Largest Portfolios by Value

Filing on Jul 01, 2025 Q2 2025

Stonebridge Capital Management Inc

  • MSFT
  • AAPL
  • ORCL
  • SYK
  • INTU
  • GD
  • NVDA
Stonebridge Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 91
Filing on Oct 16, 2025 Q3 2025

Lincoln Capital Corp

  • MSFT
  • IEFA
  • GSLC
  • AAPL
  • SPLG
  • IEF
  • SCHM
Lincoln Capital Corp's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 90
Filing on Oct 07, 2025 Q3 2025

Bluestem Financial Advisors, LLC

  • BND
  • IVV
  • VB
  • VEU
  • VNQ
  • EAGG
  • BSV
Bluestem Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 29
Filing on Nov 12, 2025 Q3 2025

Denver Wealth Management, Inc.

  • SPLG
  • QQQM
  • RWL
  • IWF
  • JAAA
  • RDVY
  • AAPL
Denver Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 91
Filing on Jul 15, 2022 Q2 2022

Pinnacle Private Wealth, LLC

  • AAPL
  • IVV
  • IWF
  • MSFT
  • HD
  • USMV
  • DGRO
Pinnacle Private Wealth, LLC's Q2 2022 Portfolio
Portfolio Value 256 Million
Stocks 272
Filing on Nov 04, 2025 Q3 2025

Financial Services Advisory Inc

  • SPY
  • IVV
  • CGDV
  • MGC
  • IWF
  • ACWX
  • LQD
Financial Services Advisory Inc's Q3 2025 Portfolio
Portfolio Value 255 Million
Stocks 91
Filing on Feb 09, 2024 Q4 2023

Lws Wealth Advisors, Inc.

  • IVV
  • IEFA
  • VIG
  • STIP
  • IVE
  • IEMG
  • MBB
Lws Wealth Advisors, Inc.'s Q4 2023 Portfolio
Portfolio Value 255 Million
Stocks 65
Filing on Oct 07, 2025 Q3 2025

Trinity Wealth Management, LLC

  • SPAB
  • QQQ
  • QUAL
  • MTUM
  • SIZE
  • IAGG
  • USMV
Trinity Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 255 Million
Stocks 67
Filing on Jul 13, 2022 Q2 2022

Hya Advisors, Inc

  • ORLY
  • JKHY
  • ITOT
  • AVUS
  • EFV
  • QQQ
  • IJH
Hya Advisors, Inc's Q2 2022 Portfolio
Portfolio Value 255 Million
Stocks 143
Filing on Nov 14, 2025 Q3 2025

Ranch Capital Advisors Inc.

  • BIL
  • AAPL
  • NVDA
  • MSFT
  • AVGO
  • VYM
  • VIG
Ranch Capital Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 255 Million
Stocks 151
Filing on Nov 14, 2025 Q3 2025

Robertson Opportunity Capital, LLC

  • WMB
  • TPX
  • GOOG
  • ACGL
  • CPRT
  • META
  • SNPS
Robertson Opportunity Capital, LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 28
Filing on Oct 14, 2025 Q3 2025

Stableford Capital Ii LLC

  • GOOGL
  • MSFT
  • IEF
  • AMZN
  • SHV
  • BIL
  • META
Stableford Capital Ii LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 138
Filing on Oct 28, 2025 Q3 2025

Phoenix Wealth Advisors

  • JPST
  • VEA
  • ISCF
  • MSFT
  • JMST
  • GOVT
  • AAPL
Phoenix Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 131
Filing on Aug 08, 2022 Q2 2022

Crossvault Capital Management LLC

  • AAPL
  • MSFT
  • ABBV
  • PEP
  • GOOGL
  • PFE
  • RTX
Crossvault Capital Management LLC's Q2 2022 Portfolio
Portfolio Value 254 Million
Stocks 75
Filing on Nov 03, 2025 Q3 2025

Saxon Interests, Inc.

  • PRF
  • AAPL
  • IWF
  • VTI
  • MSFT
  • NVDA
  • AMZN
Saxon Interests, Inc.'s Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 209
Filing on Nov 04, 2025 Q3 2025

Lokken Investment Group LLC

  • VTV
  • VUG
  • GLD
  • MGMT
  • VB
  • FBND
  • AAPL
Lokken Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 148
Filing on Oct 08, 2025 Q3 2025

Pacifica Partners Inc.

  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • AMAT
  • BRK-B
  • JNJ
Pacifica Partners Inc.'s Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 520
Filing on Nov 14, 2025 Q3 2025

Shaolin Capital Management LLC

  • SPY
  • BTU
  • NEE
  • IREN
  • PCT
  • HPE
  • MCHP
Shaolin Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 328