Largest Portfolios by Value

Filing on Nov 04, 2025 Q3 2025

Arjuna Capital

  • SGOV
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • SPTI
  • JPM
Arjuna Capital's Q3 2025 Portfolio
Portfolio Value 389 Million
Stocks 106
Filing on Jul 12, 2022 Q2 2022

Minot Wealth Management LLC

  • SCHD
  • AAPL
  • SPY
  • BRKB
  • MSFT
  • ABBV
  • MDYV
Minot Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 389 Million
Stocks 185
Filing on Apr 01, 2025 Q1 2025

Centre Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • PARA
  • MDT
Centre Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 71
Filing on Oct 09, 2025 Q3 2025

Park Edge Advisors, LLC

  • LECO
  • CDX
  • STIP
  • IPKW
  • GLD
  • BIL
  • SHY
Park Edge Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 389 Million
Stocks 146
Filing on Nov 03, 2025 Q3 2025

Summit Wealth & Retirement Planning, Inc.

  • MGC
  • SCHG
  • SCHV
  • SCHF
  • GLTR
  • SCHE
  • SCHA
Summit Wealth & Retirement Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 389 Million
Stocks 106
Filing on Oct 29, 2025 Q3 2025

High Net Worth Advisory Group LLC

  • VOO
  • NVDA
  • VYM
  • VIG
  • AAPL
  • AGG
  • ABBV
High Net Worth Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 388 Million
Stocks 235
Filing on Aug 08, 2024 Q2 2024

Tmd Wealth Management, LLC

  • VTV
  • VUG
  • QUAL
  • DGRW
  • BTAL
  • IAU
  • JMBS
Tmd Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 387 Million
Stocks 56
Filing on Nov 06, 2025 Q3 2025

G2 Capital Management, LLC

  • DFUS
  • JMUB
  • MOAT
  • BND
  • DUHP
  • DFAS
  • SCHX
G2 Capital Management, LLC 's Q3 2025 Portfolio
Portfolio Value 387 Million
Stocks 70
Filing on Nov 13, 2025 Q3 2025

Resolute Advisors LLC

  • U
  • VOO
  • ACWX
  • QQQ
  • SPY
  • RBLX
  • MGK
Resolute Advisors LLC's Q3 2025 Portfolio
Portfolio Value 387 Million
Stocks 75
Filing on Nov 05, 2025 Q3 2025

Vantage Financial Partners, LLC

  • ITOT
  • IXUS
  • IVV
  • DIVO
  • SGOV
  • AGG
  • IUSG
Vantage Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 216
Filing on Nov 14, 2025 Q3 2025

General Catalyst Group Management, LLC

  • IOT
  • GTLB
General Catalyst Group Management, LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 8
Filing on Nov 05, 2025 Q3 2025

Tempus Wealth Planning, LLC

  • GE
  • NVDA
  • MSFT
  • CGDV
  • SPMO
  • AAPL
  • QQQ
Tempus Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 276
Filing on Oct 17, 2025 Q3 2025

Dumont & Blake Investment Advisors LLC

  • SPY
  • QQQ
  • AAPL
  • RSP
  • MSFT
  • MDY
  • DVY
Dumont & Blake Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 207
Filing on Nov 14, 2025 Q3 2025

Wick Capital Partners, LLC

  • ITOT
  • VTI
  • IVV
  • IXUS
  • QQQM
  • IBDS
  • IEFA
Wick Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 118
Filing on Oct 29, 2025 Q3 2025

Birinyi Associates Inc

  • AAPL
  • SPY
  • GOOGL
  • AMZN
  • MA
  • NVDA
  • MSFT
Birinyi Associates Inc's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 57
Filing on Oct 28, 2025 Q3 2025

Thrive Capital Management, LLC

  • QQQ
  • VUG
  • VEA
  • IGLD
  • VWO
  • VOT
  • VOO
Thrive Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 385 Million
Stocks 171
Filing on Nov 10, 2025 Q3 2025

Grant Street Asset Management, Inc.

  • IVV
  • JCPB
  • WINN
  • EFA
  • VOOV
  • VO
  • SCHX
Grant Street Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 385 Million
Stocks 91
Filing on Nov 13, 2025 Q3 2025

Eldridge Investment Advisors, Inc.

  • ITOT
  • SPLG
  • IVV
  • DYNF
  • JHMM
  • JEPQ
  • JHPI
Eldridge Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 385 Million
Stocks 158