Largest Portfolios by Value

Filing on Nov 05, 2025 Q3 2025

Strategic Equity Management

  • MRSK
  • SPY
  • IWV
  • SCHX
  • VV
  • IEFA
  • IWP
Strategic Equity Management's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 65
Filing on Nov 14, 2025 Q3 2025

Gcm Grosvenor Holdings, LLC

  • SHEN
  • AMZN
  • CLH
  • SCHW
  • TSM
  • PTC
  • ABG
Gcm Grosvenor Holdings, LLC's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 22
Filing on Jul 22, 2022 Q2 2022

Enterprise Trust & Investment CO

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • VNQ
  • GDX
  • ISRG
Enterprise Trust & Investment CO's Q2 2022 Portfolio
Portfolio Value 240 Million
Stocks 359
Filing on Oct 27, 2025 Q3 2025

Boothe Investment Group, Inc.

  • CTA
  • DBND
  • HEDJ
  • JMST
  • ASEA
  • ULTA
  • KGC
Boothe Investment Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 37
Filing on Oct 07, 2025 Q3 2025

Towerpoint Wealth, LLC

  • VUG
  • VTV
  • VO
  • VEA
  • VCIT
  • TAGG
  • VBK
Towerpoint Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 87
Filing on Nov 03, 2025 Q3 2025

Disciplined Investments, LLC

  • DFIV
  • VCSH
  • DFSD
  • DFAT
  • SJNK
  • VGSH
  • DFAE
Disciplined Investments, LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 129
Filing on Nov 12, 2025 Q3 2025

Wealthstar Advisors, LLC

  • SPXL
  • LQD
  • TXN
  • HYG
  • VTC
  • TLH
  • IGSB
Wealthstar Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 138
Filing on Feb 13, 2023 Q4 2022

Alpha Paradigm Partners, LLC

  • AMR
  • HLIT
  • CLFD
  • FLEX
  • STAA
  • AMZN
  • LW
Alpha Paradigm Partners, LLC's Q4 2022 Portfolio
Portfolio Value 239 Million
Stocks 464
Filing on Oct 24, 2025 Q3 2025

Iridian Asset Management LLC

  • HLF
  • ACVA
  • TNL
  • ELV
  • RTO
  • LAD
  • POST
Iridian Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 43
Filing on Apr 09, 2025 Q1 2025

Selway Asset Management

  • AAPL
  • SHV
  • MSFT
  • JPM
  • GOOGL
  • HD
  • CI
Selway Asset Management's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 75
Filing on Oct 15, 2025 Q3 2025

Alliance Wealth Advisors, LLC

  • PLTR
  • DGRO
  • UITB
  • QQQ
  • AVUV
  • VTV
  • VO
Alliance Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 153
Filing on Oct 20, 2025 Q3 2025

Davidson Trust CO

  • MSFT
  • AAPL
  • ABBV
  • ABT
  • IXUS
  • VTV
  • VUG
Davidson Trust CO's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 265
Filing on Nov 13, 2025 Q3 2025

I.G.Y. LTD

  • AMZN
  • COST
  • BRK-A
I.G.Y. LTD's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 3
Filing on May 12, 2022 Q1 2022

Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.

  • POSH
  • BASE
Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.'s Q1 2022 Portfolio
Portfolio Value 239 Million
Stocks 2
Filing on Oct 20, 2025 Q3 2025

Sander Capital Advisors Inc

  • MSFT
  • AAPL
  • AMZN
  • ORCL
  • PANW
  • V
  • MA
Sander Capital Advisors Inc's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 12
Filing on Nov 12, 2025 Q3 2025

Triton Wealth Management, Pllc

  • SCHG
  • SPMO
  • KNX
  • QQQ
  • BUFR
  • NVDA
  • AAPL
Triton Wealth Management, Pllc's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 111
Filing on Nov 03, 2025 Q3 2025

Retirement Planning CO Of New England, Inc.

  • NVDA
  • AAPL
  • QQQ
  • AVGO
  • META
  • MSFT
  • BX
Retirement Planning CO Of New England, Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 246
Filing on Nov 03, 2025 Q3 2025

Northstar Advisory Group, LLC

  • NVDA
  • MSFT
  • IVV
  • IGSB
  • XLF
  • AMZN
  • JNJ
Northstar Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 111