Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Joseph Group Capital Management

  • JCPB
  • DFAI
  • SCHP
  • VXUS
  • DEW
  • MOAT
  • CIBR
Joseph Group Capital Management's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 98
Filing on Oct 14, 2025 Q3 2025

S.E.E.D. Planning Group LLC

  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • A
  • TMO
  • MOAT
S.E.E.D. Planning Group LLC's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 85
Filing on Nov 14, 2025 Q3 2025

High Vista Strategies LLC

  • DBC
  • MRUS
  • VRDN
  • RVMD
  • PTGX
  • NUVL
  • ACLX
High Vista Strategies LLC's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 148
Filing on Oct 22, 2025 Q3 2025

Capital Planning LLC

  • IVV
  • MSFT
  • SCHG
  • PWR
  • DGRO
  • VGT
  • VB
Capital Planning LLC's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 79
Filing on Oct 07, 2025 Q3 2025

Accel Wealth Management

  • DGRO
  • SCHG
  • VNLA
  • VTI
  • VTV
  • AAPL
  • QQQ
Accel Wealth Management's Q3 2025 Portfolio
Portfolio Value 328 Million
Stocks 278
Filing on Feb 02, 2023 Q4 2022

Monarch Partners Asset Management LLC

  • MOD
  • TGLS
  • HTBK
  • CTRE
  • UCTT
  • NTST
  • CHEF
Monarch Partners Asset Management LLC's Q4 2022 Portfolio
Portfolio Value 328 Million
Stocks 133
Filing on Oct 14, 2025 Q3 2025

M. Kraus & CO

  • MSFT
  • GOOG
  • LHX
  • TMO
  • RTX
  • NSC
  • ROK
M. Kraus & CO's Q3 2025 Portfolio
Portfolio Value 328 Million
Stocks 84
Filing on May 10, 2023 Q1 2023

Cardinal Point Wealth Management Partners, LLC

  • VTI
  • USFR
  • VEU
  • LRGF
  • IAU
  • BOND
  • IHDG
Cardinal Point Wealth Management Partners, LLC's Q1 2023 Portfolio
Portfolio Value 328 Million
Stocks 80
Filing on Nov 14, 2025 Q3 2025

Sailing Stone Capital Partners LLC

  • CMP
  • IE
  • RRC
  • EPD
  • NRGV
  • AR
  • CCJ
Sailing Stone Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 328 Million
Stocks 16
Filing on Oct 23, 2025 Q3 2025

Clean Yield Group

  • AAPL
  • NVDA
  • AVGO
  • AWK
  • ASML
  • UL
  • CSCO
Clean Yield Group's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 427
Filing on Nov 06, 2025 Q3 2025

Libra Wealth LLC

  • VTI
  • VGIT
  • VEA
  • SCHB
  • SCHF
  • DFAT
  • AVUV
Libra Wealth LLC's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 68
Filing on Nov 14, 2025 Q3 2025

First Wilshire Securities Management Inc

  • EZPW
  • ECVT
  • CAMT
  • SGOV
  • NWPX
  • TPH
  • SD
First Wilshire Securities Management Inc's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 84
Filing on Nov 04, 2025 Q3 2025

Summit Partners L P

  • LFST
  • AVAH
  • JAMF
  • MTSI
  • ATEN
Summit Partners L P's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 8
Filing on Oct 31, 2025 Q3 2025

Alta Advisers LTD

  • VGSH
  • NVDA
  • VT
  • MSFT
  • AAPL
  • AMZN
  • VOO
Alta Advisers LTD's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 250
Filing on Nov 14, 2025 Q3 2025

Bard Associates Inc

  • PFF
  • FFC
  • BIZD
  • ENSG
  • JAAA
  • KTOS
  • WLDN
Bard Associates Inc's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 160
Filing on Oct 27, 2025 Q3 2025

Cornell Pochily Investment Advisors, Inc.

  • AAPL
  • NVDA
  • ITOT
  • SPY
  • MSFT
  • BRK-A
  • TMP
Cornell Pochily Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 177
Filing on Oct 23, 2025 Q3 2025

Ht Partners LLC

  • SCHB
  • EFA
  • VTI
  • VEA
  • EEM
  • QQQM
  • VWO
Ht Partners LLC's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 52
Filing on Oct 15, 2025 Q3 2025

Level Financial Advisors, Inc.

  • VOO
  • VGSH
  • VEA
  • BSV
  • DUHP
  • VCSH
  • DFIP
Level Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 94