Largest Portfolios by Value

Filing on Nov 04, 2025 Q3 2025

Aspen Capital Management, LLC

  • DFIC
  • SGOV
  • DFAC
  • DFCF
  • DFAT
  • DFEM
  • DFAS
Aspen Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 392 Billion
Stocks 81
Filing on Nov 14, 2025 Q3 2025

Diadema Partners LP

  • QURE
  • REGN
  • SPY
  • JAZZ
  • BMRN
  • VKTX
  • AGIO
Diadema Partners LP's Q3 2025 Portfolio
Portfolio Value 391 Billion
Stocks 130
Filing on Dec 01, 2025 Q3 2025

Ria Advisory Group LLC

  • QQQ
  • VTI
  • OEF
  • BND
  • SLV
  • BIL
  • SPY
Ria Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 390 Billion
Stocks 151
Filing on Nov 13, 2023 Q3 2023

Kensington Investments B.V.

  • VIST
Kensington Investments B.V.'s Q3 2023 Portfolio
Portfolio Value 390 Billion
Stocks 1
Filing on Oct 10, 2025 Q3 2025

Brown, Lisle/Cummings, Inc.

  • SPY
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • ICE
  • GOOG
Brown, Lisle/Cummings, Inc.'s Q3 2025 Portfolio
Portfolio Value 390 Billion
Stocks 760
Filing on Oct 21, 2025 Q3 2025

Trustees Of Dartmouth College

  • SPY
  • ORCC
  • VTV
  • IEMG
  • IJR
  • XOM
  • XLK
Trustees Of Dartmouth College's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 8
Filing on Oct 24, 2025 Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • IEFA
  • JAAA
  • IJH
  • MINT
  • IVV
  • MDY
  • UITB
Atlantic Edge Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 542
Filing on Oct 02, 2025 Q3 2025

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • QUAL
  • VIG
  • MTUM
Global Wealth Strategies & Associates's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 485
Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 389 Billion
Stocks 230
Filing on Nov 03, 2025 Q3 2025

Sherborne Investors Management LP

  • NAVI
Sherborne Investors Management LP's Q3 2025 Portfolio
Portfolio Value 387 Billion
Stocks 1
Filing on Oct 14, 2025 Q3 2025

Westmount Partners, LLC

  • AAPL
  • MSFT
  • AVGO
  • VOO
  • NVDA
  • CACI
  • SPY
Westmount Partners, LLC's Q3 2025 Portfolio
Portfolio Value 387 Billion
Stocks 244
Filing on Nov 08, 2024 Q3 2024

Cic Wealth, LLC

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • VB
  • IGM
  • PEP
Cic Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 387 Billion
Stocks 176
Filing on Nov 12, 2025 Q3 2025

Tillman Hartley LLC

  • DFAC
  • DFUV
  • DFCF
  • DFAS
  • DFAT
  • BSV
  • DFSD
Tillman Hartley LLC's Q3 2025 Portfolio
Portfolio Value 386 Billion
Stocks 145
Filing on Nov 03, 2025 Q3 2025

Golden Reserve Retirement LLC

  • VTI
  • SCHG
  • QQQ
  • SCHD
  • SCHA
  • NVDA
  • AAPL
Golden Reserve Retirement LLC's Q3 2025 Portfolio
Portfolio Value 385 Billion
Stocks 20
Filing on Oct 29, 2025 Q3 2025

Coalescence Partners Investment Management, LP

  • TSM
  • MSFT
  • AMZN
  • TDG
  • SNPS
  • FICO
  • SPGI
Coalescence Partners Investment Management, LP's Q3 2025 Portfolio
Portfolio Value 384 Billion
Stocks 13
Filing on Nov 26, 2025 Q3 2025

Strategic Advocates LLC

  • KOMP
  • QQQ
  • BIV
  • RPV
  • IEMG
  • SPLB
  • VIOG
Strategic Advocates LLC's Q3 2025 Portfolio
Portfolio Value 384 Billion
Stocks 613
Filing on Nov 12, 2025 Q3 2025

Dunhill Financial, LLC

  • VOO
  • VEU
  • BND
  • VGLT
  • VB
  • VTI
  • NFLX
Dunhill Financial, LLC's Q3 2025 Portfolio
Portfolio Value 383 Billion
Stocks 989
Filing on Nov 07, 2025 Q3 2025

Guidance Capital, Inc

  • SPY
  • IJR
  • IEMG
  • IEFA
  • GSY
  • BIL
  • RSP
Guidance Capital, Inc's Q3 2025 Portfolio
Portfolio Value 383 Billion
Stocks 202