Largest Portfolios by Value

Filing on Feb 23, 2023 Q4 2022

Wc Walker & Associates, Inc.

  • IWB
  • HDV
  • QQQ
  • IJR
  • IEFA
  • TIP
  • AAPL
Wc Walker & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 181 Million
Stocks 70
Filing on Oct 22, 2025 Q3 2025

Disciplined Equity Management, Inc.

  • DFUS
  • DFUV
  • DFAT
  • DFAS
  • DFIV
  • MO
  • F
Disciplined Equity Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 56
Filing on Oct 30, 2025 Q3 2025

Latitude Advisors, LLC

  • IVV
  • QQQ
  • SPY
  • GLD
  • NVDA
  • AMZN
  • SPLG
Latitude Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 216
Filing on Nov 13, 2025 Q3 2025

Athena Investment Management

  • SCHX
  • SCHF
  • SCHA
  • JPM
  • MSFT
  • AAPL
  • SCHG
Athena Investment Management's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 155
Filing on Oct 23, 2025 Q3 2025

Simpli Fi, Inc.

  • SPY
  • IEF
  • BOND
  • QEFA
  • IWM
  • SPSB
  • RSP
Simpli Fi, Inc.'s Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 44
Filing on Oct 30, 2025 Q3 2025

Gouws Capital LLC

  • QQQ
  • GOOG
  • LLY
  • COST
  • V
  • AMZN
  • CAT
Gouws Capital LLC's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 55
Filing on Nov 07, 2025 Q3 2025

Tower Wealth Partners, Inc.

  • VSMV
  • SPYG
  • RECS
  • IJH
  • JAAA
  • BUFR
  • DIVO
Tower Wealth Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 90
Filing on Oct 21, 2025 Q3 2025

First City Capital Management, Inc.

  • MSFT
  • SPY
  • VOO
  • NVDA
  • MGMT
  • ABBV
  • XOM
First City Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 153
Filing on Nov 13, 2023 Q3 2023

Decheng Capital Management Iii (Cayman), LLC

  • ZNTL
  • RCUS
  • TXG
  • ARGX
  • PACB
  • ILMN
  • AURA
Decheng Capital Management Iii (Cayman), LLC's Q3 2023 Portfolio
Portfolio Value 181 Million
Stocks 27
Filing on Nov 13, 2025 Q3 2025

Ring Mountain Capital, LLC

  • AAPL
  • META
  • MSFT
  • SCHG
  • SMH
  • NVDA
  • AMZN
Ring Mountain Capital, LLC's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 99
Filing on Nov 14, 2025 Q3 2025

Engle Capital Management, L.P.

  • VST
  • CVNA
  • EYE
  • ROAD
  • AER
  • BILL
  • ACVA
Engle Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 23
Filing on Nov 14, 2025 Q3 2025

Matrix Private Capital Group LLC

  • VTV
  • VUG
  • IEFA
  • IJH
  • ETY
  • IJR
  • VWO
Matrix Private Capital Group LLC's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 130
Filing on Nov 12, 2025 Q3 2025

Knott David M Jr

  • APO
  • GOOG
  • JAAA
  • DAR
  • XERS
  • SNDX
  • JPM
Knott David M Jr's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 92
Filing on Oct 14, 2025 Q3 2025

Lake Hills Wealth Management, LLC

  • SHY
  • VOO
  • GLD
  • QQQ
  • SPLV
  • SMH
  • BIL
Lake Hills Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 48
Filing on Nov 12, 2025 Q3 2025

Epiq Partners, LLC

  • IWV
  • IWF
  • JBBB
  • AGG
  • HBAN
  • HRL
  • ORCC
Epiq Partners, LLC's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 74
Filing on Oct 20, 2025 Q3 2025

Laurel Wealth Planning LLC

  • VOO
  • BWZ
  • EFIV
  • ESGU
  • IFRA
  • SPYV
  • ESGD
Laurel Wealth Planning LLC's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 57
Filing on Nov 10, 2025 Q3 2025

Brookmont Capital Management

  • HD
  • MSFT
  • JPM
  • LHX
  • AJG
  • ABT
  • NVO
Brookmont Capital Management's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 56
Filing on Oct 28, 2025 Q3 2025

Tlw Wealth Management, LLC

  • GOOG
  • BRK-B
  • MSFT
  • WMT
  • DE
  • AAPL
  • AMZN
Tlw Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 179 Million
Stocks 19