Largest Portfolios by Value

Filing on Oct 17, 2025 Q3 2025

Tealwood Asset Management Inc

  • POWW
  • GOOGL
  • MSFT
  • ABT
  • ABBV
  • META
  • KLAC
Tealwood Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 134
Filing on Nov 18, 2025 Q3 2025

Lakehouse Capital Pty LTD

  • MELI
  • WIX
  • PINS
  • AMZN
  • SCHW
  • SE
  • GOOG
Lakehouse Capital Pty LTD's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 13
Filing on Nov 13, 2025 Q3 2025

Avalon Advisory Group

  • VTI
  • IEF
  • VEU
  • ITOT
  • SCHF
  • SCHB
  • VXUS
Avalon Advisory Group's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 18
Filing on Oct 31, 2025 Q3 2025

Blackhawk Capital Partners Llc.

  • SCHX
  • META
  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • JAAA
Blackhawk Capital Partners Llc.'s Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 152
Filing on Nov 03, 2025 Q3 2025

Flagship Private Wealth, LLC

  • IVV
  • SPY
  • IOO
  • SGOV
  • QQQ
  • QUAL
  • USMV
Flagship Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 111
Filing on Nov 07, 2025 Q3 2025

O Donnell Financial Services, LLC

  • SPLG
  • DSTL
  • RDVY
  • MGK
  • EFA
  • QQQ
  • FDD
O Donnell Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 55
Filing on Nov 10, 2025 Q3 2025

Af Advisors, Inc.

  • FICO
  • VYM
  • SPMD
  • SPSM
  • WFC
  • VTI
  • NVDA
Af Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 30
Filing on Nov 13, 2025 Q3 2025

Entry Point Capital, LLC

  • VZ
  • STRA
  • ESE
  • NDSN
  • HLMN
  • USB
  • STT
Entry Point Capital, LLC's Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 643
Filing on Nov 14, 2025 Q3 2025

Juniper Investment Company, LLC

  • AORT
  • LINC
  • BVS
  • OFIX
  • AMOT
  • TWIN
  • ALOT
Juniper Investment Company, LLC's Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Vr Advisory Services LTD

  • YPF
  • HEPS
  • AL
  • PUMP
  • PAM
  • AER
  • VIST
Vr Advisory Services LTD's Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 36
Filing on Nov 13, 2025 Q3 2025

Colonial River Wealth Management, LLC

  • NVDA
  • AAPL
  • CGGR
  • RWL
  • MSFT
  • SPMO
  • AMZN
Colonial River Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 236
Filing on Oct 15, 2025 Q3 2025

Heathbridge Capital Management Ltd.

  • AEP
  • TRP
  • VZ
  • TD
  • AEM
  • MSFT
  • MFC
Heathbridge Capital Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 28
Filing on Oct 20, 2025 Q3 2025

Muzinich & Co., Inc.

  • ARCC
  • ORCC
  • BXSL
  • MAIN
  • GBDC
  • HTGC
  • TSLX
Muzinich & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 39
Filing on Nov 14, 2025 Q3 2025

Brick & Kyle, Associates

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • JPM
  • VB
  • KRE
Brick & Kyle, Associates's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 59
Filing on Nov 20, 2025 Q3 2025

Kensington Investment Counsel, LLC

  • AAPL
  • MSFT
  • WSM
  • JPM
  • ABBV
  • WSO
  • SNA
Kensington Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 104
Filing on Nov 17, 2025 Q3 2025

Peloton Wealth Strategists

  • GOOGL
  • IBDT
  • AMZN
  • MA
  • MSFT
  • IBDS
  • IBDU
Peloton Wealth Strategists's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 93
Filing on Oct 24, 2025 Q3 2025

Mine & Arao Wealth Creation & Management, Llc.

  • QQQ
  • SPY
  • DIA
  • AAPL
  • NVDA
  • AMZN
  • GOOG
Mine & Arao Wealth Creation & Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 77
Filing on Nov 13, 2025 Q3 2025

Ghe, LLC

  • NVDA
  • PCN
  • ADBE
  • MCO
  • MPC
  • AXP
  • SPGI
Ghe, LLC's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 34