Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Trevian Wealth Management LLC

  • VOO
  • ITOT
  • NBN
  • VXF
  • VTI
  • VWO
  • VEA
Trevian Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 40
Filing on Oct 14, 2025 Q3 2025

Security National Bank Of So Dak

  • AAPL
  • MSFT
  • ORCL
  • BRK-B
  • GOOGL
  • VT
  • WMT
Security National Bank Of So Dak's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 166
Filing on Oct 28, 2025 Q3 2025

Bck Partners, Inc.

  • VOO
  • VCSH
  • VO
  • VB
  • IGIB
  • SCHF
  • SCHE
Bck Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 26
Filing on Nov 14, 2025 Q3 2025

Plustick Management LLC

  • APLD
  • SATS
  • NN
  • INOD
  • AR
  • COMM
  • FSLR
Plustick Management LLC's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 25
Filing on Feb 06, 2024 Q4 2023

Provence Wealth Management Group

  • IVV
  • SPY
  • AAPL
  • IUSB
  • MSFT
  • QUAL
  • NVDA
Provence Wealth Management Group's Q4 2023 Portfolio
Portfolio Value 186 Million
Stocks 552
Filing on Aug 06, 2025 Q2 2025

Menlo Advisors LLC

  • BRK-B
  • GLD
  • GOOG
  • MSFT
  • GDX
  • GOOGL
  • QVAL
Menlo Advisors LLC's Q2 2025 Portfolio
Portfolio Value 186 Million
Stocks 29
Filing on Oct 21, 2025 Q3 2025

Econ Financial Services Corp

  • JCPB
  • IJH
  • XLE
  • BNDX
  • VCLT
  • SDVY
  • XLV
Econ Financial Services Corp's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 77
Filing on Aug 10, 2023 Q2 2023

Heron Financial Group, LLC

  • VUG
  • VOO
  • EFAV
  • IWR
  • IWP
  • IJJ
  • VYM
Heron Financial Group, LLC's Q2 2023 Portfolio
Portfolio Value 185 Million
Stocks 142
Filing on Oct 03, 2025 Q3 2025

Stephens Group, LLC

  • ET
  • LAW
  • WEST
Stephens Group, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 3
Filing on Oct 22, 2025 Q3 2025

Tribridge Partners Financial LLC

  • CGGR
  • VOO
  • VO
  • VB
  • CGCP
  • BND
  • VXUS
Tribridge Partners Financial LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 71
Filing on Oct 22, 2025 Q3 2025

Rhs Financial, LLC

  • FNDX
  • SCHB
  • FNDE
  • VTI
  • VEA
  • FNDF
  • IVLU
Rhs Financial, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 133
Filing on Nov 13, 2025 Q3 2025

R.M.Sincerbeaux Capital Management LLC

  • MSFT
  • V
  • WMB
  • ABBV
  • ADP
  • KMI
  • JPM
R.M.Sincerbeaux Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 39
Filing on Oct 27, 2025 Q3 2025

David J Yvars Group

  • IVV
  • QQQ
  • NVDA
  • MSFT
  • IJH
  • IDEV
  • LQD
David J Yvars Group's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 93
Filing on Aug 01, 2025 Q2 2025

Lipe & Dalton

  • AAPL
  • GS
  • GOOG
  • BA
  • CM
  • HSY
  • EMR
Lipe & Dalton's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 90
Filing on Oct 16, 2025 Q3 2025

Smallwood Wealth Investment Management, LLC

  • ITOT
  • AAPL
  • VTI
  • VOE
  • ICE
  • FRDM
  • PULS
Smallwood Wealth Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 530
Filing on Oct 16, 2025 Q3 2025

Tower View Investment Management & Research LLC

  • TSM
  • NVDA
  • MSFT
  • SPLG
  • LLY
  • VUG
  • GOOG
Tower View Investment Management & Research LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 174
Filing on Nov 13, 2025 Q3 2025

Investments & Financial Planning, LLC

  • VB
  • SPYG
  • IJH
  • VO
  • CGGR
  • URTH
  • VT
Investments & Financial Planning, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 37
Filing on Oct 28, 2025 Q3 2025

Carson Allaria Wealth Management, Ltd.

  • SPYG
  • SPYV
  • DFUS
  • IDEV
  • SLYV
  • DFAS
  • DFUV
Carson Allaria Wealth Management, Ltd.'s Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 69