Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Diametric Capital, LP

  • SPLV
  • JAN
  • HROW
  • FLGT
  • RRR
  • WBD
  • BYD
Diametric Capital, LP's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 374
Filing on Nov 07, 2025 Q3 2025

Jw Asset Management, LLC

  • ESTA
  • META
  • HOOD
  • RBLX
  • COCO
  • CPRX
  • IDR
Jw Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 17
Filing on Nov 14, 2025 Q3 2025

Pacific Asset Management LLC

  • BKLN
  • SRLN
  • SJNK
  • HYG
  • JNK
  • GTLS
Pacific Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 6
Filing on Oct 24, 2025 Q3 2025

Iron Financial, LLC

  • ISTB
  • AAPL
  • CME
  • VTI
  • SPTM
  • HTRB
  • SPY
Iron Financial, LLC's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 139
Filing on Nov 14, 2025 Q3 2025

Cpv Partners, LLC

  • LAUR
  • HTZ
  • MQ
Cpv Partners, LLC's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 4
Filing on Nov 13, 2025 Q3 2025

Esg Planning

  • NVDA
  • BND
  • MUB
  • VGT
  • JNK
  • MUNI
  • AAPL
Esg Planning's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 63
Filing on Nov 12, 2025 Q3 2025

Carroll Investors, Inc

  • PLTR
  • NVDA
  • TSLA
  • AAPL
  • MSFT
  • PANW
  • SNOW
Carroll Investors, Inc's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 30
Filing on Nov 17, 2025 Q3 2025

Brooks, Moore & Associates, Inc.

  • VOO
  • MSFT
  • JPM
  • ABBV
  • JNJ
  • GOOGL
  • KO
Brooks, Moore & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 104
Filing on Nov 14, 2025 Q3 2025

Cutler Capital Management, LLC

  • AEM
  • MET
  • CTO
  • TSBK
  • EXSR
  • SHEL
  • FBIZ
Cutler Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 124
Filing on Nov 06, 2025 Q3 2025

Asset Planning Corporation

  • DFCF
  • BRK-B
  • DFAI
  • DUHP
  • VCIT
  • VIOV
  • DFNM
Asset Planning Corporation's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 48
Filing on Oct 15, 2025 Q3 2025

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • HMOP
  • IDV
  • SCHD
  • NVDA
  • BNDX
Johnson & White Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 112
Filing on Oct 23, 2025 Q3 2025

Moneywise, Inc.

  • MRSK
  • SCHX
  • SPY
  • IWV
  • ITOT
  • VV
  • IEFA
Moneywise, Inc.'s Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 72
Filing on Nov 14, 2025 Q3 2025

Wimmer Associates 1, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • VIG
  • PRF
  • V
Wimmer Associates 1, LLC's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 110
Filing on Oct 07, 2025 Q3 2025

Spring Capital Management, LLC

  • ORCL
  • AAPL
  • ETN
  • QCOM
  • BRO
  • WMT
  • DE
Spring Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 49
Filing on Oct 30, 2025 Q3 2025

Forte Asset Management LLC

  • IXUS
  • DGRO
  • QUAL
  • IWV
  • LRGF
  • IDU
  • IVV
Forte Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 73
Filing on Nov 12, 2025 Q3 2025

Mader & Shannon Wealth Management, Inc.

  • IAU
  • GLD
  • SHY
  • VRP
  • PGX
  • GDX
  • MLM
Mader & Shannon Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 23
Filing on Jul 24, 2025 Q2 2025

Evolution Advisers, Inc.

  • VEA
  • VUG
  • VTV
  • BNDX
  • BSV
  • VWO
  • VMBS
Evolution Advisers, Inc.'s Q2 2025 Portfolio
Portfolio Value 204 Million
Stocks 156
Filing on Dec 16, 2025 Q3 2025

Lindenwold Advisors

  • VXUS
  • MUB
  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • MBB
Lindenwold Advisors's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 110