Largest Portfolios by Value

Filing on Nov 05, 2025 Q3 2025

D.B. Root & Company, LLC

  • JCPB
  • SCHX
  • VIG
  • VO
  • SCHB
  • AAPL
  • DFAI
D.B. Root & Company, LLC's Q3 2025 Portfolio
Portfolio Value 343 Million
Stocks 182
Filing on Nov 13, 2025 Q3 2025

Selkirk Management LLC

  • CVNA
  • AMZN
  • META
  • ZG
  • APP
  • GOOGL
  • GDS
Selkirk Management LLC's Q3 2025 Portfolio
Portfolio Value 343 Million
Stocks 12
Filing on Nov 13, 2025 Q3 2025

Knuff & CO LLC

  • AAPL
  • MSFT
  • PG
  • NFLX
  • NVO
  • MELI
  • GOOG
Knuff & CO LLC's Q3 2025 Portfolio
Portfolio Value 343 Million
Stocks 123
Filing on Nov 12, 2025 Q3 2025

Leeward Financial Partners, LLC

  • MSFT
  • VUG
  • VGT
  • AAPL
  • SCHG
  • SCHF
  • VV
Leeward Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 342 Million
Stocks 101
Filing on Nov 12, 2025 Q3 2025

One Charles Private Wealth Services, LLC

  • BRK-B
  • GBTC
  • TPL
  • INFL
  • VTV
  • VUG
  • JAAA
One Charles Private Wealth Services, LLC's Q3 2025 Portfolio
Portfolio Value 342 Million
Stocks 170
Filing on Nov 13, 2025 Q3 2025

Vision Capital Corp

  • SPY
  • SUI
  • EQIX
  • IVT
  • COLD
  • OHI
  • EGP
Vision Capital Corp's Q3 2025 Portfolio
Portfolio Value 342 Million
Stocks 11
Filing on Nov 13, 2025 Q3 2025

Granger Management LLC

  • SPY
  • ACWI
  • XLE
  • AMZN
  • QQQ
  • AAPL
Granger Management LLC's Q3 2025 Portfolio
Portfolio Value 342 Million
Stocks 6
Filing on Feb 07, 2025 Q4 2024

Epiq Capital Group, LLC

  • IWB
  • VTI
  • ACWI
  • IAU
  • META
  • IJR
  • GLD
Epiq Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 79
Filing on Jul 31, 2023 Q2 2023

Ten Capital Wealth Advisors, LLC

  • JAAA
  • FIXD
  • GSLC
  • JEPI
  • DGRO
  • RDVY
  • FVD
Ten Capital Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 341 Million
Stocks 200
Filing on Nov 13, 2025 Q3 2025

Metropolitan Life Insurance CO

  • SPY
  • AGG
  • BLV
  • IWM
  • EFA
  • EEM
  • VCSH
Metropolitan Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 11
Filing on Oct 23, 2025 Q3 2025

Atwater Malick LLC

  • IVV
  • AAPL
  • GOOGL
  • CAT
  • GS
  • WMT
  • WM
Atwater Malick LLC's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 83
Filing on Oct 21, 2025 Q3 2025

Brown Miller Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • AVGO
  • ABT
Brown Miller Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 273
Filing on Nov 13, 2025 Q3 2025

Pacific Center For Financial Services

  • QQQ
  • VTI
  • SMLF
  • VO
  • USMV
  • VNQ
  • IJH
Pacific Center For Financial Services's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 530
Filing on Nov 10, 2025 Q3 2025

Iat Reinsurance CO Ltd.

  • GS
  • RJF
  • MERC
  • GLW
  • AMGN
  • SRL
  • SIGI
Iat Reinsurance CO Ltd.'s Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 86
Filing on Oct 17, 2025 Q3 2025

Valley Forge Investment Consultants Inc Adv

  • IVV
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHM
  • SCHB
Valley Forge Investment Consultants Inc Adv's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 84
Filing on Oct 14, 2025 Q3 2025

Once Capital Management, LLC

  • NVDA
  • ASTS
  • SPOT
  • CRWD
  • AAPL
  • AMD
  • SNOW
Once Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 340 Million
Stocks 28
Filing on Nov 12, 2025 Q3 2025

Haverford Financial Services, Inc.

  • MSFT
  • AAPL
  • JPM
  • RTX
  • ORCL
  • COST
  • MA
Haverford Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 340 Million
Stocks 45
Filing on Nov 13, 2023 Q3 2023

Berry Street Capital Management LLP

  • TLT
  • SGEN
  • ATVI
  • VMW
  • CPRI
  • QQQ
  • ACI
Berry Street Capital Management LLP's Q3 2023 Portfolio
Portfolio Value 340 Million
Stocks 29