Largest Portfolios by Value

Filing on Oct 24, 2025 Q3 2025

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • AAPL
  • BRK-B
  • IJH
  • IVV
Pinnacle Bancorp, Inc.'s Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 910
Filing on Feb 14, 2023 Q4 2022

Mass Ave Global Inc.

  • BABA
  • CRDO
  • JD
  • SPY
  • NTES
  • XOP
  • AMZN
Mass Ave Global Inc.'s Q4 2022 Portfolio
Portfolio Value 331 Million
Stocks 33
Filing on Oct 30, 2025 Q3 2025

Vista Private Wealth Partners. LLC

  • SCHG
  • IBTF
  • SCHM
  • SCHV
  • SCHF
  • IBTG
  • IBTI
Vista Private Wealth Partners. LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 78
Filing on Oct 28, 2025 Q3 2025

Wright Investors Service Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
Wright Investors Service Inc's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 234
Filing on Nov 13, 2025 Q3 2025

Wakefield Asset Management Lllp

  • EFV
  • EFG
  • IEMG
  • JPM
  • META
  • NVDA
  • NFLX
Wakefield Asset Management Lllp's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 193
Filing on Oct 21, 2025 Q3 2025

Trust CO Of Oklahoma

  • VGT
  • SPY
  • VFH
  • AAPL
  • VCR
  • MSFT
  • GOOGL
Trust CO Of Oklahoma's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 189
Filing on Nov 05, 2025 Q3 2025

Boyd Watterson Asset Management LLC

  • MSFT
  • SPY
  • AVGO
  • GOOGL
  • JPM
  • ETN
  • AXP
Boyd Watterson Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 418
Filing on Oct 24, 2025 Q3 2025

Sovereign Investment Advisors, LLC

  • IVV
  • USMV
  • VNLA
  • IEFA
  • MPLX
  • JAAA
  • SPY
Sovereign Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 35
Filing on Nov 10, 2025 Q3 2025

Clark Estates Inc

  • IQV
  • MDT
  • FISV
  • HLN
  • DIS
  • BLCO
  • SNN
Clark Estates Inc's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 99
Filing on Oct 30, 2025 Q3 2025

Outlook Wealth Advisors, LLC

  • IVV
  • BSEP
  • QQQ
  • VTV
  • HYDB
  • NVDA
  • QSPT
Outlook Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 290
Filing on Oct 10, 2025 Q3 2025

Fc Advisory LLC

  • MGK
  • VEU
  • VXF
  • VUG
  • AGG
  • DGRO
  • BIV
Fc Advisory LLC's Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 116
Filing on Nov 13, 2025 Q3 2025

Mohnish Pabrai

Dalal Street, LLC
  • HCC
  • AMR
  • RIG
  • VAL
Mohnish Pabrai's Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 5
Filing on Oct 10, 2025 Q3 2025

Stolper CO

  • BRK-B
  • JPM
  • AAPL
  • GOOG
  • COF
  • GS
  • OKE
Stolper CO's Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 89
Filing on Nov 04, 2025 Q3 2025

Beam Wealth Advisors, Inc.

  • IVV
  • RAAX
  • EMXC
  • NVDA
  • VO
  • BIL
  • IWR
Beam Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 109
Filing on Nov 25, 2025 Q3 2025

Court Place Advisors, LLC

  • MSFT
  • URI
  • ADP
  • BRK-B
  • XLK
  • JKHY
  • NVDA
Court Place Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 147
Filing on Nov 12, 2025 Q3 2025

Rench Wealth Management, Inc.

  • NVDA
  • MSFT
  • AAPL
  • JPM
  • AJG
  • GOOG
  • AMZN
Rench Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 56
Filing on Nov 14, 2025 Q3 2025

Abdiel Capital Advisors, LP

  • HCA
  • GLBE
  • AFRM
  • APPN
  • GBTG
Abdiel Capital Advisors, LP's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 6
Filing on Oct 22, 2025 Q3 2025

Benchmark Financial Wealth Advisors, LLC

  • SPY
  • VTI
  • SCHF
  • DBND
  • ITOT
  • COWZ
  • IWY
Benchmark Financial Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 124