Largest Portfolios by Value

Filing on Nov 17, 2025 Q3 2025

Optimist Retirement Group LLC

  • PCAR
  • SPYG
  • SPYV
  • SLYG
  • SLYV
  • SPDW
  • SPEM
Optimist Retirement Group LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 118
Filing on Oct 23, 2025 Q3 2025

Landmark Wealth Management, LLC

  • VOO
  • NOBL
  • HFXI
  • VIGI
  • JCPB
  • IJR
  • TOTR
Landmark Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 85
Filing on Nov 14, 2025 Q3 2025

Vpr Management LLC

  • VEA
  • IAU
  • GUNR
  • EWC
  • EWZ
  • VTI
  • VIG
Vpr Management LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 60
Filing on Nov 07, 2025 Q3 2025

Keener Financial Planning LLC

  • SPTM
  • VEA
  • IJR
  • AVLV
  • VWO
  • VTI
  • SPDW
Keener Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 227
Filing on Oct 28, 2025 Q3 2025

D. Scott Neal, Inc.

  • GLD
  • QQQ
  • XLC
  • UNM
  • AJG
  • FLEX
  • KLAC
D. Scott Neal, Inc.'s Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 66
Filing on Nov 03, 2025 Q3 2025

Howard Wealth Management, LLC

  • VUG
  • VYM
  • AAPL
  • VB
  • PLTR
  • VIG
  • VT
Howard Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 131
Filing on Nov 07, 2025 Q3 2025

Mendel Money Management

  • MSFT
  • AMZN
  • GOOG
  • V
  • IBM
  • TMO
  • PANW
Mendel Money Management's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 150
Filing on Nov 05, 2025 Q3 2025

Client First Capital LLC

  • QQQ
  • SHV
  • USFR
  • IVV
  • QUAL
  • GLD
  • XLC
Client First Capital LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 22
Filing on Feb 12, 2024 Q4 2023

Glovista Investments LLC

  • INDA
  • FLCH
  • MCHI
  • ACWX
  • RSP
  • FLTW
  • EWY
Glovista Investments LLC's Q4 2023 Portfolio
Portfolio Value 215 Million
Stocks 40
Filing on Nov 10, 2025 Q3 2025

C V Starr & CO Inc

  • GLD
  • IDEV
  • IVOO
  • IJR
C V Starr & CO Inc's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 5
Filing on Nov 02, 2022 Q3 2022

Dowling & Yahnke LLC

  • BSV
  • VTEB
  • AAPL
  • RS
  • BND
  • VXUS
  • DFAT
Dowling & Yahnke LLC's Q3 2022 Portfolio
Portfolio Value 215 Million
Stocks 373
Filing on Nov 06, 2025 Q3 2025

Choice Wealth Advisors, LLC

  • SPYV
  • DGRW
  • SPYG
  • JIRE
  • IHDG
  • JHMM
  • JPST
Choice Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 32
Filing on Nov 05, 2025 Q3 2025

Proactive Wealth Strategies LLC

  • FV
  • NVDA
  • FTLS
  • PANW
  • AAPL
  • FVD
  • MSFT
Proactive Wealth Strategies LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 141
Filing on Nov 14, 2025 Q3 2025

Nvidia Corp

  • APLD
  • RXRX
Nvidia Corp's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 6
Filing on Nov 06, 2025 Q3 2025

Strategic Financial Partners, Ltd.

  • SPLG
  • SPYV
  • VONG
  • SPDW
  • IWR
  • AGG
  • VUG
Strategic Financial Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 80
Filing on Oct 09, 2025 Q3 2025

Kessler Investment Group, LLC

  • GOOGL
  • CRWD
  • DELL
  • ROKU
  • UBER
  • NVDA
  • GNRC
Kessler Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 82
Filing on Oct 28, 2025 Q3 2025

Bull Street Advisors, LLC

  • TJX
  • AAPL
  • MSFT
  • JNJ
  • BSV
  • VGSH
  • COST
Bull Street Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 89
Filing on Oct 31, 2025 Q3 2025

Castle Wealth Management LLC

  • JAAA
  • PVAL
  • AVDE
  • PUTW
  • SCHX
  • SMIG
  • PAVE
Castle Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 129