Largest Portfolios by Value

Filing on Nov 05, 2025 Q3 2025

Burt Wealth Advisors

  • SCHX
  • BIV
  • CACI
  • SPY
  • SPIB
  • EFAV
  • OMFL
Burt Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 399 Million
Stocks 115
Filing on Nov 14, 2025 Q3 2025

Kimmeridge Energy Management Company, LLC

  • CIVI
  • DVN
Kimmeridge Energy Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 399 Million
Stocks 3
Filing on Oct 23, 2025 Q3 2025

Summit Wealth Group, LLC

  • VOO
  • BND
  • IGIB
  • VEA
  • VXF
  • BNDX
  • DFAC
Summit Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 111
Filing on Nov 12, 2025 Q3 2025

Operose Advisors LLC

  • VTI
  • VYM
  • VEA
  • VOO
  • SCHF
  • VO
  • IJR
Operose Advisors LLC's Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 444
Filing on Oct 23, 2025 Q3 2025

Guidance Point Advisors, LLC

  • JPM
  • IVV
  • IVW
  • IEFA
  • IJH
  • IJR
  • IVE
Guidance Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 98
Filing on Oct 29, 2025 Q3 2025

Tradewinds, Llc.

  • NVDA
  • MSFT
  • AAPL
  • JPM
  • AMZN
  • DFIV
  • WMT
Tradewinds, Llc.'s Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 210
Filing on Oct 14, 2025 Q3 2025

Shikiar Asset Management Inc

  • AAPL
  • AMZN
  • MSFT
  • GOOG
  • UBER
  • ZS
  • C
Shikiar Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 397 Million
Stocks 103
Filing on Oct 31, 2025 Q3 2025

Lorne Steinberg Wealth Management Inc.

  • RY
  • GOOGL
  • CM
  • MSFT
  • BMO
  • TD
  • JPM
Lorne Steinberg Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 397 Million
Stocks 70
Filing on Nov 07, 2025 Q3 2025

Frisch Financial Group, Inc.

  • JPST
  • RSP
  • VTV
  • GOOGL
  • AAPL
  • QQQE
  • FMB
Frisch Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 396 Million
Stocks 157
Filing on Oct 23, 2025 Q3 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • VOO
  • REZ
  • BIV
  • IWB
  • MSFT
  • RTX
  • HLI
Franklin, Parlapiano, Turner & Welch, LLC's Q3 2025 Portfolio
Portfolio Value 396 Million
Stocks 53
Filing on Oct 30, 2025 Q3 2025

Vela Investment Management, LLC

  • SPY
  • KEX
  • BRK-B
  • HUBG
  • GOOGL
  • WIX
  • CRTO
Vela Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 174
Filing on Oct 15, 2025 Q3 2025

Ayalon Insurance Comp Ltd.

  • ACWI
  • XLK
  • SPY
  • XLC
  • XLV
  • VFH
  • XLF
Ayalon Insurance Comp Ltd.'s Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 58
Filing on Nov 14, 2025 Q3 2025

Sonnipe LTD

  • MNDY
Sonnipe LTD's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Milestone Investment Advisors LLC

  • SPHQ
  • SCHG
  • SCHX
  • VUG
  • FDVV
  • SCHB
  • FBND
Milestone Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 125
Filing on Nov 14, 2025 Q3 2025

Tenere Capital LLC

  • V
  • AMZN
  • BX
  • MSFT
  • NVDA
  • META
  • GS
Tenere Capital LLC's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 21
Filing on Nov 13, 2025 Q3 2025

American Investment Services, Inc.

  • GLDM
  • VUG
  • DFUV
  • VYMI
  • DFIC
  • DFAS
  • VTV
American Investment Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 134
Filing on Nov 04, 2025 Q3 2025

Oak Harbor Wealth Partners, LLC

  • VOO
  • AGG
  • VO
  • AAPL
  • IEFA
  • SCHD
  • COST
Oak Harbor Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 255
Filing on Oct 24, 2025 Q3 2025

Citizens & Northern Corp

  • VONG
  • IGE
  • FREL
  • IEMG
  • IJH
  • NVDA
  • MSFT
Citizens & Northern Corp's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 121