Largest Portfolios by Value

Filing on Oct 07, 2025 Q3 2025

Channel Wealth LLC

  • CARY
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • SCHD
  • SPY
Channel Wealth LLC's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 174
Filing on Nov 10, 2025 Q3 2025

Patient Square Capital LP

  • ROIV
  • INSM
  • EYPT
  • ARGX
  • LQDA
  • PHVS
  • OCUL
Patient Square Capital LP's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 24
Filing on Oct 17, 2025 Q3 2025

Bank Plus Trust Department

  • IVV
  • MSFT
  • AAPL
  • NVDA
  • JHMM
  • PGR
  • ABBV
Bank Plus Trust Department's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 493
Filing on Nov 06, 2025 Q3 2025

Msh Capital Advisors LLC

  • VEA
  • SDY
  • SCHG
  • AAPL
  • IVV
  • SCHD
  • MSFT
Msh Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 373 Billion
Stocks 243
Filing on Nov 14, 2025 Q3 2025

Promethos Capital, LLC

  • TSM
  • SAP
  • NVS
  • MFC
  • NTR
  • HSBC
  • NFLX
Promethos Capital, LLC's Q3 2025 Portfolio
Portfolio Value 373 Billion
Stocks 43
Filing on Nov 06, 2025 Q3 2025

Bridge Port Financial Solutions, LLC

  • IVV
  • PVAL
  • JCPB
  • VOO
  • DYNF
  • AAPL
  • BRK-B
Bridge Port Financial Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 372 Billion
Stocks 236
Filing on Oct 17, 2025 Q3 2025

Fortitude Family Office, LLC

  • IVV
  • IDEV
  • AAPL
  • USFR
  • VEA
  • VOO
  • DFIP
Fortitude Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 372 Billion
Stocks 1979
Filing on Oct 14, 2025 Q3 2025

Highline Wealth Partners LLC

  • NVDA
  • JPST
  • JAAA
  • VOO
  • MSFT
  • AAPL
  • IEFA
Highline Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 372 Billion
Stocks 1081
Filing on Oct 21, 2025 Q3 2025

Fischer Financial Services, Inc.

  • VCSH
  • AAPL
  • IWY
  • NVDA
  • MSFT
  • FTEC
  • QQQ
Fischer Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 371 Billion
Stocks 64
Filing on Oct 23, 2025 Q3 2025

Vermillion Wealth Management, Inc.

  • DFUS
  • BND
  • DFCF
  • DFAI
  • VGT
  • DFAS
  • VIG
Vermillion Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 370 Billion
Stocks 1535
Filing on Oct 22, 2025 Q3 2025

Capital Management Associates, Inc

  • SCHB
  • SPY
  • VOO
  • GIS
  • QQQ
  • AAPL
  • SIVR
Capital Management Associates, Inc's Q3 2025 Portfolio
Portfolio Value 370 Billion
Stocks 153
Filing on Nov 12, 2025 Q3 2025

Ranmore Fund Management LTD

  • SBH
  • MAT
  • PBRA
  • EXPE
  • UHS
  • ELV
  • QCOM
Ranmore Fund Management LTD's Q3 2025 Portfolio
Portfolio Value 369 Billion
Stocks 14
Filing on Oct 14, 2025 Q3 2025

Long View Wealth Management

  • SCHD
  • ILCG
  • AAPL
  • HD
  • SCHX
  • CGGR
  • FBND
Long View Wealth Management's Q3 2025 Portfolio
Portfolio Value 369 Billion
Stocks 225
Filing on Oct 17, 2025 Q3 2025

Ffg Partners, LLC

  • NVDA
  • PLTR
  • HOOD
  • AMZN
  • ET
  • GLD
  • JPM
Ffg Partners, LLC's Q3 2025 Portfolio
Portfolio Value 369 Billion
Stocks 36
Filing on Nov 12, 2025 Q3 2025

United Wealth Management, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • VGIT
  • DFAR
  • DISV
United Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 367 Billion
Stocks 23
Filing on Nov 14, 2025 Q3 2025

Clg LLC

  • IVV
  • DLN
  • CVX
  • AAPL
  • CIVI
  • CGGR
  • SATS
Clg LLC's Q3 2025 Portfolio
Portfolio Value 367 Billion
Stocks 135
Filing on Nov 14, 2025 Q3 2025

Mindset Wealth Management, LLC

  • NVDA
  • AAPL
  • CME
  • AMZN
  • GOOGL
  • AVGO
  • META
Mindset Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 367 Billion
Stocks 179
Filing on Oct 15, 2025 Q3 2025

Cooper Investors Pty LTD

  • NWSA
  • RYAN
  • BSY
  • STVN
  • CME
  • RPRX
  • MSFT
Cooper Investors Pty LTD's Q3 2025 Portfolio
Portfolio Value 366 Billion
Stocks 40