Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Ballast, Inc.

  • VB
  • VO
  • SPHQ
  • COWZ
  • VEU
  • RSP
  • SHY
Ballast, Inc.'s Q3 2025 Portfolio
Portfolio Value 411 Million
Stocks 134
Filing on Oct 21, 2025 Q3 2025

Gsb Wealth Management, LLC

  • IVV
  • USFR
  • AAPL
  • AGGY
  • FNDA
  • FLOT
  • MSFT
Gsb Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 411 Million
Stocks 239
Filing on Oct 22, 2025 Q3 2025

Park Place Capital Corp

  • ACIO
  • IVV
  • VEA
  • OSCV
  • DRSK
  • NVDA
  • RSP
Park Place Capital Corp's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 787
Filing on Oct 08, 2025 Q3 2025

Ipswich Investment Management Co., Inc.

  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • IWV
  • NVDA
  • COST
Ipswich Investment Management Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 185
Filing on Oct 17, 2025 Q3 2025

Encompass More Asset Management

  • USFR
  • SPY
  • QQQ
  • TLT
  • GLDM
  • SGOL
  • SECT
Encompass More Asset Management's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 238
Filing on Oct 21, 2025 Q3 2025

Brave Asset Management Inc

  • EFV
  • AGG
  • XLK
  • AAPL
  • MSFT
  • VOO
  • SPY
Brave Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 172
Filing on Nov 06, 2025 Q3 2025

Mandatum Life Insurance CO LTD

  • IVV
  • VOO
  • IPAC
  • GOOGL
  • META
  • MSFT
  • JPM
Mandatum Life Insurance CO LTD's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 81
Filing on Oct 06, 2025 Q3 2025

Collective Family Office LLC

  • JMUB
  • BSJQ
  • DFAE
  • AVLV
  • AVUV
  • AVDV
  • VTV
Collective Family Office LLC's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 160
Filing on Oct 16, 2025 Q3 2025

Castle Rock Wealth Management, LLC

  • NVDA
  • TFLO
  • KO
  • MSFT
  • AAPL
  • CVX
  • SGOV
Castle Rock Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 254
Filing on Nov 12, 2025 Q3 2025

Longfellow Investment Management CO LLC

  • EPD
  • WES
  • MPLX
  • ET
  • PAA
  • CNQ
  • HESM
Longfellow Investment Management CO LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 258
Filing on Oct 09, 2025 Q3 2025

Stokes Capital Advisors, LLC

  • MSFT
  • AVGO
  • TJX
  • JPM
  • MINT
  • MCD
  • AXP
Stokes Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 68
Filing on Oct 22, 2025 Q3 2025

Bcs Wealth Management

  • VOO
  • SCHX
  • SCHF
  • SPYG
  • BSCQ
  • AGG
  • BSCP
Bcs Wealth Management's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 246
Filing on Nov 07, 2025 Q3 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VEU
  • GDX
Berkeley Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 188
Filing on Nov 05, 2025 Q3 2025

Beacon Harbor Wealth Advisors, Inc.

  • VOO
  • VXF
  • BND
  • IEFA
  • APP
  • IETC
  • IAU
Beacon Harbor Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 70
Filing on Nov 03, 2025 Q3 2025

Paulson Wealth Management Inc.

  • IWF
  • IWD
  • EFA
  • IWM
  • AAPL
  • VCSH
  • CWB
Paulson Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 136
Filing on Nov 10, 2025 Q3 2025

Aries Wealth Management

  • AAPL
  • MSFT
  • VUG
  • SPY
  • EFA
  • VB
  • VO
Aries Wealth Management's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 231
Filing on Nov 10, 2025 Q3 2025

Coyle Financial Counsel LLC

  • IVV
  • VEA
  • FBND
  • QQQ
  • FRDM
  • VCSH
  • IJH
Coyle Financial Counsel LLC's Q3 2025 Portfolio
Portfolio Value 408 Million
Stocks 97
Filing on Nov 10, 2025 Q3 2025

Pacific Ridge Capital Partners, LLC

  • NBN
  • HRTG
  • NWPX
  • MPAA
  • NGS
  • BBW
  • BWMN
Pacific Ridge Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 408 Million
Stocks 135