Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Cv Advisors LLC

  • SPY
  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AMZN
  • META
Cv Advisors LLC's Q3 2025 Portfolio
Portfolio Value 360 Million
Stocks 50
Filing on Nov 07, 2025 Q3 2025

Snider Financial Group

  • IVV
  • AGG
  • MSFT
  • VIG
  • GOVT
  • AAPL
  • AMZN
Snider Financial Group's Q3 2025 Portfolio
Portfolio Value 360 Million
Stocks 115
Filing on Nov 14, 2025 Q3 2025

Wealth Trust Axiom LLC

  • AAPL
  • MSFT
  • KMI
  • LYTS
  • IBM
  • TTI
  • AEM
Wealth Trust Axiom LLC's Q3 2025 Portfolio
Portfolio Value 360 Million
Stocks 270
Filing on Oct 28, 2025 Q3 2025

Cerro Pacific Wealth Advisors LLC

  • QQQ
  • AAPL
  • NVDA
  • VOOG
  • JPST
  • MSFT
  • SPY
Cerro Pacific Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 359 Million
Stocks 159
Filing on Nov 05, 2025 Q3 2025

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IVV
  • IWD
  • VIG
Cm Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 359 Million
Stocks 89
Filing on Oct 09, 2025 Q3 2025

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • JPIB
  • VCIT
Peak Financial Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 359 Million
Stocks 101
Filing on Oct 20, 2025 Q3 2025

Westbourne Investment Advisors, Inc.

  • MSFT
  • AAPL
  • GOOGL
  • META
  • UBER
  • GS
  • BAC
Westbourne Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 116
Filing on Oct 28, 2025 Q3 2025

Running Point Capital Advisors, LLC

  • BIL
  • QQQ
  • BILS
  • QQQM
  • VOO
  • IEMG
  • IDEV
Running Point Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 192
Filing on Oct 24, 2025 Q3 2025

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • SPDW
  • VCSH
  • DFSD
  • SCHF
  • SCHM
Gradient Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 167
Filing on Oct 22, 2025 Q3 2025

Integral Investment Advisors, Inc.

  • VOO
  • QQQ
  • VUG
  • BJUL
  • BJAN
  • BOCT
  • BAPR
Integral Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 163
Filing on Nov 14, 2025 Q3 2025

Fourthstone LLC

  • AVBH
  • BCAL
  • CARE
  • FCCO
  • MCB
  • FRAF
  • FVCB
Fourthstone LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 83
Filing on Oct 10, 2025 Q3 2025

Bnc Wealth Management, LLC

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • GOOGL
  • TSLA
  • META
Bnc Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 107
Filing on Oct 24, 2025 Q3 2025

Colony Family Offices, LLC

  • DFUS
  • IEFA
  • IJR
  • VWO
  • VTEB
  • DFAE
  • GUNR
Colony Family Offices, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 68
Filing on Oct 22, 2025 Q3 2025

Philo Smith Capital Corp

  • PRI
  • RGA
  • AFL
  • RNR
  • BRO
  • ACGL
  • AIG
Philo Smith Capital Corp's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 61
Filing on Nov 13, 2025 Q3 2025

Magnolia Capital Advisors LLC

  • VTI
  • AAPL
  • VUG
  • MSFT
  • JMOM
  • ITOT
  • TFLO
Magnolia Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 233
Filing on Nov 04, 2025 Q3 2025

Access Investment Management LLC

  • URI
  • JBL
  • APO
  • SF
  • JPM
  • EWBC
  • C
Access Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 167
Filing on Nov 13, 2025 Q3 2025

Myda Advisors LLC

  • QQQ
  • MSFT
  • HON
  • AMZN
  • LASR
  • ARQT
  • HON
Myda Advisors LLC's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 156
Filing on Nov 12, 2025 Q3 2025

Arch Point Investors

  • GOOGL
  • VTI
  • CW
  • AMZN
  • VOOG
  • VOO
  • LZB
Arch Point Investors's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 72