Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Investors Asset Management Of Georgia Inc

  • EFX
  • JPM
  • CCRD
  • MSFT
  • IWM
  • HD
  • LLY
Investors Asset Management Of Georgia Inc 's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 179
Filing on Nov 05, 2025 Q3 2025

Gables Capital Management Inc.

  • NVDA
  • AAPL
  • PLTR
  • CPRX
  • JPM
  • HD
  • MSFT
Gables Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 458
Filing on Oct 22, 2025 Q3 2025

Red Tortoise LLC

  • SCHF
  • FNDF
  • IVV
  • SCHE
  • IEFA
  • SCHX
  • VGLT
Red Tortoise LLC's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 646
Filing on Oct 20, 2025 Q3 2025

Motive Wealth Advisors

  • VEA
  • QUAL
  • IVV
  • AGG
  • VIG
  • IEFA
  • SCHB
Motive Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 89
Filing on Nov 14, 2025 Q3 2025

Turim 21 Investimentos Ltda.

  • VTI
  • EFA
  • VALE
  • BIL
  • IEMG
  • CROX
  • ERIC
Turim 21 Investimentos Ltda.'s Q3 2025 Portfolio
Portfolio Value 227 Million
Stocks 117
Filing on Oct 07, 2025 Q3 2025

Mc Naughton Wealth Management, LLC

  • BND
  • IVW
  • IVE
  • DYNF
  • QUAL
  • XLG
  • VO
Mc Naughton Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 227 Million
Stocks 74
Filing on Apr 15, 2024 Q1 2024

Atlas Private Wealth Management

  • SHY
  • JMST
  • LMBS
  • AAPL
  • SPY
  • XMHQ
  • GOOGL
Atlas Private Wealth Management's Q1 2024 Portfolio
Portfolio Value 227 Million
Stocks 119
Filing on Nov 14, 2025 Q3 2025

Forager Capital Management, LLC

  • RM
  • MCFT
  • HOV
  • MLKN
  • IIIV
  • VMD
  • RUSHA
Forager Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 227 Million
Stocks 11
Filing on Oct 14, 2025 Q3 2025

Dopkins Wealth Management, LLC

  • DFAC
  • DFIV
  • DFAT
  • DFUV
  • AVDV
  • DFNM
  • VBK
Dopkins Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 227 Million
Stocks 79
Filing on Feb 13, 2025 Q4 2024

Ashburton (Jersey) LTD

  • MSFT
  • V
  • NVDA
  • GOOG
  • ETN
  • AMZN
  • ACN
Ashburton (Jersey) LTD's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 52
Filing on Oct 28, 2025 Q3 2025

Tkg Advisors, LLC

  • SPY
  • VTV
  • QQQ
  • NVDA
  • SPLV
  • MDY
  • IBM
Tkg Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 227 Million
Stocks 88
Filing on Nov 03, 2025 Q3 2025

Absolute Capital Management, LLC

  • SMH
  • QQQ
  • DIVB
  • VLU
  • SPY
  • BRK-A
  • SOXX
Absolute Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 120
Filing on Nov 14, 2025 Q3 2025

Pragma Gestao De Patrimonio LTD

  • AAXJ
  • MSFT
  • AMZN
  • MCO
  • TDG
  • GOOG
  • GE
Pragma Gestao De Patrimonio LTD's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 20
Filing on Oct 20, 2025 Q3 2025

Montz Harcus Wealth Management LLC

  • SPLG
  • SPY
  • PRF
  • SPMD
  • IEFA
  • SPSM
  • SPDW
Montz Harcus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 86
Filing on Nov 14, 2025 Q3 2025

Blue Barn Wealth, LLC

  • SCHF
  • VONG
  • SCHD
  • BNDX
  • AGG
  • SHYG
  • SLYG
Blue Barn Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 171
Filing on Oct 15, 2025 Q3 2025

Quad Cities Investment Group, LLC

  • AAPL
  • FPE
  • RSP
  • JAAA
  • IJH
  • DGRO
  • AMZN
Quad Cities Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 189
Filing on Nov 12, 2025 Q3 2025

Shah Capital Management

  • NVAX
  • SOL
  • CSIQ
  • VGSH
  • EDU
  • AM
  • GCI
Shah Capital Management's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 13
Filing on Nov 14, 2025 Q3 2025

Kinloch Capital, LLC

  • VGT
  • FPE
  • VCR
  • FTSM
  • ABBV
  • VOO
  • VOX
Kinloch Capital, LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 73