Largest Portfolios by Value

Filing on Oct 22, 2025 Q3 2025

Tilson Financial Group, Inc.

  • VUG
  • DFAS
  • SPTI
  • IVW
  • SPTS
  • VEA
  • VYM
Tilson Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 77
Filing on Nov 13, 2025 Q3 2025

Unison Asset Management LLC

  • GOOGL
  • META
  • BRK-B
  • NU
  • JPM
  • AXP
  • LOW
Unison Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 32
Filing on Oct 23, 2025 Q3 2025

Investmark Advisory Group LLC

  • DFUS
  • AAPL
  • DFUV
  • CGGR
  • DFAC
  • PM
  • ABBV
Investmark Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 133
Filing on Feb 14, 2025 Q4 2024

Wills Financial Group, Inc.

  • BRK-B
  • AAPL
  • MSFT
  • LMT
  • DHR
  • PANW
  • PG
Wills Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 214 Million
Stocks 65
Filing on Oct 20, 2025 Q3 2025

Trail Ridge Investment Advisors, LLC

  • EMXC
  • GSIE
  • VNLA
  • AAPL
  • IVV
  • MSFT
  • NVDA
Trail Ridge Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 108
Filing on Nov 10, 2025 Q3 2025

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • SPY
  • VIG
  • VOT
  • VONE
  • FYX
Hapanowicz & Associates Financial Services, Inc's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 34
Filing on Oct 24, 2025 Q3 2025

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • IMTM
  • EES
  • FNDA
  • FNDC
Shore Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 72
Filing on Oct 20, 2025 Q3 2025

Life Guide Financial Advisors, LLC

  • SCHP
  • IEF
  • DFAC
  • ESGV
  • VTI
  • DFIC
  • VSGX
Life Guide Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 48
Filing on Nov 07, 2025 Q3 2025

626 Financial, LLC

  • SYK
  • DTD
  • AAPL
  • MSFT
  • IWY
  • WTV
  • AMZN
626 Financial, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 117
Filing on Nov 07, 2025 Q3 2025

Notis Mc Conarty Edward

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • ADP
  • ABT
Notis Mc Conarty Edward's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 228
Filing on Nov 14, 2025 Q3 2025

Rings Capital Management LLC

  • MCO
  • KMX
  • MSFT
  • CHKP
  • RTX
  • HRB
  • BABA
Rings Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 7
Filing on Oct 29, 2025 Q3 2025

Matisse Capital

  • AAPL
  • PCQ
  • DGRO
  • MSFT
  • ASND
  • TWN
  • CHN
Matisse Capital's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 196
Filing on Nov 14, 2025 Q3 2025

Mtc Wealth Management LLC

  • AGG
  • SPY
  • IEFA
  • VTV
  • LQD
  • IGSB
  • IJH
Mtc Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 13
Filing on Oct 28, 2025 Q3 2025

Darrow Company, Inc.

  • QQQ
  • BIV
  • USMV
  • SPGP
  • BND
  • DGRW
  • VONG
Darrow Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 53
Filing on Oct 09, 2025 Q3 2025

Shelton Wealth Management, LLC

  • FTSM
  • IBTK
  • IBTJ
  • IBTI
  • IBTH
  • IBTG
  • IWR
Shelton Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 152
Filing on Nov 13, 2025 Q3 2025

Panview Capital LTD

  • APP
  • GDXJ
  • GDX
  • PDD
  • EQT
  • DOLE
  • GOOG
Panview Capital LTD's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Ironwood Investment Management LLC

  • VTI
  • EFA
  • GPI
  • IWM
  • PEGA
  • DY
  • PI
Ironwood Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 171
Filing on Nov 07, 2025 Q3 2025

New Millennium Group LLC

  • NVDA
  • MSFT
  • AVGO
  • GOOGL
  • META
  • PLTR
  • AAPL
New Millennium Group LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 501