Largest Portfolios by Value

Filing on Oct 29, 2025 Q3 2025

Fiduciary Family Office, LLC

  • AAPL
  • NVDA
  • JEPI
  • MSFT
  • GOOGL
  • AMZN
  • META
Fiduciary Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 185
Filing on Oct 20, 2025 Q3 2025

Life Wealth Investments, LLC

  • IWY
  • IWX
  • USFR
  • NVDA
  • BUFF
  • AAPL
  • EFV
Life Wealth Investments, LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 214
Filing on Nov 06, 2025 Q3 2025

En Rich Financial Partners LLC

  • DFEM
  • DFIC
  • DFAT
  • VOO
  • FBND
  • DFAS
  • VO
En Rich Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 63
Filing on Nov 14, 2025 Q3 2025

Catalys Pacific, LLC

  • PHAT
Catalys Pacific, LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 2
Filing on Oct 30, 2025 Q3 2025

Gray Foundation

  • HLT
  • IGM
  • GOOG
  • INDA
  • ROBO
  • INVH
  • SOXX
Gray Foundation's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 8
Filing on Nov 07, 2025 Q3 2025

Mc Mill Wealth Management

  • SPIB
  • DFUV
  • AVUV
  • SPLG
  • DFIV
  • DFUS
  • AVLV
Mc Mill Wealth Management's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 55
Filing on Oct 17, 2025 Q3 2025

Kaydan Wealth Management, Inc.

  • VEA
  • IAU
  • VTV
  • ITOT
  • IEF
  • RSP
  • SHY
Kaydan Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 350 Billion
Stocks 113
Filing on Nov 12, 2025 Q3 2025

Kaleidoscope Capital LP

  • SPY
  • VEA
  • IEFA
Kaleidoscope Capital LP's Q3 2025 Portfolio
Portfolio Value 350 Billion
Stocks 11
Filing on Nov 04, 2025 Q3 2025

Pineridge Advisors LLC

  • XHLF
  • ITOT
  • XFIV
  • SPEM
  • XSVN
  • SPY
  • IBTI
Pineridge Advisors LLC's Q3 2025 Portfolio
Portfolio Value 350 Billion
Stocks 460
Filing on Oct 23, 2025 Q3 2025

Cypress Capital, LLC

  • VTI
  • BIL
  • USFR
  • TIP
  • SPY
  • VGSH
  • SGOL
Cypress Capital, LLC's Q3 2025 Portfolio
Portfolio Value 350 Billion
Stocks 94
Filing on Nov 13, 2025 Q3 2025

Wealth High Governance Capital Ltda

  • COPX
  • EQT
  • CHK
  • NRG
  • JEF
  • EAT
  • HLI
Wealth High Governance Capital Ltda's Q3 2025 Portfolio
Portfolio Value 348 Billion
Stocks 35
Filing on Oct 07, 2025 Q3 2025

Proathlete Wealth Management LLC

  • IVV
  • IWF
  • IWD
  • IJR
  • QQQ
  • IEFA
  • AVUV
Proathlete Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 347 Billion
Stocks 300
Filing on Nov 10, 2025 Q3 2025

Concentrum Wealth Management

  • META
  • NVDA
  • AAPL
  • QQQ
  • FV
  • FTCS
  • FVD
Concentrum Wealth Management's Q3 2025 Portfolio
Portfolio Value 347 Billion
Stocks 79
Filing on Nov 13, 2025 Q3 2025

Elevatus Welath Management

  • VTV
  • VOO
  • MSFT
  • EFA
  • JPST
  • VNLA
  • META
Elevatus Welath Management's Q3 2025 Portfolio
Portfolio Value 346 Billion
Stocks 128
Filing on Oct 22, 2025 Q3 2025

Rfg Bristol Wealth Advisors, LLC

  • IVV
  • SPDW
  • IJH
  • MSFT
  • SCHE
  • PTRB
  • RLY
Rfg Bristol Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 346 Billion
Stocks 174
Filing on Oct 14, 2025 Q3 2025

Net Worth Advisory Group

  • BNDX
  • TIP
  • SHY
  • IEF
  • LQD
  • VCIT
  • CORP
Net Worth Advisory Group's Q3 2025 Portfolio
Portfolio Value 346 Billion
Stocks 402
Filing on Nov 12, 2025 Q3 2025

Crcm LP

  • IAU
  • JAN
  • PLBY
Crcm LP's Q3 2025 Portfolio
Portfolio Value 346 Billion
Stocks 48
Filing on Aug 14, 2024 Q2 2024

Geisinger Health

  • AGG
  • RSP
  • HYG
  • IEMG
  • EFV
Geisinger Health's Q2 2024 Portfolio
Portfolio Value 344 Billion
Stocks 5