Largest Portfolios by Value

Filing on Oct 15, 2025 Q3 2025

Cadent Capital Advisors, LLC

  • ITA
  • VIS
  • RWL
  • XLY
  • AAPL
  • VTWO
  • RSP
Cadent Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 367 Million
Stocks 211
Filing on Nov 17, 2025 Q3 2025

Fwl Investment Management, LLC

  • GDX
  • ORCL
  • GOOG
  • LNG
  • MSFT
  • AMLP
  • GLD
Fwl Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 332
Filing on Nov 05, 2025 Q3 2025

Wilson Asset Management (International) Pty LTD

  • GOOG
  • INTU
  • PWR
  • ICE
  • MSCI
  • TRU
  • V
Wilson Asset Management (International) Pty LTD's Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 41
Filing on Nov 07, 2025 Q3 2025

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHG
  • SCHD
  • SPY
  • CGGR
  • UBER
  • SCHX
Strategic Family Wealth Counselors, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 164
Filing on Oct 24, 2025 Q3 2025

Morgan Rosel Wealth Management, LLC

  • VTI
  • SCHF
  • SPY
  • BOND
  • USMV
  • SCHE
  • VO
Morgan Rosel Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 108
Filing on Oct 22, 2025 Q3 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • EFV
  • MUB
  • EMXC
  • EFG
Cardinal Strategic Wealth Guidance's Q3 2025 Portfolio
Portfolio Value 365 Million
Stocks 58
Filing on Oct 07, 2025 Q3 2025

Doliver Advisors, LP

  • XOM
  • IUSG
  • IVV
  • AMZN
  • META
  • GOOG
  • NVDA
Doliver Advisors, LP's Q3 2025 Portfolio
Portfolio Value 365 Million
Stocks 175
Filing on Nov 13, 2025 Q3 2025

Bell Asset Management LTD

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • META
  • V
Bell Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 365 Million
Stocks 63
Filing on Oct 29, 2025 Q3 2025

Xcel Wealth Management, LLC

  • AMZN
  • RH
  • BAC
  • NVDA
  • JPM
  • HD
  • AAPL
Xcel Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 138
Filing on Oct 04, 2022 Q3 2022

Bowling Portfolio Management LLC

  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • SCHX
  • BRKB
  • PG
Bowling Portfolio Management LLC's Q3 2022 Portfolio
Portfolio Value 364 Million
Stocks 183
Filing on Nov 14, 2025 Q3 2025

Divisar Capital Management LLC

  • LITE
  • ADTN
  • UCTT
  • PII
  • KLIC
  • ONTO
  • BIGC
Divisar Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 25
Filing on Oct 14, 2025 Q3 2025

Hwg Holdings LP

  • IVV
  • QQQ
  • NVDA
  • MSFT
  • GOOGL
  • META
  • CW
Hwg Holdings LP's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 57
Filing on Nov 14, 2025 Q3 2025

Measured Wealth Private Client Group, LLC

  • SPYV
  • RSP
  • VYM
  • GLD
  • SPY
  • XLV
  • XLK
Measured Wealth Private Client Group, LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 698
Filing on Oct 23, 2025 Q3 2025

Tru Independence LLC

  • DFAC
  • RDVY
  • FBND
  • FTCS
  • DFAI
  • AAPL
  • GM
Tru Independence LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 125
Filing on Nov 07, 2025 Q3 2025

Atticus Wealth Management, LLC

  • SPY
  • IWF
  • HTRB
  • SPYV
  • AAPL
  • SPLV
  • MSFT
Atticus Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 197
Filing on Oct 27, 2025 Q3 2025

Divergent Planning, LLC

  • IVV
  • AVDV
  • MDY
  • JMBS
  • AVUS
  • DFAS
  • JAAA
Divergent Planning, LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 35
Filing on Nov 20, 2025 Q3 2025

Wbi Investments, Inc.

  • WBIY
  • WBIL
  • WBIG
  • WBIF
  • QQQ
  • COM
  • QQQM
Wbi Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 464
Filing on Nov 14, 2025 Q3 2025

Tri Locum Partners LP

  • JNJ
  • UTHR
  • MRK
  • AXSM
  • ASND
  • VERA
  • ARGX
Tri Locum Partners LP's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 18