Largest Portfolios by Value

Filing on Nov 05, 2025 Q3 2025

Fusion Capital, LLC

  • FLTR
  • AAPL
  • VIG
  • IVV
  • VUG
  • JPM
  • VTWO
Fusion Capital, LLC's Q3 2025 Portfolio
Portfolio Value 311 Million
Stocks 98
Filing on Oct 07, 2025 Q3 2025

Leverty Financial Group, LLC

  • IVV
  • IEFA
  • IJH
  • IEMG
  • JMUB
  • SCHX
  • SCHF
Leverty Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 311 Million
Stocks 44
Filing on Nov 05, 2025 Q3 2025

American Assets Inc

  • AAT
  • WFC
  • BAC
  • XOM
  • COF
  • ELF
  • TD
American Assets Inc's Q3 2025 Portfolio
Portfolio Value 311 Million
Stocks 28
Filing on Nov 13, 2025 Q3 2025

Pcg Wealth Advisors, LLC

  • SPY
  • SIL
  • SPLG
  • GLD
  • GDX
  • FVD
  • AVLV
Pcg Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 147
Filing on Nov 14, 2025 Q3 2025

Valueworks LLC

  • JOBY
  • VAL
  • MSB
  • MU
  • RIVN
  • TDW
  • CHRD
Valueworks LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 34
Filing on Oct 22, 2025 Q3 2025

Sandy Cove Advisors, LLC

  • IVV
  • VOO
  • AAPL
  • AGG
  • VO
  • VTI
  • BRK-B
Sandy Cove Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 139
Filing on Oct 27, 2025 Q3 2025

Erts Wealth Advisors, LLC

  • USHY
  • IEUR
  • SPYG
  • SPIB
  • SPYV
  • GOVT
  • IUSG
Erts Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 30
Filing on Nov 07, 2025 Q3 2025

Lion Street Advisors, LLC

  • GIS
  • DRI
  • COST
  • AAPL
  • VV
  • QQQ
  • VTI
Lion Street Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 224
Filing on Oct 09, 2025 Q3 2025

Phraction Management LLC

  • MSFT
  • AMZN
  • GOOGL
  • ADI
  • TMO
  • GOOG
  • ASML
Phraction Management LLC's Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 66
Filing on Oct 16, 2025 Q3 2025

Wealth Management Resources, Inc.

  • SPHQ
  • FBND
  • SPYG
  • IEF
  • SCHD
  • SCHF
  • IHDG
Wealth Management Resources, Inc.'s Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 32
Filing on Oct 20, 2025 Q3 2025

Reston Wealth Management LLC

  • SPYG
  • FNDX
  • SPDW
  • SPAB
  • SPMD
  • SMLF
  • SPYV
Reston Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 53
Filing on Oct 17, 2025 Q3 2025

Henrickson Nauta Wealth Advisors, Inc.

  • DFAC
  • DFIC
  • AVUS
  • AVDE
  • DFAT
  • UFPI
  • AVDV
Henrickson Nauta Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 94
Filing on Oct 14, 2025 Q3 2025

Somerset Trust CO

  • MSFT
  • AAPL
  • JPM
  • WMT
  • LOW
  • CSCO
  • JNJ
Somerset Trust CO's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 226
Filing on Oct 10, 2025 Q3 2025

Selective Wealth Management, Inc.

  • VOO
  • SGOV
  • SPLG
  • META
  • WCLD
  • JEPI
  • IVV
Selective Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 104
Filing on Nov 14, 2025 Q3 2025

Tikvah Management LLC

  • AMZN
  • GOOGL
  • CMPO
  • BIO
  • SPY
  • DLO
  • GOOG
Tikvah Management LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 23
Filing on Nov 14, 2025 Q3 2025

Cannell Capital LLC

  • CMPO
  • CVCO
  • NOA
  • TPB
  • COMP
  • MDXG
  • LINC
Cannell Capital LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 58
Filing on Oct 22, 2025 Q3 2025

Verger Capital Management LLC

  • ACWI
  • AGG
  • SPY
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 14
Filing on Oct 21, 2025 Q3 2025

Sterling Investment Counsel, LLC

  • IVW
  • QQQM
  • JEPI
  • CGXU
  • AAPL
  • IJH
  • IVV
Sterling Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 130