Largest Portfolios by Value

Filing on Oct 17, 2025 Q3 2025

Verity Wealth Advisors

  • VTI
  • IVV
  • VEU
  • VWO
  • MSFT
  • VEA
  • ACWX
Verity Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 78
Filing on Feb 28, 2023 Q4 2022

Bennicas & Associates, Inc.

  • PG
  • STPZ
  • NEM
  • ABBV
  • CEF
  • FNV
  • AEM
Bennicas & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 157 Million
Stocks 99
Filing on Oct 09, 2025 Q3 2025

Sowa Financial Group, Inc.

  • FBCG
  • IAU
  • AAPL
  • PVAL
  • HGER
  • NVDA
  • V
Sowa Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 26
Filing on Jul 06, 2023 Q2 2023

Piershale Financial Group, Inc.

  • BIL
  • SCHX
  • DIA
  • QQQ
  • SCHG
  • SCHV
  • EFA
Piershale Financial Group, Inc.'s Q2 2023 Portfolio
Portfolio Value 157 Million
Stocks 269
Filing on Nov 12, 2025 Q3 2025

Accuvest Global Advisors

  • MSTR
  • AMZN
  • AAPL
  • MSFT
  • WMT
  • UBER
  • COST
Accuvest Global Advisors's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 78
Filing on Nov 14, 2025 Q3 2025

Widmann Financial Services, Inc.

  • IEFA
  • MSFT
  • AVUV
  • AAPL
  • IWD
  • IWF
  • EEM
Widmann Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 113
Filing on Oct 14, 2025 Q3 2025

Fort Henry Capital, LLC

  • IVV
  • AGG
  • IJR
  • BSV
  • VNQ
  • DFAI
  • DFAE
Fort Henry Capital, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 17
Filing on Nov 05, 2025 Q3 2025

W.H. Cornerstone Investments Inc.

  • VTI
  • AAPL
  • VCSH
  • MSFT
  • VCIT
  • VEA
  • SCHR
W.H. Cornerstone Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 115
Filing on Oct 10, 2025 Q3 2025

Navigoe, LLC

  • DFIV
  • DFUV
  • DFAT
  • DFAU
  • DFSV
  • DIHP
  • IVV
Navigoe, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 268
Filing on Jul 12, 2022 Q2 2022

Exane Derivatives

  • SPY
  • MSFT
  • MRK
  • CCJ
  • PICK
  • MCHI
  • KO
Exane Derivatives's Q2 2022 Portfolio
Portfolio Value 157 Million
Stocks 758
Filing on Oct 15, 2025 Q3 2025

Future Financial Wealth Managment LLC

  • QQQM
  • VOO
  • JAAA
  • CGDV
  • IWY
  • TSPA
  • HEFA
Future Financial Wealth Managment LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 460
Filing on Nov 13, 2025 Q3 2025

Evr Research LP

  • PRO
  • DAN
  • INT
  • JAMF
  • WTTR
  • CPS
  • SEAS
Evr Research LP's Q3 2025 Portfolio
Portfolio Value 156 Million
Stocks 26
Filing on Oct 15, 2025 Q3 2025

Michael S. Ryan, Inc.

  • SPYV
  • SPYG
  • VEA
  • XSOE
  • MDYV
  • MDYG
  • IBDX
Michael S. Ryan, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Million
Stocks 53
Filing on Nov 14, 2025 Q3 2025

Foresite Capital Management Iv, LLC

  • PHVS
  • CYTK
  • XENE
  • RLAY
Foresite Capital Management Iv, LLC's Q3 2025 Portfolio
Portfolio Value 156 Million
Stocks 6
Filing on Nov 10, 2025 Q3 2025

Amitell Capital Pte LTD

  • SOXX
  • GDXJ
  • THC
  • MOH
  • AGI
  • PAX
  • CIEN
Amitell Capital Pte LTD's Q3 2025 Portfolio
Portfolio Value 155 Million
Stocks 44
Filing on Nov 14, 2025 Q3 2025

Alethea Capital Management, LLC

  • AXSM
  • BIL
  • RNA
  • KURA
  • TLT
  • KURA
  • JNJ
Alethea Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 155 Million
Stocks 34
Filing on Oct 20, 2025 Q3 2025

Sterling Investment Management, LLC

  • VMBS
  • BRK-B
  • GLD
  • BIL
  • SPGI
  • GOOG
  • GE
Sterling Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 155 Million
Stocks 66
Filing on Nov 07, 2025 Q3 2025

Certus Wealth Management, LLC

  • VOO
  • VUG
  • EFV
  • DYNF
  • BND
  • IVV
  • ITOT
Certus Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 155 Million
Stocks 58