Largest Portfolios by Value

Filing on Oct 29, 2025 Q3 2025

Rede Wealth, LLC

  • VEA
  • TSLA
  • AAPL
  • VWO
  • DVY
  • MSFT
  • IVV
Rede Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 109
Filing on Oct 21, 2025 Q3 2025

4 J Wealth Management LLC

  • IVV
  • DYNF
  • BRK-B
  • NVDA
  • IEI
  • BALT
  • AAPL
4 J Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 94
Filing on Nov 15, 2023 Q3 2023

V Wealth Advisors LLC

  • SPY
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • QQQ
  • BRK-B
V Wealth Advisors LLC's Q3 2023 Portfolio
Portfolio Value 123 Million
Stocks 137
Filing on Oct 28, 2025 Q3 2025

Forefront Wealth Management Inc.

  • MSFT
  • JEPI
  • AMZN
  • TSM
  • AAPL
  • JEPQ
  • GOOGL
Forefront Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 69
Filing on Nov 10, 2025 Q3 2025

Barnett & Company, Inc.

  • UNM
  • WMB
  • OMF
  • AGM
  • ABBV
  • PFE
  • NFG
Barnett & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 80
Filing on Aug 11, 2022 Q2 2022

Kerber Rose Wealth Management, LLC

  • SCHD
  • IVV
  • SPTM
  • TIP
  • SCHX
  • SCHP
  • VIG
Kerber Rose Wealth Management, LLC's Q2 2022 Portfolio
Portfolio Value 123 Million
Stocks 115
Filing on Nov 13, 2025 Q3 2025

Sharp Capital Gestora De Recursos Ltda.

  • NU
  • INTR
  • STNE
  • EWZS
Sharp Capital Gestora De Recursos Ltda.'s Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 5
Filing on Nov 12, 2025 Q3 2025

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • VGIT
Orcam Financial Group's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 55
Filing on Oct 14, 2025 Q3 2025

Spartan Planning & Wealth Management

  • SPTM
  • NVDA
  • HEGD
  • SPDW
  • MSFT
  • AAPL
  • IEI
Spartan Planning & Wealth Management's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 76
Filing on Nov 12, 2025 Q3 2025

Smart Money Group LLC

  • BIL
  • OUNZ
  • MEAR
  • GLD
  • BIV
  • RISR
  • USFR
Smart Money Group LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 80
Filing on Oct 21, 2025 Q3 2025

Edmp, Inc.

  • AVGO
  • MO
  • ABBV
  • OHI
  • AFL
  • AMGN
  • UGI
Edmp, Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 69
Filing on Nov 13, 2025 Q3 2025

Eschler Asset Management LLP

  • GDS
  • NEM
  • NGD
  • SE
  • AGI
  • IAUX
  • GDXJ
Eschler Asset Management LLP's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 72
Filing on Oct 23, 2025 Q3 2025

Outfitter Financial LLC

  • EPD
  • JPM
  • META
  • AAPL
  • GOOGL
  • AMZN
  • SCHA
Outfitter Financial LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 75
Filing on Oct 29, 2025 Q3 2025

Sugar Maple Asset Management, LLC

  • ABBV
  • GLD
  • TFLO
  • IVV
  • ABT
  • STIP
  • SHY
Sugar Maple Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 80
Filing on Nov 12, 2025 Q3 2025

Corient Ia LLC

  • NFLX
  • HWM
  • NVDA
  • PANW
  • CYBR
  • ASML
  • PLTR
Corient Ia LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 238
Filing on Oct 28, 2025 Q3 2025

Piscataqua Savings Bank

  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • TJX
  • NDSN
  • AMZN
Piscataqua Savings Bank's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 460
Filing on Nov 09, 2022 Q3 2022

Fure Financial Corp

  • SH
  • BIL
  • SCHD
  • VTV
  • STIP
  • VIG
  • SPYV
Fure Financial Corp's Q3 2022 Portfolio
Portfolio Value 122 Million
Stocks 34
Filing on Nov 14, 2025 Q3 2025

Kids Capital Management, L.P.

  • BX
  • AMZN
  • MELI
  • GOOGL
  • DASH
  • HWM
  • ILMN
Kids Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 13