Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

True Wealth Design, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFEV
  • DIHP
  • TYA
  • AVUV
True Wealth Design, LLC's Q3 2025 Portfolio
Portfolio Value 327 Billion
Stocks 2712
Filing on Oct 14, 2025 Q3 2025

Drummond Knight Asset Management Pty LTD

  • DD
  • TECK
  • FCX
  • CRH.L
  • AA
  • EQT
  • XOM
Drummond Knight Asset Management Pty LTD's Q3 2025 Portfolio
Portfolio Value 327 Billion
Stocks 12
Filing on Oct 27, 2025 Q3 2025

New Republic Capital, LLC

  • IVV
  • JPM
  • MS
  • DE
  • MSFT
  • AAPL
  • SPY
New Republic Capital, LLC's Q3 2025 Portfolio
Portfolio Value 326 Billion
Stocks 264
Filing on Nov 12, 2025 Q3 2025

Manske Wealth Management

  • VTI
  • AAPL
  • GAL
  • VEA
  • AMZN
  • MSFT
  • GOOG
Manske Wealth Management's Q3 2025 Portfolio
Portfolio Value 326 Billion
Stocks 203
Filing on Oct 14, 2025 Q3 2025

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • VBK
  • CGDV
Cjm Wealth Advisers, Ltd.'s Q3 2025 Portfolio
Portfolio Value 325 Billion
Stocks 74
Filing on Nov 14, 2025 Q3 2025

Aragon Global Management, LP

  • QQQ
  • SPY
  • MSFT
  • AVGO
  • PLTR
  • HOOD
  • META
Aragon Global Management, LP's Q3 2025 Portfolio
Portfolio Value 325 Billion
Stocks 31
Filing on Nov 14, 2025 Q3 2025

Patriot Financial Partners Gp Ii, L.P.

  • MCB
  • EQBK
  • AMTB
  • USCB
  • FRBA
  • AVBH
  • NEWT
Patriot Financial Partners Gp Ii, L.P.'s Q3 2025 Portfolio
Portfolio Value 325 Billion
Stocks 12
Filing on Nov 14, 2025 Q3 2025

Sophron Capital Management L.P.

  • ADC
  • MTH
  • PECO
  • AVB
  • ESS
  • FCPT
  • DRH
Sophron Capital Management L.P.'s Q3 2025 Portfolio
Portfolio Value 325 Billion
Stocks 39
Filing on Oct 21, 2025 Q3 2025

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • DFAS
Kooman & Associates's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 53
Filing on Oct 28, 2025 Q3 2025

Gilliland Jeter Wealth Management LLC

  • AAPL
  • NVDA
  • WMT
  • IWF
  • MSFT
  • AMZN
  • VIG
Gilliland Jeter Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 172
Filing on Nov 06, 2025 Q3 2025

Liberty Square Wealth Partners LLC

  • VOO
  • RDVY
  • SPLG
  • AAPL
  • IQLT
  • SCHD
  • HYDB
Liberty Square Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 146
Filing on Oct 28, 2025 Q3 2025

Marks Wealth, LLC

  • SPMO
  • XLK
  • SHV
  • SPYG
  • XAR
  • AIQ
  • GDX
Marks Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 24
Filing on Nov 06, 2025 Q3 2025

Florida Financial Advisors, LLC

  • VOO
  • QQQ
  • BBUS
  • MSFT
  • XLK
  • MGC
  • NVDA
Florida Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 262
Filing on Nov 04, 2025 Q3 2025

Envestnet Asset Management Inc

  • IVV
  • DYNF
  • IUSB
  • MSFT
  • IVW
  • VOO
  • QUAL
Envestnet Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 4505
Filing on Oct 22, 2025 Q3 2025

Endeavor Private Wealth, Inc.

  • IUSB
  • IVE
  • AVUS
  • VO
  • QUAL
  • IVV
  • IVW
Endeavor Private Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 323 Billion
Stocks 345
Filing on Oct 09, 2025 Q3 2025

Brady Family Wealth, LLC

  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • LOW
  • SYK
  • V
Brady Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 323 Billion
Stocks 110
Filing on Oct 30, 2025 Q3 2025

Hudson Value Partners, LLC

  • BRK-B
  • GOOGL
  • AAPL
  • MSFT
  • NVDA
  • V
  • GOOG
Hudson Value Partners, LLC's Q3 2025 Portfolio
Portfolio Value 323 Billion
Stocks 113
Filing on Nov 04, 2025 Q3 2025

United Community Bank

  • BRK-B
  • IVV
  • IAUM
  • PBP
  • MSFT
  • EFA
  • IJH
United Community Bank's Q3 2025 Portfolio
Portfolio Value 323 Billion
Stocks 592