Largest Portfolios by Value

Filing on Nov 17, 2025 Q3 2025

Stonebridge Financial Planning Group, LLC

  • IWY
  • IYW
  • SPHQ
  • DGRO
  • IVV
  • AMZN
  • NVDA
Stonebridge Financial Planning Group, LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 171
Filing on Oct 09, 2025 Q3 2025

First Financial Corp

  • THFF
  • VOO
  • VGT
  • MSFT
  • IVV
  • VEA
  • VO
First Financial Corp 's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 427
Filing on Oct 28, 2025 Q3 2025

Theory Financial LLC

  • SCHZ
  • XLC
  • VFH
  • MBB
  • IGIB
  • QUAL
  • HYLB
Theory Financial LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 90
Filing on Nov 04, 2025 Q3 2025

Morling Financial Advisors, LLC

  • VTI
  • TOTL
  • VGSH
  • DFAU
  • DFAE
  • DFAI
  • SCHX
Morling Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 105
Filing on Nov 06, 2025 Q3 2025

Elmwood Wealth Management, Inc.

  • TFLO
  • VEA
  • JMST
  • JPST
  • LOUP
  • AAPL
  • SUB
Elmwood Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 143
Filing on Oct 20, 2025 Q3 2025

My Personal Cfo, LLC

  • VTI
  • VCIT
  • IVV
  • VCSH
  • DFAC
  • DUHP
  • DFSV
My Personal Cfo, LLC's Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 94
Filing on Nov 12, 2025 Q3 2025

Geneva Partners, LLC

  • NVDA
  • AVGO
  • GOOGL
  • META
  • GLD
  • MSFT
  • PLTR
Geneva Partners, LLC's Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 68
Filing on Nov 14, 2025 Q3 2025

Dean Capital Management

  • LFUS
  • AEIS
  • ESE
  • BELFB
  • VC
  • ASTE
  • KWR
Dean Capital Management's Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 122
Filing on Nov 14, 2023 Q3 2023

Samjo Capital LLC

  • THRY
  • PDFS
  • ITI
  • INSE
  • ASPN
  • GENI
  • SHCR
Samjo Capital LLC's Q3 2023 Portfolio
Portfolio Value 253 Million
Stocks 66
Filing on Nov 12, 2025 Q3 2025

Hall Capital Management CO Inc

  • MSFT
  • VCIT
  • VEU
  • VO
  • IGSB
  • AAPL
  • JPM
Hall Capital Management CO Inc's Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 98
Filing on Nov 12, 2025 Q3 2025

Glynn Capital Management LLC

  • OSCR
  • TSM
  • NU
  • SNOW
  • MDB
  • ADYEY
  • NET
Glynn Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 35
Filing on Nov 19, 2025 Q3 2025

Campbell Capital Management Inc

  • GOOG
  • AAPL
  • MSFT
  • META
  • KKR
  • DKS
  • VST
Campbell Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 45
Filing on Nov 05, 2025 Q3 2025

Fullcircle Wealth LLC

  • MSFT
  • UPS
  • HYG
  • SNOW
  • BRK-B
  • AAPL
  • DYNF
Fullcircle Wealth LLC's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 262
Filing on Nov 13, 2025 Q3 2025

Texas Capital Bancshares Inc

  • VOO
  • NVDA
  • VTEB
  • IEFA
  • AAPL
  • AGG
  • IWB
Texas Capital Bancshares Inc's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 460
Filing on Jan 11, 2023 Q4 2022

Jenkins Wealth

  • BIL
  • VTV
  • QQQ
  • VUG
  • SPY
  • IEF
  • HYG
Jenkins Wealth's Q4 2022 Portfolio
Portfolio Value 252 Million
Stocks 81
Filing on Nov 13, 2025 Q3 2025

Decatur Capital Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • META
  • AVGO
Decatur Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 37
Filing on Nov 05, 2025 Q3 2025

Eukles Asset Management

  • NVDA
  • MSFT
  • AAPL
  • IWF
  • URI
  • CBOE
  • MA
Eukles Asset Management's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 239
Filing on Feb 14, 2024 Q4 2023

Nine Point Two Capital LLC

  • SCHP
  • EMLC
  • TIP
  • HYLB
  • VYM
  • PDBC
  • DVY
Nine Point Two Capital LLC's Q4 2023 Portfolio
Portfolio Value 252 Million
Stocks 249