Largest Portfolios by Value

Filing on Oct 09, 2025 Q3 2025

Central Valley Advisors, LLC

  • VTWO
  • AAPL
  • VOO
  • BALT
  • BSCS
  • MSFT
  • BSCT
Central Valley Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 323 Billion
Stocks 178
Filing on Nov 10, 2025 Q3 2025

Tiger Oak Management, L.L.C.

  • NVDA
  • DGRW
  • AAPL
  • MSFT
  • JEPI
  • SDY
  • AMZN
Tiger Oak Management, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 322 Billion
Stocks 117
Filing on Nov 12, 2025 Q3 2025

Vsm Wealth Advisory, LLC

  • VV
  • VGSH
  • MGC
  • VTI
  • VYM
  • VB
  • VO
Vsm Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 322 Billion
Stocks 445
Filing on Nov 13, 2025 Q3 2025

Hobbs Group Advisors, LLC

  • SPDW
  • SPTI
  • PPI
  • SPLG
  • IEMG
  • USMV
  • SPTL
Hobbs Group Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 321 Billion
Stocks 157
Filing on Nov 12, 2025 Q3 2025

Lpl Financial LLC

  • IVV
  • SPY
  • QQQ
  • NVDA
  • AAPL
  • MSFT
  • VTI
Lpl Financial LLC's Q3 2025 Portfolio
Portfolio Value 320 Billion
Stocks 5793
Filing on Nov 13, 2025 Q3 2025

Slotnik Capital, LLC

  • FYBR
  • EA
  • LBRDK
  • EA
  • NSC
  • VRNA
  • ARIS
Slotnik Capital, LLC's Q3 2025 Portfolio
Portfolio Value 320 Billion
Stocks 27
Filing on Oct 15, 2025 Q3 2025

Pure Portfolios Holdings LLC

  • SGOL
  • SCHX
  • SCHF
  • SCHR
  • SCHE
  • SLYV
  • SCHO
Pure Portfolios Holdings LLC's Q3 2025 Portfolio
Portfolio Value 320 Billion
Stocks 103
Filing on Oct 13, 2023 Q3 2023

Key Bridge Compliance, LLC

  • SPY
  • IJH
  • IJJ
  • SPLG
  • AAPL
  • IDV
  • LLY
Key Bridge Compliance, LLC's Q3 2023 Portfolio
Portfolio Value 319 Billion
Stocks 114
Filing on Nov 10, 2025 Q3 2025

Acima Private Wealth, LLC

  • IVV
  • GSLC
  • IJH
  • IEMG
  • JPIB
  • JCPB
  • BOND
Acima Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 319 Billion
Stocks 179
Filing on Nov 12, 2025 Q3 2025

Left Brain Wealth Management, LLC

  • NVDA
  • META
  • PLTR
  • NFLX
  • HOOD
  • TSM
  • APP
Left Brain Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 319 Billion
Stocks 98
Filing on Nov 14, 2025 Q3 2025

Kkm Financial LLC

  • META
  • AAPL
  • MSFT
  • ORCL
  • JPM
  • SPY
  • INTC
Kkm Financial LLC's Q3 2025 Portfolio
Portfolio Value 318 Billion
Stocks 139
Filing on Nov 14, 2025 Q3 2025

Sphera Management Technology Funds LTD

  • QQQ
  • AMZN
  • META
  • MSFT
  • AMD
  • AVGO
  • TSLA
Sphera Management Technology Funds LTD's Q3 2025 Portfolio
Portfolio Value 318 Billion
Stocks 67
Filing on Nov 06, 2025 Q3 2025

Taylor Hoffman Capital Management LLC

  • AAPL
  • META
  • GOOGL
  • AMAT
  • EBAY
  • AWI
  • FICO
Taylor Hoffman Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 317 Billion
Stocks 118
Filing on Oct 21, 2025 Q3 2025

Watershed Private Wealth LLC

  • IVV
  • NVDA
  • AGG
  • VUG
  • QUAL
  • EFV
  • VTV
Watershed Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 316 Billion
Stocks 112
Filing on Nov 13, 2025 Q3 2025

Ravenswood Partners LP

  • HOOD
  • TSM
  • SE
  • AMZN
  • NU
  • NVDA
  • INTU
Ravenswood Partners LP's Q3 2025 Portfolio
Portfolio Value 316 Billion
Stocks 36
Filing on Oct 31, 2025 Q3 2025

Maestria Partners LLC

  • AMZN
  • APO
  • FOUR
  • MGNI
  • TDG
  • TSM
  • KKR
Maestria Partners LLC's Q3 2025 Portfolio
Portfolio Value 316 Billion
Stocks 14
Filing on Nov 08, 2024 Q3 2024

Etfidea, LLC

  • DGRO
  • VUG
  • IWF
  • VBK
  • IJS
  • IWS
  • MDYG
Etfidea, LLC's Q3 2024 Portfolio
Portfolio Value 316 Billion
Stocks 113
Filing on Nov 14, 2025 Q3 2025

Quantessence Capital LLC

  • VRNA
  • GOOG
  • META
  • ALNY
  • APH
  • OIH
  • ALE
Quantessence Capital LLC's Q3 2025 Portfolio
Portfolio Value 316 Billion
Stocks 173