Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Capstone Wealth Management Group, LLC

  • SHV
  • SPMO
  • AVGO
  • MGK
  • VYM
  • LQD
  • XLG
Capstone Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 76
Filing on Nov 05, 2025 Q3 2025

Jackson Square Partners, LLC

  • NVDA
  • MSFT
  • GOOGL
  • AAON
  • CYBR
  • AMZN
  • MEDP
Jackson Square Partners, LLC's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 47
Filing on Oct 10, 2025 Q3 2025

Seneca House Advisors

  • RSP
  • GOOGL
  • MSFT
  • MKL
  • IBDX
  • QQQ
  • STWD
Seneca House Advisors's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 90
Filing on Oct 30, 2025 Q3 2025

Cnb Bank

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • AVGO
  • JPM
Cnb Bank's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 616
Filing on Nov 13, 2025 Q3 2025

Marcho Partners LLP

  • TSM
  • MELI
  • NU
  • SHOP
  • SE
  • GRAB
  • GTLB
Marcho Partners LLP's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Liberty Mutual Group Asset Management Inc.

  • DXJ
  • HYG
  • SRLN
  • AFRM
  • AM
  • REPX
  • CRGY
Liberty Mutual Group Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 13
Filing on Nov 14, 2025 Q3 2025

Camarda Financial Advisors, LLC

  • IYW
  • IYZ
  • IYF
  • IDU
  • QQQ
  • IVW
  • AVGO
Camarda Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 111
Filing on Nov 13, 2025 Q3 2025

Intrepid Financial Planning Group LLC

  • IVV
  • SPY
  • IWF
  • AAPL
  • PGX
  • JEPI
  • RSP
Intrepid Financial Planning Group LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 128
Filing on Oct 27, 2025 Q3 2025

St. Johns Investment Management Company, LLC

  • SCHX
  • AAPL
  • SCHA
  • SCHM
  • SPY
  • MSFT
  • GLD
St. Johns Investment Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 204
Filing on Oct 21, 2025 Q3 2025

Altus Wealth Group LLC

  • IVV
  • SPMO
  • COWZ
  • MOAT
  • XMHQ
  • IWF
  • AAPL
Altus Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 143
Filing on Nov 17, 2025 Q3 2025

Sterling Financial Group, Inc.

  • SPHQ
  • DIVO
  • INTF
  • IBHF
  • BSCS
  • AAPL
  • GSY
Sterling Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 73
Filing on Oct 01, 2025 Q3 2025

Vigilare Wealth Management

  • GLD
  • VB
  • SPMO
  • SGOV
  • IEFA
  • DYNF
  • AAPL
Vigilare Wealth Management's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 120
Filing on Oct 20, 2025 Q3 2025

Meridian Financial Partners LLC

  • VOO
  • DGRO
  • JMEE
  • IWY
  • AAPL
  • IVLU
  • IVV
Meridian Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 113
Filing on Nov 14, 2025 Q3 2025

Krensavage Asset Management, LLC

  • UTHR
  • ENTA
  • JAZZ
  • BMRN
  • EXEL
  • SUPN
  • SNY
Krensavage Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 17
Filing on Oct 30, 2025 Q3 2025

Deseret Mutual Benefit Administrators

  • OMFL
  • HYG
  • CLOI
  • FLTR
  • AAPL
  • ORCL
  • AVGO
Deseret Mutual Benefit Administrators's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 516
Filing on Oct 30, 2025 Q3 2025

Ardent Capital Management, Inc.

  • BRK-B
  • JNJ
  • GOOG
  • META
  • AAPL
  • SYK
  • GOOGL
Ardent Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 51
Filing on Nov 14, 2025 Q3 2025

Euclidean Capital LLC

  • VEU
  • INDA
  • ORIC
  • FHTX
  • ALEC
  • PMVP
  • SPY
Euclidean Capital LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 11
Filing on Oct 06, 2025 Q3 2025

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • NVDA
  • GOOG
  • IJH
  • AMZN
Greenfield Savings Bank's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 149