Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Ascension Capital Advisors, Inc.

  • RDVY
  • ARKK
  • SCHX
  • SCHA
  • JPST
  • SCHF
  • EEM
Ascension Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 39
Filing on Oct 14, 2025 Q3 2025

Beech Hill Advisors, Inc.

  • GOOGL
  • AMZN
  • AAPL
  • META
  • AVGO
  • MSFT
  • UBER
Beech Hill Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 96
Filing on Oct 22, 2025 Q3 2025

New Perspectives, Inc

  • SPLG
  • QQQ
  • IEFA
  • USFR
  • SPMD
  • IWM
  • GLDM
New Perspectives, Inc's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 40
Filing on Nov 12, 2025 Q3 2025

Battery Global Advisors, LLC

  • VTI
  • INTU
  • VEA
  • VOO
  • PAYO
  • VWO
  • IAU
Battery Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 148
Filing on Oct 20, 2025 Q3 2025

Access Financial Services, Inc.

  • SCHX
  • SCHO
  • IJUL
  • FNDX
  • MSFT
  • FNDE
  • IVV
Access Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 101
Filing on Nov 13, 2025 Q3 2025

Wittenberg Investment Management, Inc.

  • BRK-B
  • AAPL
  • GOOG
  • GOOGL
  • WBD
  • JPM
  • LBRDA
Wittenberg Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 75
Filing on Nov 13, 2025 Q3 2025

Boulder Wealth Advisors, LLC

  • IVV
  • SCHB
  • IWF
  • QUAL
  • PRF
  • JMUB
  • JMST
Boulder Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 28
Filing on Nov 05, 2025 Q3 2025

Compass Financial Group, Inc.

  • IVV
  • IWV
  • IWF
  • PRF
  • JAAA
  • VTI
  • SPYG
Compass Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 46
Filing on Nov 06, 2025 Q3 2025

Pfg Private Wealth Management, LLC

  • VEA
  • VUG
  • VTV
  • AVUV
  • PTRB
  • GLDM
  • SLYG
Pfg Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 82
Filing on Oct 21, 2025 Q3 2025

Mayfair Advisory Group, LLC

  • VUG
  • VTV
  • JEPI
  • SCHD
  • SCHG
  • FBND
  • AAPL
Mayfair Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 190
Filing on Oct 20, 2025 Q3 2025

Ayrshire Capital Management LLC

  • APH
  • MSFT
  • AAPL
  • TJX
  • META
  • PANW
  • DHR
Ayrshire Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 47
Filing on Oct 15, 2025 Q3 2025

Alhambra Investment Partners LLC

  • AAPL
  • FNDX
  • DGRO
  • STIP
  • SPGP
  • COST
  • FNDF
Alhambra Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 178
Filing on Nov 13, 2025 Q3 2025

Enstar Group LTD

  • JEPI
  • EIC
  • KKR
  • ARCC
  • ORCC
  • SPBO
  • BSV
Enstar Group LTD's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 13
Filing on Oct 14, 2025 Q3 2025

Cohen Investment Advisors LLC

  • AAPL
  • MSFT
  • LLY
  • AMZN
  • META
  • GOOGL
  • JPM
Cohen Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 78
Filing on Nov 07, 2025 Q3 2025

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • IGM
  • AMZN
  • V
  • LLY
Aft, Forsyth & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 116
Filing on Nov 12, 2025 Q3 2025

Aletheian Wealth Advisors LLC

  • ITOT
  • BND
  • VEA
  • BNDX
  • VWO
  • IVV
  • VNQ
Aletheian Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 101
Filing on Oct 31, 2025 Q3 2025

Riverwater Partners LLC

  • AVSE
  • LOPE
  • EFV
  • VECO
  • AVSD
  • IVV
  • TGLS
Riverwater Partners LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 217
Filing on Oct 20, 2025 Q3 2025

Regency Capital Management Inc.\De

  • BRK-B
  • MKL
  • COST
  • IAU
  • CB
  • APH
  • MSFT
Regency Capital Management Inc.\De's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 58