Largest Portfolios by Value

Filing on Oct 10, 2025 Q3 2025

Newton One Investments LLC

  • BND
  • IVV
  • VUG
  • VCIT
  • VEU
  • IJH
  • VTEB
Newton One Investments LLC's Q3 2025 Portfolio
Portfolio Value 338 Million
Stocks 120
Filing on Nov 01, 2024 Q3 2024

Source Financial Advisors LLC

  • UBER
  • SPY
  • MKTX
  • IVV
  • GOVT
  • VTI
  • IXUS
Source Financial Advisors LLC's Q3 2024 Portfolio
Portfolio Value 337 Million
Stocks 167
Filing on Nov 12, 2025 Q3 2025

Western Standard LLC

  • SPY
  • KROS
  • IWM
  • AMBC
  • ATEC
  • SEM
  • DRVN
Western Standard LLC's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 24
Filing on Nov 14, 2025 Q3 2025

Cyrus Capital Partners, L.P.

  • GTX
  • SATS
  • MEOH
Cyrus Capital Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 4
Filing on Nov 04, 2025 Q3 2025

Droms Strauss Advisors Inc

  • IVV
  • GSLC
  • IVW
  • IVE
  • VTV
  • IWO
  • QQQ
Droms Strauss Advisors Inc 's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 71
Filing on Nov 04, 2025 Q3 2025

Northcape Wealth Management, LLC

  • GLD
  • JAAA
  • IEFA
  • LQD
  • IQLT
  • AAPL
  • MSFT
Northcape Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 139
Filing on Aug 14, 2025 Q2 2025

Bluefin Capital Management, LLC

  • SPY
  • JNPR
  • HYG
  • UNH
  • JNPR
  • UNH
  • SPY
Bluefin Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 337 Million
Stocks 140
Filing on Nov 12, 2025 Q3 2025

Harbor Advisory Corp

  • VOO
  • GOOGL
  • AMZN
  • FTSL
  • VGK
  • VWO
  • IVV
Harbor Advisory Corp 's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 80
Filing on Jan 20, 2023 Q4 2022

Lehman & Derafelo Financial Resources LLC

  • NEE
  • LBAY
  • NEP
  • BRK-B
  • AMZN
  • PFE
  • FDRR
Lehman & Derafelo Financial Resources LLC's Q4 2022 Portfolio
Portfolio Value 337 Million
Stocks 110
Filing on Oct 17, 2025 Q3 2025

Sandbox Financial Partners, LLC

  • VUG
  • AAPL
  • MSFT
  • SPY
  • AMZN
  • SNOW
  • VTV
Sandbox Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 128
Filing on Nov 14, 2025 Q3 2025

Alta Fox Capital Management, LLC

  • DAKT
  • REVG
  • CARG
  • DXCM
  • MSFT
  • TXT
  • FICO
Alta Fox Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 19
Filing on Oct 21, 2025 Q3 2025

Physicians Financial Services, Inc.

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • WMT
  • MA
Physicians Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 336 Million
Stocks 108
Filing on Oct 14, 2025 Q3 2025

Seaside Wealth Management, Inc.

  • VTI
  • VEA
  • DFEM
  • DFSV
  • DISV
  • VGIT
  • VCIT
Seaside Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 336 Million
Stocks 63
Filing on Oct 16, 2025 Q3 2025

City State Bank

  • AAPL
  • BIV
  • DFCF
  • BSV
  • DFSD
  • VYM
  • MSFT
City State Bank's Q3 2025 Portfolio
Portfolio Value 336 Million
Stocks 742
Filing on Oct 16, 2025 Q3 2025

Bill Few Associates, Inc.

  • AAPL
  • MSFT
  • NVDA
  • ORCL
  • JPM
  • GOOG
  • TJX
Bill Few Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 336 Million
Stocks 201
Filing on Nov 04, 2025 Q3 2025

Fortem Financial Group, LLC

  • URA
  • PLTR
  • NVDA
  • SRLN
  • AMLP
  • TSLA
  • AVGO
Fortem Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 335 Million
Stocks 167
Filing on Jun 30, 2025 Q1 2025

Pensionfund Sabic

  • MSFT
  • AAPL
  • META
  • PLD
  • JPM
  • O
  • NVDA
Pensionfund Sabic's Q1 2025 Portfolio
Portfolio Value 335 Million
Stocks 215
Filing on Nov 04, 2025 Q3 2025

Tfb Advisors LLC

  • VOO
  • MGK
  • NVDA
  • MGV
  • IVV
  • IEFA
  • SSO
Tfb Advisors LLC's Q3 2025 Portfolio
Portfolio Value 335 Million
Stocks 308