Largest Portfolios by Value

Filing on Nov 25, 2025 Q3 2025

Briaud Financial Planning, Inc

  • VTI
  • GLD
  • PDBC
  • QQQ
  • SLV
  • IAU
  • AAPL
Briaud Financial Planning, Inc's Q3 2025 Portfolio
Portfolio Value 306 Million
Stocks 36
Filing on Nov 03, 2025 Q3 2025

Financial Life Advisors

  • IVW
  • IVE
  • SCHZ
  • SPMB
  • DYNF
  • EFV
  • IUSB
Financial Life Advisors's Q3 2025 Portfolio
Portfolio Value 306 Million
Stocks 47
Filing on Oct 23, 2025 Q3 2025

Silchester International Investors LLP

  • NTR
  • RYAAY
  • CCEP
Silchester International Investors LLP's Q3 2025 Portfolio
Portfolio Value 306 Million
Stocks 3
Filing on Oct 16, 2025 Q3 2025

Silverleafe Capital Partners, LLC

  • QQQ
  • IVV
  • WEST
  • BRK-A
  • FDX
  • AAPL
  • AGG
Silverleafe Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 305 Million
Stocks 92
Filing on Oct 29, 2025 Q3 2025

Jcic Asset Management Inc.

  • GOOG
  • AAPL
  • JPM
  • MSFT
  • AEM
  • NVDA
  • AMZN
Jcic Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 305 Million
Stocks 111
Filing on Oct 30, 2025 Q3 2025

Stiles Financial Services Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • BRK-B
  • COST
  • GOOGL
Stiles Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 304 Million
Stocks 176
Filing on Oct 24, 2025 Q3 2025

Swmg, LLC

  • IVV
  • IVW
  • DYNF
  • SPSB
  • QUAL
  • IVE
  • EFV
Swmg, LLC's Q3 2025 Portfolio
Portfolio Value 304 Million
Stocks 110
Filing on Nov 07, 2022 Q3 2022

Goldstein Munger & Associates

  • IWB
  • EFA
  • IWM
  • IAU
  • VEA
  • VWO
  • IWF
Goldstein Munger & Associates's Q3 2022 Portfolio
Portfolio Value 303 Million
Stocks 32
Filing on Oct 29, 2024 Q3 2024

Biechele Royce Advisors

  • AAPL
  • BK
  • AMAT
  • AMGN
  • MDT
  • CVS
  • BWA
Biechele Royce Advisors's Q3 2024 Portfolio
Portfolio Value 303 Million
Stocks 55
Filing on Nov 13, 2025 Q3 2025

Consilio Wealth Advisors, LLC

  • IVV
  • MSFT
  • DGRO
  • AMZN
  • QQQ
  • IJH
  • VT
Consilio Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 97
Filing on Oct 07, 2025 Q3 2025

Veracity Capital LLC

  • IUSG
  • IUSV
  • VO
  • AAPL
  • SPY
  • MSFT
  • NVDA
Veracity Capital LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 242
Filing on Nov 07, 2025 Q3 2025

Bell & Brown Wealth Advisors, LLC

  • AVGO
  • AAPL
  • GOOGL
  • META
  • GS
  • JPM
  • LLY
Bell & Brown Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 72
Filing on Feb 13, 2023 Q4 2022

Apogem Capital LLC

  • ACCD
Apogem Capital LLC's Q4 2022 Portfolio
Portfolio Value 303 Million
Stocks 1
Filing on Nov 03, 2025 Q3 2025

Pegasus Asset Management, Inc.

  • SCHB
  • AAPL
  • MSFT
  • GOOG
  • NVDA
  • META
  • ETN
Pegasus Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 69
Filing on Nov 13, 2025 Q3 2025

Alaethes Wealth LLC

  • VGIT
  • AAPL
  • NVDA
  • MSFT
  • SUB
  • AMZN
  • AVGO
Alaethes Wealth LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 112
Filing on Oct 15, 2025 Q3 2025

Bonness Enterprises Inc

  • PGR
  • SYK
  • MSFT
  • AAPL
  • ABBV
  • IBM
  • JNJ
Bonness Enterprises Inc's Q3 2025 Portfolio
Portfolio Value 302 Million
Stocks 58
Filing on Oct 22, 2025 Q3 2025

Investment Advisory Services Inc

  • QQQ
  • VIG
  • MSFT
  • JEPI
  • AAPL
  • COWZ
  • WMT
Investment Advisory Services Inc 's Q3 2025 Portfolio
Portfolio Value 302 Million
Stocks 126
Filing on Nov 13, 2025 Q3 2025

Hendley & CO Inc

  • BRK-B
  • V
  • MSFT
  • APH
  • AAPL
  • PH
  • ABT
Hendley & CO Inc's Q3 2025 Portfolio
Portfolio Value 302 Million
Stocks 47