Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Goal Fusion Wealth Management, LLC

  • IVV
  • AGG
  • VT
  • VCIT
  • VB
  • VTV
  • VDE
Goal Fusion Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 28
Filing on Oct 24, 2025 Q3 2025

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • JPIN
  • JPUS
  • GBIL
  • SPTM
Sterneck Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 106
Filing on Nov 14, 2025 Q3 2025

Trust CO Of Kansas

  • TCHP
  • BRK-B
  • MSFT
  • GOOGL
  • RTX
  • TSM
  • AMZN
Trust CO Of Kansas's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 61
Filing on Nov 12, 2025 Q3 2025

Alpha Family Trust

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
  • META
Alpha Family Trust's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 191
Filing on Nov 03, 2025 Q3 2025

Bluesphere Advisors, LLC

  • IVV
  • IWF
  • IWY
  • IOO
  • MSFT
  • GOOGL
  • ITA
Bluesphere Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 95
Filing on Feb 09, 2024 Q4 2023

Moreno Evelyn V

  • AAPL
  • MSFT
  • MDY
  • GOOG
  • AMZN
  • NVDA
  • AVLV
Moreno Evelyn V's Q4 2023 Portfolio
Portfolio Value 208 Million
Stocks 140
Filing on Nov 04, 2025 Q3 2025

Southern Capital Advisors, LLC

  • IUSV
  • IVV
  • IJR
  • IEFA
  • IWP
  • FTEC
  • UPS
Southern Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 82
Filing on Nov 05, 2025 Q3 2025

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IVV
Koesten, Hirschmann & Crabtree, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 286
Filing on Nov 12, 2025 Q3 2025

Legacy Bridge, LLC

  • NVDA
  • PLTR
  • AVGO
  • STRL
  • WTBA
  • MSFT
  • BRK-B
Legacy Bridge, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 312
Filing on Nov 12, 2025 Q3 2025

Horizon Financial Services, LLC

  • SPYG
  • SPYV
  • SPSB
  • SCHM
  • SPDW
  • VGSH
  • SPHY
Horizon Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 395
Filing on Apr 19, 2024 Q1 2024

Handelsinvest Investeringsforvaltning

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
Handelsinvest Investeringsforvaltning's Q1 2024 Portfolio
Portfolio Value 208 Million
Stocks 317
Filing on Feb 15, 2023 Q4 2022

Siguler Guff Advisers, LLC

  • RPRX
  • FYBR
  • FATH
  • SVC
  • PNBK
Siguler Guff Advisers, LLC's Q4 2022 Portfolio
Portfolio Value 208 Million
Stocks 5
Filing on Nov 12, 2025 Q3 2025

Integrated Capital Management, LLC

  • IVV
  • QQQM
  • MGV
  • VO
  • GOOGL
  • DBEF
  • EFV
Integrated Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 58
Filing on Nov 14, 2025 Q3 2025

Jupiter Wealth Management LLC

  • GOOGL
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • MS
  • BRK-A
Jupiter Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 93
Filing on Nov 03, 2025 Q3 2025

Carl P. Sherr & Co., LLC

  • IVW
  • IUSV
  • AAPL
  • IGIB
  • IXUS
  • MSFT
  • BIV
Carl P. Sherr & Co., LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 118
Filing on Nov 06, 2025 Q3 2025

Signet Investment Advisory Group, Inc.

  • IAU
  • SCHF
  • SCHP
  • MSFT
  • AAPL
  • JPM
  • WMT
Signet Investment Advisory Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 70
Filing on Nov 04, 2025 Q3 2025

Bellevue Asset Management, LLC

  • MSFT
  • AAPL
  • CGGR
  • RDVY
  • LMBS
  • COST
  • AMZN
Bellevue Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 487
Filing on Oct 20, 2025 Q3 2025

Legal Advantage Investments, Inc.

  • VSEC
  • TDG
  • AMZN
  • DIS
  • MSFT
  • ESLT
  • FISV
Legal Advantage Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 89