental Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 416 Million
Stocks 304
Filing on Nov 14, 2025 Q3 2025

Dsc Meridian Capital LP

  • SPY
  • BKLN
  • VST
  • COOP
  • TECK
  • USHY
  • WRE
Dsc Meridian Capital LP's Q3 2025 Portfolio
Portfolio Value 416 Million
Stocks 13
Filing on Aug 14, 2025 Q2 2025

Greenstone Partners & Co., LLC

  • APP
  • AYI
  • CHTR
  • PAR
  • SCHW
  • APPF
  • GWRE
Greenstone Partners & Co., LLC's Q2 2025 Portfolio
Portfolio Value 416 Million
Stocks 11
Filing on Nov 14, 2025 Q3 2025

Sentinus, LLC

  • QUAL
  • EFV
  • IVV
  • VTI
  • IVW
  • DYNF
  • IVE
Sentinus, LLC's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 237
Filing on Oct 23, 2025 Q3 2025

Pioneer Trust Bank N A

  • MSFT
  • AAPL
  • BRK-B
  • ORCL
  • GOOG
  • SPY
  • VMI
Pioneer Trust Bank N A's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 128
Filing on Oct 09, 2025 Q3 2025

Jackson Square Capital, LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • MU
  • GOOGL
  • AMZN
Jackson Square Capital, LLC's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 144
Filing on Nov 12, 2025 Q3 2025

Compton Financial Group, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPIB
  • SPDW
  • SPSM
Compton Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 52
Filing on Oct 14, 2025 Q3 2025

Osher Van De Voorde Investment Management

  • GOOG
  • GLW
  • MSFT
  • JPM
  • ENB
  • AMZN
  • V
Osher Van De Voorde Investment Management's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 29
Filing on Nov 26, 2025 Q3 2025

Equitec Proprietary Markets, LLC

  • SPY
  • NFLX
  • K
  • K
  • ETNB
  • K
  • EA
Equitec Proprietary Markets, LLC's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 77