Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Heartland Bank & Trust CO

  • IGF
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • DJP
Heartland Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 207
Filing on Nov 07, 2025 Q3 2025

Collaborative Wealth Managment Inc.

  • SPYG
  • SPYV
  • SPMD
  • SPDW
  • AVUV
  • QQQM
  • HYMB
Collaborative Wealth Managment Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 196
Filing on Nov 13, 2025 Q3 2025

Pfc Capital Group, Inc.

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • QCOM
  • AMZN
  • GOOGL
Pfc Capital Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 84
Filing on Nov 03, 2025 Q3 2025

Wealthspan Partners, LLC

  • VUG
  • VTV
  • DE
  • IAU
  • VCSH
  • DFCF
  • VIG
Wealthspan Partners, LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 123
Filing on Nov 24, 2025 Q3 2025

Burkett Financial Services, LLC

  • SCHG
  • SCHD
  • VEA
  • DBEF
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 226
Filing on Nov 06, 2025 Q3 2025

Eq LLC

  • DYNF
  • VOO
  • IVV
  • IVW
  • EFV
  • IEMG
  • ONEQ
Eq LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 74
Filing on Nov 13, 2025 Q3 2025

Dcm Advisors, LLC

  • MSFT
  • AAPL
  • ORCL
  • META
  • GS
  • MS
  • DIS
Dcm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 38
Filing on Oct 16, 2025 Q3 2025

Asset Planning Services Inc

  • NVDA
  • MSFT
  • JPM
  • WMT
  • RTX
  • GOOGL
  • AMZN
Asset Planning Services Inc 's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 35
Filing on Nov 19, 2025 Q3 2025

Caerus Investment Advisors, LLC

  • VOO
  • XYLD
  • SPY
  • QYLD
  • GOOG
  • IWM
  • EFA
Caerus Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 270
Filing on Nov 03, 2025 Q3 2025

Asset Allocation & Management Company, LLC

  • VTI
  • VOO
  • SPHY
  • VYM
  • IVV
  • SCHD
  • SRLN
Asset Allocation & Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 88
Filing on Oct 23, 2025 Q3 2025

Shore Haven Wealth Partners, LLC

  • IVW
  • AVLV
  • DYNF
  • XLG
  • QUAL
  • TLT
  • AVEM
Shore Haven Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 102
Filing on Nov 07, 2025 Q3 2025

Holistic Financial Partners

  • LLY
  • SCHF
  • FVD
  • FTA
  • FTCS
  • IWF
  • UCON
Holistic Financial Partners's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 139
Filing on Nov 12, 2025 Q3 2025

Crescent Park Management, L.P.

  • AVGO
  • WIX
  • AMZN
  • KKR
  • DASH
  • PCOR
  • CCCS
Crescent Park Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 35
Filing on Oct 30, 2025 Q3 2025

Ridgewood Investments LLC

  • BRK-B
  • GOOGL
  • SGOV
  • SHV
  • VOO
  • BSV
  • VT
Ridgewood Investments LLC's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 202
Filing on Nov 13, 2025 Q3 2025

Hutner Capital Management Inc

  • BRK-A
  • BRK-B
  • COST
  • PM
  • MCD
  • FNV
  • KO
Hutner Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 44
Filing on Oct 22, 2025 Q3 2025

Garrison Point Advisors, LLC

  • MSFT
  • AAPL
  • IVV
  • BRK-A
  • ORCL
  • NVDA
  • META
Garrison Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 171
Filing on Nov 13, 2025 Q3 2025

Olp Capital Management LTD

  • QFIN
  • YMM
  • YY
  • YALA
  • ATAT
Olp Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 5
Filing on Nov 07, 2025 Q3 2025

Horrell Capital Management, Inc.

  • ORLY
  • UNP
  • DDS
  • AZO
  • LII
  • HD
  • MUSA
Horrell Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 196