Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Portland Investment Counsel Inc.

  • BRK-B
  • BNS
  • TD
  • MGA
  • CI
  • ELV
  • ARES
Portland Investment Counsel Inc.'s Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 52
Filing on Nov 13, 2025 Q3 2025

Independent Family Office, LLC

  • SPY
  • IAU
  • PTC
  • IWD
  • VOO
  • GLD
  • TOST
Independent Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 79
Filing on Oct 31, 2025 Q3 2025

Bayshore Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • AVDV
  • AVIV
  • DFUS
Bayshore Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 40
Filing on Oct 03, 2025 Q3 2025

Impac Tfolio, LLC

  • ESGV
  • ESGU
  • ESGD
  • EUSB
  • ESGE
  • SUSC
  • MUB
Impac Tfolio, LLC's Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 40
Filing on Oct 09, 2025 Q3 2025

Mitchell & Pahl Private Wealth, LLC

  • MSFT
  • AVGO
  • AAPL
  • ABBV
  • HD
  • GS
  • XOM
Mitchell & Pahl Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 144
Filing on Oct 22, 2025 Q3 2025

O'Rourke & Company, Inc

  • AAPL
  • XLK
  • SPLV
  • BX
  • JPIE
  • JPM
  • MSFT
O'Rourke & Company, Inc's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 166
Filing on Nov 10, 2025 Q3 2025

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • GOOGL
  • VUG
  • XLK
Abbot Financial Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 133
Filing on Nov 14, 2025 Q3 2025

Arch Venture Management, LLC

  • BEAM
  • VIR
  • ERAS
  • GOSS
Arch Venture Management, LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 9
Filing on Nov 05, 2025 Q3 2025

Tag Stone Capital, Inc.

  • IVV
  • VCIT
  • AMZN
  • SPYG
  • BRK-B
  • VCSH
  • IWP
Tag Stone Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 117
Filing on Oct 21, 2025 Q3 2025

Hubbell Strickland Wealth Management, LLC

  • VIG
  • IVV
  • IJH
  • SDY
  • VUG
  • PHYS
  • DGRO
Hubbell Strickland Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 82
Filing on Oct 08, 2025 Q3 2025

Hoffman, Alan N Investment Management

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • COST
  • GOOG
  • NVDA
Hoffman, Alan N Investment Management's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 15
Filing on Oct 20, 2025 Q3 2025

Avaii Wealth Management, LLC

  • CGDV
  • IVV
  • TSLA
  • TDIV
  • NVDA
  • IAU
  • IJH
Avaii Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 150
Filing on Nov 06, 2025 Q3 2025

Eagle Bluffs Wealth Management LLC

  • BBN
  • NBB
  • EMXC
  • IDV
  • NVDA
  • NAD
  • JEPQ
Eagle Bluffs Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 77
Filing on Nov 13, 2023 Q3 2023

Truadvice, LLC

  • PSFF
  • SPY
  • QQQ
  • IVV
  • VUG
  • TSLA
  • SPYG
Truadvice, LLC's Q3 2023 Portfolio
Portfolio Value 229 Million
Stocks 231
Filing on Nov 12, 2025 Q3 2025

Bandera Partners LLC

  • JYNT
  • SGU
  • BUR
  • AMKR
  • GOOGL
  • SKYW
  • AMRC
Bandera Partners LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 13
Filing on Oct 06, 2025 Q3 2025

Exeter Financial, LLC

  • FFA
  • ICSH
  • BSV
  • AAPL
  • MSFT
  • AFL
  • GD
Exeter Financial, LLC's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 92
Filing on Aug 12, 2025 Q2 2025

Kaye Capital Management

  • IVV
  • VTV
  • QQQ
  • IOO
  • PID
  • QDEC
  • FVD
Kaye Capital Management's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 41
Filing on Nov 12, 2025 Q3 2025

Rfp Financial Group LLC

  • EQWL
  • IVV
  • AAPL
  • IXUS
  • RSP
  • AGG
  • IJH
Rfp Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 103